INTC

Forward_Ant_9074

Yeah, it's just a place to let my emotions out a bit... otherwise I'm quite sure I'd have made a fortune out of INTC if I hadn't visited this place back in April 2025. I just got terrified out of my thesis back then after seeing so much doom around INTC. Was worth $250k back then, all in on INTC. Would've been comfortably above a million now. It is what it is I guess. It's just money too; all made-up.

SafeAcanthocephala81

INTC lost its spark

iLov3musk

Markets are looking at CPUs right now and kinda forgot about memory. NAND prices getting hiked 100%+ quarter after quarter... Operating income for these companies will likely be wild when it shows up on earnings. Memory demand is now structural, but who knows about prices yet. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.

zitrored

Are you doing an honest comparison? Intel still has most market share in the CPU market and AMD AI share is minor. Regardless, AMD is nowhere near the annual revenues of either company. Wake me up when they surpass either. They might pass INTC, but not there yet. Competition in that space is growing.

Exodia4life

Since I just opened a short, probably INTC

Im-a-waffle

INTC got to actually make a profit first

mannycalls24

If INTC could start acting like MU that’d be chill

Specific-Path3179

Could've bought a new car if I held INTC instead of listening to the geniuses here

Fhyzikz

Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it

Forward_Ant_9074

Brother it hurts so much to even think… I was all in on INTC spot in April 2025; sold for 3.5% profit

captain_casino

CSCO, INTC, QCOM were all big during 1999

Handsome_Chewbacca

INTC, AMD, and MU are millionaire makers. I’ve healed my mind and soul with these three tickers. I’m closing in on 10x gains over my weedstock losses.

Ok_Abbreviations8440

MU pulling a SNDK now. While INTC is pulling a MSFT

Porcupinesolos

Sell $Meta to buy winners like $AMD, $MU and $INTC. Losers continue to lose. Fuck Zuckerberg and Alex Wang they have no idea how to run an actual business.

EngRookie

pussy. i bought INTC at 45 and averaged down to 23

allaboutann

It’s crazy. I sold my MU today. I got in at $636. I’m bullish on AI but I’m taking profits from both INTC and MU and just day trade while I’m on the sideline. I get scared when I hear news like this: - South Korea now has about 105 million trading accounts despite a population of ~52 million. - Margin debt reportedly exploded from about $5B in 2020 → $26B in 2026.

Radiant-Place-6400

ALL IN SOXS!!! This MU SNDK INTC sh\*t can't continue any longer!

OneTwoThreePooAndPee

I made like 15k on 5k of INTC calls by just selling 5k worth every time it hit 100% return. Yeah, I coulda made more, but then it took a dip and I walked away with $17k vs. $7k after it dipped back if I hadn't sold. It's not a sprint, it's a marathon.

iLov3musk

Markets are looking at CPUs right now and kinda forgot about memory. NAND prices getting hiked 100%+ quarter after quarter... Operating income for these companies will likely be wild when it shows up on earnings. Memory demand is now structural, but who knows about prices yet. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.

Chirpper

Okay hear me out. INTU is the next INTC. My grandma is gonna love this.

bearhunter429

#New MAG7= SNDK, MU, AMD, DRAM, INTC, CAT, ARM LMAO🤌

emporium4648

One day SNDK and INTC will have the same fate as LUNR

Pazzaaaaaa

Fair value for MU is NVDA+AMD+INTC market caps combined

-IQ200

If INTC could make new all time highs this year, what’s stopping BB? BB 150+ is not a meme.

Repulsive-Budget-380

AMD & INTC I think MU, AMD & INTC should merge into USSMC.

hioman01

Why is INTC dead?

ListerineInMyPeehole

wen INTC $1T

unhappyreach_

INTC NVX I love you

SafeAcanthocephala81

Should I hold my 6/12 INTC $130 calls or should I sell them for a small loss and buy something better ?

exsnhoes

I had $20 INTC calls it hit $25 and I sold them I regret such decisions today lol

Catdawg12

What's your target on INTC and MU? What's your next play?

SafeAcanthocephala81

Only if INTC were up as much as the other chip companies today

Jaysler87

Can INTC stop being a pussy and just go up

d33p7r0ubl3

INTC moving like a meme stonk

Specific-Path3179

I'd be up 200% on INTC if I didn't listen to reddit

whodowhodo

!banbet INTC 125 eod

cryptopolymath

I like $AMBA but lots of competition from the likes of $QCOM, $INTC and $TI.

PM__ME_UR_BOOBS

Wtf why is INTC dumping while everything is flying

ZYHUA

Just sold everything including MU AMD INTC SOXL, buy the rumor sell the news. See a -20% on SPY to retest 620 level, I'm serious. You never go broke taking profits Maybe the last couple of cents is still there left to be make. I'll leave that to the fellow regards

Spare-Capital-3347

Yeah, whenever it happens or whenever any tech company in AI (INTC, AMAT, LRCX, etc) or semi indicate revenue/earnings plateau. Then I know it's time to sell. Note: also whenever if ever in the near future the Fed has a rate hike.

Prudent-Corgi3793

INTC, CSCO, and DELL at all time highs. Knicks about to face the Spurs in the NBA Finals. Good thing MSFT is saving us from a 1999-style bubble by sacrificing itself to the market gods.

ThetaFarmingRegard

hey I just woke up from a 16 year coma, NVDA was trading at 32 cents but I bought INTC instead am I rich or should I go back into the coma

Chianman

You forgot mention grandma INTC

BackendBoss

Lost so much money this quarter staying short and cash, I give up. I think I’ll start looking at buying again, any good bets? Im thinking INTC & RKLB

mikemicmayk

1 more dip $nvda then lets go Other candidates \- MU and INTC \-IREN,APLD,KEEL

music_is_gud

Some of these companies like INTC and DELL (and several more) which have already factored in years of triple digit growth when right now they are only making low single digit profits will dump SO HARD when the AI investments inevitably slow down. It may not be happening any time soon, but still. It will make literal millionaires those who can time it.

No_Aerie_2717

INTC at $20 and still holding.

AKNJ907

If the US lets China go after Taiwan AMD and INTC will double. What are the odds of that?

jcpopm

If a company grows earnings by 15% and you then grow the stock by 100% in a month... that's the problem. The argument of "earnings are growing since the stock goes up an infinite arbitrary number" is why this is so dangerous. Have you taken a peek at the P/E of AMD or INTC recently? How many decades before they grow into that?

Specialist_Exam_8433

At some point META will start pumping. There is too much money in these big tech stocks and under no circumstances can they stay down forever. Worst case is that they do to it what they did to INTC and set expectations so fucking low that it's impossible not to "beat" and rip.

MaleCowShitDetector

Correct I didnt, my only good plays were LUNR and INTC. I didnt go in because he's a scammer, he also deleted his bad plays, when you call him up on it he blocks you. Go figure

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?