To The Moon

$Intel(INTC)$ Think about this: Intel is set to reach high-volume manufacturing on 1.4nm in 2028 or 2029. After being stuck at 10nm for years, they've successfully closed the node gap that TSMC had built over two decades—a gap that TSMC largely got funded by their government. They were left for dead a year ago. If they can develop their foundry services arm, they might pull off one of the greatest turnarounds in history.

$Intel(INTC)$  Trump says Intel should have been the largest company on Earth. For once, I agree with him.

$Intel(INTC)$  Here's a hypothetical worst-case bearish scenario: Intel Foundry fails and shuts down. That leaves only a duopoly for advanced nodes: TSMC and Samsung. TSMC capacities are already over-constrained, coupled with persistent geopolitical concerns. Samsung offers an alternative foundry, but extended worker strikes and disruptions are wreaking havoc on its fab production. This uncertainty, instability, and near-monopoly pose serious risks to the entire world, not just the U.S. markets. Consumer electronics—laptops, phones, TVs, appliances, cars, etc.—would see prices skyrocket. Military and secret electronics, drones, fighter jets, submarines, radars, satellites, GPS-guided weapons, communications devi

$Intel(INTC)$ There's some tension in discussions about Taiwan. If things develop in that direction, I could see INTC going to the moon.

$Intel(INTC)$ Once Intel reports high 70% yields, there's no turning back—it will blow past 300+.

$Intel(INTC)$ Intel looks like it's preparing for another significant move.

$Intel(INTC)$ Dan Niles argues that Intel is “still undervalued.” He points out that despite the strong rally in semiconductor ETFs, Intel looks favorable on an enterprise value-to-sales basis compared to peers like AMD and Taiwan Semiconductor Manufacturing. He sees a massive AI opportunity for Intel that extends well beyond Nvidia's GPU boom.

$Intel(INTC)$  Bears better turn bullish soon, or things could get rough.

I think the next big and exciting contract for $Intel(INTC)$  within two months might not be from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , $Advanced Micro Devices(AMD)$ , $Amazon.com(AMZN)$ , or GOOG. It could be Anthropic instead. Let's wait and see.

$Intel(INTC)$  The union rally caused Samsung fab's night shift production to drop by 58%, with workers demanding bonuses of up to $400,000. Updated figures show over 40,000 people attended the rally for better pay. This looks like good news for INTC. Apple is exploring diversifying its foundry options between Intel Foundry and Samsung Foundry. These disruptions spell trouble for Samsung Foundry and favor Intel Foundry.