SirBahamut
11-08

Actually consumer CPU market is not Intel’s forte; enterprise CPU is more sticky for Intel. But Intel’s main problem is never about the CPU losing market share to AMD, but its foundry losing massive money and STILL lagging behind TSMC by 2-3 generations due to weak mgmt. Even Intel’s lunar lake and arrow lake has to be fully outsourced to TSMC for mass production.
@Dick Elinor：
$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound. If they can turn things around, there’s no reason they can’t keep cranking out solid profits. With a long-term view, I don’t see $10 billion in net profit each year being a stretch, and at a 10x PE, it feels like there's room for some decent returns. It might take time, but I’m holding for the ride.
$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound. If they can turn things around, there’s no reason they can’t keep cranking out solid profits. With a long-term view, I don’t see $10 billion in net profit each year being a stretch, and at a 10x PE, it feels like there's room for some decent returns. It might take time, but I’m holding for the ride.

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