$Intel(INTC)$ Intel's real play hasn't even started yet. These new contracts are just the beginning of huge profits in the coming months. It's still one of the most undervalued tech companies out there. Looking at $200 a year from now.
$Intel(INTC)$ The 14A future is now locked. There's a massive hyperscaler commitment with Terafab. An easy 1QTR beat with price increases and sold-out INTC PC and data center chip demand for at least all of 2026 and probably 27+. I think we'll hit 70 very soon.
$Intel(INTC)$ Has anyone else noticed that analysts have quietly raised next year's estimates... FY2027 revenue went from around $55B to around $59B... Next year's EPS also increased from $0.95 to $1.08... Honestly, today's action feels more like pure manipulation and speculation... But we all know forward earnings and revenue are the better gauge, and Q1 and Q2 will likely come in ahead of estimates.
$Intel(INTC)$ Worth repeating. Elon Musk is building the Terafab in Austin, Texas. He plans on processing 1 million wafers per month for Tesla, SpaceX, xAI, and Optimus. To get perspective, TSMC processes 1 million wafers a month (including older technology) for everyone—that includes Apple, Nvidia, AMD, Qualcomm, etc. Intel will be the manufacturer inside the Terafab. Google and Intel have just announced a multi-year, multi-billion dollar deal for their own custom chips, which they will be selling externally. Microsoft has also committed to multi-billion dollar contracts for their own custom chips. Nvidia has announced they are over a year into developing custom chips with Intel. Products using 18A are out and showcase a giant leap in power