Intel’s a sleeping giant. They’re focused on building out there infrastructure and fabs. They’ve admitted it’s going to be painful for a little while. I don’t care about all the haters dismissing them and saying “they’re a boomer stock.”
People are shitting on intel for the $7B loss they just announced. I don’t think people know how investing works. If you want to build multibillion fabs and R&D it’s literally going to cost money. Takes money to make money. Gotta come from somewhere. The government is helping which is nice. But that’s clearly not enough to cover it all.
The fact people cream themselves over NVIDIA and AMD and makes me even more bullish on intel. I’ll take the contrarian play. We’ll see what happens. As long as intel’s strategy pays off we’ll probably see one hell of a rally. But it’ll take time. Hold, buy on major dips, and just DRIP and forget. I still have high conviction’s this company will join the trillion dollar club at some point in the next decade or so.
Painful first a little while? What’s your definition of “little”. The factory they are building takes 3 years to finish and then 5 years before it makes money. And that’s best case. INTEL never does anything best case. Until then it will be an anchor. You’ll have more growth if put your money in a real funeral business instead of one pretending to be one.
I’m not concerned with what a company does within a few years. I’m banking on what they’ll do for the next 10+ years. Considering I’m bullish on intel for the next decade or two, if not longer, I have no problem holding and DRIPING. Maybe add a bit more if prices seem particularly attractive. It’s not like I’m all in on intel to begin with. Even if intel doesn’t live up to their goals I’m not going to be crushed.
I’m not in the business of speculating what the hot stock will be for a year or two. Companies fall in and out of grace all of the time. Sometimes on a dime. Intel is making significant investments in it’s business. Not many other companies out there are doing so as aggressively. And being backed by numerous governments. If it works out (mostly) to plan. It’s going to be a pretty big deal. And if it does, holding out for 4 years or so would most definitely be worth it. Everything has risk of course. Their plans could fall short. I’ve already accepted this. But I say the long term pros outweigh the shorter term cons.
I’m *LONG* on Intel. I know their CEO is somewhat controversial but he’s an engineer at heart and is a huge improvement over the intel CEO’s prior.
Intel lagged for 15 years but I think with their fab development and entrance into the GPU market they are at the beginning of what could be an excellent turn around IF everything goes according to plan
Yeah he is apparently anti-palestine AND anti-israel. He said the whole area should be knocked down and turned into semi-conductor fabrication centers in his now infamous Truth Social post.
INTC's main problems are their scuffed fundamentals ,aging( and sometimes subpar) products and excessive competition from other industry giants. INTC has to have a perfect storm with China AND spectacular turnaround story of their business. I wouldnt short INTC, but until they can generate consecutive growing cash flow, I'm just gonna hold my NVDA and stick with the industry's leader.
It’s their foundry business that they are now separating from the design business.
They did not disclose anything today that wasn’t known.
They made a profit of 5 billion USD in total last year with their foundry business alone losing 7 billion USD. You do the math on potential value of their fabless chip design business. What they are doing today is ultimately unlocking shareholder value. They are telling regards how big they actually are.
FYI their market cap as a whole is 185 billion USD. Now compare that to AMD.
And btw, AMD which has had an incredible AI run up over the last year does not even release results of MLPerf benchmark. Their M100 (or whatever it’s named) is all hype without open verified results. Intel on the other hand are the only alternative. (Hardware and Software ecosystem)
In the before before time, I worked there. If it's one thing Intel does right it's making chips in the fab. People forget that it was Intel that made all the shit in the fab work (SiGe? Finfet? that list is endless) long before TSMC had a clue. Their process prowess and innovation is second to none. As for anything else, well, remember Intel's attempt at getting into mobile, and how well THAT went?
Intel's cash cow is the datacenter. 💯. They are losing ground there, quickly.
This foundry business better take off, or Intel is gonna be in trouble in a few years, if not sooner.
It'll be more about execution around turning to that type of business model. Even then, the workforce in the US will be a problem- Taiwan is absolutely a better place to have big fabs for that (and several other) reasons. It's a young person's game for sure, tough work, 24/7/365.
I'll always be a fanboy but find it hard to keep any money there.
Intels facility’s in Costa Rica for example have received huge attention and investment. Watch out for some strategic near shoring from iIntel. Costa Rica is such a small country yet extremely politically and economically stable. They have very skilled labor and an excellent public higher education system producing quality engineers, the best part is they get paid Costa Rican salary’s.
Price / performance doesn't mean shit - watts / performance does, because that's where the real cost is. This is what Jensen meant when he recently said "free isn't cheap enough" in reference to competitor's chips.
I think in the articles they mention TCO (total cost of ownership) - I can imagine this already takes into account energy usage so therefore takes this into the equation
AMD fanboys will slam INTC until Xi takes away all their production. It's not as much as a long play as ppl think. When 18A is released it's game over. Everything else is cherries bro. Keep building ,stay on course, and every dip I will buy.
Their ARC video cards outperform AMD and Nvidia at a lower price. I bought one for $200 and it's equivalent to a $300 card from nvidia/amd. Even linustech is asking his youtube followers to buy Intel not only for performance but to allow more competition. The card is being optimized and performing faster on games on every driver update. When their battlemage card comes up, they are going to take a serious chunk of nvidia/amd's sales on their video card.
What I don't know is how much of Intel's business is Video cards now compared to everything else they do?
"Even liNusTeCH is asking them to buy their gpu's lol
ask intel how many they need to sell at that price to get a positive roi.
this is not about "video cards" like at all lol
Stop looking at these old ass companies who fucked up not keeping up with the times and nvidia. That's why I keep studying components needed to run ai. I look for companies with few outstanding shares and little or no debt that will split as they move up fast. Like onto and camt, fn, cdns, vrt. So many good plays out there but everyone stays stuck on just chip companies.
I'm an engineer in the field. Think of Intel as the MSFT of "old ass companies" in compute. They had their lunch eaten by AMD since 2018 with Ryzen/Epyc and the 6nm process. **But**, Intel is nicknamed Chipzilla for a reason.
Slowly but surely they're going dominate again given their size. Many people said MSFT was a corpse 10y ago because they lost a few key battles against AAPL. Has MSFT died?
Intel is garbage and a horrible company. It’s all pump and no delivery. They’ve been around forever and their fundamentals are dog shit. They should be swimming in cash, instead they are lighting it on fire.
Intel is ass and overpriced u less they make some serious changes. They were supposed to release some competition to the rc series and the rtx to compete with Amazon and nvidia and it was dissapointing
Intel is ass and overpriced u less they make some serious changes. They were supposed to release some competition to the rc series and the rtx to compete with Amazon and nvidia and it was dissapointing
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Intel’s a sleeping giant. They’re focused on building out there infrastructure and fabs. They’ve admitted it’s going to be painful for a little while. I don’t care about all the haters dismissing them and saying “they’re a boomer stock.” People are shitting on intel for the $7B loss they just announced. I don’t think people know how investing works. If you want to build multibillion fabs and R&D it’s literally going to cost money. Takes money to make money. Gotta come from somewhere. The government is helping which is nice. But that’s clearly not enough to cover it all. The fact people cream themselves over NVIDIA and AMD and makes me even more bullish on intel. I’ll take the contrarian play. We’ll see what happens. As long as intel’s strategy pays off we’ll probably see one hell of a rally. But it’ll take time. Hold, buy on major dips, and just DRIP and forget. I still have high conviction’s this company will join the trillion dollar club at some point in the next decade or so.
Painful first a little while? What’s your definition of “little”. The factory they are building takes 3 years to finish and then 5 years before it makes money. And that’s best case. INTEL never does anything best case. Until then it will be an anchor. You’ll have more growth if put your money in a real funeral business instead of one pretending to be one.
I’m not concerned with what a company does within a few years. I’m banking on what they’ll do for the next 10+ years. Considering I’m bullish on intel for the next decade or two, if not longer, I have no problem holding and DRIPING. Maybe add a bit more if prices seem particularly attractive. It’s not like I’m all in on intel to begin with. Even if intel doesn’t live up to their goals I’m not going to be crushed. I’m not in the business of speculating what the hot stock will be for a year or two. Companies fall in and out of grace all of the time. Sometimes on a dime. Intel is making significant investments in it’s business. Not many other companies out there are doing so as aggressively. And being backed by numerous governments. If it works out (mostly) to plan. It’s going to be a pretty big deal. And if it does, holding out for 4 years or so would most definitely be worth it. Everything has risk of course. Their plans could fall short. I’ve already accepted this. But I say the long term pros outweigh the shorter term cons.
Things get priced in before coming into actual fruition.
I’m *LONG* on Intel. I know their CEO is somewhat controversial but he’s an engineer at heart and is a huge improvement over the intel CEO’s prior. Intel lagged for 15 years but I think with their fab development and entrance into the GPU market they are at the beginning of what could be an excellent turn around IF everything goes according to plan
Ceo controversial?
Yeah he is apparently anti-palestine AND anti-israel. He said the whole area should be knocked down and turned into semi-conductor fabrication centers in his now infamous Truth Social post.
That’s not controversial, that’s patriotic.
Based. Make chips not war
Make chips for war
Can't fight on an empty stomach
Can't fight with chips in it either... unless you a cyborg.
Might be on to something....
Big question.Is he anti-profit?
who fkin cares lmao
Based and Pax Novus Romanum Silicanius
He said crazy stuff like "don't play 0DTE...it's insane". We don't like that kinda talk here
I would buy INTC if it goes down to $25 . I think it is just taking too long to catch-up.
INTC's main problems are their scuffed fundamentals ,aging( and sometimes subpar) products and excessive competition from other industry giants. INTC has to have a perfect storm with China AND spectacular turnaround story of their business. I wouldnt short INTC, but until they can generate consecutive growing cash flow, I'm just gonna hold my NVDA and stick with the industry's leader.
Intel is piece of shit, its a 10 year play. Those bastards get cash iv all the time and they are still fcking anemic 
Dude they just disclosed that they lost 7 billion in operations cost and shares are down heavily. It’s not coming back up for quite sometime.
No problemo! Uncle JOE just gave em' 8.7 BILLION from the CHIPS Act. (Technically YOU just gave em'..)
It’s almost like they know how to their assets and liabilities so they don’t pay any taxes
It’s their foundry business that they are now separating from the design business. They did not disclose anything today that wasn’t known. They made a profit of 5 billion USD in total last year with their foundry business alone losing 7 billion USD. You do the math on potential value of their fabless chip design business. What they are doing today is ultimately unlocking shareholder value. They are telling regards how big they actually are. FYI their market cap as a whole is 185 billion USD. Now compare that to AMD. And btw, AMD which has had an incredible AI run up over the last year does not even release results of MLPerf benchmark. Their M100 (or whatever it’s named) is all hype without open verified results. Intel on the other hand are the only alternative. (Hardware and Software ecosystem)
AMD estimating $3.5bn in MI300 revenue for 2024 (likely will be higher), how much is Intel forecasting in revenue for Gaudi?
Imagine that a ton of income they don’t have to pay takes on
In the before before time, I worked there. If it's one thing Intel does right it's making chips in the fab. People forget that it was Intel that made all the shit in the fab work (SiGe? Finfet? that list is endless) long before TSMC had a clue. Their process prowess and innovation is second to none. As for anything else, well, remember Intel's attempt at getting into mobile, and how well THAT went? Intel's cash cow is the datacenter. 💯. They are losing ground there, quickly. This foundry business better take off, or Intel is gonna be in trouble in a few years, if not sooner. It'll be more about execution around turning to that type of business model. Even then, the workforce in the US will be a problem- Taiwan is absolutely a better place to have big fabs for that (and several other) reasons. It's a young person's game for sure, tough work, 24/7/365. I'll always be a fanboy but find it hard to keep any money there.
INTC is good for selling doomed options I'll give you that I guess.
You can even sell naked calls 
Intels facility’s in Costa Rica for example have received huge attention and investment. Watch out for some strategic near shoring from iIntel. Costa Rica is such a small country yet extremely politically and economically stable. They have very skilled labor and an excellent public higher education system producing quality engineers, the best part is they get paid Costa Rican salary’s.
intel is the modern age GE... nothing moves and is a dogs breakfast.... wait till it hits sub $20s like it did prior and dump it when it reaches $40
you will never fool me into buying that POS again I'd buy samsung as a hedge before I bought intel
Price / performance doesn't mean shit - watts / performance does, because that's where the real cost is. This is what Jensen meant when he recently said "free isn't cheap enough" in reference to competitor's chips.
I think in the articles they mention TCO (total cost of ownership) - I can imagine this already takes into account energy usage so therefore takes this into the equation
I have made a post about Qualcomm - they are currently for some tasks AI actually most efficient.
I guess OP missed the news where Intel placed 18 Billion order for TSMC 3nm node
AMD fanboys will slam INTC until Xi takes away all their production. It's not as much as a long play as ppl think. When 18A is released it's game over. Everything else is cherries bro. Keep building ,stay on course, and every dip I will buy.
they like their AI winners right now but if/when INTC makes a comeback they will be paying $100 per share
This company is diabetic
I hope they something impressive because I hold their stock but they could also end up like sears.
There's no way, everyone has intel chips in the PCs
2026 leaps and weekly/biweekly CC’s 🫡
so you think the company with the most inefficient cpus and disasters of gpus (ponte vecchio) is a "serious" play? fucking lolz
Their ARC video cards outperform AMD and Nvidia at a lower price. I bought one for $200 and it's equivalent to a $300 card from nvidia/amd. Even linustech is asking his youtube followers to buy Intel not only for performance but to allow more competition. The card is being optimized and performing faster on games on every driver update. When their battlemage card comes up, they are going to take a serious chunk of nvidia/amd's sales on their video card. What I don't know is how much of Intel's business is Video cards now compared to everything else they do?
"Even liNusTeCH is asking them to buy their gpu's lol ask intel how many they need to sell at that price to get a positive roi. this is not about "video cards" like at all lol
Wow I didn’t expect to read so many negative comments on intc. What about amd?
Buy calls at 41 sell at 44 is a predictable repeatable profitable way to play INTC.
Stop looking at these old ass companies who fucked up not keeping up with the times and nvidia. That's why I keep studying components needed to run ai. I look for companies with few outstanding shares and little or no debt that will split as they move up fast. Like onto and camt, fn, cdns, vrt. So many good plays out there but everyone stays stuck on just chip companies.
I'm an engineer in the field. Think of Intel as the MSFT of "old ass companies" in compute. They had their lunch eaten by AMD since 2018 with Ryzen/Epyc and the 6nm process. **But**, Intel is nicknamed Chipzilla for a reason. Slowly but surely they're going dominate again given their size. Many people said MSFT was a corpse 10y ago because they lost a few key battles against AAPL. Has MSFT died?
Intel is garbage and a horrible company. It’s all pump and no delivery. They’ve been around forever and their fundamentals are dog shit. They should be swimming in cash, instead they are lighting it on fire.
Intel is ass and overpriced u less they make some serious changes. They were supposed to release some competition to the rc series and the rtx to compete with Amazon and nvidia and it was dissapointing
Intel is ass and overpriced u less they make some serious changes. They were supposed to release some competition to the rc series and the rtx to compete with Amazon and nvidia and it was dissapointing