Easy does it: $Intel(INTC)$ could reach around $130-135 in the near term, then move toward $145-150 after that. Rome wasn't built in a day, but it was built every day.
$Intel(INTC)$ What's holding this stock back? It should be hitting new all-time highs. It looks ridiculously cheap based on forward growth rates compared to peers and its absolute market cap. I expect it to test $200 this year. If you consider a company with one business selling data center GPUs/CPUs and a second business that's a leading-edge fab for AI, its market cap would be far above where it stands today.
$Intel(INTC)$ I see Intel as a national treasure, indispensable. TSMC/Taiwan will likely come under China's control eventually, it's only a matter of time. After that, there's no way for the USA, EU, and the West to manufacture advanced chips under the threat of potential sabotage, bugging, spying, etc. from China. US defense systems, nukes, carriers, jets, missiles, as well as AI chips, data center GPUs, CPUs, and more, cannot be produced under those conditions. To me, Intel appears to be the only viable option for the Western world regarding the approximately $2 trillion AI/data center chip market for the USA, EU, UK, Canada, and others. This also encompasses the ongoing cycle of replacing, redoing, and upgrading those chips.
$Intel(INTC)$ Some folks love to throw out FUD just to see what sticks. TSMC is building its first European fab, with production expected to start in 2027. The $10.1 billion facility is getting half its funding from the German government. TSMC will own 70% of it. The chips will target automotive and industrial uses with mature 28/22nm and 16/12nm tech. The fab will only run 40,000 wafer starts per month. This government-subsidized plant won't even compete with Intel. The small $2 billion IBM fab (also government-subsidized) is a foundry for quantum AI chips. It's significant for R&D but not for high-volume manufacturing. Why aren't the people calling Intel a government welfare company saying the same about TSMC or IBM? Intel's CapEx is ex
$Intel(INTC)$ Apparently, Intel is going to sell a lot of CPUs. Nvidia buys all their CPUs for their stacks, and they want to build a laptop. But somebody has to make those CPUs, and it's going to be Intel.
$Intel(INTC)$ Agentic AI demand is accelerating per Nvidia's release. Expect Jensen to talk up the Intel partnership tonight on the call. Could open at new highs.
$Intel(INTC)$ Hey everyone, remember the adrenaline rush from hitting the historic $100 milestone. The next run to $200 looks like another thrilling marathon. I'm prepared for it. Let's see how far INTC can go this time.