SullivanRrr
SullivanRrr
RISK RULE: Never lose more than 2% of your account on each trade!
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avatarSullivanRrr
04-17 05:20
$Intel(INTC)$  You know what I love about this board lately? All the old timers enjoying the 200+% recent gains have a lot less reason to nitpick with each other over nonsense. And that goes for me too! It's practically non-existent these days, am I wrong? Best of luck to all the longs for this epic resurgence to continue!
avatarSullivanRrr
04-17 03:24
$Intel(INTC)$ My biggest question is this: what is Intel worth once their foundry yields are solid on 18a and 14a, and they become the leading process node? To me, a price between $100 and $150 doesn’t seem too rich at that point. We’ve seen from recent releases that they’re winning new business.
$Intel(INTC)$ I think if Intel executes its current business plan well, it could reach 50% of the combined market cap of TSMC and AMD.
$Intel(INTC)$ Intel is now showing positive proof: US foundries, 18A, 18A-P, 14A, AI accelerators, partners and associates, all pointing to strong demand. Should be in the 70s very soon.
$Intel(INTC)$ For those who think Intel is done rising, looking at sndk and wd shows the potential here.
$Intel(INTC)$ I think INTC could hit 70 if Wall Street chooses it as a safe haven for the war.
$Intel(INTC)$  I'd be pleased to see SP reach $100 before the year ends.
$Intel(INTC)$ Intel plus Elon Musk's new chips equals success. Today just got a little better. Thank you, Elon Musk.
$Intel(INTC)$ INTC is on the move. Mr. Tan knows how to bring back the glory days of INTC. He's a good entrepreneur and technology guru.
$Intel(INTC)$ Intel's stock is up after it joined the Terafab chip project.
Matt Bryson of Wedbush comments on $Intel(INTC)$ 's $100M+ investment into SambaNova. He notes that the value of AI design talent is increasing. Meanwhile, not all custom ASIC efforts are progressing as planned, highlighting the inherent difficulties in designing and building an AI processor. Hence, the perceived value of SambaNova lifting makes sense to us. In other words, building custom AI chips is harder than everyone thought. Companies that already have working silicon, like SambaNova, are becoming more valuable, not less. At SambaNova, $Intel(INTC)$ 's CEO Tan serves as executive chairman. $Intel(INTC)$  isn't merely investing $100M. It is se
$Intel(INTC)$  could go on a meme stock trajectory. Who knows how far it will climb?
Not even the strongest tech sellout can move $Intel(INTC)$ ! Strong and steady!
Energy efficiency is a key focus for Saimemory and $Intel(INTC)$  teams in AI and high performance computing.
$Intel(INTC)$  showing an 8x size chip means they've effectively 'broken' the size limit. They can build a chip almost 3x bigger than $NVIDIA(NVDA)$ 's best. IP secured.
This opens the door to a cascade of customers. Once $NVIDIA(NVDA)$  and $Apple(AAPL)$  move, $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Qualcomm(QCOM)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , $Tesla Motors(TSLA)$  become much more likely. Especially for entry-level chips, I/O dies, and packaging-only engagements.
There are a lot of good reviews for Panther Lake. This should lead to higher sales. Many reviewers are saying it's a game changer. Go $Intel(INTC)$ !
When people claim that $Intel(INTC)$  is 'overpriced', they often focus on forward PE, which can be misleading, and overlook Price to Sales and Book Value. These metrics indicate that $Intel(INTC)$  is significantly 'underpriced', without even factoring in intangible aspects such as national security.
$Intel(INTC)$  Buying on dips is really working for INTC. Lipbu is a practical CEO; he under-promises and over-delivers.
Post-earnings patterns are often misread. $Intel(INTC)$  Day one brings shock, day two sees digestion, day three marks reduced volatility. The drop reflected structural shifts, not hourly news updates. Price accelerated through low-volume zones before meeting historical support where institutional buyers emerged. This shifts holdings from emotional sellers to algorithmic buyers purchasing weakness per quantitative models. Retail investors frequently misconstrue that "not terrible" post-earnings results can still trigger declines, as stocks were priced for perfection. The initial move represents valuation reset rather than reward. Tactical capital finds defined-risk mean reversion opportunities here, while core positions require rechecking fun

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