Reddit Posts
July Earnings - what are you all planning to focus on?
INTC, GLW: premium sellers market. sorried about my spreads
3D Systems DDD might profit from its CEO’s White House meeting
3D Systems DDD might profit from its CEO’s White House meeting
INTC Brief Technical Analysis (Bollinger Bands + MACD + Volume)
INTC Brief Technical Analysis (Bollinger Bands + MACD + Volume)
Tokens commodifying *increases* not decreases demand for inference and *increases* revenue for AI chip makers
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Micron earnings strength + current semiconductor exposure in my portfolio
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
INTC Sitting At Elevated 91% IV Ahead Of FOMC & OpEx: Reading Dealer GEX Structure
intel is the most delusional bubble in the earth right now and I will die on this hill
intel is the most delusional bubble in the earth right now and I will die on this hill
INTC is the most delusional bubble in the semiconductor space right now and I will die on this hill
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Pre-Market Gainers and Losers for Today (June 3, 2026) 📈 📉
INTC — selling the $95 monthly put, ~$4.70 credit. Sanity-check my thesis?
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD
Donald Trump Is Calling Stocks Again — Could $IBM Be Next?
Best of May (INTC, IBM, MU) and one painful loss.
The most unnecessarily autistic thing I’ve ever built.
Thought I was gonna post gains but I lost the game
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.
Mentions
I am holding INTC calls because hoping for prez tweet.
sir, another INTC has hit my portfolio
Fuck me, INTC just deepseeked a bag of dicks!
And why didn’t I sell INTC yesterday at 125 FML
Can’t speak to all the other semis… but INTC sell off is excessive. Calls it is
Why the hell is INTC down 10%. Fucking hell.
7/17 INTC calls are free money right now
Was told to buy MU, SNDK, INTC, MRVL, NBIS dips. I bought 2 days early and now I'm broke.
Welp calls on INTC and semis expo next week
The red card given to INTC was very unfair
what do we think about call options on INTC
Give it to me straight: is INTC and MU over or should I just not look for a week
My INTC was just at $140 last week smfh
\\>buy INTC equity \\>down 8% \\>buy puts to cover losses \\>down 5%
People be waking up all “Get that INTC the fuck out of my portfolio. Fucking piece of garbage! Go on! Get!”
INTC should be about $7.40 by close.
# btw $INTC is still 600B mkt cap 🤡🤡🤡. # I will not be satisfied until that shit goes under $100 again! # Even that is me being too fucking reasonable LMAO🤌
INTC 95 forward PE time for -30% correction
He should do the reverse, like INTC being up %580 from its recent lows.
Imagine being that guy who sold naked puts on MU and INTC lmfaoooooooooooooooooooooooooo
INTC chan please go up!
INTC is my main bish, but it trades like shit 80% of the time INTC options are a money pit
https://preview.redd.it/mcwihbnlzobh1.png?width=438&format=png&auto=webp&s=2be725129c5a8588d7d3b2f781c414d24051ff36 Soooo. Make about $80K early with INTC, but got stuck buying it at $126.02 mid-day. Hopefully it gets back up in the AM to get out of the trade with a bit of profit. My last several trades.
Sold naked puts on INTC and MU during the end of the day dump. Samsung earrings going to make my premium collected easy money.
Bro these days a trump shout out is all u need INTC ? Dell ? Need I say more
Come on INTC take me to valahalla!!
What was that random selloff right before close on MU INTC NVDA, even AAPL
Who wouldn’t buy INTC at these cheap cheap prices? They have promised us so so much revenue.
INTC is crazy undervalued rn
INTC sold its NAND memory business, and only China fab, to SK Hynix for peanuts. INTC could have been a $2 trillion company today...
That's great to hear! Same for me too. My kitten is adorable and INTC recently brought my portfolio back to life.
The time to short INTC was last week
I am short MU, AMD and INTC. Market is wrong and I am right.
The thing is fcf of AI mate for every 100 dollar in spent only .1 comes back as rev as rev not even earnings the bubble will kind of burst in stages first one being ORCL a bailout if needed maybe tr.u.mp may grab a chunk as he did for INTC at this point ORCL is a time bomb Meta is kind of safe but burning its cashflow they between be buyback like AAPL than do this crap heck acquire Scale or Databricks or anything will leap better. My 2 cents.
Good stuff. I think your thesis is a safe bet. I have noticed sometimes when JPY strengthens INTC dumps. I might buy a few INTC puts to hedge my INTC port just in case
Guys theres a lag that can go up to 30 days between the time 🥭 tweets about a stock and the moment it goes parabolic. Look at NOW, DELL and INTC
INTC, UCEQX, SPCX...lol
1.INTC 2.Dram 3.Nokia 4.Kioxia 5.SMCI-I think they will double. High risk high reward play.
Then his son invested all his inheritance in INTC
I’m up 100% on AMD and 200% on INTC. So yeah I did “foresee”
Bought INTC calls yesterday at 3:50, felt like a good bottom
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for cheap AI models, why? Because they know it is not sustainable, because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for **cheap** AI models, why? Because they know it is **not sustainable,** because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
Same with Intel. I remember the day it 75 in 2000. Took 25 years to get back. My stepdad put $100k in Janus 20 in the late 1900’s. Remember that? It was CSCO, INTC, JDSU, LU… I’m not sure how it fared because I think they closed the fund decades ago.
Infinite money hack. When INTC rips 5%. ITM 1DTE puts at close
Full porting MU, INTC, and NBIS is not for the weak…
My “trading bot” goes live today and wants to buy MU/INTC/WBD/GOOG. I’ll approve and see what this retard clanker does
I guess we should all feel bad for not going full port INTC last year . . . that is if missing opportunity is akin to “losing money” None of what anybody has to say on here is worth a damn but if this is really your investment philosophy I think it will eventually lead you to trouble
If you want to start a war, kidnap a INTC
INTC short is the move for the next week or two
Funny their news with INTC pumped twice. The new CEO for INTC is amazing
Anyone else shorting INTC starting today or is it just my retarded ass?
[US-Japan-Taiwan unite on ZAM to challenge South Korea's HBM lead](https://biz.chosun.com/en/en-it/2026/06/26/AJTFZHWLQVELRFJUY3TXMA2RNU/?outputType=amp) INTC (and Softbank's subsidiary) about to upend the HBM market with ZAM memory.
Going to hold my INTC puts for another week. This all seems too forced to keep up.
MSFT to $150 and it’s a buy for sure. Donnie will give them the ol INTC treatment
nice caught some good moves today. 10% of my account each in INTC, SNDK, and AMD and grabbed 10k in QQQ friday calls already up a good chunk on all 4.
INTC moves with all AI stocks despite not being able to capitalize on the biggest silicon boom ever at all. It's actually crazy how flat their revenue is when everything adjecent is showing extreme revenue growth.
# That INTC ber trap at open is absolute cinema, INTC bers r fked! LMAO🤌
Lol INTC at 130 is just pure comedy. Belongs at at least 100 if not lower.
Software got its 1 day run on Friday. Buy DRAM, MU, INTC, WDC, AAOI, AMD, SOXL. Microsoft doesn't go up.
INTC red but somehow INTW is green
INTC recovering straight up. You love to see it
I bought more INTC with the dip around $119. Lets see how this works out.
**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **INTC** | $130.00 (above) | $119.01 | +9.2% | Jul 2, 2:18 PM |
One of you bought INTC and it shows
INTC. Nana’s favorite stock is just getting started and likely to 5x as it continues momentum. The alignment of good management, proper fabs, and national security turned a meme into something worth investing in. Those who doubt, have not been here long enough to understand how these cycles go with chip makers and are too busy eating crayons as they talk about Advanced Money Destroyer, now known as Advances Money Distributor.
I did the same thing with INTC. Held for a year during its shit phase. Then sold as I broke even. It then exploded into the stratosphere.
Shit take, INTC is likely going to 200 by EOY, IBM will probably drop another 8-15%. Made six figs off INTC and I’ve been right about every price level along the way
Nice This is bullish, but INTC manufactures. As far as we know, they will use INTC foundries for this chip
Instead of explaining why youre bullish on IBM and bearish on INTC you do this Why are you like this
INTC 128. ΙΒΜ 271. RemindMe! 6 months
If you had half a brain, you'd sell INTC and buy IBM.
INTC, MU, ORCL, NVDA. Bet on America and you will win
My 320c for jan have eaten absolute shit for weeks - saw some relief recently. hopefully we see an INTC style pump to 700
Imagine if the INTC nana guy wasn't a paperhanded hoe
Oh good I cant wait for fable to fix my auracoded mess of an app opus left me. Perfect prompts and everything too btw. Don't forge to PUMP $INTC, $SPCE, and $SPCX boys! https://preview.redd.it/m0s59v3h8r9h1.jpeg?width=1080&format=pjpg&auto=webp&s=44e09824db1083eec66b8f4fb53137f1a316a43a
Not exactly, I always have a thesis but I am a very active trader so the portfolio changes a lot. I had big positions in APLD, ARM, ALAB, and INTC but rotated out recently
Pennies in front of a steam roller. I have not learned my lesson. Those $60 INTC CCs for $5, finally getting some green after getting spanked for 5+ years. Whats the worse that can happen?
Smci. Dell and HPE are no longer able to provide servers for datacenters. Smci picks up that void. I feel its the same play as AMD and INTC with NVDA.
Ur long on those? I’m buying the dip on them right now but I’ve been bagholding NBIS MRVL INTC VOO what do u think of those
Simple, I put some of my gambling money where Pelosi tracker said to and now every stock the admin is touting I invest. I have made a killing on INTC! Do what you need to do to make money!
INTC under 200 is lowkey retarded
The Jevons Paradox argument applied to AI compute is underrated and you’re essentially making it here. When steam engines got more efficient, coal consumption went up not down because efficiency unlocked demand that didn’t exist before. Same dynamic with tokens. The nuance worth adding is that not all inference compute is equal. Commodity workflows running on cheap open source models don’t need H100s. They run on lower margin commodity GPU clusters. The real question is whether frontier model inference, which does need high end Nvidia silicon, grows fast enough to offset the commoditization happening at the lower end. Right now the answer seems to be yes. Reasoning models especially are extraordinarily compute hungry and enterprises are discovering they want more of that capability not less. That keeps NVDA’s high end moat intact even as the low end gets commoditized. The $MU and $INTC calls are interesting. Memory bandwidth is genuinely the hidden bottleneck in inference scaling and Micron is quietly one of the best positioned plays in the whole stack.
AMD deserves 30% pullback INTC 40%
I need a big pump from INTC