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
AMD. It has the full stack to bring their platforms all together to offer. Plus AMD is eating INTC's lunch.
People learn nothing and it will have to bust, the destiny of all market bubbles is to bust. We just dont know when. People bring up [pets.com](http://pets.com) but they were a very small company, like $500mil at the time. Now there's $20B quantum companies with zero revenue. Yes there's good companies involved now that make a lot of money, but there were decent companies in 2000 too, MSFT, INTC, ORCL, CSCO, Amazon, Sun Micro, etc. This time its all revolved around who can spend the most on a race to the bottom. ChatGPT only makes $12B rev per year atm so next year all these chatbots will start to be plastered with ads to show rev growth and the services will probably become awful. Users will be pissed and maybe stop using them altogether. Put in the mix of this bubble Crypto, and other massive bubbles like TSLA, PLTR and all the other software trading at 20-100xs revenue. Cisco and AOL traded at 20xs sales at their peak. PLTR is 100xs sales. Its unsustainable.
GE also still exists. If you had bought GE when it was dominant in the early 1900s then you'd be fine. By the time it went old you'd be old, dead, spent it all, and/or gave it to your kids to worry about. GE which split into GEHC, GE, and GEV are still a better investment than INTC.
$INTC >[https://www.tomshardware.com/tech-industry/semiconductors/taiwan-considers-tsmc-export-ban-that-would-prevent-manufacturing-its-newest-chip-nodes-in-u-s-limit-exports-to-two-generations-behind-leading-edge-nodes-could-slow-down-u-s-expansion](https://www.tomshardware.com/tech-industry/semiconductors/taiwan-considers-tsmc-export-ban-that-would-prevent-manufacturing-its-newest-chip-nodes-in-u-s-limit-exports-to-two-generations-behind-leading-edge-nodes-could-slow-down-u-s-expansion) >**Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion** >Being concerned that TSMC’s expansion into the United States could dilute Taiwan’s semiconductor leadership, Taiwanese authorities are mulling setting a new export rule that would only let the world’s number-one foundry export technologies that are two generations behind its leading-edge production node, reports [*CNA*](https://www.cna.com.tw/news/afe/202512180135.aspx). If this happens, this could slow down TSMC’s expansion in the U.S., as it currently relies on aggressive building of advanced fabs there. >The core of this new export policy is the government’s N-2 rule, which permits offshore deployment only of process technologies that trail Taiwan’s leading-edge by two generations.
$INTC Why I am bullish on Intel stock in the long-term >[https://wccftech.com/despite-tsmc-investments-the-us-still-wont-get-its-most-advanced-chips/](https://wccftech.com/despite-tsmc-investments-the-us-still-wont-get-its-most-advanced-chips/) >**The U.S. Might Never Have Access To TSMC's Cutting-Edge Nodes, Given the Resistance From Taiwan** >Taiwanese lawmakers and experts have expressed concern over TSMC's inclination to invest in the US over the past few years, primarily due to the opinion that such efforts would lead to technology transfer, thereby undermining Taiwan's position in the semiconductor industry. Recently, based on a report by CNA, Taiwanese lawmakers questioned the current administration on the policy of Taiwan when it comes to TSMC producing offshore processes, to which the deputy science minister Fa-cheng Lin reiterated the nation's "N-2" commitment, which means that the US would always be two generations behind Taiwan in terms of producing chips. >For now, TSMC is preparing to expand its Arizona facility by [integrating 3nm production lines](https://asia.nikkei.com/business/tech/semiconductors/tsmc-to-install-cutting-edge-3-nm-chip-tools-in-arizona-next-summer), which will come under HVM by 2027, but by then, Taiwan will be looking to shift towards the A16 (1.6nm) technology, after the potential successful ramp-up of the N2 (2nm) process. TSMC still aims to comply with the "N-2" policy set by Taiwanese lawmakers, which indicates that the US must continue to make efforts to ensure that core technologies are developed and produced domestically. >The analyst Dan Nystedt mentions that with TSMC being reluctant to shift high-end nodes to the US, Intel might see a massive opportunity opening up, given that the foundry builds and produces the technology in its home grounds, and this is also one of the reasons why Team Blue sees massive interest in the 14A node.
Where is NVDA/AAPL/AMD/GOOG/AVGO/INTC going to get its chips if TSM goes belly up ??? LOL
Nvidia's transaction with Intel cleared by the US antitrust agencies - Federal Trade Commission. [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click)
I started day trading in February after not trading at all for a decade. Turned $29,000 into $47,000. About 62%. I should have just full ported INTC and relaxed.
56.35% YTD. Biggest holdings are AMD, UNH, UAL, NVDA, RIVN. INTC, GOOG
INTC has doubled since he sold.
If anything, this sub has taught me that risking your kid being a trust fund kid is infinitely better than letting the dumbass waste all your hard earned money on INTC.
Well I’m back in to INTC at 36.5 is that a terrible choice
Why INTC so shitty. All other semis tho 🔥
locked in MU and INTC gains and now i close the app. good luck regards it’s a warzone out here
Dear market, I will explain it in simple terms for you; on Friday I need TSLA to close below 470, SPY above 675 and INTC at least 35. Otherwise we need to cancel Christmas. Thank you for your attention to this matter
SLV doing me good, INTC for mango to pull bullshit, but other than a super in the red TSLQ position I'm cash gang.... Not sure how much I want to play in this
Something tells me TSM, INTC, and Samsung won’t be leaving ASML for Chinese counterparts. Even then, it’s a big if true
Thinking NVDA will revisit $165 and AVGO $300 before we see a solid reversal. INTC back under $35. HOOD sub-$100 if corn gets rugged.
AMD, ORLC, AVGO, NVDA and now GOOGL - the ruggening is almost complete. Slow, co-ordinated liquidity bleeds. AAPL & INTC will be next. Then TSLA.
would it be wise to sell my INTC shares and buy NFLX instead?
You should probably just split the money equally in Amazon, INTC and Meta.
What's the NPCs all together patting each other on the back image? That with NVDA, AMZN, MSFT, INTC, AAPL and ORCL basically.
Because Tesla is about to partner with INTC to acquire Samba Nova
INTC green is a sea of red, baby hold my port one more time 🎶
My average cost today is \~$32. I have other investments to liquidate if need focusing on minimizing my taxes. I would first look at most recent purchases, like INTC, I brought a lot under $19.
So, I see that the news about Apple having INTC make their chips isn't helping intels price much.
Good luck today! I own large positions in Barrick and SBSW, which I have doubled my positions in over the past 3 weeks. Gold climbed a lot last night and should continue today. I expect a big day in SHOP and INTC as well.
The lure of buying 'cheaper' stocks is how one gets poor. Technology companies win because they attract top 1% ile talent and they have superior execution skills. Yes, they will be disrupted but it is never by companies who are in 2nd place and whose stocks are cheap. Google Search was never disrupted by 2nd place Bing, but a startup. NVidia when disrupted will be by a startup, but not AMD, INTC. So, if you are holding AMD because it is cheaper than NVDA, you'll lose out on NVDA gains but open to the risk of fall of AMD when the startup disrupts NVDA/AMD. The allure of 'cheap' stocks is how you under-perform S&P 500 let alone Mag 7
Yes, it is sensible, but I would still suggest having an additional small bucket of money for value investing. I may just be one anecdote, but I wish someone had told me to do the same thing. I began investing in index funds at 15 years of age, thanks to my parents. This was in 1999. After 18 years of investing monthly into an SP500 index fund, my returns were just under 4% IRR. That’s when I opened a separate account for value investing, 8 years ago. When I started, the dotcom bubble hadn’t quite reached its peak, but it was close. My average yearly return was actually NEGATIVE after 12 years. All that said, I still think index fund investing is the right call for 99% of people, and I still have my original account. Today(26 years of investing in an index fund), my average return is now around 6.5% in that account. If the market crashes for a 3rd time since I started, that 6.5% will come way down. The good news is that I opened that separate account 8 years ago specifically for value investing. While I have drastically refined my methods over the 8 years, my CAGR in that account now sits at 78.2% with this year coming in at 221% so far, and 2022 bringing in 118%. I have not participated in the ai trade either. Never owned NVDA, GOOGL, MSFT, TSLA, TSMC, or any other major players until I bought LEAPs in INTC when it was around $22 this year. (For reference, I am usually around 5-10% margin, with each position being 75-90% in shares and 10-25% in options. I almost never exceed 5 positions). This account is 15x the size of my index fund account. I am not a genius. I was a decent student in HS and Uni, but never a savant or prodigy. In my math classes I would say, generally, I would be in the top 10%, but never close to the top student. 8 years is a blink in the investing world, and I am not blind to the fact that much of my returns are due to luck, not brilliance. However, I still think market beating returns are possible for almost anyone with a half decent intelligence level. So long as you understand a few things: 1 - Volatility does not equal risk. In 8 years, my account has had 2 draw downs of over 50%, and 6 of over 30%. Those draw 50% downs both occurred during my best years. 2 - Price is what you pay. Value is what you get. It really matters how much you pay to buy a company. So you better know what you’re buying. 3 - Spreadsheet math, and DCFs, are almost useless if you don’t have real QUALITATIVE reasoning for the forecast. Qualitative data is way undervalued by fundamental analysts. If you understand a business extremely well, with extremely high levels of conviction, then it becomes much easier to figure out their future earnings power 3-5 years out. Lastly, I really like Pfizer. I don’t own it, but it is 100% near the top of my watch list. I am not sure what lead you to that company, but I think it is a good start for a small bucket devoted to individual stocks.
You lost me at calling a PE of 74 ridiculously high in the current climate. AMD is 109.78, TSLA is 312.22, INTC after being sub-10 for ages is 630.17. Also, paragraphs. No one's going to read that, lol
Friends, I have been officially assigned an ass ton of INTC shares. I won't mention the cost, but it was quite significant. I asshole is bleeding right now.
Because of insane valuation. Even after the "plummet", its up like 162% from yearly low. it has P/S of 26.72. Currently they are doing custom ASIC design for CSP and new AI startups. I feel the AI capex have to slow down sometime in next year or 2 and post that companies like AVGO or ORCL will be caught with their pants down. Plus its possible for GOOG and others to bypass AVGO and directly work with foundries to design ASIC. One player who could do that is INTC if they can expand EMIB packaging capacity as planned.
Sold INTC calls this morning but bought them back cuz I’m worried it’ll moon when they’re making all the domestic chips for apple and amd
INTC said fuck your last minute calls and puts we're hovering 38.5
NVDA, AMD, INTC, but literally anywhere you look is getting its pp slapped rn. Semis are kinda silly at least until China confirms whether or not they’re gonna take the NVDA chips, I’d assume they will and do a similar play they did to TSLA (catfish in a koi pond kinda thing).
I really need INTC to just go up $1, so I can exit and be done with these tech stocks for good.
INTC getting manipulated like crazy in the press. Two hit pieces in a row after the Apple rumor.
$BULL and INTC getting slaughtered fml
Jan 2024 ($24 to $50) In January 2024, Super Micro Computer (SMCI) was dominated by news of a massive stock surge driven by exceptionally strong preliminary and actual Q2 fiscal year 2024 results, which significantly exceeded previous guidance due to high demand for its AI servers. Key News Events in January 2024: January 18: Business Update and Raised Guidance Super Micro provided a business update where it dramatically increased its financial outlook for the second quarter of fiscal year 2024. The company expected net sales of at least $3.6 billion, a significant jump from its prior guidance of approximately $2.8 billion. January 19: Stock Surge Following the positive business update, SMCI shares jumped around 25% to a record high. The market reaction was a key factor in the stock's massive rally throughout early 2024, as investors became highly optimistic about its role in AI infrastructure, particularly its partnership with Nvidia. The stock fully recovered to its pre-crisis high by this date. Feb 2024 In February 2024, Super Micro Computer (SMCI) was a volatile "AI darling" stock that hit record highs, but also faced significant challenges related to financial reporting delays, which nearly led to Nasdaq delisting. ///////// I didn't notice this on the graph, it must have not lasted long Investopedia Super Micro Stock Continues Wild Week With Massive Friday Swings NAOMI BUCHANAN Updated February 16, 2024 The stock, which crossed $1,000 Thursday, has nearly tripled since the start of 2024 Super Micro Computer (SMCI) continued its wild week Friday as shares jumped in the first few minutes of trading before reversing course and moving sharply lower. The decline came as Wells Fargo initiated coverage of the stock Friday with an equal-weight rating, saying that while Super Micro stands to benefit from the artificial intelligence (AI) boom, the company's share price already reflects much of the upside. The stock ended Friday's session down 20% at $803.32, after having risen as much as 7.4% in the opening minutes of trading. The stock, which has nearly tripled in price since the start of the year, surged 14% to above $1,000 on Thursday amid anticipation of future gains driven by rising demand for AI. Earlier this week, Barclays analysts had raised their price target for the stock to $961 from $691, citing Super Micro Computer's position within the AI ecosystem and "strategic" partnerships with NVIDIA (NVDA), Advanced Micro Devices (AMD), and Intel (INTC).
INTC taking a big dump now. FML
Same as yesterday at open, I’ll continue to add any dips on SHOP, ASTS, LULU & INTC. LULU earnings today after close. I have also doubled my position in B and SBSW over the past 3 weeks. I’ll buy a big chunk of ONDS on the morning dip. Down almost 10% yesterday, I see it as a good buy now on a long hold. BBAI I’m holding. I may add more if we get a bigger dip. Dry powder loaded and excited for the good buying opportunities Oracle created last night. Rebound today.
My port is up mid 5 figures in the past week and a half and 64% YTD. No options, just shares. As I did yesterday at open, I’ll continue to add any dips on SHOP, ASTS, LULU & INTC. SHOP has been killing it for me this year and I see it hitting $300 PS within 18 months. ASTS I originally bought at $25 PS and sold half at $100 PS and have been buying every dip since it went below $60. LULU dropped half its value since April so to me it’s a good buy at current levels with their turnaround story. Earnings today. I have also doubled my position in gold and copper miners, Barrick and SBSW over the past 3 weeks. I’ll buy a big chunk of ONDS on the morning dip. Down almost 10% yesterday, I see it as a good buy now on a long hold. The same with BBAI. With another morning dip I’ll add. These are my gambles. My mag 7 holdings I will never sell. I’ve been holding them for years. Good luck today regards!
What does INTC have going for them? GPUs are on the lower end, poor drivers and poor performance, cant use for AI. CPUs are their strong historically but AMD has stolen their cake in the last 5 years. AMD makes wildly more efficient CPUs that are much better for workstation/productivity tasks and also for gaming in the case of their X3D variants. Plus INTC 14th gen chips last year were a disaster as they degraded prematurely and burned up. So in short nobody who knows about tech buys INTC anymore, and it would have a foot and a half into bankrupcy had the government not stepped in and bailed them out.
Sold GOOGL at the top, and got into INTC at $39.16.
Everything is flat but INTC falling off a cliff for some reason
Read at open and then skyrocket to Green. Everyone knows that the rate drop is happening today. These last two days have been nothing burgers. I’m buying the dip at open as I have been for the last three weeks.SHOP, INTC, B, SBSW, ASTS & BBAI.
KISS for this year would've been buying every "Trump" stock. Things like $PSKY, $TKO, $INTC, $NVDA, $PLTR, and $ORCL.
Wen Elon/INTC make love
Shit companies down after hours: NVDA META INTC
I have been wheeling: SOFI, ACHR, JOBY, INTC, LYFT, RIVN, IONQ, QBTS, M, DKNG, and MRNA. I sell 25 delta puts 45DTE and if the delta goes below 10 and still has more than 21 dte I roll up in the same expire, if less than 21 DTE I roll out and re-establish that 25 delta. If we get close to expire and the delta is like 40 or 45 or maybe ITM at 60 delta, I just hold it and perhaps get assigned, then sell a covered call at 30 delta, 45 days out and then sell another put at 25 delta. Has been working so far. I usually have at least on call amd one put get hit. I also only do the Monthly expires so all my contracts line up.
Do you think maybe there might be other events in the next 24 hours that will overshadow INTC news?
INTC had a weird program buy spike right before close. One of the big dogs knows something and was front running it. I grabbed a bunch of 41 calls for Friday right before the bell when I saw it. If I’m right news will drop and the next 24hrs and they will print. If not I’m just stupid and think I can speak candlestick
That stock has to be up there as one of the worst fucking stocks...I would have put MU in there along with INTC, but those 2 fuckers have mooned this year
That sums up how reckless you are to not diversify your investments vs. 100% in one stock. Have you ever heard of "single stock risk"? Regardless whether it's the best company in the world or $INTC, spreading your funds across multiple investments is the more prudent path. Nevertheless, good luck.
CLOV, INTC AND OXY Fucke me running on all 3.
Shoulda gone with NVDA, META, INTC, AMD, etc.
he says it applies to all of them INTC, AMD, etc So it’s basically a export tariff (tax) Which he definitely doesn’t have the power to do, but I doubt anyone will challenge it in court
Since the first forbearance, creditors have allowed Luminar execs to spend approximately 40-60million of their free cash, leaving them with a bit over 30mill currently. Their total debt has plummeted from 490ish million to approximately 350 million just since the last forbearance filing. A massive drop. Austin Russell's offer to purchase was contingent on them reducing the debt to 150 million or less. I believe that an acquisition is still on the table. Major restructuring at the least. No way creditors would allow them to spend that money after gaining control if they were just going to let it go into bankruptcy. $NSANY has their new lidar equipped vehicle coming this year with Luminar as a major partner $RIVN releasing news on their autonomous vehicles on the 11th, bringing more news to the Lidar sector. Still holding major partnerships with $NVDA $CAT $INTC among others, and the VP stating they will be showing HALO and Sentinel at CES 2026 with no booth, suggesting partner showings.
As a percentage of revenue and impact of future earnings, those H200s are peanuts to Nvidia, however, companies like AMD, INTC, and MU benefit greatly from a detente with China.
NVDA & INTC are the golden children of this admin 🤣
I mean, sure, I'll buy INTC under $40 at this point, but my GOOGL $217.50 calls got fucked.
INTC red today, but I bet nana would be so proud of her grandbaby. If she was alive and knew I bet she’d even let him hit a lick for it.
Added to my positions in UBER, SBSW, SHOP, INTC, B and BBAI. And doubled down on the ONDS dip. I’m not wrong.
Sold absolutely retarded INTC $50 DEC’27 calls this morning and got bailed out by the dip
waiting good results for my INTC 42$ call 01/02/26
How is the the governments INTC investment worth 40 billion. Someone math the math for me
Good luck! I have no problem watching other people make money! I hope it works for you. You have some tailwinds for sure with the foundry business and the proximity to the administration. I just watched it get mismanaged for over two decades and underperform. Of course it isn’t a sign of the future, but I am happy to sit on the sidelines with INTC.
Intel (INTC) huge upside with fabs and valuation
My grandma went all in on INTC and significantly outperformed the market. Thoughts?
INTC $35 puts late March regarded?
GE, HON (includes spinoffs) and INTC
Just putting the obvious disclaimer out there that investment choices and mixes are tailored to one’s objectives, time horizon, risk tolerance, etc. which have endless combinations. A common approach is having most assets fully diversified in broad based index funds (total world or total stock/total intl ~80/20 splits) with some % in fun portfolios where you ‘attempt’ to beat the mkt. Some ideas to explore…think US strategic themes related to our security and competitiveness. Rare earth mining has taken a hit and select names could be attractive. AI and data centers likely have more room to go but if you want to position for the next idea…quantum computing investments could be interesting. Staying with US Strategic themes…interesting how US chip production is mainly overseas and a country could easily take over that supply chain. INTC could be a potential long term play worth investigating if we want to own more of the supply chain. Lastly, looking at reputable actively managed tech funds that have broad flexibility to navigate this overbought environment could be a way to carefully invest in a sector that some may view as overbought at the moment. I know this may not answer your question specifically…just wanted to throw out some ideas to explore.
INTC red or green monday?
He ran it on intel. That's pretty bullish for INTC ;-)
ALWAYS INVERSE WSB INTC Granny
I did buy INTC calls long leaps today
To whoever granted my request and bought INTC calls, I thank you, and my puts thank you.
Sold INTC around 42.1 (cost 40.6) and took profit, 💰
Can someone here please buy an INTC call so it can go down? Thanks in advance
Buying INTC puts is the least gay bear move
I bought a singular $20 put on INTC 77days out so I can maintain my degenerate bear card and not feel like a voyeur.
INTC could be a big Winner here, idk how far their capacity is booked.
The INTC and NFLX jumps this week had me printing. Now it's time to sell my gains and cash in for the weekend. Happy farming boys.
INTC is rallying again, my position is printing !!!
Had one of my best days of the year yesterday with a mid 5 figure gain in the port and while that was going on I was saying here not to miss the dip on these 2, which I doubled down on again: - Barrick Gold - SBSW I also added more of these at close: - SHOP - UBER - ASTS - LULU - INTC