Reddit Posts
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
First week of my trading life and I am YOLOing SOFI calls. Guys I think I really belong here.
GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?
Closed my INTC puts, rolled into 600 NFLX $600 calls expiring next week
Strangely the US wants to Intel to succeed but their price does not look that way
51k yolo on PCE tomorrow - Personal Consumption Expenditures? Nah, Puts Conquering Everything!
YOLO-ed 500 $47 puts on INTC, expiring tomorrow
Why I'm getting Tesla Puts, A Deep Dive into Earnings (A Must Read)
A Deep Dive into Tesla's Earnings (A Must Read)
My recent AMD vs INTC insight + 69% in 2 days
So, this is kinda why I think Netflix will beat
Everything you need to know about AMD in 8 bullet points, before the ER.
Can someone help contextualize ARM versus AMD, NVDA, INTC, or other semiconductor companies
Everything you need to know about AMD in 8 bullet points.
To all the $INTC haters and future AMD bagholders
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
$INTC CEO super salty and calls $NVDA AI dominance as "extraordinarily lucky"
Intel Corporation: INTC’s Latest Strides and Challenges
Puts on $INTC. Intel Meteor Lake Analysis - Core Ultra 7 155H only convinces with GPU performance
What to look for when comparing two similar stocks you'd like to invest in
Please don't flame me. What is your take on $CRSR - Corsair Gaming?
Undervalued NASDAQ Stocks To Buy Now - $SVRE $AMZN $INTC $EVGO $CSCO
I need funds and am going to sell a stock in my portfolio: HELP!
analyze chart - sold INTC at yesterdays +7% intraday
ENPH PUTS! I’m the same dude who flipped INTC puts yesterday!
VOO + AAPL + MSFT + Googl + AMZN + INTC for the next 5 years?
Intel in Lead to Get Billions for Secure Defense-Chip Facilities
WiMi Hologram Cloud (WIMI) developed its AI computing technology
Intel to The MOON!!! Discussion
INTC should be the shit that comes out of the ass
Should I exit Intel as soon as it reaches my break even price?
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
INTC: Employee SPP hits August 22nd (when everyone auto-sells)
$INTC Intel's $5.4 billion acquisition of $TSEM Tower Semiconductor called off due to lack of Chinese regulatory approval
Butterflies & Iron Condors: Assignment Risk vs. Duration & Stock Selection
📉 Short Selling: Betting Against the Odds! 📈
WiMi Hologram Cloud (WIMI) subverts innovative human-computer interaction technology
The Discovery of the Century - How to make money off it
Intel $INTC earnings beat expectations which is good news for Apple $AAPL, Qualcomm $QCOM, and AMD $AMD
Intel surges as Q2 results show PC rebound underway, strong guidance
Intel surges as Q2 results show PC rebound underway, strong guidance
Long time lurker, first time betting. Waiting for INTC earning call tomorrow
IT'S THE BIG ONE - What to do for META's earnings tonight!
What are some stocks that worth selling covered calls?
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
Dow Jones today: Markets sputter to start a shortened week.
Mentions
I bought $37 1/16 calls today for INTC
INTC didn’t rob you bro, you ran straight into the knife
I did 2 minutes of thinking and told myself INTC is a piece of shit company
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....
INTC pops like 80% in a month.... and you go "finally, my time to go long on this" You seem well regarded.
50% in MU, NVO and INTC, 50% cash lol
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.
Adding to dips again today on SHOP, INTC, ASTS, SBSW and BBAI. Doubling down on UBER.
🥭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
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 ?
INTC, next giant semiconduct
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."
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
All in on INTC. It's Nana's chosen stock.
Right, so go all-in on INTC?
INTC really wants to go back to its classic 19-22 range
Got smoked today on INTC, AMZN & TSLA 💔
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.
I sold my INTC $35.50 puts way too early for a loss.
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!
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.
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.
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.
$INTC is the opportunity of a lifetime though
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.
Target gets an AI deal before INTC I think I'm done with stonks 😡
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???
That or INTC. Gonna get a bonus 5% move one way or the other
Sold my INTC gains and doubled down on NVDA. Goodbye Nana! Thanks for for the last few months!
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
take a shot every time Jensen says AI. Double shots for 'unsatiable'. Finish the bottle if he says "INTC partnership"
Sold my INTC calls at the top. Bought 35.50 puts at the top. I have a bad feeling about today and tomorrow.
Oh, mighty Lip Bu Tan, Visionary of silicon realms, Founder of Walden’s infinite wisdom, Chairman of circuits and dreams untold. In the fabs of fortune, where chips are forged, Bless our portfolios with your guiding hand. May $INTC/$INTW soar like a phoenix from America, To the moon and beyond, in endless ascent. Shield us from bears and market’s cruel storms, Grant us gains in the shadow of your grace. From USA White House to global gates, Let innovation flow, and wealth accumulate. Amen, in the name of semiconductors eternal! -LBT SIGNED.
I'm 60% cash, 5% INTC 36 calls EXP Dec 5th, and 35% DUOL at hopefully the bottom ($173).
Someone tell what INTC LEAPS TO BUY
Every stock in my portfolio was up today except INTC. I doubled down on ONDS yesterday when it hit -10%. That 25% pump today was nice!
They lighting up big block INTC calls today and last week. Possible big Saudi deal
INTC regarded strenght today, AMZN insanely regarded red
Shifted my strategy. Half ported tried and true INTC. Got back in at $33.82. The government is backing it.
I hope he didn't panic sell and still holds it, I think INTC will nudge higher for the future.
The Nana guy bought INTC at 30$, then it dropped to \~18
actually very true and Russia doesn't own 10% INTC either
"When you gaze long into an abyss, the abyss also gazes into you." -INTC
"When you gaze long into an abyss, the abyss also gazes into you." -INTC
Nah! INTC took the crown, already.
Buys INTC then announces $10 bln investment, yeah idk chief
So I was actually kind of like this, but I did it with PLTR shares and went from $35k to $320K as of right now over the course of 1.7 years. A few weeks ago I was at almost $400K. I just haven't sold anything. My advice, because I only skimmed your post, is to 1. close your options contracts and 2. get capital together that you need to cover your taxes and 3. Just put the remainder into INTC or SPY or whatever safe stock you want. I would realize that you probably just got lucky, and use that as a reason to play it safe. I 100% got lucky with PLTR because I bought it during the tech recovery at end 2023/beginning 2024. It was just timing and I had money, I know I can't 10X my money with stocks like that in that same time period. But now with my shares, I know I'll probably have a few million if I just don't sell for the next 10 years. You should adopt the same mindset with INTC. Just hold it and let it grow.
I learned my lesson last week and bought INTC calls that expire December 5th instead of this Friday.
INTC is a great entry here if you missed the boat, this baby will see $100 sometime next year. Expecting a big customer announcement, APPL, AVGO, even AMD any moment now.
I'm buying INTC next time it really dips. Maybe ASML too.
I thought it was just treasury bonds, but that doesn't seem to be the case. "Trump's new bond investments span several industries, including sectors that have already benefited, or are benefiting, from his administration's policy changes such as financial deregulation. Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom [(AVGO.O), opens new tab](https://www.reuters.com/markets/companies/AVGO.O) and Qualcomm [(QCOM.O), opens new tab](https://www.reuters.com/markets/companies/QCOM.O); tech companies such as Meta Platforms [(META.O), opens new tab](https://www.reuters.com/markets/companies/META.O); retailers such as Home Depot [(HD.N), opens new tab](https://www.reuters.com/markets/companies/HD.N) and CVS Health [(CVS.N), opens new tab](https://www.reuters.com/markets/companies/CVS.N); and Wall Street banks such as Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N) and Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N).Purchases of the debt of investment banks in late August included bonds of JP Morgan [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N). On Friday, Trump asked the U.S. Justice Department [to investigate JP Morgan](https://www.reuters.com/world/us/trump-says-he-will-ask-justice-department-probe-epstein-ties-with-bill-clinton-2025-11-14/) over its ties to the late financier and convicted sex offender Jeffrey Epstein. The bank has said it regrets its past ties with Epstein and did not help him commit "heinous acts." Trump also acquired Intel [(INTC.O), opens new tab](https://www.reuters.com/markets/companies/INTC.O) bonds after the U.S. government, under Trump's direction, [acquired a stake, opens new tab](https://www.google.com/search?q=intel+10+oct+stake+reuters&rlz=1C1GCHU_enUS1124US1124&oq=intel+10+oct+stake+reuters&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigAdIBCDQyNzBqMGo3qAIAsAIA&sourceid=chrome&ie=UTF-8) in the company." Source: [https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/)
President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home Depot (HD), and CVS Health (CVS), and banks such as Goldman Sachs (GS), and Morgan Stanley (MS). Purchases also included bonds of JP Morgan (JPM). > >Trump also acquired Intel (INTC) bonds, after the U.S. government acquired a stake in the company.
Theyre realizing INTC is a dogshit company that only pumped because government has a stake in it
Softbank got out of NVIDIA and bought 87 million shares of INTC...
idk, Wonder what was his avg, INTC hit 45ish recently?
Google…msft etc. are good…lower priced try SOFI & INTC…..crazy one but has some fundamentals is my fav…ONDS…also JOBY….PATH
When INTC post shit earnings, the announcement will come.
Wow, this might be worse than the INTC kid with his grandmas inheritance
Was very luckily looking at INTC options chain and saw the volume and OI was insanely high
A kindred spirit! I too somewhat famously lost my life savings on ASTS, for insane reasons, and if I hadn't sold at the bottom I would be worth about $12M today. Instead I live in a van down by the river. If it makes you feel better, I have 20 years of even worse, even dumber trades. I'm like the Forrest Gump of regarded investing, some how I was there for every moment, and did the dumbest thing possible in all of them. It has taken me 2 decades to learn that I am truly, deeply, and irredeemably not emotionally suited for trading. I lost all my Bar Mitzvah money to Juniper Networks in the dot com crash. I was in Lehman when they disappeared from teh tickers in the GFC. I held thousands of BTC and hundreds of millions of DOGE and dumped it all for a few thousand bucks. I had GME calls from 3 months before the squeeze, they peaked at about $5.4M. Martin Skrelli's commentary on GME from his prison phone to that dude on WSB who would post his comments convinced me to paperhand those calls for $80k. Most recently, I moved what little was left of my port after ASTS into INTC at almost the exact same time as Nanna did...although the recent recovery did at least make me whole again. Truly the Forrest Gump of Regards. I should write a book about it someday.
Down 30% on my INTC leaps, should have sold when it was +30%, never learned
To be more concrete and less cheeky... I'd say "things that worked before, with a new cast, and lower expectations" \- INTC fits here, but has already run, they still sell large amounts of things people pay for, and got overlooked because they weren't selling the new thing. New cast with Lip-Bu working all the angles and getting noticed. \- Going forward, I think UBER fits. They're not a growth darling anymore, but still the #1 company in a couple different fields that aren't going anywhere. The new management isn't new anymore, but feels like they still don't get full credit for how many things they do. It's not cheap, but might see a couple trends converge to help them out. \- SLB (or really any "oil" stock) - I like SLB because they're on the service end, and have everything needed to transfer to geothermal if that ever becomes favored. Any pop in either sector helps them out and they're trying to rebrand. Low expectations, no reason they can't exceed. \- NVO - worked before and still has core assets that will print for a long time, refocusing, new leadership, and the drama has them just too cheap right now... think ASML 6 months ago On the smaller side FUBO - teamed up with Disney, maybe you've heard of them. Low expectations because they have the less cool side of the streaming bundles, but sports are a thing people like ;) Right now priced like they're going to slowly evaporate. If they post even "mid" quarters, they should change multiples and start seeing effects of Disney selling ads and possibly bundles with ESPN/Disney+/etc... any subscriber growth plus any ARPU lift from ads or innovation and they get the share price out of "penny stock" land under $5, they could be in business. ACHV - gets labeled a biotech, but really licenses a known drug and are walking it through approvals to help people stop smoking. That's "worked before" with Chantix and other entries. Less people smoke, and that ship has sailed, but more people vape (new cast) and ACHV will be in line for early approval on that indication. Valued like speculative biotech, but with a $100M value voucher for accelerated approval that they can sell rather than dilute if needed.
I sold my puts at open then bought INTC for a bit of a safe haven to see how this shakes out. We did the same shit last Friday
INTC 50 EOD or else my peener gets it 😡
And this is why I cashed out my puts at open. Made a nice 3k bought a few puts for middle of next week as a hedge in case shit hits the fan but otherwise got some GLD calls, INTC shares and chilling for the weekend
Yep loaded 660 puts for middle of next week on that pump. Probably out for the day. Did buy a position in INTC though as that seems like an alright long time hold plus GLD calls this morning. Good luck tards
All you need to do is compare GPU to CPU. INTC and AMD typically release a new generation every 1-3 years. The newer ones are always more powerful than the predecessors. Does MSFT Azure or AMZN AWS refresh every single CPU in their public clouds every 1-3 years? Nope. Just like your laptop or PC at home or work or school, it might not be the latest and greatest after the first year or two, but it still serves it purpose. Same concept with your mobile phone. NVDA GPU generation cadence is about every year now. What's going to happen is those older generation GPU will handle lesser workloads. This could be inferencing or supporting SLM (small language models). SLM is going to be huge for companies who want to train models on their own proprietary data. For example, why would a biotech use a LLM for drug discovery? The answer is obviously they wouldn't and they have their own proprietary data. Take this concept and apply it across any industry/use case. The GPU could also still be used to support frontier LLM's in the cloud. Ultimately a public cloud client is paying a price based on performance/specification. You pay more for bigger and faster storage, you pay more for faster CPU's. Not every company needs or is willing to pay for latest and greatest performance if they don't have the need or can't justify the cost. So no way the useful business/financial value of GPU is only 2-3 years. Burry isn't a tech person, he doesn't understand it. Hypothetically it's a 2 year minimum effort to replace hundreds of thousands of GPU, because you can't shutdown services and disrupt client usage. For those who don't understand the basic accounting concept - if I have a capex spend of $100 in 2025, but that asset has business value for 5 years, I don't have a charge of $100 in 2025. Instead I break that $100 into 5 parts, so it only hits the bottom line by $20 each year (25/26/27/28/29). So Burry is basically trying to say big tech is inflating their profit margin by stretching the expense out. Also note that companies such as CRWV and IREN were formerly crypto miners - that is why they have datacenters and racks full of GPU's. As BTC halving reduced the returns on mining, they repurposed their existing gear to become mini-hyperscalers. They have "dated" GPU's. Did it stop META MSFT OpenAI from signing contracts with them? Nope - because GPU compute is scarce and they need all they can get - prior generation or not.
I just threw out an example that you're not going to care in 20 years whether you bought at 6100 or 6700. And not saying you have to buy that index, but I can tell you if you;re playing in solo stocks, there are a lot of INTC investors who would have loved a 20 year return of 4.5%...
INTC has a huge resistance ceiling at exactly $40 for all the millions of shares sold at that price with the chips act.... and for the ATH of a decade ago. No, seriously, you **truly** need some extinction level dark exorcism to cast away that ancient horde of zombie bag holders.
INTC, you fuck. You're next.
Been adding to my positions in gold stocks since early last week. Bought more Barrick yesterday on the dip and more precious metal miner SBSW. Not buying the dip on much else until the dust settles although I did add more INTC as he will never let that fail. :-)
I wouldn’t worry about INTC. He will never let that one fail. Too many jobs and now invested. I hold INTC long and it’s one of a few I will continue to buy the dip on.
I have not opened my trading app since I bought META calls right after the ER dip. Having RDDT and INTC in my port sure does not encourage me either
I know that NVDA was the specific stock mentioned, but TSLA, PLTR, SNDK all have P/E ratios of 200+ (SNDK has 700+). INTC has a P/E ratio of 3,596.
INTC 36 C 1DTE is looking good
I like INTC 1dte $36c. Pretty decent IV if you think we rebound even a bit tomorrow
If I had anything left to spend I would buy more INTC, ACHR, and DUOL.
Yeah lmao INTC, my bad
INTC CEO, Lip Bu Tan, was quoted as saying, “The N word.”
INTC has the fakest looking chart today ive ever seen
Look at INTC flatline… this announces nothing good. It will either suddenly +10% or -10%
We need that dog barking $INTC, $INTC !
My SPY 705c 11/21 / AMD 230p 11/14 / INTC 42.5c 11/21 might qualify
It’s been clear for a while, money is rolling out of mega tech and going into small and mid cap tech and gold stocks. I doubled down last week and again on Monday in BBAI, SHOP, SBSW and even INTC because they will never let Intel fail - too many US jobs. I also added to Barrick on Monday.
The aspects of a bubble. Over valuation in multiple companies. High P/E. No real earnings. FOMO. AI isn't a bubble but there are many stocks in AI that are a Bubble. NVDA, AMD, MU, INTC, and more are not in a bubble just over valued because of the potential market revolution they could bring. Earnings support the price generally. INTC doesn't have the earnings but has assets and strategic partnerships that will carry it in the next 2 years. Smaller companies are most likely going to be wiped out with a few lucky winners. (Nuclear, Rare earth metals, renewable energy, battery producers, lithography) Hard to tell which smaller companies win. This will be proven in the next two years as the labor market collapses.
I won’t say INTC today!!
Holy Hell - I remember when INTC actually helped keep AMD around, so they wouldn't face anti-trust charges. https://preview.redd.it/de2pi0zg2u0g1.png?width=1172&format=png&auto=webp&s=7b08ea49db8e5a06413ddde873d6b232e21cef36
NFE has given up all its gains from last week. The company has not announced when earnings will be announced. Some people saying today, some saying the 18th. Possible catalysts are receipt of $650 million FEMA claim, restructuring of debt that protects (or damages less than expected) equity, fed. gov. backstop similar to INTC investment and rare earth deals. Potential for short squeeze remains real, but this is a speculative, very high risk play. NFE is on the verge of bankruptcy.
Last week and again on Monday I doubled down on SHOP, SBSW and BBAI, which have all been great performers for me this year. Today I added to my positions in ASTS (in a $25 PS) and INTC (in at $21 PS). All 5 of these I hold long. Have a great day degens!
>chips are the new oil I don't know who said this first, but I saw this phrase back in 2021 when I started investing and it's what got me to buy AMD, INTC, and NVDA. I wholeheartedly believe it, as certainly from a national security standpoint and utility standpoint it literally is as important.
I have calls for 1/26, 3/26, and 1/27 with strikes of 27.5, 30, and 35 respectively. Their earnings were actually pretty good and they just bought (probably overpaid) for Metsera. They remind me a lot of INTC just different sector. I don’t think $30 by EOY is too farfetched… although $30 by EOQ1 of 2026 might be more reasonable
Too many coincidences for me. Potential parts of the puzzle falling into place in the last couple of weeks ..... The rumoured $5bn INTC acquisition of sambanova (whos A.I. inference is apparently superior to Nvidia's) Softbank own large stakes in the governments crown jewel INTC and also in sambanova. Softbank raise $5bn by selling shares in direct inference competitor. Reeks of conflict of interest doesn't it. Lipbu serves as exec chair in sambanova. INTC A.I. CTO moved on paving the way for Rodrigo Liang samba chair to replace him.