INTC

Diokneesus

It feels like it's just massively unpopular and interesting right now. Could be the next INTC type situation who knows

MushroomStunning3947

fuck your fucking stakes and INTC too

QTpieme

WSB Sounds like it did with INTC. Buy signal.

srfdriver99

> 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.

Plastic_Chemical_742

Market seeing no future growth..Data center revenue may be shifted to CPU driven agentic AI. whish is boom for $ARM $AMD $QCOM $INTC.

tungaalper

Already made my money on INTC bro, just looking for the next one. Relax.

Dry-Chemical-9170

That’s it’s im doubling down on INTC

mikemanray

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.

ALMessenger

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

Harry_Settel

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?

freebytes

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.

babayaga_1905

Yes INTC is the next wave!

Boring-Community3575

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.

srfdriver99

> 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.

ScratchNumerous

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

AyumiHikaru

Dump AMD buy INTC is the only play

Thomas-The-Tutor

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.

chaiza5599

Every stocks on Tuesday will be slightly up 21% while my pos INTC will be significantly up 0.4%. Mark my word

InvestmentBiker

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?

u_spawnTrapd

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.

Gravefall

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

RedElmo65

Beg your pardon. INTC went from $20 to $120 in a few months.

Shredded__

AMD & INTC are just getting started

Invest0rnoob1

I don't care about any of these companies. I just want to make money. My 4 positions are GOOG INTC IONQ RKLB. I bought GOOG and INTC in 2022 and added more to intel at 20. Not buying the most hyped stocks in a bull market is dumb to me. It's like people are handing out free money, and you're saying no thanks. I have investment morals lol

PaperHandsTheDip

I'm just indexed rn. I'm out of INTC and AMD. I had jan 2027 200c's on AMD from a long time ago and held intc from \~30 to \~60ish. I haven't been in either in a while :/ I got out of many positions far too soon tbh. AI ran harder than I thought

Over-Computer-6464

My broker (USAA back then) website froze and would not let me enter an order to sell INTC near the $75 peak back in 2000. By the next day it had dropped significantly and just kept falling. It took quite a few years to get back to that peak. So my broker saved me from liquidating the position I opened at $4.88/share (split adjusted) back in 1994. At the time I was pissed at my broker, but it worked out for the better in the long, long run. https://preview.redd.it/zmj4eac5hy2h1.jpeg?width=2360&format=pjpg&auto=webp&s=903644de586e2c4678ac2791f0a97b420e9c1e01

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

ALMessenger

We all miss a lot of gains a lot of the time. I could have put all my money in INTC last year before it 6X’d - I guess I fucked up, right? I think trying to assess your success or failure based on what opportunities you missed is an unhelpful mindset As the whole market being “circular” maybe we’re just arguing semantics but have two parties exchanging the same money back and forth is obviously a problem when the market has been taking it at face value - these kind of scheme is fragile

FatFluffyFish

Maybe. I have seen what he did with Dell and INTC. Loading up more at open

point_of_you

Also bought INTC in the very low 20s. Only regret is that I sold some at $60 and $80 ...sadly I failed to buy AMD which was obviously gonna follow a similar trajectory

jarMburger

wtf are you talking about? INTC is up 224% ytd, mrvl is up 131% ytd, klac is up 55% ytd 😱, Amat is up 68% ytd. May want to check how you actually pull your data.

realHarryGelb

MRVL, INTC, MU, KLAC all up huge YTD, WTF are you even talking about? 😂

jorcas

I bought INTC down to $18, sold it off on the way up to $63. I'm short now at $115 🤷🏽‍♂️ Buy low, sell high... Short higher?! 🙈

Hairy-Preference-824

$INTC, knew the US govt could not afford to lose it.

hoofd123

!banbet INTC +15% 2w

FabulousLanguage6216

During market hours the demand for AI is too big to be met for decades. When market is closed they find resources in China to make everything cheap. By the tine market opens on Tuesday everything is forgotten and INTC adds another 200 billion in market cap.

Specialist_Cup_3603

I got 1630$ to invest monthly , i’m 23 , i will continue buying $MSFT $NVDA $GOOG $ORCL $NVO $INTC , if i got more money i will buy QQQ ETF

Sad_Estimate_6342

Just remember these things: AMD Earnings = AMD pump, NVDA dump NVDA Earnings = AMD pump, NVDA dump INTC Earnings = AMD pump, INTC pump, NVDA dump

zxc123zxc123

Same. Sold INTC for gains and now I have the trouble of thinking of how I can realize short term losses while pushing gains further out. Thinking either being more aggressive while buying protective puts or doing bull spreads.

snecseruza

I went into INTC at $20 last year because despite the sentiment IMO they had become a "too big to fail" case and could end up with a government bailout. Worst case in my mind was a long term value play and potential turn around, or even a buy out that would be favorable to anyone holding at $20. I got out at $100 and pretty happy with that trade. I fully accept that it was luck to 5x that quickly.

MushroomStunning3947

IBM has a somewhat working quantum computer at least by my understanding, stock flat, others pumping. I am probably going to stay mad with these like with fuckin INTC. fuck your equity stakes

No-Improvement3164

Because 🥭 said go out and buy a DELL and it’s ripping like INTC. Easy to move smaller market caps.

zxc123zxc123

>[*“Doesn't matter what the press says. Doesn't matter what the politicians or the mobs say. Doesn't matter if the whole country decides that something wrong is something right. This nation was founded on one principle above all else: The requirement that we stand up for what we believe, no matter the odds or the consequences. When the mob and the press and the whole world tell you to move, your job is to plant yourself like a tree beside the river of truth, and tell the whole world -- "No, YOU move.”*](https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2Fi1un7mkv3dr11.jpg) I still think bears are dumb af. I was bullish AF in 2022 and 2023, started deleveraging out of UPRO in 2024, got out of BRZU 2025 while building up 10-20% cash/note/defensive position, got out of INTC 2026, and hopefully will deleverage out of TNA/URTY/UWM to IWM/UWM this year or next year if it doesn't collapse. Lowering leverage from 2-3x and single stocks to more defensive mix is a process and not a fucking sell out complete 1 day before black Monday.

Spare-Capital-3347

My dad gave me the choice to either get a car as a gift or 20k for my 19th birthday. I took the 20k and went all in on INTC at $41 avg share (first time buying) and sold at $85. Then bought MU at 570. All because of WSB.

brock2063

I for one welcome back our 1990s overloads INTC, XOM, and IBM. It was a better world back then.

ListerineInMyPeehole

Long INTC and Spencer Pratt contracts

MajorLoaf

Private. TSLA being taken private too. Deal with INTC.

FuckingJPMAlgos

Is the US govt dumping its INTC position?

Kittykatcatkat

If you go all in on INTC weekly calls and you make your money back plus extra and bail the guy out. How awesome of a story would that be?

Neither-Grade6397

Even junkies are buying INTC now, so calls.

Upper-Advantage-6156

lmao. calls on INTC

illegaltaco420

My INTC Shares are going to get called at 114$ :(

toomuchmarcaroni

I got one on INTC last week and I think I sold it two days later Lo and behold, they’re up again somehow 

stonksf

Intc is such a short rn holy fuck it can't hold shit for gains PUTS ON INTC

Tricky_Let2806

Got a gut feeling that INTC bout to make another generational rally Current $120, from $20-30 where everyone on Reddit shit on the stock. $200 bound EOY

Star_Lord924

Jesus fuck INTC...youre such a bag of ass

PurpleFilth

QCOM INTC and TXN been making me money 🤑

Fun-Journalist2276

First INTC now Dell, DT doing big favors hahaha

No-Put2311

INTC rage bait

OnceALoser

You got steel balls if you are buying INTC and AMD. Check their forward PE

Specialist_Berry_725

please advise me do I close and take all my profits or go big and wait after market open? had shorts on oil and longs on INTC and some crypto

ObseenKarma

Pin this comment, if INTC hits $130 today I will jump in the pond during my round of golf after work. Video to come.

Star_Lord924

I need INTC to 126 today PLEASE

Extreme-Island-5041

My 1 minute Claudification: >I have all the dates needed from the search results. Here's the updated table: >| Company | Sector | Date | Gov't Investment | Ownership Stake | |---|---|---|---|---| >| **U.S. Steel** | Steel | Jun 18, 2025 | N/A | "Golden share" (veto rights) | >| **MP Materials** | Rare Earth | Jul 10, 2025 | $400M–$750M | ~15% | >| **Intel** | Semiconductors | Aug 22, 2025 | $5.7B | 10% (+5% warrants) | >| **Lithium Americas** | Lithium | Oct 7, 2025 ¹ | $2.23B loan | 5% equity + 5% JV | >| **Trilogy Metals** | Critical Minerals | Oct 7, 2025 | $35.6M | 10% (+7.5% warrants) | >| **Vulcan Elements** | Rare Earth Magnets | Nov 4, 2025 | $620M loan + $50M equity | Equity + warrants | >| **ReElement Technologies** | Rare Earth Processing | Nov 4, 2025 | $80M loan | Warrants | >| **Korea Zinc** | Critical Minerals | Dec 15, 2025 | $1.9B JV + $210M | 40% of U.S. ops / ~5% global | >| **USA Rare Earth** | Rare Earth | Jan 26, 2026 | $277M + $1.3B loan | 8–16% | >| **9 Quantum Companies** | Quantum Computing | May 21, 2026 | $2B total | Minority stakes (TBD) | >¹ The Lithium Americas agreement (OWCA) was signed on October 7, 2025, but the warrants were formally issued on January 30, 2026. [Business Wire](https://www.businesswire.com/news/home/20260319063080/en/Lithium-Americas-Reports-Full-Year-2025-Results) Now I have enough data to build the portfolio. Let me put this together as an interactive React artifact. Here's the full interactive portfolio tracker. A few things worth knowing about the data: **Strong performers (tradable):** - **INTC** is by far the best trade — buying at ~$23.50 before the Aug 22 deal would have returned over **400%** to today's ~$118.96 - **TMQ** nearly doubled (+94%) from the confirmed $2.09 closing price on Oct 6 - **MP Materials** is up ~76%, though it hit a peak of ~$98 in October before pulling back **Underperformer:** - **LAC** is the only tradable position barely in positive territory, up only ~39% from the estimated $3.50 pre-announcement price to $4.87 today **Not countable in the portfolio:** - **U.S. Steel** was bought out at $55 — a retail investor would simply hold $55 in cash since June 2025 - **Korea Zinc**, **Vulcan Elements**, **ReElement**, and the four private quantum companies couldn't be purchased by a retail investor **On the quantum stocks** — these were literally just announced yesterday, so that data covers only one day of movement. QBTS, RGTI, and INFQ all surged 28–31% on May 21, so buying on May 20 was already very prescient in hindsight. All purchase prices are estimates based on news context and trend data; historical day-specific closing data wasn't fully retrievable for every date.

mehmet_okur

Reddit and internet discussion sentiment is overwhelmingly negative for this. I remember multiple assets that all these dorks constantly trashed. INTC most recent. Space Explorations Technologies is looking like another way to make money off the people who can't separate their feelings from their finances Calls

alvarkresh

Just wanted to jump in. I checked my play-money TFSA a while ago and my eyes went like O_O at seeing how much it was. Turns out my INTC shares just exploded in value. Cashed them out immediately.

Thy_Gap_Slayer

Your guess is as good as mine… but we can hope that it rockets like INTC which also sold equity to fed government

achoo_blessyoo

NVDA is already much lower than AMD and INTC at 1Y forward PE ratings.  TSLA is a profitable company, SpaceX is not.

NeatRevolutionary423

!banbet INTC 100 7d

NeatRevolutionary423

INTC $103 put 5/29 expiry — $1/contract

heytree27

So wait RGTI gunna pull a INTC or SNDK?

Star_Lord924

FFS INTC can you please fucking go up and stay up

Shoddy_Penalty2125

Selling CC’s on INTC - 125c for 5/22

ThatsAllFolksAgain

I put $100,000 in MSFT ORCL INTC LU CSCO. I waited for 5 years and then sold everything for 80% loss. It took Microsoft 16 years to recover the price I bought at. Lucent died. Intel finally recovered the high this year. Same with Cisco. I don’t remember Oracle’s stats. For Microsoft, since 2016, when it recovered the previous high, it has gone up 30 or 40 times I don’t remember exactly. Some of my biggest mistakes were Amazon, Netflix, Nvidia, AMD all of them I bought in single digits and sold after making 30% in a few weeks. I bought Apple in the teens after Jobs left. When he returned, Apple jumped to mid 50’s just before iPhone was released and I sold it with a healthy gain. Oh well!!!

toomuchmarcaroni

Dude I misread your comment as INTC and was like why the fuck, yeah IBM makes sense

Background_Ranger917

lowk shoulda bought INTC instead

ohgodthehorror95

It was actually mostly telecom. Companies that actually moved the market, with some of the larger market caps were part of the fiber optics infra buildout and networking solutions. CSCO, INTC, CIEN, ORCL, IBM, VRSN, QCOM, Lucent and Nortel (both don't exist anymore). CIEN is up like 700% in the last year and it's still down nearly 50% from its all time high during the bubble

deathlyharry

INTC to $250 to secure our demise

Specialist_Exam_8433

RGTI's CEO doesn't own even ONE share of his own company and now 🥭 is gambling taxpayer money into scams lmfao. At least INTC makes sense from a national security perspective.

Practical-Health3455

You will find it harder when INTC crosses 500.

kodaksdad2020

I find it hard to stay long a market where people are happy that they paid 120+ for a share of INTC LMAO

Pale-Silver-8178

When US GOV and Leopold buy I buy. QBTS going to run like INTC did.

Shoganai_Hito

My 16 yr old wants to get into stocks and told me to put $200 in PLTR and $200 in INTC. Idk if I should talk him out of it and put VOO instead or let it roll. He’s up $40 in XOM since earlier this year (put in before Iran war) so maybe he knows more than me

Difficult_Lecture948

I am adding more into DXYZ, INTC, GLW, SOUN, VOOG, and RVI. Same here about the under 500m rule.

ChungusSpliffs

Who here holdin INTC

Phuffu

I don’t disagree with that either. Hence why I didn’t give any names in my reply. And that POV probably says more about myself as an investor than OP. You really gotta be patient. Look at INTC around $20 just a year ago. There was a time when Sandisk and Micron were considered cyclical, boring plays.

Star_Lord924

I need INTC to fucking do something and pump to 123+ tomorrow. Fuckin just being a lame duck and pissing me off

KeyInstruction641

*US taxpayers already paying heavily for inflation and debasement now adding Ai stuff into the mix. INTC, IBM, what's next SpaceX? Quick, somebody check how big Maaango's team bought into IBM before this announcement.*

No-Put2311

MU and INTC because I love america

mikemicmayk

Same! I think MU and INTC will move up tomorrow (atleast thats what chart is saying)

Working_Space_1260

IBM new INTC. I’m all in. If they’re gonna manipulate I won’t be on the sidelines

CrewLeather754

INTC moving

Metacog_Drivel

IBM seems like the new INTC trade.

chaiza5599

The money has to rotate somewhere and it's INTC this time!

Outrageous_Method432

INTC -10% tomorrow. 105$ puts

Outrageous_Method432

INTC -10% tomorrow 105$ puts

Legendary-Lemon

INTC puts too cheap?

Legendary-Lemon

God why INTC are so cheap.

FaithlessnessIcy3875

ARM is going to acquire AMD and INTC by this year at this rate

Star_Lord924

AMD/INTC you are both complete bags of ass