INTC

whopman

Was very luckily looking at INTC options chain and saw the volume and OI was insanely high

StyleFree3085

INTC haha

Salacious_B_Crumb

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.

shasta747

Down 30% on my INTC leaps, should have sold when it was +30%, never learned

PaperHands_BKbd

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.

Scarfaceb1tch

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

unhappyreach_

INTC 50 EOD or else my peener gets it 😡

Scarfaceb1tch

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

Scarfaceb1tch

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

greenpride32

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.

Successful-Tea-5733

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%...

KMI_Dragon_Knight

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.

KMI_Dragon_Knight

INTC, you fuck. You're next.

OREG_Keith

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. :-)

OREG_Keith

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.

shbk

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

Engi-near

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.

Dortmund_Leli

INTC 36 C 1DTE is looking good

urahozer

I like INTC 1dte $36c. Pretty decent IV if you think we rebound even a bit tomorrow

youbenchbro

If I had anything left to spend I would buy more INTC, ACHR, and DUOL.

AvsFan08

INTC

No_Yogurtcloset7776

Yeah lmao INTC, my bad

WallStreetFlea

INTC CEO, Lip Bu Tan, was quoted as saying, “The N word.”

Whole-Scene-689

INTC has the fakest looking chart today ive ever seen

Both-Major-3991

Look at INTC flatline… this announces nothing good. It will either suddenly +10% or -10%

Robodr0ne

We need that dog barking $INTC, $INTC !

Far-Bit-2295

My SPY 705c 11/21 / AMD 230p 11/14 / INTC 42.5c 11/21 might qualify

OREG_Keith

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.

bayruss

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.

Far-Bit-2295

INTC???

AcrobaticBug4271

I won’t say INTC today!!

Samjabr

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

ElmoLovesGrover

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.

OREG_Keith

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!

MaxDragonMan

>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.

Logical-Contest-4448

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

StickMaleficent2382

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.

StickMaleficent2382

What are you on about. They posted a $16bn q2 profit. Here's what I reckon. INTC are about to acquire SambaNova for $5bn. Softbank are large backers of both INTC and Sambanova. Is it a coincidence that they've just pulled $5bn from NVDA?

StickMaleficent2382

Something tells me this is to do with INTC and Sambnova

Sick0h

INTC remains the easiest play in the entire market.

abroadbroadband

Remember when Obama tweeted an AI image of himself trading INTC stock on his computer after pumping it No wait. **That would be a crazy thing for Obama to do.**

WallStreetFlea

Anybody got any more of those INTC rumors?

FrostingOk2692

Oh, INTC, why do you continue to mildly dissapoint me so.

brookiewins

INTC shat the bed cause I decided to hold my calls instead of taking a sweet 200% profit. No other reason.

Sick0h

Fine, I’ll throw the poors a bone. INTC $40 11/21 calls. You’re welcome.

WallStreetFlea

Keep my boy INTC in your thoughts and prayers. Nothings really wrong, he’s just a little retarded.

cbusoh66

Dear Donnie, would you please expedite my hard-earned stimmy check so I can buy Trump Coin and INTC, thank you for your attention to this matter.

littleHiawatha

That's probably what you would have said about INTC about 3 months ago!

MakeOSUGreatAgain63

Why tf is INTC PE ratio 3,600 😂💀 There’s rumors they will strike a deal with TSLA. Wanted to throw money in but god dam 😂

Xanersen

Who let that INTC granny speak

OREG_Keith

I doubled my position in INTC on Friday morning. They won’t allow Tier 1 USA businesses to fail. There is another big announcement coming methinks.

AcrobaticBug4271

INTC

saranwrapx211

INTC

ChiChiWana

no these are good positions. SOFI will print, INTC will print to heaven, and the rest are also good. you bought the dip and it kept dipping. so did we all, the rest of these regarded bers probably hit their classic small street bets “stop loss” and gave up, now going full ber and saying the market will collapse lol. you got this, im holding out too (while down a lot currently) but i believe this will be a good week for us

bdh2067

And INTC. That’s the hot pair for 2050

ACiD_80

$INTC leaps

IDrinkSulfuricAcid

Dear god I don't wanna live in a world where INTC $39 calls are fucked. That SHOULD be good next week...right? Right?

Waste_Bad1924

You are going to make money on GOOG, NVDA, INTC

alysslut-

/u/Retropixl did you buy INTC in the end?

FizzSupreme

plan C dont work cus i used all her money on INTC stock #LongLiveNana

AcrobaticBug4271

How soon are we thinking the INTC/ Tesla deal will go through is the true question!

SlfImpr

Son, I bought $INTC stock for $18 just 3 months ago. Gotta do more research then just gambling on options

SlfImpr

INTC is going to $80-100 by EOY 2026. Why you playin' with short term options on INTC

SomnolentSomber

$INTC running on pure copium

Thisispaartaaa

INTC up because TSLA said they will need a big chip fab...might work with INTC

Frozen_Shades

INTC up because CPUs is a kinda funny.

Star_Lord924

Vix and INTC literally thr only green out of like 35 things on my list.

Iamnotarobot82

Now TSLA also wants to build chip fabs with INTC. Great.

shasta747

Musk pumps INTC after hour LOL

WallStreetFlea

You simply have to accept that 🥭 will force INTC to be relevant again. At least for 4 years.

Pizza_n_Tendies

INTC?

zxc123zxc123

I'd give you a bit more credit than that. Not many would/could have done what you did. I, for example, graduated into the GFC, could barely get good work despite having a good college degree, still I was lucky enough to have work, not many saved nor invested back then but I did what I could, and I made some good investments (GOOG/LVMUY) but also bad ones (T/INTC) instead of just indexing and chill despite being a fan/student of Buffett. I didn't start indexing and index leveraging until the pandemic dip. So congratz & fuck you, but make sure to pat yourself in the back. p.s. I read your other posts about why you're getting out now, but what are you going to? Just deleverage into 60/40 VOO/SGOV? All into BOXX/SGOV? 3/7/10/20/30 yr bonds? Gold? Just taking cash and going to Thailand?

Zealousideal-Car6780

Did you consider ALL IN on INTC? A classic inheritance investment

SlfImpr

I own stocks of TSM, NVDA, AVGO, AMD, INTC, AMZN, GOOG, AMAT, META, and bunch of others One side is buying and other is selling Price hikes are neutral for me

DaddyFund

Y'all the kind of people that didn't sell INTC at $41.50 and it shows

Gbank1111

Yeah…. No. INTC, CSCO, MSFT, BRCM, AOL - they were the “REAL” darlings of the dot com bubble. They all had profits before the bubble and then suffered immensely when the bubble burst. Now, 25 years later, they’ve recovered and prospered. The pets.com companies were a stupid concept which most intelligent investors wouldn’t touch. What is NOT APPARENT in a bubble is the degree of interdependency the “high quality” companies have on the “low quality” ones. For example - NVDA/AMD makes money by selling chips to META - last week META crashed when investors saw the horrible ROI their huge AI spending has yielded. See how this is a problem for both companies?

Livueta_Zakalwe

In the late 90s, there a lot of small internet companies with incredibly high valuations making no money - and a few really big companies like MSFT, INTC and CSCO etc who were overvalued making $ hand over fist. Today there are a lot of small AI related companies with incredibly high valuations making no money, and a few really big companies like MSFT, AMZN, Google etc who are overvalued making $ hand over fist. Wait, what was the difference again?

Aggravating_Lie_9043

Yes then you can sell for less than your value when new tech replaces nvda, like it did INTC, ibm, dell, etc.

Jumprdude

Shorting PLTR and NVDA would make more ripples when the news came out, rather than shorting OKLO. Highly possible they are looking to stir the pot to see what falls out. Funny thing is that yesterday the market sells off on fears of "over-valuation" and today the market goes and buys the high P/E names. TSLA up 4%, INTC up 3.6%... !?

Fun-Valuable-7355

The nana INTC guy nearly doubled his money now

AvidCoyote

Damn you INTC, go up.

WallStreetFlea

Wen INTC headline

RoyalFail6

So like INTC? 😳

pineapplekiwipen

NVDA and INTC also mostly do the same thing yet one is almost 30 times the size of the other go figure

sylphvanas

$INTC calls

kl889

!banbet INTC 45 14d

urahozer

!banbet INTC 39 24hr

AcrobaticBug4271

I don’t know if I should say INTC but eff it INTC

Former_Tomato9667

INTC is almost a decent price again

urahozer

!banbet INTC 38.5 1d

urahozer

!banbet INTC 38.5 1 day

Much_Candle_942

Daily charts of AMD, CIFR, INTC, LENZ, MARA, SNDK.. and many others are showing **LARGE** green candles.. It's just a fake shakeout 👏  to trigger stop loss for smaller players, so the whales can scoop up profits after earnings. LoL, so obvious! 

thelastsubject123

TSMC's dominance is because they can pump out small chips at high yield which INTC wasn't able to do due to not adopting EUV lithography and falling behind. If INTC were able produce equivalent yields with competitive pricing, NVDA and AMD would absolutely use them...it's just they can't at the moment. Second sourcing is one of the most important concepts in semiconductors. Just because you're a competitor doesn't mean you can't be a supplier as well.

WallStreetFlea

INTC should be due for a rumor leak or some pump headline.

thelastsubject123

\>huge and bloated corporation correct but there is an attempt to lean down \>massive CAPEX spending into depreciating assets - fabs - for which there are no customers this isn't necessarily the right way of thinking. the equivalency is criticizing TSM for building out 2 nm nodes which are depreciating- which is technically true but the revenue they generate massively outweighs that. INTC is trying to build out 1.8 and 1.6 nodes which is incredibly expensive and difficult. massive capex is a requirement for them for the hopes of massive revenue growth in the future \>all potential customers are also competitors, so at best will give Intel enough business to keep USG happy this is just...not true? NVDA and AMD are competitors on the design side but they are fabless whereas intc is fab + design meaning they would be customers...if they were able to execute high yields on chips kinda feels like you have a fundamental misunderstanding of semiconductors which is understandable as it's very very complex TLDR: INTC is very very questionable rn and needs to show execution in 2-3 yrs (nodes take a long time to come online, can't really do much before then other than show progress) to justify people investing them

sNeKbIt99

What if said administration announces a strategic position in PLTR? Kinda like they did with INTC... Could totally see them doing this.

Former_Tomato9667

Is getting back in INTC right now dumb or no

ScheduleSame258

INTC.

_FIRECRACKER_JINX

if the court revokes the tariffs, then the only way to get them done is through Congress. Why would it crash if the court lets the executive keep the ability to do tariffs?? The same reason NVDA and the tech companies were crashing right before the China trade deal. Because if he gets the ability to just do tariffs whenever he feels like it, he's probably going to keep nitpicking at China. Which has been happening literally all year. He puts tariffs on China, he takes them off. Tariff on. Tariff off. Tariff on. Off. On. Off. Etc. etc. Which will result in the rare earths ban again... which will have the same effect it had when it went into place on October 10th. Red for AMD, NVDA, INTC, etc. etc.

prana_fish

Former $INTC failed CEO Pat Gelsinger is behind it.