• AN88AN88
      ·04-17
      $Intel(INTC)$  smart no choice but maybe a lot lose job
      204Comment
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    • yourcelesttyyyourcelesttyy
      ·04-17

      Intel’s Altera Sale at a Discount: Bold Strategy or Desperate Move?

      $Intel( $Intel(INTC)$ )$ $Taiwan Semiconductor Manufacturing( $Taiwan Semiconductor Manufacturing(TSM)$ )$ $NVIDIA Corp( $NVIDIA(NVDA)$ )$ On April 14, 2025, Intel made waves by selling a 51% stake in its FPGA subsidiary Altera to Silver Lake for $4.46 billion, valuing Altera at $8.75 billion. Intel retains a 49% stake, and its stock jumped 3% on the news. But at nearly half the $16.7 billion Intel paid for Altera in 2015, this discount sale raises big questions: Is this a savvy step in Intel’s transformation, or a sign of deeper struggles? Will more spinoffs follow? And should investors be bullish on Intel’s future? Let’s dig in with fresh data and analysis as of
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      Intel’s Altera Sale at a Discount: Bold Strategy or Desperate Move?
    • PigpenPigpen
      ·04-16
      $Intel(INTC)$  going down deeper and deeper 
      370Comment
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    • JimmyHuaJimmyHua
      ·04-16
      $Intel(INTC)$ While the sale provides immediate capital, Intel's decision to divest a majority stake in Altera raises questions about its long-term strategy. Altera's 2024 performance, with $1.54 billion in revenue and $35 million in adjusted operating income, indicates potential that Intel might be relinquishing too soon. Additionally, the sale price reflects a significant devaluation from the $16.7 billion Intel paid in 2015, suggesting a possible misstep in maximizing asset value.
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    • WendyOnePWendyOneP
      ·04-16
      $Intel(INTC)$ Intel's sale of a majority stake in Altera to Silver Lake is a calculated move to sharpen its focus on core businesses and improve financial health. By retaining a 49% stake, Intel can still benefit from Altera's growth, especially as the FPGA market expands in areas like AI and edge computing. The appointment of Raghib Hussain, formerly of Marvell, as Altera's CEO, brings experienced leadership to drive innovation and competitiveness.
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    • WendyOnePWendyOneP
      ·04-15
      $Intel(INTC)$ Selling a majority stake in Altera at a valuation significantly lower than its 2015 acquisition price of $16.7 billion raises concerns about Intel's long-term strategy. While the immediate influx of $4.46 billion may alleviate short-term financial pressures, it also means relinquishing control over a business that could be pivotal in the growing FPGA market, especially with the rise of AI and edge computing. The move might be seen as Intel stepping back from diversification efforts, potentially narrowing its future revenue streams. Furthermore, the success of this partnership heavily relies on Silver Lake's management of Altera, introducing uncertainties that could impact Intel's residual stake. This decisio
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    • JimmyHuaJimmyHua
      ·04-15
      $Intel(INTC)$ Intel's sale of a majority stake in Altera is a calculated move to refocus on its core competencies—CPUs, GPUs, and foundry services. By partnering with Silver Lake, a firm with a strong track record in tech investments, Altera gains operational independence and access to resources that could accelerate its growth in the FPGA market. Intel retains a 49% stake, allowing it to benefit from Altera's future success without the burden of direct management. This divestiture also strengthens Intel's balance sheet, providing capital to invest in areas with higher growth potential. The market's positive reaction, with Intel's shares rising approximately 6% following the announcement, suggests investor confidence in t
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    • PigpenPigpen
      ·04-02
      $Intel(INTC)$  we need to see the revised financial details 
      477Comment
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    • Sandra NehemiahSandra Nehemiah
      ·04-01
      $Intel(INTC)$ While Intel hasn't quite lived up to its long-term potential just yet, the recent news of a new CEO has definitely sparked some hope. The stock bump shows that people are cautiously optimistic, and I think you're right that there's still room for growth – especially with cost reductions, a potential recovery in the PC market, and just the fact that expectations are pretty low right now. It's kind of the perfect storm for a rebound. I still think Intel is undervalued and could be a solid buy for investors looking for an opportunity. I predict could break into the early $30 range after April's report.
      640Comment
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    • ZhongRenChunZhongRenChun
      ·04-01
      Intel need to sell the x86 license to more companies like mediatek, Samsung, etc.

      Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units

      $Intel Corp.(INTC)$ Chief Executive Officer Lip-Bu Tan said the chipmaker will spin off assets that aren’t central to its mission and create new products including custom semiconductors to try to bett
      Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units
      515Comment
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    • Enid BerthaEnid Bertha
      ·03-31
      $Intel(INTC)$ Most stocks are Down because the Market is Down, Intel is Down because they need to keep it Down. What happens if and when Intel USA takes back market share of the Chip Market? While Pat was CEO many companies were splitting Intel and taking the parts they need for themselves. CEO Tan is an unexpected problem for them now. Intel USA's 18a and AI will be in more PCs and Laptops than all of them put together. I like a good fight, that's why I am here.
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    • Ellis StellaEllis Stella
      ·03-31
      $Intel(INTC)$ Intel going green again while the rest of semis bleed? Not surprising. It’s trading below book, has a new CEO, old board members stepping out, internal reforms kicking in, and Tan’s global chip influence is the real deal. The turnaround is already underway—this isn’t just another AI hype play.
      696Comment
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    • nztradernztrader
      ·03-30
      359Comment
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    • WendyOnePWendyOneP
      ·03-24
      $Intel(INTC)$ Intel’s recent pullback has raised questions about whether its foundry business should be split to unlock more value. A separation could allow the foundry division to focus on its own growth and investments, without the legacy of Intel’s core semiconductor business. It might attract more specialized investors and streamline operations. However, splitting could also create execution risks, reduce economies of scale, and complicate Intel’s integrated approach. The decision hinges on how the foundry business evolves and whether it can stand independently in a competitive market.
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    • JimmyHuaJimmyHua
      ·03-21
      $Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.
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    • JimmyHuaJimmyHua
      ·03-21
      $Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.
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    • AN88AN88
      ·03-20
      Buy some and they should split low business 
      447Comment
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    • WendyOnePWendyOneP
      ·03-20
      $Intel(INTC)$ Intel board should make up their mind and get rid of the unpersuasive anti-IDM ppl who doesn't add much value in other areas. Their seats should be for open minded ppl capable of adding value to Intel ppl. That's the minimal condition to rehire Pat or any other good CEO for Intel.
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    • MuthukumarPMuthukumarP
      ·03-19
      Intel go go go 👍 worth to buy more 
      416Comment
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    • 非一般股民非一般股民
      ·03-19
      qq gogogo
      565Comment
      Report
    • yourcelesttyyyourcelesttyy
      ·04-17

      Intel’s Altera Sale at a Discount: Bold Strategy or Desperate Move?

      $Intel( $Intel(INTC)$ )$ $Taiwan Semiconductor Manufacturing( $Taiwan Semiconductor Manufacturing(TSM)$ )$ $NVIDIA Corp( $NVIDIA(NVDA)$ )$ On April 14, 2025, Intel made waves by selling a 51% stake in its FPGA subsidiary Altera to Silver Lake for $4.46 billion, valuing Altera at $8.75 billion. Intel retains a 49% stake, and its stock jumped 3% on the news. But at nearly half the $16.7 billion Intel paid for Altera in 2015, this discount sale raises big questions: Is this a savvy step in Intel’s transformation, or a sign of deeper struggles? Will more spinoffs follow? And should investors be bullish on Intel’s future? Let’s dig in with fresh data and analysis as of
      2.84K5
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      Intel’s Altera Sale at a Discount: Bold Strategy or Desperate Move?
    • MillionaireTigerMillionaireTiger
      ·03-14

      Lip-Bu Tan: Can the "Tyrant CEO" Revive Intel with a Billion-Dollar Rescue Plan?

      收购整合风波之际,行业老将陈立武接任英特尔CEO,能否破局?From the Slums to Silicon Valley: A Maverick’s Journey Born in Kuala Lumpur in 1959 and raised in the slums of Singapore, Lip-Bu Tan never imagined he would one day helm a semiconductor empire. At 16, he enrolled at Nanyang Technological University, completing his physics degree in just three years before heading to MIT for a master’s in nuclear engineering. His original goal? To be at the forefront of the nuclear revolution.But fate had other plans. The 1979 Three Mile Island disaster shattered his faith in nuclear energy. "Radiation didn’t harm me, but the financial currents of Wall Street changed me," he later said. Pivoting to business, he joined British piano manufacturer Chappell, where he even fine-tuned pianos used in Titanic’s soundtrack. For him, thi
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      Lip-Bu Tan: Can the "Tyrant CEO" Revive Intel with a Billion-Dollar Rescue Plan?
    • BullarooBullaroo
      ·03-17

      Intel: Can Lip-Bu Tan Engineer a True Turnaround?

      Intel Corporation ( $Intel(INTC)$ ), once the undisputed king of the semiconductor world, has faced persistent headwinds over the past decade. From missed product timelines to losing technological leadership to rivals like AMD and Nvidia, the company has struggled to reclaim its former dominance. However, on March 18, 2025, Intel boldly steps by appointing Lip-Bu Tan as its new Chief Executive Officer. In the immediate aftermath, Intel’s stock surged 16%, signaling renewed investor optimism. But the critical question remains—can Tan lead Intel to a sustainable comeback, or will this be yet another temporary market rally? Market Reaction: Investor Euphoria vs. Structural Reality 1. Short-term Market Optimism As the former CEO of Cadence Design Syst
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      Intel: Can Lip-Bu Tan Engineer a True Turnaround?
    • OptionsAuraOptionsAura
      ·03-18

      Tencent's Q4 financial report is about to be released! How to Play Options Strategy?

      Tencent Holdings will release its latest quarterly earnings report on March 19.The market generally expects that Tencent Q4 is expected to achieve revenue of 168.435 billion yuan, a year-on-year increase of 8.53%; The expected earnings per share are 4.553 yuan, a year-on-year increase of 62.21%.Many institutions are optimistic about Tencent's performance, believing that it will have a solid performance in games, advertising, financial technology and other fields.More than 90% of analysts have given Tencent a "strong recommendation" rating. The average target price of institutions is HK $509, and the highest target price is HK $676.Looking forward to this performance,Investors are still focusing on the performance of game sector revenue, video account advertising and other high-margin busin
      1.73KComment
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      Tencent's Q4 financial report is about to be released! How to Play Options Strategy?
    • Tiger_commentsTiger_comments
      ·03-13

      Is Intel Ready to Compete With Nvidia and AMD Under New Leadership?

      $Intel(INTC)$ has officially announced a major personnel change—Lip-Bu Tan has been appointed as the new CEO, effective March 18, 2025. Upon the announcement, Intel's stock surged by 12% in after-hours trading.1. Three Top Chip Giants Now Led by China-Background CEOs: Nvidia's Jensen Huang, AMD's Lisa Su, and Intel's Lip-Bu Tan.Now, Chinese CEOs are at the helm of major semiconductor companies, with Jensen Huang leading Nvidia to dominate the AI and GPU sectors, propelling the company's market value to over $3 trillion;Lisa Su led $Advanced Micro Devices(AMD)$ to increase its market value from $3 billion to over $200 billion, surpassing Intel for the first time;Wei Zhejia, who took over as Chairman of
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      Is Intel Ready to Compete With Nvidia and AMD Under New Leadership?
    • Mickey082024Mickey082024
      ·03-12

      Intel Acquisition + Strong Buy Value Investment?

      $Intel(INTC)$ Intel’s Market Position: A Rough Patch with Renewed Interest Hey, welcome back! Intel has had a tough few years, but market interest is picking up, largely due to the company's fundamental value. Let’s take a closer look. While most metrics are down, Q4 performed better than expected. However, the outlook for Q1 is weak. That said, a single quarter doesn’t mean much—companies sometimes lower guidance intentionally to create positive surprises later. Although it’s regulated, there’s flexibility in how it's done. Intel’s Financial Strength and Investment Strategy Personally, I’m bullish on Intel and own a small stake, but keep in mind that my views are general. Intel once boasted strong margins, even above the industry average, but the
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      Intel Acquisition + Strong Buy Value Investment?
    • Option_MoversOption_Movers
      ·03-12

      Option Movers | Intel Shows Strongest Bullish Sentiment; One NIO Call Soars 700%

      Market OverviewU.S. stocks fell on Tuesday (Mar. 11), adding to the biggest selloff in months, as investors worried about the impact of the latest tariff threats on the global economy.Regarding the options market, a total volume of 53,381,261 contracts was traded, down 12% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $PLTR(PLTR)$, $AMZN(AMZN)$, $NIO(NIO)$, $MSTR(MSTR)$, $SMCI(SMCI)$,
      1.28KComment
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      Option Movers | Intel Shows Strongest Bullish Sentiment; One NIO Call Soars 700%
    • Daily_DiscussionDaily_Discussion
      ·03-13

      🚀Tell us your tricks for creating wealth on the market!

      Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Click here to join the Topic & Win coins >>​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:12 Mar]1.Here are the 5 Tigers whose post has the best quality & interaction yesterday: @nerdbull1669 @M
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      🚀Tell us your tricks for creating wealth on the market!
    • MillionaireTigerMillionaireTiger
      ·03-18

      Intel Soars 30% in 5 Days—Still Undervalued?

      🚀 Intel soars 29.8% in just 5 days! Despite the rally, Intel’s stock is still trading at 1998 levels, with valuations remaining relatively low.Did you catch this breakout? Looks like some traders did! 👀🎉 Huge congrats to @WeiQi96 for locking in a 103.61% profit on an INTC call!🎉 Shoutout to @yibxn for an impressive 67.12% gain on an INTC call!👉 Got a winning strategy of your own? Share your golden trading tips in the comments below! 👇Who is Lip-Bu Tan?Lip-Bu Tan is a heavyweight in the semiconductor industry. As the founder of Walden International and former CEO of Cadence Design Systems, he led a decade of strong growth. He also sits on the board of AI firm
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      Intel Soars 30% in 5 Days—Still Undervalued?
    • yourcelesttyyyourcelesttyy
      ·02-18

      Smart Stadiums: Revolutionizing the Live Sports Experience in 2025

      As the live sports industry evolves, smart stadiums are emerging as cutting-edge venues that leverage IoT, AI, and advanced connectivity to enhance fan engagement, streamline operations, and create a seamless, immersive experience. In 2025, these technologically advanced arenas are not only redefining the way fans enjoy sports events but also unlocking significant investment opportunities. This post explores the fundamentals of smart stadiums, key market drivers, real-world applications, investment opportunities, challenges, and market projections—supported by data and a visual graph. 1. Overview of Smart Stadiums Definition & Significance: Smart stadiums incorporate digital technologies—such as high-speed connectivity, IoT sensors, AI analytics, and mobile integration—to create an int
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      Smart Stadiums: Revolutionizing the Live Sports Experience in 2025
    • UltrahishamUltrahisham
      ·03-13
      Intel Corporation has appointed Lip-Bu Tan as its new Chief Executive Officer, effective March 18, 2025. This leadership change comes after a period of significant challenges for the company, including financial losses and strategic missteps. Tan’s extensive experience in the semiconductor industry positions him to steer Intel toward renewed innovation and competitiveness. Lip-Bu Tan’s Background Lip-Bu Tan, 65, is a seasoned technologist with a rich history in the semiconductor sector. He holds a master’s degree in nuclear engineering from the Massachusetts Institute of Technology and an MBA from the University of San Francisco. Tan founded Walden International, a venture capital firm specializing in technology investments, and served as CEO of Cadence Design Systems from 2009 to 2021. Du
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    • jethrojethro
      ·03-16
      Lip-Bu Tan's Appointment as Intel CEO:  Outlook Going Forward. Lip-Bu Tan as its new CEO, here's a look at the potential outlook: Potential Strengths: - Semiconductor Expertise: Tan's extensive experience in the semiconductor industry, including his successful tenure as CEO of Cadence Design Systems, provides him with deep knowledge of chip design, manufacturing, and market dynamics. This could be crucial for Intel's turnaround efforts. - Industry Connections: Tan's extensive network within the industry could be valuable for securing partnerships, attracting talent, and navigating complex supply chains. - Focus on Manufacturing: Tan's experience in manufacturing, particularly in his role overseeing Intel's manufacturing operations, could help address the company's manufacturing challe
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    • WendyOnePWendyOneP
      ·04-15
      $Intel(INTC)$ Selling a majority stake in Altera at a valuation significantly lower than its 2015 acquisition price of $16.7 billion raises concerns about Intel's long-term strategy. While the immediate influx of $4.46 billion may alleviate short-term financial pressures, it also means relinquishing control over a business that could be pivotal in the growing FPGA market, especially with the rise of AI and edge computing. The move might be seen as Intel stepping back from diversification efforts, potentially narrowing its future revenue streams. Furthermore, the success of this partnership heavily relies on Silver Lake's management of Altera, introducing uncertainties that could impact Intel's residual stake. This decisio
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    • JacksNifflerJacksNiffler
      ·03-13

      Is Intel's New CEO making a difference?

      $Intel(INTC)$ announced Lip-Bu Tan to take over as the new CEO, the entire Chinese circle can not restrain the excitement, after all, $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ are now Chinese CEOs. Lip-Bu Tans background, qualifications, but also fully worthy of the current position, because he was previously a director of Intel, but because of the concept of different in August 24 resigned from the post.Why the market for think Lip-Bu Tan really can change Intel?The main reason for the board's resignation was dissatisfaction with the organization's structure and "conservative and outdated" corporate c
      1.01KComment
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      Is Intel's New CEO making a difference?
    • JimmyHuaJimmyHua
      ·04-15
      $Intel(INTC)$ Intel's sale of a majority stake in Altera is a calculated move to refocus on its core competencies—CPUs, GPUs, and foundry services. By partnering with Silver Lake, a firm with a strong track record in tech investments, Altera gains operational independence and access to resources that could accelerate its growth in the FPGA market. Intel retains a 49% stake, allowing it to benefit from Altera's future success without the burden of direct management. This divestiture also strengthens Intel's balance sheet, providing capital to invest in areas with higher growth potential. The market's positive reaction, with Intel's shares rising approximately 6% following the announcement, suggests investor confidence in t
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    • Mickey082024Mickey082024
      ·02-19

      Intel BUSINESS SPLIT Rumours! Buy Now or Stay Away?

      $Intel(INTC)$ On Sunday, reports emerged that both Broadcom and TSMC are exploring potential deals to break up Intel Corporation. This speculation has been circulating for some time, and not long ago, there were even rumors of Qualcomm and Elon Musk considering an acquisition of the struggling chip giant. Broadcom has been closely analyzing Intel’s chip design and marketing divisions, and there were indications that it might make a bid—on the condition that a partner could be secured for Intel’s manufacturing division. Meanwhile, TSMC, the world’s largest contract chipmaker, has separately shown interest in acquiring or taking control of some of Intel’s chip plants, potentially as part of an investor consortium or another structured deal. Currentl
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      Intel BUSINESS SPLIT Rumours! Buy Now or Stay Away?
    • BullarooBullaroo
      ·02-19

      Intel’s 16% Leap: Silver Lake, Broadcom, and TSMC Fuel Breakup Buzz—Ship or Stay Bullish?

      On February 19, 2025, Intel’s ( $Intel(INTC)$ ) stock soared 16.06%, closing at $27.29, marking its biggest single-day gain since March 2020. The rally was sparked by a flurry of reports: Silver Lake is nearing a deal to acquire a majority stake in Intel’s Altera programmable chip unit, while Broadcom ( $Broadcom(AVGO)$ ) and Taiwan Semiconductor Manufacturing Co. ( $Taiwan Semiconductor Manufacturing(TSM)$ ) are eyeing bids for other parts of the struggling chipmaker, potentially splitting it apart. After a punishing 2024 that saw Intel’s shares drop 60%, this surge reflects renewed investor hope—but with fundamentals unchanged, is it a fleeting peak to cash out
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      Intel’s 16% Leap: Silver Lake, Broadcom, and TSMC Fuel Breakup Buzz—Ship or Stay Bullish?
    • JimmyHuaJimmyHua
      ·04-16
      $Intel(INTC)$ While the sale provides immediate capital, Intel's decision to divest a majority stake in Altera raises questions about its long-term strategy. Altera's 2024 performance, with $1.54 billion in revenue and $35 million in adjusted operating income, indicates potential that Intel might be relinquishing too soon. Additionally, the sale price reflects a significant devaluation from the $16.7 billion Intel paid in 2015, suggesting a possible misstep in maximizing asset value.
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    • UltrahishamUltrahisham
      ·02-20
      Does an Acquisition by Broadcom or TSMC Make Sense for Intel? Intel, once the undisputed leader in semiconductor manufacturing, is at a critical juncture. Following the retirement of Pat Gelsinger as CEO in December 2024, the company is undergoing leadership changes, with David Zinsner and Michelle Johnston Holthaus serving as interim co-CEOs. Amid these shifts, Broadcom and TSMC are reportedly exploring potential deals that could break up Intel, a move that would have profound implications for the semiconductor industry. Would an acquisition by Broadcom or TSMC make strategic and financial sense? Let’s explore the possibilities. Intel’s Current Situation Intel has faced mounting challenges, including: • Process Node Delays: Falling behind TSMC in advanced chip manufacturing. • Competitive
      1.13KComment
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    • jethrojethro
      ·03-13
      It's too early to definitively say whether it's time to "load in" on Intel shares just because of the new CEO appointment. While Lip-Bu Tan's experience and track record are promising, the company faces significant challenges that will take time to address. Reasons for Cautious Optimism: - Experienced Leader: Tan's extensive background in the semiconductor industry, particularly his previous role as CEO of Cadence Design Systems and his experience in venture capital, positions him well to lead Intel through its current difficulties. - Potential for Restructuring: Tan is likely to prioritize regaining Intel's competitive edge against rivals like AMD and Nvidia, which may involve accelerating the development and rollout of new chip technologies and enhancing Intel's capabilities in artificia
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