INTC

Paul_Robert_

If Lisa Su were to be announced as INTC's new CEO, would INTC pump?

hypeaze

Will NVDA go the way of INTC with customers of the tech deciding to do their own versions of the chips whether its gpus or tpus?

No_Driver_3303

Buying INTC 40 call 02/20/26, grandma this is for you. 🙏🏻

AbiralParajuli

GOOG will buy CUDA and ask INTC to manufacture their TPU for 10% stake and NVDA will go bankrupt. Source: Trust me, bro.

SlfImpr

I own similar amounts of: * GOOG (my cost basis $167 vs. current price of $323) * AVGO (my cost basis $181 vs. current price of $385) * NVDA (my cost basis $116 vs. current price of $177) * AMD (my cost basis $108 vs. current price of $206) * INTC (my cost basis $23 vs. current price of $36) * TSMC (my cost basis $172 vs. current price of $284) * MRVL (my cost basis $44 vs. current price of $83) Currently: * GOOG and AVGO are fairly valued (room for some growth in 2026) * NVDA, AMD, MRVL are undervalued * INTC is undervalued (high potential) but might need more time (check price by EOY 2026) * TSMC slightly undervalued (Taiwan risk)

MaterialGuy007

Goog replacing NVDA is totally fake. Probably a NVDA short holders pipe dream.  AMD, AVGO, INTC all tried to replace NVDA and could not.  Takes 5 mil chip orders to get price lower - Goog is not in market to sell 5 mil chips- and why in 2007 - you’ve lost 2 years of AI advances which is forever….  

EffectivePoet4572

used to be like that but AMD and INTC

OREG_Keith

Did anyone buy the SHOP and INTC dips this morning like I posted about after open. :-) I’ve been adding to SHOP on every dip over the past few weeks. It’s up over 50% for me in the past 6 months and should smash holiday earnings as usual.

kraken2b

Here is my take: 1) NVDA is leading in semis industry and semis ETF and major holdings of these ETFs due to largest market cap. Thus any bad news and selloff of NVDA, you will see collateral damage to other semis due to ETFs selloff. 2) the 2330.TW (TW exchange orginial TSM) hasn't rebound as much as TSM in Tuesday. 2330.TW generally trade with more volume and has lower volatility than its counterpart TSM ADR. 2330.TW generally swing up and down more slowly than TSM, and TSM's price is linked to 2330.TW by about 1.23 to 1.25 premium after converting spot forex rate. So TSM experience slight pull back after today TW exchange. 3) Japan Rapidus plans to setup its 2nd plants and will start producing 2nm chips in 2027 something, joining TSM, Samsung, INTC to be the 4th foundries. But likely it will face yield issue just like Samsung, INTC. So new competitor to the game, TSM will see some margin squeeze, and weak hand will sell off.

infiniteszef

Yea, bro Wall St. ain't touching this shit with a 10 foot pole. INTC is a real company with a real business. This one is a ponzi scheme with some bullshit about dollar devaluation and tinfoil hat conspiracy theories sprinkled on top. I get sentiment trading, but you would have to really hate making money to get in on this.

PTRBoyz

It’s selling off because of pressure from Google selling TPUs but it’s not going anywhere. Most companies need both chips to do this well. The real loser will be AMD, AVGO, INTC. 

Gold-Bid-6169

Ya all the regards wondering how it could possibly pull back after being up 60% in 30 days and up 250% from ytd lows in April…regards like daily and weekly charts only and specifically see current stock price as market value but nothing more. INTC is so cheap at $35 it must be a buy with Nvda near $200…Wow nflx is a deal now - last I saw it was $1,200🤦‍♂️

FrostingOk2692

I would roll all my GOOG calls to more calls at a higher strike, but I did that with my highly profitable INTC ones on 28th october, so...

jadebuddha1

INTC

jadebuddha1

INTC is holding strong

jadebuddha1

INTC bout to break 36

OREG_Keith

I hope everyone bought the SHOP, INTC and Barrick dip at open! 👀

urahozer

The biggest "quiet part" with all this AI talk. No fab has absolutely boomed on it. Like one tweet away from INTC doubling

TomatoSpecialist6879

Normally when this sub gets overwhelmingly bearish on specific stocks, it's a sign that it'll violently rebound eventually because Wall St hates us. But it's MSTR, the business model is so dog shit a bear thesis like this is basically like saying water is wet. Then again, even fucking INTC managed to escape the curse of being a dog shit company from government directly pumping it and forcing everyone to give them business. Let's see if the MSTR being an unprofitable grifting dog shit or WSB is stronger.

No_Aerie_2717

INTC + 👌

OREG_Keith

My call here yesterday before open, which was bang on: “Monday’s purchases will be the same as Friday, adding more SHOP, Barrick, INTC, SBSW, BBAI & ASTS. If we get another good dip I’ll double down on SHOP and Barrick.” All of them were up big yesterday and I’ll continue to buy any dips on all of them. I also added more GOOG yesterday. Checkout the PT raise on SHOP: https://finance.yahoo.com/news/cibc-raises-shopify-shop-price-232228258.html

Mysterious_Ad6637

INTC news???

OREG_Keith

My call here yesterday before open: “Monday’s purchases will be the same as Friday, adding more SHOP, Barrick, INTC, SBSW, BBAI & ASTS. If we get another good dip I’ll double down on SHOP and Barrick.” All of them were up big. I also added more GOOG yesterday. Checkout the PT raise on SHOP: https://finance.yahoo.com/news/cibc-raises-shopify-shop-price-232228258.html

Zonties

Something about the market I just realized is literally making me sick. I see so many signs peak bubble has past. All posts bullish. Calls. Amazing. Only a few skeptics who are dismissed - oh boy-I wrote this elsewhere. Bounce today reminded me of classic bear market rally before real crash . Everybody presumes again were in a bull market.... Omg . I'm like legit fearful guys..before most people are. Here's my candid reasoning. Yikes... The stock market to me looks more toxic than it's been in a long time. A gap down, up to resistance before nvda earnings crash. Two days of buying, everyone expecting the worst is over and a return to norm - except a few cnbc guests,who described it as feeling "eerie. Way too many parallels between now and dot com Before I go into fundamental details I think we need to appreciate the price action on major assets, what's already occurred and how that may be analogous of past events, the chart so far is not overly concerning by any means: the pullback is under correction territory, so not means to panic the bounce is strong - it looks nice, less bad than Thursday, that's for sure. . But, I see in my view the added fundamental factors that actually may make complacency this time far more dangerous. For a long time over the spring /summer, price action had a consent bullish pull that would always return, leading in grinding, slow price action , which I feel is seriously coming off balance because we've already seen perhaps the first inning already. The way it's been acting, the ignorance to good earnings, all the questionable concerns and valuations of Ai, bitcoin and crypto crashing. All the seeds I believe remain in place for something bad. How bad, I don't know. I could make myself look like a fool saying this which is why I usually refrain from these posts or feelings unless I validly feel significant bearish factors are being considered. I believe wiping out this year's gains, that's not a low probability unfortunately. I guess we'll see. People don't realize how exposed to Ai they actually are when it's 40 pct of the S&p. I realized as well, prior moves downward did not hold because they were geopolitical based, tariff based and general fear, this one may somehow reinvigorate every existing concern, plus new ones as well. Of all of them, I'm most worried about the sustainability of Ai based products and chips, their depreciation(try using a ten year old phone on modern software... But speed that up as Ai needs expand parabolic with difficulty of tasks computing demand increases in tandem. , real future value, and crypto, and then trump /tariff /fed stuff in that order. But all mixed in a negative way, with ai concerns leading. As I said, and I've been wrong, I don't write these posts lightly anymore unless I am somehow incredibly convinced, looking at everything neutrally. Someone made a excellent analogy I picked up on. Nvda makes the picks and shoves, everyone else is building the mine but not striking much gold. Which reminded me of the tech bubble, Csco /nt/sunw /INTC sold the main ingredients, while software and tech cos, the small guys, had big trouble first. We've seen trouble, though not as wide as them in comparison. We also have an underlying pressure, crypto, giving additional pounding in the mix. I literally can't think of a worse scenario WITH FORESIGHT to predict upon at the time I write this by any means. Also, I want to emphasize :I actually am optimistic about the longer term outlook on Ai, but longer term I mean like, probably in a decade, when quantum computers finally get the kinks out. That will probably be a difficult bridge to pass. Yes, I've been wrong before a lot. One difference now is, things are not down much so far. It feels more early "sick" like covid, but much worse possibly long term /that or how 2022 felt but also worse. I feel a sickening fear already too that I don't think most people do about these levels. That may or may not mean anything. I imagine I feel so strongly that mark Cuban would've felt the same when he bought far otm puts to protect his equity. Remember, Peter schiff spins the same crap daily I think it would be ridiculous to do so normally. We have a lot more issues to even raise his concerns into the mix, that also adding in remains a huge unknown to me. Jim Roger's also has done the same, although now he's disapeered.

TemporaryPension3181

sold out of it today. was green too but i thought i could be more green cus its INTC

Adventurous_Tea_2198

Should I buy INTC DEC 18 ‘26 $40 call for $695?

jadebuddha1

INTC going for 37

jadebuddha1

INTC going crazy lmao

ListerineInMyPeehole

This is why I'm long INTC too

lilphrod

INTC to 36???

jadebuddha1

INTC let’s goo

jadebuddha1

INTC

OREG_Keith

Today’s purchases will be the same as Friday, adding more SHOP, Barrick, INTC, SBSW, BBAI & ASTS. If we get another good dip I’ll double down on SHOP and Barrick. Check out this Barrick news: https://share.google/CmQjN7pDeeWoPYN1P Barrick Mining and Mali agree in principle to resolve dispute over gold mine. Bullish.

HugeAd5056

True. I feel like Visa is an underrepresented pick. Like, NVDA, MSFT, V would be a very reliable lineup of blue chips. V also tends to rise from October through February… possibly due to the spending holidays. I do like the INTC pick though since fabrication is also of unique economic impact and INTC is the only domestic fabricator I know of.

AcrobaticBug4271

Elon needs to hurry and partner with INTC

SlfImpr

My dumbazz sold 300 shares of $INTC at $26.50 in August. Watch it go to $80 by EOY 2026 *(good thing I still have 600 shares at cost basis of $24)*

Sensitive-Radish-292

I didn't buy at the peak, I bought around 230-240\~ there are a few people on the discord who followed my trades. I will post my INTC positions (once I get to my computer), because this is INTC-related post. I will not show my AMD trades as it would show how much money I made - sorry.

le_Derpinder

INTC is 6.8% down since the AMD news and 0.3% up from the exec news you shared. I was not making a case for Intel but a case against all chip makers with high PE as we move towards a bear market.

hermeskino715

With all this dumping the past few weeks, I expected INTC to be back to 20s

Ochopuss

TSMC has like a decade buffer of advanced tech over anyone else. IMO, the only reason this company isn’t worth well over $5 trillion is because of the looming China threat. The thing is, if China DID decide to take Taiwan then the entire market would go to shit anyway and it is quite possible it would lead to a WWIII scenario. I am skeptical of INTC because of their history, falling behind so far and of course the coming bursting of the Ai bubble - don’t argue with me on that.. it is going to happen.. All that being said, I’ll buy into this a bit for now because hype = short term gains.

gopoohgo

Yes.  And what has INTC done?

Baozicriollothroaway

Dude those 38 INTC and 205 NVDA calls are done for it, <60 DTE, he needs a before-Christmas miracle to save that. 

anon4crypto

Did a regarded degen write the post? Bro, INTC is not going to do a 180 within this decade. It's like the PayPal of its industry, "was until it wasn't".

Illustrious-Aside522

INTC losing share market to AMD, like what are you talking about?

Sensitive-Radish-292

You understand that the INTC Foundry business can produce ARM chips as well right?

VancityRenaults

INTC’s P/E is 575? Wtf? https://i.imgur.com/zRBZRAW.jpeg

dbx999

Let’s take a look at the government’s last tech move: it extorted 10% of INTC ownership. And for what? It’s a dog of a company let alone a stock. What’s government intrusion into the free market good for? Nothing. It’s socialist. Government doesn’t know tech. It should just stay the fuck out, give some tax breaks, and let the nerds work

Managers_Choice

I seem to get locked in and end up holding shares for over a year to get out with a modest gain over inflation, margin interest and options fees but not sure it's worth the stress. If you play on Intel, prepare for the long term. Remember the kid who posted here about 100%ing his inheritance into INTC, it took him a while but he came out decent, unless he paper-handed the shares.

OREG_Keith

Monday’s purchases will be the same as Friday, adding more SHOP, Barrick, INTC, SBSW, BBAI & ASTS. If we get another good dip I’ll double down on SHOP and Barrick.

jarMburger

I being selling INTC puts since Nana was invoked, but seriously OP’s AMD take is a bit horrifying. I worked in a hyperscaler in my former career and can say for sure that there are several programs of using AMD cpu in the standard compute rack. There’s reason why there’s a substantial increase in AMD DC sales and most of that were in CPU, not GPU. If there’s some over promise by AMD, it’s in their gpu segment, not CPU. Also, both Intel and AMD chip runs on somewhat similar architecture so the whole crypto security issue is misguided. Just a quick google will give you the right info on that.

GenerationTechAllen

Nvidia chips are not optimized for ai work, they have a great ecosystem and head start... but they'll continue to lose market share. Open ai is probably never going to reach profitability, its way too behind spending far too much. I think the next big thing will be a more efficient model maybe from China that will once again change compute needs like Deepseek. Wait for Goog to dip or for Amazon to stabilize once this tarrif and trade war nonsense ends. These are two are going to dominate. Also wait for INTC to dip below 30, 18a in production mode and 14a now has proper funding almost, a few years from now if there's still compacity constraint they will benefit. They have far more potential to grow than any mag 7 i think.

Chest-Guy

I lost $740,000 on INTC

Imaginary_Might3030

Why short term calls? INTC has a future and 1/16/26 calls would have definitely helped

Sensitive-Radish-292

I'm long on Intel, thesis is about Intel - I did mention that I bought puts on AMD and rolled them, and yes. I do believe that AMD is extremely overvalued and I personally don't care about some analysts opinion. Most analysts update their PTs right after a big jump or a big dump - and a lot of these analysts cover multiple sectors - they don't specialize on one single sector and they don't analyze that sector from a broad macroeconomic perspective. If they would, they would know that INTC is a key player that is about to breakout. While I bought into INTC the moment Lip-Bu Tan rumors surfaced, doubled down before NVDA investment and doubled down further during the bear market after I researched Lip-Bu Tan's connections. Guess when the analysts updated their price targets? After INTC doubled, before that most of them were hold/sell with PT 18. But be my guest and listen to analysts. It's not AMZN not being able to rent out... there is no demand from current lead engineers/researchers. Everyone is used to NVIDIA/CUDA. Even I had to work with CUDA (and I tried working with ATI cards btw) when I was studying. If you're counting on AMD being saved by OpenAI then good luck, considering the last leaked memo showed how well "OpenAI" is doing. Be my guest, bet on AMD.

gopoohgo

Is your thesis buy INTC or sell AMD?   Because your sell AMD points kinda suck.   You used a December 2024 article about AMZN not being able to rent out last gen AMD chips via AWS.   >They are only competing with other inference chips.   Uh yeah, that's the thesis that Sam Altman stated with OpenAIs gameplan for tackling the expected bump in token usage.    >The only demand for AMD GPUs is from a deal with OpenAI.   And META and ORCL, via the Helios rack and the MI4500 "supercluster" respectively.   Link: AMD Stock Has Ample Room to Rise, Say Analysts. Thank Oracle and Meta.: https://www.barrons.com/articles/amd-stock-price-target-increase-746d3819

NormalAddition8943

I didn't see that argument in your post though. I see arguments why AMD is bad and not in demand, while "INTC is shining and thriving" (when that's not the case at all in the data center!) So on the foundary side - are you saying Intel is going to make their foundry totally vendor agnostic, competing head-to-head with TSMC, and open up their manufacturing lines on a competitive contract basis to all vendors - like Broadcom, AMD, Apple, and NVIDIA silicon and break away from Intel-centric designed CPUs/GPUs/NPUs/etc..? (If yes - then awesome; I agree it's a good idea and I'd buy shares in that too)

modder9

I don’t think it’s a terrible play. INTC will never go under (government bailout). I feel stupid for not holding my full port at $18(I sold at like $23 to go back to options).

NormalAddition8943

Look at the power draw on the new Intel-core-ultra 290k to 250k plus line up: it's still a joke. They all start at 125 W and climb into the 250 W range. This is why these CPUs can't be put in ultrabooks, miniPCs, or chromebooks, and likewise are terrible for use datacenter rack-mounted multi-system blade slots. I'll buy INTC when their latest gen CPUs finally beat AMD and Apple's CPUs in IPC-per-watt, which are currently the pareto edge.

asiansnowflake

How much will the checks be for INTC and AMD? Asking for a friend.

Sensitive-Radish-292

Have you seen the market? You really belong here if you think it was just Intel. If you then compare how other stocks declined \*cough\* AMD \*cough\* and compare it to INTC then the drop is negligible.

TemporaryPension3181

i was green too lol but its INTC and i thought i could be more green. day after day i thought it would recover

TomBanjo86

INTC recovered, so can you. RIP Grandma.

goofytigre

Not back to green, but my INTC position was down 60%+ 3 months ago and now it's only down 15% (it was green briefly three weeks ago).

The_Great_Man_Potato

Did he make it or is this an INTC situation?

unhappyreach_

Nice good job I played myself with INTC calls :(

Stocks_N_Bondage

Mango is already socialist, putting public funds into companies like INTC... The world is wacky.

DegenGonnaDegen

I bought $37 1/16 calls today for INTC

blankgok

INTC didn’t rob you bro, you ran straight into the knife

Kickboy21

I did 2 minutes of thinking and told myself INTC is a piece of shit company

unhappyreach_

I spent hour and hours reading, planning, and charting Since INTC ran to 50ish in DEC 23 while they were bleeding money, I figured 100% they would repeat the same this year. All the investments and fab updates. Free money I thot.... It was free money, but not for me....

MosskeepForest

INTC pops like 80% in a month.... and you go "finally, my time to go long on this" You seem well regarded.

shasta747

50% in MU, NVO and INTC, 50% cash lol

Automatic_Taro_6288

I'm currently down unrealized around 50k on POET(25k) and the rest on PATH and INTC to be honesy bought it all during their near ATH, i already lost realized around 40k with another unlucky buying of FISERV.

RTMidgetman

Puts on INTC?

OREG_Keith

Adding to dips again today on SHOP, INTC, ASTS, SBSW and BBAI. Doubling down on UBER.

Happy-Champion1661

🥭literally bought INTC with gov money 3months ago. He gets rich from crypto and markets And you think the bubble pops today? LMAO. It will pop, but only after he's gone just hold your shares and DCA into solid companies with actual fundamentals like GOOGL and META, AMZN even avoid risky overvalued meme shit like quantum stocks or stonks that are up 150% ytd like HOOD, MU or PLTR

Quick_Scientist_5494

I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?

ScratchNumerous

INTC, next giant semiconduct

idobi

If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."

unhappyreach_

I was doing so well with SPY puts and INTC calls all year Then I went full INTC bull stop trading SPY, and I paid the price lol Never go full retard

jackflash223

All in on INTC. It's Nana's chosen stock.

FrankDrebinOnReddit

Right, so go all-in on INTC?

shbk

INTC really wants to go back to its classic 19-22 range

Misc_Thoughts

Got smoked today on INTC, AMZN & TSLA 💔

No_Sundae_3814

Great explanation of Tom Hayes. I started following him in Fall 2022 and made my first sizeable 401K contributions based on his bullish outlook. It really paid off just index funding it! I don't believe in timing the market but if its down then its a great time to transfer from checking to investing account. I bought CRK at $7.41 based on Tom which has been a wonderful ride. I'm up 76% in INTC, 92% in ALB, 41% in AAP. I missed the bottom of BABA but currently up 26%. I like QXO for a 3+ year hold (currently -13%). I bought more PYPL today. I work in biotech and wouldn't recommend positions for anything in the sector. There is a headwind coming from every direction.

youbenchbro

I sold my INTC $35.50 puts way too early for a loss.

OREG_Keith

I hear you and agree with much of what you said. I don’t feel like Walmart will disappoint and SHOP is up 35% for me on the year with several big announcements, including AI plays. I see shop getting to $250 PS next year. It’s up 4% in the premarket. I’m adding on every dip with SHOP when I can. Good luck today! And, please INTC can you get back to $42 PS!

moldyjellybean

My question is shouldn’t TSM actually be the most valuable company in the world. Been asking this for 10+ years. Apple, NVDA, AMD, INTC, QCOM, GOOG, AMZN, META, MSFT don’t all these companies depend on TSM . It’s not like INTC or Samsung can make these chips.

Insomnia_Strikes

Yeah INTC surprisingly took off after I did my last round of CCs. Those CCs were longer DTE (maybe 75 days…can’t remember for sure) in order to keep my strike above my cost basis and get some sort of decent premium. Only problem was that a lot of unexpected things happened during that longer dated CC (i.e. gov taking a stake in the company) and I ended up missing out on some significant upside when the stock blew past my strike. I ended up making a little money overall but i don’t think it was worth tying up so much capital for so long.

OREG_Keith

Let’s go INTC. NVDA has a $5 billion partnership with you. Time to get back over $42. YouTube can do it. 🥭 and Jesus Jensen believe in you.

ACiD_80

$INTC is the opportunity of a lifetime though

Michael_J_Scarn

Is that guy in Ireland your financial advisor? Because your God of market analysis that knows what no one else knows still thinks the Biden administration is in charge. And he also thinks a smart play is going long on INTC which is the red headed step child of the nasdaq. I think their ATH was about... 4 years ago. So good luck basing your entire thesis on one month of missing jobs reports thanks to congress doing what congress does best - arguing and refusing to work together.

unhappyreach_

Target gets an AI deal before INTC I think I'm done with stonks 😡

Constant-Sweet-3718

NVDA, AMD, INTC, etc. is slushing money around to boost numbers. If I give you $100 and you give this money to someone else and they return the money as an investment... please explain how this is revenue???

urahozer

That or INTC. Gonna get a bonus 5% move one way or the other

FredMc

Sold my INTC gains and doubled down on NVDA. Goodbye Nana! Thanks for for the last few months!

LolaStrm1970

INTC to $100

Glad-View-5566

I am bearish and nearly all cash but was bored and bought INTC lottos based off what bearhunter said about NVDA partnership. I am truly regarded and hate money

Jerikolol

take a shot every time Jensen says AI. Double shots for 'unsatiable'. Finish the bottle if he says "INTC partnership"

Fearless_Purple7

INTC