Barcode
10-03

$Intel(INTC)$ 🍀🥮🧧Turns out my mooncake came with a surprise filling…not red bean, not yolk, but a $107B semiconductor heavyweight. $INTC showed up at the Mid-Autumn feast like the quiet guest with a 10-year comeback plan. 🥮✨ While the market feasts on momentum favourites, Intel sits in the corner quietly sharpening its edge. Revenue climbed from $38.8B in 2005 to $79B by 2021 before the downturn, but the strategic turnaround is taking shape. With AI manufacturing ambitions, a $8.9B policy boost from the U.S., and an undervalued base, the setup is less sugar rush, more slow-cooked conviction.
The CAGR may only be 1.6%, but this isn’t about nostalgia. It’s about retooling leadership in CPUs, data centres, and foundry services to meet the AI decade head-on. I’m positioned for the long game here.
Tagging a few Tiger friends to join in the mooncake 🥮 surprise stock flavour reveal… let’s see what you all get ✨
@SPACE ROCKET @nomadic_m @Hen Solo @Tui Jude @Cool Cat Winston @1PC 🍀
# Mooncake Mystery Box-What Stock Flavor Will You Get? 🌕 🥮

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（16）

  • Top
  • Latest
  • Tui Jude
    ·10-04
    TOP
    📊Seeing you highlight the revenue arc makes me think of how $AMD flipped its story a decade ago. Intel’s positioning in AI manufacturing and the policy boost could create that same multi-year inflection if they stay disciplined.
    Reply
    Report
    Fold Replies
    • Barcode: 
      Waving hello to the weekend vibes! ☀️📊 Let the gains and good times roll 🍀🍀🍀
      10-04
      Reply
      Report
    • Barcode: 
      H҉A҉P҉P҉Y҉ T҉R҉A҉D҉I҉N҉G҉ A҉H҉E҉A҉D҉! C҉H҉E҉E҉R҉S҉, B҉C҉ 🍀🍀🍀🍀
      10-04
      Reply
      Report
    • Barcode: 
      TJ, spot on. The $AMD turnaround is a useful analogue. If Intel stays disciplined on foundry and leverages AI demand, the inflection could surprise a lot of people.
      10-04
      Reply
      Report
    View more 1 comments
  • Cool Cat Winston
    ·10-04
    TOP
    📡I love that you pulled $INTC from the mooncake. The long game here feels overlooked while everyone’s chasing $NVDA mania. Foundry expansion plus policy tailwinds could quietly reshape the landscape if execution holds. Happy festival celebrations 🥮 😻😻😻
    Reply
    Report
    Fold Replies
    • Barcode: 
      Waving hello to the weekend vibes! ☀️📊 Let the gains and good times roll 🍀🍀🍀
      10-04
      Reply
      Report
    • Barcode: 
      CCW, exactly my thinking. The market’s distracted by the obvious leaders, but Intel’s policy-fuelled foundry push could quietly shift the supply narrative over time if execution aligns.
      10-04
      Reply
      Report
    • Barcode: 
      I appreciate your eyes on this CCW, clarity grows with each exchange.
      10-04
      Reply
      Report
    View more 1 comments
  • Kiwi Tigress
    ·10-04

    Great article, would you like to share it?

    Reply
    Report
    Fold Replies
    • Barcode: 
      Waving hello to the weekend vibes! ☀️📊 Let the gains and good times roll 🍀🍀🍀
      10-04
      Reply
      Report
    • Barcode: 
      H҉A҉P҉P҉Y҉ T҉R҉A҉D҉I҉N҉G҉ A҉H҉E҉A҉D҉! C҉H҉E҉E҉R҉S҉, B҉C҉ 🍀🍀🍀🍀
      10-04
      Reply
      Report
    • Barcode: 
      KT your support is like a strong trend, always moving in the right direction! 📈 Appreciate you sharing and cheering me on, means a lot! 🚀🍀🍀🍀
      10-04
      Reply
      Report
    View more 2 comments