Reddit Posts
After 200% gains - i’m out. (B-B-BUBBLE!)
It’s SO fair! I LOVE you all I LOVE you all!
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
Mentions
Exactly what i think the big guys are doing. As soon as INTC about to hit 124-125, it would plummet to 116-117 then the cycle continues. Maybe they are accumulating at this range and don't want the price to be higher for now. but what do i know.
INTC is down 3% wtf is going on
Ok why is 🥭 still pumping INTC? Pump the other stonks pls. Include their tickers too
If your a ton on names like AMD, INTC, MU. Take your profits and buyback 15% cheaper next week
All the asian markets are cashing out so they can buy SPY and INTC when the war peace deal news is announced in premarket You heard it here first
Awesome to hear, congrats on the gains! I missed out on MU, INTC, and ARM - had MU/INTC on the buy list but never pulled the trigger. I have been in ASML since 1/25 though. As a recent NBIS holder (since $80s) I’m happy to see Leopold’s recent purchases of that name - was only a matter of time based on his track record. Any content creators you track at all for ideas?
Appreciate it! AMD, MU, NVDA, and INTC have been great winners. Loaded up on ARM in 2025, so that’s been a big winner, but missed the ASML ride. Still holding INTC, ARM, NVDA, and MU. A lot of the insight was my own thinking of how the future demand will be driven, but really looked into AI after reading Leopold’s paper back in 2024. That helped me focus on semis/compute
#When Leopold Aschenbrenner revealed his NBIS position today but filed May 20, NBIS jumped as much as 15.5% after hours hitting $240. Leopold's fund Situational Awareness returned +2065% in 2025 (1) alone rotating from Nvidia to Memory/Storage/Optics to BE/Power/INTC and now Neoclouds. When a man 21x his entire portfolio in 1 year by timing almost every AI trade correctly, there's alot of people copying his trades. Every moves he makes is amplified. ##thank you Leopold.
I bought myself out for $4200. INTC is going to the moon!
I sold INTC at $20 we are not the same At loss
StUPID INTC !! Go up idiot
Wish I held my 1000 shares of INTC
Haha yeah I also have some bad experiences while trying to diamond hand that’s why I paper hand now lol I’m currently holding some RDDT and INTC and will buy some CRSR at open… there are all my positions at the moment worth maybe $6k
Shit if stocks like INTC, CISCO, IBM are just popping off, slamming 350c for DELL tomorrow for earnings
I wish INTC pumped the way NBIS does 😔
What are the odds that 🥭 says something nice about INTC tonight?
Are we thinking INTC calls?
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.