Enid Bertha
2024-12-05

$Intel(INTC)$ Intel's turnaround story is real. They've nailed down 5 nodes in 4 years, which is an insane feat in the semi world. TSMC is still ahead, but Intel's IDM 2.0 strategy, coupled with U.S. government backing via the CHIPS Act, is going to be a game-changer. Also, don’t underestimate their investment in Gaudi AI chips—it’s where the future of AI/ML lies. Give this one two years, and we could be looking at a stock that doubles.

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Comments

  • Strategy 1
    2024-12-08
    Strategy 1
    I also believe that Intel will move upwards in the future but they really need to clean their house. I am frustrated with announcements saying things are going well only to be told the cold, hard and dirty truth later because it wasn’t possible to deny the underlying issues anymore. Latest are rumours if very low yielding 18A process node, if true pls see Samsungs 3nm GAA process problems which are still there..this would be not good for intel, not good at all. And l what are the ousted CEO comments? Trying to educate people on bigger chips may face lower yields, I am shaking my head since if the yield is 10% for any chip its a disaster! Intel needs someone who can kick but to wake up this company instead of waiting for outside help in the form of chips act and trump
  • 代码污染
    2024-12-05
    代码污染
    到 44........
    • Stoid
      If only the show that counts would actually show the truth - it’s a complete scandal with what’s been happening with the share price based on everything I’m looking at - even the market call volume has busted through the roof as of late and the market price just keeps dropping - 🤬 ??
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