$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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).
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.