Reddit Posts
The stock market is closed today, but this week is going to be wild
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
Bear case on IQ tax meme stocks during SpaceX IPO.
INTC 36k gains, boss saved me from selling it 5 days ago!
INTC 36k gains, boss saved me from selling it 5 days ago
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Nvidia starts shipping Vera CPUs to OpenAI, Anthropic, and SpaceX AI right before earnings
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
I Backtested 58 Intel Insider Buys Since 2019. The Results Were Interesting
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Actual performance of Leopold fund Semiconductor PUTS
Pigeon just shit on my laptop with $INTC cpu, $NVDA gpu, buying puts at open.
-$11,882 LOSS on INTC sold call. +$42,104 GAIN on INTC stocks. Neither of my grandmas gave me an inheritance, but I love both no the less.
Trump left Beijing with no deal, just "fantastic" conversations... and the market punished tech immediately!
Market breadth, AAPL AMD AMZN INTC MU
Chart priced in gold offer alpha when trading. They reveal chart patterns that dollar charts don't, and you can get an edge trading them. I already found the top on $INTC by finding a false breakout on the gold chart.
Intel Grandma is eating good this year
ChatGPT thinks my CSCO gains are literally impossible
Is SMCI (Super Micro Computing) the next INTC (Intel)?
Ran my daily scanner today, 5 semis with RSI over 80 on both timeframes
The Analog Chip Trade: Texas Instruments to 2 Trillion
Re: Sure, it's not a bubble. No its not.
Got banned from INTC subreddit for suggesting downside risk in INTC...
13k to 1mil INTC gains since Feb 2025
me looking at my $13k to $1M from suicidal INTC calls
Bought roughly $1800 of INTC 10 months ago
Intel (INTC) Stock Rockets 14% After Apple Partnership and SK Hynix Negotiations Surface
AMD GOOGL INTC MU stocks, QQQ ETF
Does the stock performance of Micron (MU) destroy the efficient market hypnosis?
$PLAB DD: easy to understand TSMC supplier chip tools trade - expecting 3x by the end of the year
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
If you want invest in something never tell anyone about it, I lost +600%, my opportunity with INTC because my friend discourage me
$MBLY forgotten 80% owned subsidiary of Intel
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 6x to $623B since he became CEO in March 2025
$INTC robotic division is $MBLY its literally Intels Biggest holding.
A WHOLE CIVILIZATION OF BEARS WILL DIE TONIGHT, NEVER TO BE BROUGHT BACK AGAIN.🐻🐻🐻🐻🐻
Intel just surged 15% on a single report. $INTC is back.
Intel just surged 15% on a single report. $INTC is back.
Apple and Intel $INTC reach agreement for Intel to make chips in Apple devices, WSJ reports.
May 8 (Reuters) - Apple AAPL.O and Intel INTC.O have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter.
My friends and family can never know (My portfolio)😔✊
23 year old turns 10k into 100k in 1 year
Intel trading at a ~119x forward P/E and nobody is talking about this
Is Intel's rally actually sustainable or is this a geopolitical spike?
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
Robotic Stocks are Next 🤖 Musk & Jenson view them as the Largest TAM ever.
Could be Time to Buy Robotic Stocks 🤖 Musk & Jenson call them the biggest TAM ever.
TSLA had 17 flow alerts and $890K in premium today. Lost money. INTC had 4. Made 13%.
Anchoring Bias. Why is it so hard to buy GOOGL & AMZN at all time highs? Why do we chase 10x underdogs over proven winners with 1x upside?
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
KESM Industries Bhd: Other Burn-in Asian Players Comparison, Wafer- and System-level Testing Expansion in 2026 + Possible Intel Connection
PUTS on INTC and AMD ( earnings and guidance were not great and clearly in a bubble)
Nana is tea-bagging on all of us for doubting on $INTC
Intel appoints Qualcomm executive to lead PC and physical AI business
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Mentions
I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.
CRSR making an INTC comeback
Any news on INTC coming tonight?
I am getting really panicky about my INTC position, just want to dump it and get the hell out now...
You know 🥭 is invested in this right?... see INTC
What a time to be alive, all walking zombies suddenly turning gems: INTC, CSCO and now NOK!
AI definitely is real, especially for coding, legal work, and doing things like summarizing any type of documents or text. And there's probably a bunch of other areas that it has some application. The amount of CapEx that's being spent, I think, is 700 billion plus this year. When you look at the actual revenue coming out of these AI companies, there's a huge gap right now. This definitely has shades of 1999 just look at WDC and MU stock charts. [Micron Market Capitalization](https://pro.stockalarm.io/charts?series=MU%3Afirebase-price%3AmarketCap%3Adaily&tf=5Y&type=line&indexed=0&singleAxis=1&highLow=0&labels=0&stacked=1&axisRight=0&sd=2021-05-26&ed=2026-05-27) Increased from $80B in 2025 to over $1 Trillion. WDC, MU, CSCO, INTC all looked just like this before the .COM crash and Intel warning on revenue was the catalyst that sent the market crashing back then.
How my QCOM and INTC calls lookin
It's important that INTC have days where it goes back to its roots of being dissapointing
Bought a little bit of INTC, NVDA, and MSG today
Its just the context today. Oil was clearly going lower after Iran opened up Internet to its citizens, so it's a read through on consumer, and shit that's been killed gets bought rather than winners continuing to run. It was reasonable to think MU would be green, but hot money flows into earnings revisions based on news. So INTC was not going to be bid up, things like Home Depot / NKE etc were going to be.
CPUs are the next obvious bottleneck, all those agents will need CPUs to run on. We are just going to need a ton more compute in the future. INTC is an obvious play from that perspective and the valuation isn't all that high. https://www.cnbc.com/2026/03/13/nvidia-gtc-ai-jensen-huang-cpu-gpu.html#:~:text=%22CPUs%20are%20becoming%20the%20bottleneck,Vera%2C%20is%20now%20in%20production.
INTC yeah because it's a national security issue- the US gov owns 10% lol You wanna bet against that? Go ahead
INTC peaking now too 🚀 mu , amd , SNDK. Blessings
INTC peaking now too 🚀 mu , amd , SNDK. Blessings 🙏🏻
For example. I’ve owned INTC for years. YEARS. It’s been a major drag… until about two weeks ago A collar is when you buy a put and sell a call. It essentially locks in gains for a specified period of time. In my case the put is at $100 and the call is at $170. They offset each other so i pay nothing If the stock tanks, my losses are floored at $100/sh. If it skyrockets, my gains are capped at $170/sh. If it just bobs around between $100 and $170 the options expire worthless and I lay a new collar. In all cases I win.
What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)
I’m currently at 3x in INTC shares and strugggling to sell
ARM, INTC, AMD, SNDK, MRVL, STX, and MU are/were my holdings, and I am down big, down 90% ytd. My issue is just buying weeklies because I'm a degenerate gambler with an actual addition. My gains will be 200-500% a week, but none of that matters if it only takes one week to completely wipe you out. Like two weeks ago I basically went to zero and had to redeposit so I'm currently missing out on this ongoing leg up while my deposit clears. And I'm sure the run will be over by the time it does, yet we move forward anyway
Hmm I guess I’ll buy INTC calls at open
MU up 10% pm, my INTC up at whopping 0.06%
ARM, MU, AMD, SNDK, MRVL, LRXC, INTC = The new MAG7
I can't believe INTC and SMCI are not in the header charts.
That's what I was told about INTC 18 months ago. And that's when I bought it... $20 for a Nana piece of shit company... i don't complain and I thank reddit for that
Yeah, it's just a place to let my emotions out a bit... otherwise I'm quite sure I'd have made a fortune out of INTC if I hadn't visited this place back in April 2025. I just got terrified out of my thesis back then after seeing so much doom around INTC. Was worth $250k back then, all in on INTC. Would've been comfortably above a million now. It is what it is I guess. It's just money too; all made-up.
INTC lost its spark
Markets are looking at CPUs right now and kinda forgot about memory. NAND prices getting hiked 100%+ quarter after quarter... Operating income for these companies will likely be wild when it shows up on earnings. Memory demand is now structural, but who knows about prices yet. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.
Are you doing an honest comparison? Intel still has most market share in the CPU market and AMD AI share is minor. Regardless, AMD is nowhere near the annual revenues of either company. Wake me up when they surpass either. They might pass INTC, but not there yet. Competition in that space is growing.
Since I just opened a short, probably INTC
INTC got to actually make a profit first
If INTC could start acting like MU that’d be chill
Could've bought a new car if I held INTC instead of listening to the geniuses here
Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it
Brother it hurts so much to even think… I was all in on INTC spot in April 2025; sold for 3.5% profit
CSCO, INTC, QCOM were all big during 1999
INTC, AMD, and MU are millionaire makers. I’ve healed my mind and soul with these three tickers. I’m closing in on 10x gains over my weedstock losses.
MU pulling a SNDK now. While INTC is pulling a MSFT
Sell $Meta to buy winners like $AMD, $MU and $INTC. Losers continue to lose. Fuck Zuckerberg and Alex Wang they have no idea how to run an actual business.
pussy. i bought INTC at 45 and averaged down to 23
It’s crazy. I sold my MU today. I got in at $636. I’m bullish on AI but I’m taking profits from both INTC and MU and just day trade while I’m on the sideline. I get scared when I hear news like this: - South Korea now has about 105 million trading accounts despite a population of ~52 million. - Margin debt reportedly exploded from about $5B in 2020 → $26B in 2026.
ALL IN SOXS!!! This MU SNDK INTC sh\*t can't continue any longer!
I made like 15k on 5k of INTC calls by just selling 5k worth every time it hit 100% return. Yeah, I coulda made more, but then it took a dip and I walked away with $17k vs. $7k after it dipped back if I hadn't sold. It's not a sprint, it's a marathon.
Markets are looking at CPUs right now and kinda forgot about memory. NAND prices getting hiked 100%+ quarter after quarter... Operating income for these companies will likely be wild when it shows up on earnings. Memory demand is now structural, but who knows about prices yet. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.
Okay hear me out. INTU is the next INTC. My grandma is gonna love this.
#New MAG7= SNDK, MU, AMD, DRAM, INTC, CAT, ARM LMAO🤌
One day SNDK and INTC will have the same fate as LUNR
Fair value for MU is NVDA+AMD+INTC market caps combined
If INTC could make new all time highs this year, what’s stopping BB? BB 150+ is not a meme.
AMD & INTC I think MU, AMD & INTC should merge into USSMC.
Should I hold my 6/12 INTC $130 calls or should I sell them for a small loss and buy something better ?
I had $20 INTC calls it hit $25 and I sold them I regret such decisions today lol
What's your target on INTC and MU? What's your next play?
Only if INTC were up as much as the other chip companies today
Can INTC stop being a pussy and just go up
INTC moving like a meme stonk
I'd be up 200% on INTC if I didn't listen to reddit
I like $AMBA but lots of competition from the likes of $QCOM, $INTC and $TI.
Wtf why is INTC dumping while everything is flying
Just sold everything including MU AMD INTC SOXL, buy the rumor sell the news. See a -20% on SPY to retest 620 level, I'm serious. You never go broke taking profits Maybe the last couple of cents is still there left to be make. I'll leave that to the fellow regards
Yeah, whenever it happens or whenever any tech company in AI (INTC, AMAT, LRCX, etc) or semi indicate revenue/earnings plateau. Then I know it's time to sell. Note: also whenever if ever in the near future the Fed has a rate hike.
INTC, CSCO, and DELL at all time highs. Knicks about to face the Spurs in the NBA Finals. Good thing MSFT is saving us from a 1999-style bubble by sacrificing itself to the market gods.
hey I just woke up from a 16 year coma, NVDA was trading at 32 cents but I bought INTC instead am I rich or should I go back into the coma
You forgot mention grandma INTC
Lost so much money this quarter staying short and cash, I give up. I think I’ll start looking at buying again, any good bets? Im thinking INTC & RKLB
1 more dip $nvda then lets go Other candidates \- MU and INTC \-IREN,APLD,KEEL
Some of these companies like INTC and DELL (and several more) which have already factored in years of triple digit growth when right now they are only making low single digit profits will dump SO HARD when the AI investments inevitably slow down. It may not be happening any time soon, but still. It will make literal millionaires those who can time it.
INTC at $20 and still holding.
If the US lets China go after Taiwan AMD and INTC will double. What are the odds of that?
If a company grows earnings by 15% and you then grow the stock by 100% in a month... that's the problem. The argument of "earnings are growing since the stock goes up an infinite arbitrary number" is why this is so dangerous. Have you taken a peek at the P/E of AMD or INTC recently? How many decades before they grow into that?
At some point META will start pumping. There is too much money in these big tech stocks and under no circumstances can they stay down forever. Worst case is that they do to it what they did to INTC and set expectations so fucking low that it's impossible not to "beat" and rip.
Correct I didnt, my only good plays were LUNR and INTC. I didnt go in because he's a scammer, he also deleted his bad plays, when you call him up on it he blocks you. Go figure
It feels like it's just massively unpopular and interesting right now. Could be the next INTC type situation who knows
fuck your fucking stakes and INTC too
WSB Sounds like it did with INTC. Buy signal.
> You can have a long, grinding decade of subpar returns vs peers while the rest of the semi stack compounds faster Sure, though I'd classify that as "opportunity cost" rather than "risk". Risk is measured vs a baseline, and the standard baseline is the risk-free rate, not the competition in one of the highest volatility sectors on the market. As for INTC vs TSMC, TSMC has its own complications, there's always the whole Chinese aggression angle. And the two companies aren't exactly equivalent. One's a pure fab shop and the other's a chip designer. To me it's actually ARM that is the more "existential" danger compared to Intel, because both AMD and Intel will be trading blows as long as x86 is the way things go. And Intel's diversifying into GPUs with Arc and that gives them a plan B in future if x86 does bite the bullet. TSM, on the other hand, as long as they're a cutting edge fab there will be customers. But they don't have chip designs of their own, they're purely a fab. It's the same thing - if they fall behind on fab tech, they will be able to continue making lower tiers of cheaper stuff for quite a while. The thing with tech is that over a 10 year span any leader can become a lagger and vice versa. Remember AMD Bulldozer? Back in 2015 not a lot of people were predicting AMD to smoke Intel going forward. It could easily reverse in one architectural upgrade or startup purchase.
Market seeing no future growth..Data center revenue may be shifted to CPU driven agentic AI. whish is boom for $ARM $AMD $QCOM $INTC.
Already made my money on INTC bro, just looking for the next one. Relax.
That’s it’s im doubling down on INTC
I had a similar situation with an INTC CC I sold. On the plus side, I got to take a fat short term loss by buying myself out ($4200, I sold the call for $266). For me the difference in tax between buying the call back and giving up my shares was about $2k ($5k long term gain on 100 INTC shares vs $4k short term loss on the call). You can keep rolling if you like and hope to make a few % on theta if it trades flat but ‘past performance does not guarantee future results’. It can keep running away from you. Another option is to buy yourself out of the CCs and then sell enough shares to get the cash back to cover it. Keep some shares and don’t suffer taxable gains on the shares.
I actually invested in INTC too but never would have guessed it would climb to $120 - I also considered it wise to limit my exposure to it as it felt risky to me even at $20 All that said, I feel like there is nothing to learn from what happened except that this is the way of the stock market. You cannot predict the unpredictable. I think the best you can do is try to find opportunity and limit your risks - accept that by avoiding big risks that you will also miss out on really large gains
Is $DELL the next $INTC? They are both players in the AI field. With Trump recently supporting Dell, anyone think that Dell is right about here, in their journey to explode like Intel? Dell needs to 3.5X to get to Intels Market Cap too. Could Gov buy a stake in Dell?
I put money into INTC because I thought it was an actual good investment. It was valued appropriately based on their plans and potential future success. They are also important to American interests. I am not saying you could have guessed about INTC. I am saying that it is different from the other zombie companies that should have already collapsed by now. Companies like TSLA and MSTR are completely overvalued, and I feel like we are living in a fraud economy. Musk will lie to investors constantly, and he is able to get away with it. After all, he can just buy a pardon if he is ever caught.
This is an investment, not degenerate gambling. If you were real WSB, you'd sell your retirement fund and buy 150 strike INTC calls or some shit.
> INTC as a separate, risky turnaround bet While I agree with your core point that INTC and SMH are not remotely equivalent as investments, let's be real here. Intel isn't going anywhere. People are acting like they're going to pull an Enron and implode or something. If Intel goes down and the world goes to ARM en masse it'll still be ten+ years before slow decay ensues, and they'll transform into some kind of Windows-x86 only niche computer provider that still has plenty of market for all the software out there that requires x86 processors to run. Of course that future has shrink instead of growth, but it's not a total collapse. It's the type of stagnation that _any_ company can run into, and realistically I'd expect Intel to give themselves a few shots in the arm by buying the smaller startups out there making experimental hardware and needing to scale, before they actually suffer the fate of a GE or some such.
2 months ago, I sold my positions INTC, it worth more than almost $500k now. To be home owner, yeah that how is it costs
Dump AMD buy INTC is the only play
Tbf, it’s a covered call, so they likely made some money on the share price. I personally did something similar as I sold covered calls for INTC last week and made an extra 3% on top of what I would have normally made without them. Plus, I had some protection from downside risk.
Every stocks on Tuesday will be slightly up 21% while my pos INTC will be significantly up 0.4%. Mark my word
You’re not crazy to feel torn. The AI trade is a weird mix of real cash flows and story-stock euphoria, and both can be true at once. Personally I’d treat SMH as “picks and shovels with real demand” and INTC as a separate, risky turnaround bet, then size them so a 50–70% drawdown in semis would sting but not nuke your future. If you had to pick one to trim first emotionally, would it be SMH or Intel?
I think the hardest part right now is that people are trying to force AI into either world changing revolution or total fraud when reality is probably somewhere in the middle. The dot com comparison makes sense to me structurally, but not necessarily fundamentally. In the late 90s a lot of companies had no revenue, no margins, and honestly no viable business model. Today the hyperscalers are printing insane cash flow and funding AI spend internally. That’s a pretty huge difference. That said, bubbles can still happen around real technology. Railroads were transformative. Internet was transformative. Both still had periods of absurd speculation. I think semis are probably in that category now. Real secular demand, mixed with valuations that assume near perfection. My bigger concern isn’t “AI is fake.” It’s whether current spending levels are sustainable once the easy gains are captured. Right now everyone is terrified of being left behind, so CAPEX keeps escalating. At some point boards will start asking where the durable ROI is coming from beyond copilots and ad optimization. Personally I think the picks-and-shovels side is safer than trying to predict which AI app wins. But even there, semis are cyclical by nature. People forget that when revenue graphs go vertical. Also not gonna lie, I’d separate SMH and INTC mentally. SMH is diversified exposure to the trend. Intel is a turnaround bet with execution risk. Those are very different investments even if both benefit from AI narratives. I don’t think we’re at the end of the AI cycle at all. Feels early to me too. But “early” doesn’t mean stocks can’t overshoot massively in both directions along the way.
I’m in a similar position, I have 400 shares of INTC with a 150% gain in average, I’m not sure if I should sell now