$Intel(INTC)$ Apparently, Intel is going to sell a lot of CPUs. Nvidia buys all their CPUs for their stacks, and they want to build a laptop. But somebody has to make those CPUs, and it's going to be Intel.
$Intel(INTC)$ Agentic AI demand is accelerating per Nvidia's release. Expect Jensen to talk up the Intel partnership tonight on the call. Could open at new highs.
$Intel(INTC)$ Hey everyone, remember the adrenaline rush from hitting the historic $100 milestone. The next run to $200 looks like another thrilling marathon. I'm prepared for it. Let's see how far INTC can go this time.
$Intel(INTC)$ It looks like INTC, MU, and SNDK have bottomed after drifting at least 15% to 20% over 5 days. Intel is down 20% recently. Hope we move higher from here, but long term it's a $200 stock.
$Intel(INTC)$ In my view, the current selling pressure in Intel is driven more by overall market conditions than by online commentary or individual stock predictions. I've seen similar negative calls at much lower price points in the past, and the market ultimately didn't follow those claims. I don't attribute price movements to such posts. Ultimately, I believe each investor should decide for themselves whether to buy, hold, or sell based on their own judgment, as prices can move in both directions. Intel's fundamentals, in my opinion, appear to be strengthening.
$Intel(INTC)$ If IFS were a standalone startup, investors would be tripping over each other to buy its stock. It has the world’s most advanced manufacturing process and packaging, with interest and deals from all the majors—Apple, Nvidia, Intel itself, Tesla, Google, SpaceX, Microsoft, and others. Then add funding from SoftBank, Tesla, Nvidia, and even the US government. That alone adds up to a trillion-dollar company. Now, take Intel’s product business as a standalone company. It controls the lion’s share of the CPU market. Its CPUs are powering AI data centers where demand is skyrocketing. Revenue and earnings are growing in double digits in a market whose TAM is growing by more than 30% a year. It’s extremel
$Intel(INTC)$ Geopolitical tensions, like the Iran War and the high-stakes China summit, have tanked the markets, with the entire semiconductor sector taking a hit. We've seen similar situations before—the Ukraine/Russia conflict, Venezuela raid, trade war, and so on. But the stock market is resilient and will rebound. In fact, tensions between China and Taiwan could push Intel Foundry demand through the roof, as TSMC faces significant risk. Just keep building and resume the Ohio fab. You can't control the storm, but you can control yourself. Stay calm; every storm passes by.
$Intel(INTC)$ Advanced packaging is what will push this stock over $200 by year‘s end. Moore‘s Law is done. It’s all about packaging now to keep Performance/Watt growing. IFS is leading the way.
$Intel(INTC)$ INTC's debt to income ratio is around 38%. Cash on hand is about $38 billion, with total debt around $50 billion. The PEG is roughly 0.75, which is good, but it's creeping towards 1.0. A couple of things stand out to me: knowing how to read a balance sheet and understanding the importance of the PEG. Also, nobody knows what a stock will do; you can only make an educated guess based on past performance and the outlook. I can see INTC reaching a high of $180, but it needs almost perfect execution. That leads to another point: when you buy a stock, you're buying the management team. I have confidence that this team can execute their plan and investors will be rewarded.
$Intel(INTC)$ The demand for chips far exceeds supply. Only three companies manufacture them: TSMC, Intel, and Samsung. TSMC is fully booked into 2028. All the chip designers like Apple, Tesla, AMD, Nvidia, Broadcom, Meta, Microsoft, Amazon, and Google… have to diversify their manufacturing beyond TSMC. That's where Intel comes in. Intel's most advanced nodes, 18A and 18AP (not to mention 14A coming in 2027), are ahead of TSMC and way ahead of Samsung. TSMC is only ahead in yield density, but Intel will catch up in Q4. Plus, Intel is adding new fab capacity. Market makers and institutional investors are realizing this and buying Intel stock. No other company in the world besides Intel controls design, manufactu
$Intel(INTC)$ Lipbu is at 30x, while we're only at 5x. There's still a long way to go for Intel to reach a $1T market cap. By the way, I don't see the appeal in AMD compared to INTC.
$Intel(INTC)$ Intel's share price deserves a breather. There's profit taking, portfolio rebalancing, and geopolitical concerns. But I don't see the price dropping below $90. The best is still to come.
$Intel(INTC)$ From where I stand, there are a few potential catalysts for May. AMD earnings, the possibility of lower interest rates with Warsh leading the Fed, excitement around a potential SpaceX IPO, Trump and CNBC constantly mentioning Intel, the Panther Lake launch, the shareholders meeting, and a possible end to the Iran war.