Reddit Posts
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.
If you want invest in something never tell anyone about it, I lost +600%, my opportunity with INTC because my friend discourage me
$MBLY forgotten 80% owned subsidiary of Intel
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 6x to $623B since he became CEO in March 2025
$INTC robotic division is $MBLY its literally Intels Biggest holding.
A WHOLE CIVILIZATION OF BEARS WILL DIE TONIGHT, NEVER TO BE BROUGHT BACK AGAIN.🐻🐻🐻🐻🐻
Intel just surged 15% on a single report. $INTC is back.
Intel just surged 15% on a single report. $INTC is back.
Apple and Intel $INTC reach agreement for Intel to make chips in Apple devices, WSJ reports.
May 8 (Reuters) - Apple AAPL.O and Intel INTC.O have reached a preliminary agreement for Intel to manufacture some of the chips that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people familiar with the matter.
My friends and family can never know (My portfolio)😔✊
23 year old turns 10k into 100k in 1 year
Intel trading at a ~119x forward P/E and nobody is talking about this
Is Intel's rally actually sustainable or is this a geopolitical spike?
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
Robotic Stocks are Next 🤖 Musk & Jenson view them as the Largest TAM ever.
Could be Time to Buy Robotic Stocks 🤖 Musk & Jenson call them the biggest TAM ever.
TSLA had 17 flow alerts and $890K in premium today. Lost money. INTC had 4. Made 13%.
Anchoring Bias. Why is it so hard to buy GOOGL & AMZN at all time highs? Why do we chase 10x underdogs over proven winners with 1x upside?
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
KESM Industries Bhd: Other Burn-in Asian Players Comparison, Wafer- and System-level Testing Expansion in 2026 + Possible Intel Connection
PUTS on INTC and AMD ( earnings and guidance were not great and clearly in a bubble)
Mentions
Damn, did INTC already reached top two weeks ago?
I saw this and thought maybe it's a fund for Trump admin backed stocks, such as INTC, DELL. [https://www.mangogrowthetf.com/index](https://www.mangogrowthetf.com/index)
So mad that I did not sell my INTC calls in the morning push. This thing just dumps every single day
So mad that I did not sell my INTC calls in the morning push. This thing just dumps every single day
INTC what a garbage ass stock fuck u nana
People are screaming AI bubble with PEs ranging from 20 to 35 (ignoring outliers like AMD INTC) and Costco has a 50 pe. Fifty.
INTC fake out breakout this morning and wrecked me fuckkk
Thank God! I get out of INTC with a little gain. That motherfucker just don't want to move lol
Wake up INTC, gotta follow them candles
CAN INTC pls tank to 110 so I can unload these short calls
INTC giving me blue balls again
AMD/INTC/MU ran up a lot more in the past two months. I guess I hate money.
INTC to 150, QCOM to 300 soon
I hear INTC uses salt to help make more wafers. Best DD right here folks.
That wasn't one bad pick, it was ticker roulette with margin. AMD -> AMZN/INTC -> LMT/FIG -> RDDT -> uranium -> NOW all-in is not a portfolio, it's revenge trading in a trench coat. Next trade needs a max loss and an invalidation before you click buy, or the family finds out eventually.
INTC guy from last summer must be feeling pretty good rn
A little late to the response here but, I feel the same and had about the sme thing happen with INTC. I had held it for years! years. It was a great stock, then, it wasn't. I I had originally bought it over 10 year ago somewhere in the 40's.. Finally last year, after it languishing in the 20's and with all the foundry issues they were having, I sold at a bid loss to harvest some tax savings...well, look how that turned out for me. I had 300 shares.. If I had held.... But, you do what you can with the information you have and the needs you have at the time. No sense in beating yourself up over what was a good move at the time.
My EOD news for you refarts: INTC 130 ASTS 128 HOOD 91
Also Dell and Intel are best friends. Even the executives said this previously. So Dell doing well will boost INTC even more.
Calls on INTC / Intel For those that don't know why. Dell is Intel's best friend. Like literally, old Intel executives said Dell was the best friend Intel could buy because they work together hand in hand against competition. Dells success is Intel's success.
Early 2000's INTC and DELL investor fist pumping rn.
Comparing MSFT to INTC is apples and oranges.
He said to buy INTC... but you're too late... he already put personal money then government money in.
You literally answered your own question. Just hold. Most people who trade too frequently lose money. Myself included. About $500k if I’d held onto INTC, AMD, IONQ, RGTI (assuming I sold high on that one). But no point beating yourself up over it. Set a profit target, if it hits, move on. I’ve also started putting way less into lotto tickets and more into companies I really believe in. That makes it easier to hold for sure.
So where’s the profit from Dell, Snow, and Corsair moving into tomorrow? INTC, Smci, and Now?
First INTC now DELL. Which boomer stock is next?
Is there an app or whatever that tracks his speeches/tweets/press conferences? I feel like INTC, DELL, UMAC are already too late.
Not trying to justify this bubble but if CPU demand is actually going to matter more (look at AMD and INTC) then a lot more traditional server hardware will be bought.
No reason to not be in dell after the INTC stuff. Trump tells me to buy, i buy, bought some PLTR today as well.
Buy stocks the administration tell you to buy INTC DELL UMAC (Trump's son)
Why do i let my ethics get the better of me. I fucked up INTC as well. https://preview.redd.it/yq4d0eb9ly3h1.png?width=846&format=png&auto=webp&s=8dceb6d392aca31fbd35d91ad3eb115f1724a89a
Last time the clown called out a ticker it went 4x (INTC)
It's different when he calls out dead stocks like INTC and DELL.
vaguely remember he called INTC in December too
I thought you'd take up my advice and jump into calls. MU's mode of operation is to rally with the rest of the memory sector (SK Hynix, Sansumg, SNDK, STX, and WDC) when they report in April/early May and then struggle into their own stellar report before rallying again with their peers. I saw this in January and April. I have sold 1/2 my shares in MU at $900 and I want to exit the other half at $1000, but I will continue to trade in MU probable until they reach $1.5T (around $1300/share at current share count). There are plenty of other AI plays that are still ramping up. I'm looking at INTC and AMD as the next $1T market cap. companies. That would put AMD around $615, and INTC around $230. If NVDA is trying to get into the CPU market, then INTC and AMD are going to start showing some solid profits in that sector soon. I've got INTC Jan 140s and 150s call options along with 500 shares bought at an average price of $105. I'm also heavy into BE playing into AI's datacenter energy supply.
Is DELL next INTC ? word on street is it will be $1000 EOY
I bought INTC because INTC has moats, but there was 0 chance I was ever buying Dell
First it was INTC Now it’s DELL. He owns NOW PLTR IBM NVDA TSLA Do what you want with that information
i thought i was smart for buying INTC last year, but apparently it was just anything even remotely connected to computer that doubled. No bubble here btw
IBM, INTC, DELL. All legacy US hardware companies with greater than $100B in Market Cap and tremendous exposure to data centers and are leveraging the current government to their advantage. who’s next?
So I really just needed to full port into DELL and INTC at the beginning of the year
Since 2001 bro, the first stock I bought was INTC.
Tell that to INTC for twenty-five years.
Dell, INTC, CSCO, IBM - boomers revenge tour continues ... too bad they only have 10-20 years left to enjoy it
God only knows why i did not full-port INTC and DELL in my 401k as soon as 🥭 started talking about them. My entire thesis is that this is the most corrupt administration of all time but I didn't think to bet on it DOH
If you have Bloomberg or any kind of fintech, chart a company's stock price against its revenue and earnings. See if they track. For example, I did this against Nvidia and Intel, Nvidia's numbers appear strongly correlated whereas Intel's stock price sharply diverges as of late (and from 1 year forecasts). Additionally, examine whether the company is highly leverage and has significant, persistent negative free cash flow (ie. Oracle). If you can find a company whose stock price makes sense relative to earnings and is not screwed if the AI story weakens, those are the keepers. MSFT, GOOG, AMZN, NVDA, and META should meet this criteria, while companies like INTC, CRWV, and ORCL won't (haven't looked at MU).
INTC can once again reach that recent peak of 132$ if it announce a new video card compatible with 2009 mega success Bad Rats : The Rats' Revenge.
How is INTC not up 10% every day???
AMD beats INTC, who’s your gramma now?
AMD ATH everyday while INTC struggling for 2 weeks
Microsoft finally decided to fly I sold INTC at open to get it I am happy
INTC is allergic to green or something. Why you gotta spit on nana’s grave like that. Go for green you dumb dumb
Gemini, should I buy INTC Gemini: Condolences on Nan. Stay strong!
Exactly what i think the big guys are doing. As soon as INTC about to hit 124-125, it would plummet to 116-117 then the cycle continues. Maybe they are accumulating at this range and don't want the price to be higher for now. but what do i know.
INTC is down 3% wtf is going on
Ok why is 🥭 still pumping INTC? Pump the other stonks pls. Include their tickers too
If your a ton on names like AMD, INTC, MU. Take your profits and buyback 15% cheaper next week
All the asian markets are cashing out so they can buy SPY and INTC when the war peace deal news is announced in premarket You heard it here first
Awesome to hear, congrats on the gains! I missed out on MU, INTC, and ARM - had MU/INTC on the buy list but never pulled the trigger. I have been in ASML since 1/25 though. As a recent NBIS holder (since $80s) I’m happy to see Leopold’s recent purchases of that name - was only a matter of time based on his track record. Any content creators you track at all for ideas?
Appreciate it! AMD, MU, NVDA, and INTC have been great winners. Loaded up on ARM in 2025, so that’s been a big winner, but missed the ASML ride. Still holding INTC, ARM, NVDA, and MU. A lot of the insight was my own thinking of how the future demand will be driven, but really looked into AI after reading Leopold’s paper back in 2024. That helped me focus on semis/compute
#When Leopold Aschenbrenner revealed his NBIS position today but filed May 20, NBIS jumped as much as 15.5% after hours hitting $240. Leopold's fund Situational Awareness returned +2065% in 2025 (1) alone rotating from Nvidia to Memory/Storage/Optics to BE/Power/INTC and now Neoclouds. When a man 21x his entire portfolio in 1 year by timing almost every AI trade correctly, there's alot of people copying his trades. Every moves he makes is amplified. ##thank you Leopold.
I bought myself out for $4200. INTC is going to the moon!
I sold INTC at $20 we are not the same At loss
StUPID INTC !! Go up idiot
Wish I held my 1000 shares of INTC
Haha yeah I also have some bad experiences while trying to diamond hand that’s why I paper hand now lol I’m currently holding some RDDT and INTC and will buy some CRSR at open… there are all my positions at the moment worth maybe $6k
Shit if stocks like INTC, CISCO, IBM are just popping off, slamming 350c for DELL tomorrow for earnings
I wish INTC pumped the way NBIS does 😔
What are the odds that 🥭 says something nice about INTC tonight?
Are we thinking INTC calls?
I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.
CRSR making an INTC comeback
Any news on INTC coming tonight?
I am getting really panicky about my INTC position, just want to dump it and get the hell out now...
You know 🥭 is invested in this right?... see INTC
What a time to be alive, all walking zombies suddenly turning gems: INTC, CSCO and now NOK!
AI definitely is real, especially for coding, legal work, and doing things like summarizing any type of documents or text. And there's probably a bunch of other areas that it has some application. The amount of CapEx that's being spent, I think, is 700 billion plus this year. When you look at the actual revenue coming out of these AI companies, there's a huge gap right now. This definitely has shades of 1999 just look at WDC and MU stock charts. [Micron Market Capitalization](https://pro.stockalarm.io/charts?series=MU%3Afirebase-price%3AmarketCap%3Adaily&tf=5Y&type=line&indexed=0&singleAxis=1&highLow=0&labels=0&stacked=1&axisRight=0&sd=2021-05-26&ed=2026-05-27) Increased from $80B in 2025 to over $1 Trillion. WDC, MU, CSCO, INTC all looked just like this before the .COM crash and Intel warning on revenue was the catalyst that sent the market crashing back then.
How my QCOM and INTC calls lookin
It's important that INTC have days where it goes back to its roots of being dissapointing
Bought a little bit of INTC, NVDA, and MSG today
Its just the context today. Oil was clearly going lower after Iran opened up Internet to its citizens, so it's a read through on consumer, and shit that's been killed gets bought rather than winners continuing to run. It was reasonable to think MU would be green, but hot money flows into earnings revisions based on news. So INTC was not going to be bid up, things like Home Depot / NKE etc were going to be.
CPUs are the next obvious bottleneck, all those agents will need CPUs to run on. We are just going to need a ton more compute in the future. INTC is an obvious play from that perspective and the valuation isn't all that high. https://www.cnbc.com/2026/03/13/nvidia-gtc-ai-jensen-huang-cpu-gpu.html#:~:text=%22CPUs%20are%20becoming%20the%20bottleneck,Vera%2C%20is%20now%20in%20production.
INTC yeah because it's a national security issue- the US gov owns 10% lol You wanna bet against that? Go ahead
INTC peaking now too 🚀 mu , amd , SNDK. Blessings
INTC peaking now too 🚀 mu , amd , SNDK. Blessings 🙏🏻
For example. I’ve owned INTC for years. YEARS. It’s been a major drag… until about two weeks ago A collar is when you buy a put and sell a call. It essentially locks in gains for a specified period of time. In my case the put is at $100 and the call is at $170. They offset each other so i pay nothing If the stock tanks, my losses are floored at $100/sh. If it skyrockets, my gains are capped at $170/sh. If it just bobs around between $100 and $170 the options expire worthless and I lay a new collar. In all cases I win.
What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)
I’m currently at 3x in INTC shares and strugggling to sell
ARM, INTC, AMD, SNDK, MRVL, STX, and MU are/were my holdings, and I am down big, down 90% ytd. My issue is just buying weeklies because I'm a degenerate gambler with an actual addition. My gains will be 200-500% a week, but none of that matters if it only takes one week to completely wipe you out. Like two weeks ago I basically went to zero and had to redeposit so I'm currently missing out on this ongoing leg up while my deposit clears. And I'm sure the run will be over by the time it does, yet we move forward anyway
Hmm I guess I’ll buy INTC calls at open