$Intel(INTC)$ When you look at companies that command a huge premium, like Palantir and now Intel, it's because those buying them feel they're investing in the next powerhouses of the new era. I don't think it's any more complicated than that, which is why all the negative P/E data being posted by shorts is irrelevant. The only thing that matters right now is how the market decides to price a share of Intel. I'm excited to see what comes next, honestly—up or down, it's been a wild ride. Best of luck to the longs.
$Intel(INTC)$ A 90% yield means Intel is now more profitable per wafer than the competition. When you combine that yield data with the 1,350% earnings beat, the whole valuation argument—the P/E ratio—doesn’t really hold up. The “E” (Earnings) is growing faster than the “P” (Price) can keep up with.
$Intel(INTC)$ Next week, AMD will report that data center CPU demand is above anything they planned for, and the only constraint is supply. Intel stock will run up alongside AMD for the exact same reason.
$Intel(INTC)$ Intel's real play hasn't even started yet. These new contracts are just the beginning of huge profits in the coming months. It's still one of the most undervalued tech companies out there. Looking at $200 a year from now.