$Intel(INTC)$ The sell-off on record revenues across the board feels pretty overdone to me. It seems like the broader market's risk-off mood is overshadowing what were actually solid results. Once the market stops panicking over the capex narrative, I think this could recover fairly quickly. Just one of those days where even great numbers from Intel couldn't hold any upside.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Micron Technology(MU)$ The current correction feels like it's dragging on, but these things are normal and happen every year. Fundamentally, nothing has changed. I think these stocks could recover pretty quickly. I'm holding my position and being patient, not adding more on margin.
$Intel(INTC)$ I'm hoping it opens higher soon. I think it could be back to 125 before long, and it seems undervalued. It's supposed to be worth around $300.
$Intel(INTC)$ The stock has managed one of the most aggressive structural turnarounds in market history, surging from its lows to trade around the $110 level. Ahead of its earnings on July 23, the focus is on its advanced 18A process node progress, pricing power for Xeon server chips, and growing foundry momentum. This price level is significant as the stock tries to digest its large rally. If the company can show its turnaround execution is ahead of schedule, the premium valuation would get a more solid foundation.
$Intel(INTC)$ It's remarkable that just two companies can make up 50% of the Kospi. The movements in chip and memory stocks often seem tied to what's happening with the Korean ones.