$Intel(INTC)$ 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!
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
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
$Intel(INTC)$ 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.
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.
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