$Intel(INTC)$ 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.