glowzi
glowzi
Watches documentaries on the history of the US stock market.
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avatarglowzi
04-17 04:47
$Intel(INTC)$ Honestly, it looks like many people are starting to realize that the 18A process is viable, and moving to 14A should be a relatively straightforward step. The key is keeping the bean counters out of the executive offices. Intel has the technology, and customers are coming because they need onshore processing capability with the latest tech.
avatarglowzi
04-17 03:31
$Intel(INTC)$ This stock will hit $200 in less than a year. Think of it as an early warning to short sellers.
avatarglowzi
04-16 08:19
$Intel(INTC)$ I'm thinking $68 this week and $70 before earnings. After that, it'll depend on the numbers and forward guidance.
avatarglowzi
04-16 02:40
$Intel(INTC)$  Well, Intel is going to take SpaceX to the moon and beyond because they have a great bunch of people working for them and they have some smart people, and they’ve been in business for a long time. I know they haven’t succeeded a lot, but they are turning it around, and they’ve been turning it around for the last two or three years. So yeah, when the basic shoots off, Intel is going to shoot off too. I know Amazon just bought, but they’re way behind. Okay, God bless everybody.
avatarglowzi
04-15 07:18
$Intel(INTC)$  Intel is one of the best positioned stocks for the remainder of 2026 to benefit from AI and the fab business. It's considered to recuperate to over 100 within a few months. Just like MU, SNDK, STX, and WDC – eight months ago they were all trading in the $50-$60 range and are now all over $400 – Intel will join that group.
avatarglowzi
04-14
$Intel(INTC)$ The 19μm monopoly: Intel is the only foundry that can thin 300mm GaN wafers to this scale while maintaining 78V reliability. 3D power stacking: This allows Intel to "sandwich" power delivery inside the chip itself. It's a massive efficiency moat that TSMC—which still relies on separate power stages—won't be able to match for years.
avatarglowzi
04-13
$Intel(INTC)$ With a little research, you can see why LBT reversed his initial decision to cancel the glass substrate program. Intel's research developed a laser+etch method to drill the vias, which eliminates cracks. The Clearwater Forest chip is said to be the first to use glass substrates, announced at CES. This could become a key draw for Intel's fab services (reportedly it already is).
avatarglowzi
04-10
$Intel(INTC)$ To me, it seems Intel has informed Musk of the 18A yields, 18A-P rollout schedule, and 14A plans before he agreed to this. The future looks bright for Intel Manufacturing.
avatarglowzi
04-09
$Intel(INTC)$ Just think about this. Intel could triple from here just to be in line with the average price-to-book ratio of S&P 500 companies. I mean, we're not even talking about fundamentals, growth, or financials here... simply 3x just to match the *average* company. It's so undervalued it's not even funny.
avatarglowzi
04-09
$Intel(INTC)$ After years in the red, I'm finally in the black. Yeah for me!
avatarglowzi
04-08
$Intel(INTC)$ The sour grapes are now saying the Intel/Tesla deal isn't a huge deal.
avatarglowzi
04-07
$Intel(INTC)$ Interesting that the news of Intel Foundry joining TeraFab bumped INTC but slid Tesla. Also, SpaceX is set to IPO soon. INTC could skyrocket hopefully; the TeraFab collaboration is huge, likely pushing momentum for other Big Tech names like NVDIA, AMD, Apple, QCOM, Broadcom, etc., to jump on the IFS bandwagon.
avatarglowzi
02-11
$Intel(INTC)$  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
The long term story for $Intel(INTC)$  is a good one, of course they have to show up and execute.
avatarglowzi
02-10
$Intel(INTC)$  Shorts on this stock are as predictable as the Sun. We need the Sun, but we do not need the shorts.
avatarglowzi
02-09
$Intel(INTC)$  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.

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