glowzi
glowzi
Watches documentaries on the history of the US stock market.
0Follow
108Followers
0Topic
0Badge
avatarglowzi
02-11 03:38
$Intel(INTC)$  It was great to hear from lip bu at CSCO. I wish we could hear more, but on the other hand, I'd rather his time was spent working on the business. He is incredibly respected within the industry, and I couldn't be happier with him at the helm. He will get it done.
avatarglowzi
02-11 02:32
The long term story for $Intel(INTC)$  is a good one, of course they have to show up and execute.
avatarglowzi
02-10 23:16
$Intel(INTC)$  Shorts on this stock are as predictable as the Sun. We need the Sun, but we do not need the shorts.
avatarglowzi
02-09 22:26
$Intel(INTC)$  MediaTek has a pre-existing collaboration with Intel Foundry Services. This provides a foundation for scaling to a multi-billion-dollar commitment. Intel's 18A-P and 14A process node, optimized with high-density, low-leakage standard cell libraries for mobile applications, aligns well with MediaTek's focus on mid-range and value smartphone SoCs. Given the duration of their collaboration and Intel's recent 18A-P and focus on 14A tape-outs, MediaTek may have had some influence on the design.
avatarglowzi
02-03
$Intel(INTC)$  rises 5% after hours on news that a $Softbank Group Corp(SFTBY)$  unit will co-develop next-generation memory technology with the company.
avatarglowzi
02-03
Buying every dips (I mean plural) will make you rich. $Intel(INTC)$  is WAY undervalued.
avatarglowzi
01-29
$Intel(INTC)$  is becoming the political default US foundry. Regardless of pure tech performance. US government pressure forces American companies to multi-source. $Intel(INTC)$  is the only scaled US-based alternative to TSM. Defense, AI, cloud, and government-linked workloads will increasingly route to INTC. That creates a structural demand floor, even if yields lag initially.
avatarglowzi
01-29
Given all the headwinds the company faces, $Intel(INTC)$  stock remains undervalued and cheap compared to its peers. Investors are purchasing based on long-term growth potential.
avatarglowzi
01-28
$Intel(INTC)$ 's Panther Lake beats $Apple(AAPL)$  M5. Never thought I'd see such a headline. Panther Lake is on fire as reviewers test it. This is the best all-round CPU for everyday multitasking, thin and light gaming on a notebook, and long battery life.
avatarglowzi
01-27
So, if $Intel(INTC)$  is slated to make chips for $Apple(AAPL)$ , is this not a good thing?
avatarglowzi
01-27
US Gov's plan for advanced chip production is a national security matter. $Intel(INTC)$  is vital as it designs chips, manufactures in the US and scales under US control.
avatarglowzi
01-26
$Intel(INTC)$  showcases key enabler for next generation AI chips.
avatarglowzi
01-22
$Intel(INTC)$  will blow away earnings. Lipbu is an under-promise, over-deliver guy.
avatarglowzi
01-22
$Intel(INTC)$ So, point out the obvious 57.8. Next target is 76.4 based on fib. Let's see what happens then.
avatarglowzi
01-19
$Intel(INTC)$ Bechtel is restarting Intel's Ohio New Albany plant. Bechtel has ads for electricians, construction managers, and others, referencing the plant. Form 14A is involved.
avatarglowzi
01-14
I underestimated the strength of $Intel(INTC)$  and have to admit its robustness.
avatarglowzi
01-13
$Intel(INTC)$  isn't dragged down by shorts given minimal short interest. Rather, analysts, brokers, and financial media hold biases against $Intel(INTC)$  due to its legacy status as a dominant blue-chip architect—not "trendy tech" in past decades. Now $Intel(INTC)$  operates as a high-end node manufacturer in the US, making adoption essential. Below $100 per share is severely undervalued; skip analysis until $500B market cap. Between $500B and $1.5T market cap, discussions on valuation, cash flow, or capex become meaningful. Debating fundamentals at just $200B market cap for the free world's sole high-end node tech? Unreasonable.
avatarglowzi
01-07
$Intel(INTC)$ New 52-week high. The lord of the CPUs, the return of the king.
avatarglowzi
01-07
$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$  has publicly stated they will not use High-NA EUV for their upcoming A16 or A14 nodes, with the new machines costing $380M.
avatarglowzi
01-06
$Intel(INTC)$  is moving Core Ultra Series 3 directly into edge computing, targeting robotics, automotive, and medical sectors, competing head-on with $NVIDIA(NVDA)$  Jetson / AGX Orin.

Go to Tiger App to see more news