$Intel(INTC)$ The bull case on-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Intel(INTC)$ The bull case on Intel right now isn't the fabs. It's the chip in your old server rack.

Xeon's quietly back in the mix because agentic AI still rides on CPUs, not just GPUs. Q1 made that obvious with data center up 22%. The headline keeps pointing at foundry, but that's not where the recovery's coming from.

The fabs are still bleeding. External customers are basically nowhere. Yields are improving but that mostly helps Intel make Intel chips cheaper, which isn't a turnaround anyone should pay up for.

Long INTC for the CPU side, not the foundry dream. You're eating fab losses either way, just be honest about which trade you're in.

Morgan Stanley Resets Intel Target: Is AI Foundry Recovery Underestimated?

Intel edged up 0.85% to $66 ahead of its Q1 earnings release tomorrow after hours, with Morgan Stanley preemptively resetting its price target and declaring "Intel's real AI recovery is just beginning." Market focus centers on Intel 18A process yields and foundry customer scale — the two metrics that will determine whether Intel can compete with TSMC for advanced node orders. The risk: if tomorrow's report fails to meet institutional expectations, the $66 historically discounted level could come under renewed pressure. Can Intel use tomorrow's data to prove its AI foundry recovery is real?

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valli
04-29
valli
long term price targets for intel

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Yields are improving but that mostly helps Intel make Intel chips cheaper, which isn't a turnaround anyone should pay up for.</p>\n<p>Long INTC for the CPU side, not the foundry dream. You're eating fab losses either way, just be honest about which trade you're in.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> The bull case on Intel right now isn't the fabs. It's the chip in your old server rack.\n<p>Xeon's quietly back in the mix because agentic AI still rides on CPUs, not just GPUs. Q1 made that obvious with data center up 22%. The headline keeps pointing at foundry, but that's not where the recovery's coming from.</p>\n<p>The fabs are still bleeding. External customers are basically nowhere. Yields are improving but that mostly helps Intel make Intel chips cheaper, which isn't a turnaround anyone should pay up for.</p>\n<p>Long INTC for the CPU side, not the foundry dream. 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