Rod Harte

    • Rod HarteRod Harte
      ·04-15 00:38
      $Intel(INTC)$  In my opinion, it's shaking out the weak hands and will creep up later.
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    • Rod HarteRod Harte
      ·04-14 17:07
      $Intel(INTC)$ Once Intel passes the $75 all-time high, the next stop would be $230.
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    • Rod HarteRod Harte
      ·04-10
      $Intel(INTC)$ I’m planning to ride it to 100, then 200, and I won’t even sell at that point unless it looks like it’s time.
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    • Rod HarteRod Harte
      ·04-10
      $Intel(INTC)$ What people often miss is Intel's massive total addressable market. TSMC is worth $2T today. Intel is pushing quickly into that space. Nvidia is valued at $4T now. Intel has plans to improve Gaudi 3, but more importantly, to produce Jaguar Shores and other AI rack options to better compete with Nvidia. Remember, Intel being behind in advanced process nodes hurt its design business. As 18A and 14A ramp up, the design side gets more competitive too. Intel is also stopping the market share losses in server CPUs to AMD. So, Intel is unique in that it plays in TSMC, Nvidia, AMD, robotics, specialized packaging, and the custom chip space. The TAM is extremely high. They don't have to be a leader in any one of them. If they are viable
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    • Rod HarteRod Harte
      ·04-10
      $Intel(INTC)$ From what I see, Intel has little competition in AI accelerators. A share price of $100 is likely before 2026 ends.
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    • Rod HarteRod Harte
      ·04-10
      $Intel(INTC)$ INTC is blasting off into the stratosphere. SpaceX is going public soon, and it'll be fabbed by Intel Foundry. Apollo's purchase has been finalized to speed up Intel's manufacturing ramp. One small step for Intel, one giant leap for Intel Foundry.
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    • Rod HarteRod Harte
      ·04-09
      $Intel(INTC)$ Recall that AMD, NVDIA, Tesla, and Apple were on the verges of bankruptcies at one point. They all persevered and clawed back to dominance. Intel's epic turnaround is no exception.
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    • Rod HarteRod Harte
      ·04-08
      $Intel(INTC)$ Shorts got caught with their pants down. The beatings will likely continue.
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    • Rod HarteRod Harte
      ·04-08
      $Intel(INTC)$ Mr. Lip Bu Tan is shaking hands with the richest person on the planet, who has decided to use Intel for his ambitious SpaceX corporation. Wow, that's quite something!
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    • Rod HarteRod Harte
      ·03-23
      $Intel(INTC)$ Iran confirms opening the Strait of Hormuz to all except attackers. Markets rocket upwards.
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