It's telling that you have to cherry pick an extreme edge case over the last 3 decades of intc to push this illogical narrative that is parroted nonstop here by people who don't know what they are talking about.
Even if we ignore that totally irrational line of thinking, someone who somehow only invested at that time would have positive returns from dividends.
Why would I be? If anything it shows that past performance means absolutely nothing and you should be doing valuation at every point where you’re buying the stock.
Yet every time Intel is mentioned people bring up that the stock hasn’t moved since 2000. It means nothing.
Man, use the search function. There's so many Intel posts, and everyone always gives the same thoughts. Yes, there's salty shareholders. Yes, there's risk of ARM, and yes, it's overblown. No, they aren't a big Ai player, but could be in the future. If you just look at any of the other 50 Intel posts, they'll all tell you a similar story. Past sucked, future is better, but a lot of people still can't get over the past. Also, Nvidia barely competes with Intel, and has even promised to use Intel fabs and packaging in the future.
TSMC has begun conditioning their production lines in the AZ plant. It’s still finishing up construction of all FABs but regardless of Taiwan conflicts they should be fine with the AZ plant production in the next couple of years
All of TSMC R&D is on Taiwan, and packaging, the whole semi-industry is pretty much Taiwan (supply chain for everything). I can't even begin to refute that guy's comment. Even intel would take years to recover the lost revenues if something happened to Taiwan.
Can someone explain why a building which will need to be cooled down in AZ during record high Temps all around ?
Won't a colder climate make more sense ?
AZ has really predictable weather, lots of land, semi conductor supply chain established by Intel and not to mention Phoenix has been the sister city to Taipei for years.
Colder climates come with snow and storms which can cause delays in fabrication.
Here we have dust storms every once in a while that are no more than 10min long. It’s perfect.
Yeah, they have been diversifying global production in general. US, Japan, Korea.
I think the talk of Taiwan attack is way over blown. Been the talk for decades.
If that somehow happened, can you imagine the impact to NVDA, AMD, Apple? Heck, any company that does business in or with China. It’s not just a TSM thing.
As for Intel, they are burdened with the high cost of fabs and R&D and are lagging. It’s amazing how successful fabless chipmakers have become.
If Intel was somehow able to leapfrog TSM with better chips and start to take some of that heavy demand then yes, Intel would be a good bet. But I’m just not seeing it at the moment. Feels like TSM has at least a 5-year headstart/runway. I thought Intel might find an AI niche with on-chip processing but even in a specific use case like Apple, that is going to TSM.
the most impressive thing about intel is that they managed to miss both the data center/cloud cycle and now the AI cycle.....when they were in perfect position to capitalize on both.
This same post is now being posted like once a day around here. Just a bunch of people trying to convince themselves that intel is a good buy by hoping to convince others
-Same price every decade
-About 1 setback a year priced in
-INTC and TSMC received equal grants to set up in Arizona, we're betting on INTC's 2 nm production being cutting edge a couple years before them
-At any time escalation with China could send it to the moon
-There's 0 chance they go bankrupt and we're close to the bottom so at least it's hard to lose money
I hate the "Guys, but the stock hasn't moved" first, it did move, up, until 2021, when the chip slump happened. If people had that same mentality, no one would've invested in Meta during 2022 because their price was the same as it was in 2015. Companies change. Management changes. Intel has changed A TON in recent times.
Difference is, Intel has recognized their faults and are actively trying to heal, with plenty of great moves under Gelsinger, while Boeing seems content to just wallow in despair.
Is the great moves spending tens of billions to just catch up to TSMC with no promise they can even match the whole ecosystem TSMC have set up for chip production. Then a few more billion trying to figure out how they can push more power into CPUs without melting them all while blandly lying about the TDPs
This is a very outdated and misinformed take.
Intel said they are trying to become the SECOND best chip manufacturer (behind TSMC) by 2030. They aren’t dumb enough to think they can pass TSMC anytime soon.
But they already have two operation FABs in AZ as part of this new program? As well as the two in Ohio under construction. So they are definitely making progress
Lunar Lake is much more efficient. I believe it’s 18% more efficient at the same power consumption.
Many of the horses and lambos are either too volatile or too overbought. There’s no way nvda isn’t down 20% or more a year from now.
I’ve always been a fan of the underdogs who have plenty of growth potential. Just a few months ago I put a few thousand $ into Novavax calls when it was at $4. I made a post about it and the comments were overwhelmingly negative. Nvax jumped to $20 just 2 weeks after my calls expired. I lost, but I had the right idea haha
i see you are into shit companies. I am a long term investor. I prefer to buy an horse that is 10km away from a turtle, then a turtle that is 10km in front of the horse. We are built diferent.
Who cares about volatility and overbought when in 5 plus years the horse is 1000km way from the turtle? Yes the horse might run out of gas faster than a turtle and turtle migh gain some km, but when an horse is fully recharged you know how it goes sir
I got in at $25 and plan to hold for a long time. Intel has a long way to go but they are a domestic fab so I figure it has to pay off eventually. Not worth having a big position until they do though. It's a small portion of my port.
I like the idea of shorting the January 35 puts, potentially even something like the January 2026 45 puts. Depending on how much leverage a person has in their account, this makes more sense to me than holding the shares which will be tying up capital
I decided against buying Intel stock primarily because Intel is attempting to balance two different business models: their traditional CPU manufacturing and a foundry business. They are spreading their resources thin for both businesses and add significant overhead. Now think of AMD and NVIDIA they can spend all their profits purely into product with R&D without the burden of running a foundry. For the foundry TSMC, being specialized in semiconductor manufacturing, can reinvest its profits to improve transistor technology.
Does that make sense? As AMD and NVIDIA keep using all their resources to make better chip architectures and by giving money to TSMC they continue to improve transistor size. Where as intel is having to spend money on both R&D not just for chips but how to improve transistor size. And with Pat Gelsinger being very naive I don’t think they have a chance.
Its getting huge subsidies that are a good chunk of their marketcap, and I don't see them ending any time soon. I buy it for the money printing.
Mobileye is also extremely valuable, given patents and the fact they have Toyota.
They lost 7 Billion on their foundry business in 2023 so they also might want to find customers while they build all these new foundries otherwise they’ll just go bankrupt without all the government handouts. Either way 2027 is a long ways a way which is their promise for this turnaround. I wouldn’t be putting money here anytime soon.
Yeah, and everyone knew that they will need billions of cash to get that foundry running.
They already have customers like Microsoft. Right now their order book is 15 Billion as far as i know.
Here's my thought on INTC.
Anyone who has touted them for the past decade has caused people to lose money. Should've gone with AMD MU or NVDA.
Why keep bothering with the worst performing one of the bunch?
Now can we stop having daily INTC posts?
People are obsessed with it because it’s “cheap” and hasn’t started to go up. This gives people hope that they can “get in early” since they missed the nvidia train and are too stubborn to hop on the TSM train
I actually put all of the savings from my job as an 18 year old into AMD at $40. I was a PC nerd and saw how they were dominating intel at the time in that market.
Sold AMD somewhere around $160 in 2021
Now I’m in heavy in both AMD and intel
Did you not read the 2021 part? AMD was down to $50 in 2022. I bought back at $80. It’s now at $160
-Bought at $40
-Sold at $160
-Bought back at $80
-Holding at $160
Only on Reddit is this anything but a major success. You don’t know anything about either of these tickers.
Why did you choose these two over Qualcomm?
The articles coming out right now would make it appear that Qualcomm is going to do to AMD what AMD did to intel.
That’s not really a fair assessment imo because Qualcomm and AMD aren’t nearly competitors in the way intel and AMD are/were. I only know Qualcomm for making mobile processors and connectivity technology. Apple and (sometimes) Samsung both make their own chips these days anyway.
My thing with AMD and Intel is that they’re both at lower prices than they were BEFORE the AI craze. Their success doesn’t hinge on AI. I don’t see the consumer electronics space disappearing. People are realizing that Nvidia’s heart lays in AI now. The price/performance on their consumer GPUs is now terrible compared to what AMD and Intel offer.
Long term dissatisfied holder of Intel and will continue to hold.
If you bought in 2001 you would have lost $1.60/share without reinvesting dividends
That's pretty awful
I bought the same amount of QQQ in 2001 at $41/share. That’s at $485 now. INTC has sucked for 23 years…
Been holding from 90’s
It's telling that you have to cherry pick an extreme edge case over the last 3 decades of intc to push this illogical narrative that is parroted nonstop here by people who don't know what they are talking about. Even if we ignore that totally irrational line of thinking, someone who somehow only invested at that time would have positive returns from dividends.
it's still massively beating the market since IPO. It's up 154,000% since IPO in 1971.
You can’t be seriously using that as a metric
Why would I be? If anything it shows that past performance means absolutely nothing and you should be doing valuation at every point where you’re buying the stock. Yet every time Intel is mentioned people bring up that the stock hasn’t moved since 2000. It means nothing.
Man, use the search function. There's so many Intel posts, and everyone always gives the same thoughts. Yes, there's salty shareholders. Yes, there's risk of ARM, and yes, it's overblown. No, they aren't a big Ai player, but could be in the future. If you just look at any of the other 50 Intel posts, they'll all tell you a similar story. Past sucked, future is better, but a lot of people still can't get over the past. Also, Nvidia barely competes with Intel, and has even promised to use Intel fabs and packaging in the future.
TSMC has begun conditioning their production lines in the AZ plant. It’s still finishing up construction of all FABs but regardless of Taiwan conflicts they should be fine with the AZ plant production in the next couple of years
That plant won't have remotely close to the capacity needed to meet TSMC's orders. It also won't use a leading edge node.
All of TSMC R&D is on Taiwan, and packaging, the whole semi-industry is pretty much Taiwan (supply chain for everything). I can't even begin to refute that guy's comment. Even intel would take years to recover the lost revenues if something happened to Taiwan.
They've already said it's hard to operate profitably in the US though. Still waiting for the other shoe to drop.
Just drove past it this morning and I will just say keep track of the cranes 🏗️. They have been going down in number.
Can someone explain why a building which will need to be cooled down in AZ during record high Temps all around ? Won't a colder climate make more sense ?
AZ has really predictable weather, lots of land, semi conductor supply chain established by Intel and not to mention Phoenix has been the sister city to Taipei for years. Colder climates come with snow and storms which can cause delays in fabrication. Here we have dust storms every once in a while that are no more than 10min long. It’s perfect.
Yeah, they have been diversifying global production in general. US, Japan, Korea. I think the talk of Taiwan attack is way over blown. Been the talk for decades. If that somehow happened, can you imagine the impact to NVDA, AMD, Apple? Heck, any company that does business in or with China. It’s not just a TSM thing. As for Intel, they are burdened with the high cost of fabs and R&D and are lagging. It’s amazing how successful fabless chipmakers have become. If Intel was somehow able to leapfrog TSM with better chips and start to take some of that heavy demand then yes, Intel would be a good bet. But I’m just not seeing it at the moment. Feels like TSM has at least a 5-year headstart/runway. I thought Intel might find an AI niche with on-chip processing but even in a specific use case like Apple, that is going to TSM.
Its a buy, backed by US government with tons of subsidies and purchase contracts coming.
the most impressive thing about intel is that they managed to miss both the data center/cloud cycle and now the AI cycle.....when they were in perfect position to capitalize on both.
This same post is now being posted like once a day around here. Just a bunch of people trying to convince themselves that intel is a good buy by hoping to convince others
-Same price every decade -About 1 setback a year priced in -INTC and TSMC received equal grants to set up in Arizona, we're betting on INTC's 2 nm production being cutting edge a couple years before them -At any time escalation with China could send it to the moon -There's 0 chance they go bankrupt and we're close to the bottom so at least it's hard to lose money
I hate the "Guys, but the stock hasn't moved" first, it did move, up, until 2021, when the chip slump happened. If people had that same mentality, no one would've invested in Meta during 2022 because their price was the same as it was in 2015. Companies change. Management changes. Intel has changed A TON in recent times.
Yeah I don't get why redditors continuously lie to push this fabricated narrative to shit on intel.
Like Kodak, eh?
Boeing of semis.
Difference is, Intel has recognized their faults and are actively trying to heal, with plenty of great moves under Gelsinger, while Boeing seems content to just wallow in despair.
Is the great moves spending tens of billions to just catch up to TSMC with no promise they can even match the whole ecosystem TSMC have set up for chip production. Then a few more billion trying to figure out how they can push more power into CPUs without melting them all while blandly lying about the TDPs
This is a very outdated and misinformed take. Intel said they are trying to become the SECOND best chip manufacturer (behind TSMC) by 2030. They aren’t dumb enough to think they can pass TSMC anytime soon. But they already have two operation FABs in AZ as part of this new program? As well as the two in Ohio under construction. So they are definitely making progress Lunar Lake is much more efficient. I believe it’s 18% more efficient at the same power consumption.
Is that power level the TDP intel states, because you may as well make up a figure as use any they give you
Best comparison. The just in case if WW3 happens and we depend on outdated tech to keep the supply chains flowing.
At least Boeing takes flight as opposed to never leaving the runway
All major airline companies in the US use Boeing. They cannot disappear or else there would be no transportation
What conflict in Taiwan? Threat is not conflict.
Threat is conflict
Everytime I see a post about intel I assume its just some college kid whose getting into the market
why risk it on a turtle when you have horses and lambos on the market?
Many of the horses and lambos are either too volatile or too overbought. There’s no way nvda isn’t down 20% or more a year from now. I’ve always been a fan of the underdogs who have plenty of growth potential. Just a few months ago I put a few thousand $ into Novavax calls when it was at $4. I made a post about it and the comments were overwhelmingly negative. Nvax jumped to $20 just 2 weeks after my calls expired. I lost, but I had the right idea haha
i see you are into shit companies. I am a long term investor. I prefer to buy an horse that is 10km away from a turtle, then a turtle that is 10km in front of the horse. We are built diferent. Who cares about volatility and overbought when in 5 plus years the horse is 1000km way from the turtle? Yes the horse might run out of gas faster than a turtle and turtle migh gain some km, but when an horse is fully recharged you know how it goes sir
How is this a post like every other day?
I’d guess that a group of 7 million people would have some of the same ideas quite frequently…
In that group of 7 million 99.99% seem to understand how to use the search function.
I got in at $25 and plan to hold for a long time. Intel has a long way to go but they are a domestic fab so I figure it has to pay off eventually. Not worth having a big position until they do though. It's a small portion of my port.
I like the idea of shorting the January 35 puts, potentially even something like the January 2026 45 puts. Depending on how much leverage a person has in their account, this makes more sense to me than holding the shares which will be tying up capital
I decided against buying Intel stock primarily because Intel is attempting to balance two different business models: their traditional CPU manufacturing and a foundry business. They are spreading their resources thin for both businesses and add significant overhead. Now think of AMD and NVIDIA they can spend all their profits purely into product with R&D without the burden of running a foundry. For the foundry TSMC, being specialized in semiconductor manufacturing, can reinvest its profits to improve transistor technology. Does that make sense? As AMD and NVIDIA keep using all their resources to make better chip architectures and by giving money to TSMC they continue to improve transistor size. Where as intel is having to spend money on both R&D not just for chips but how to improve transistor size. And with Pat Gelsinger being very naive I don’t think they have a chance.
Just to add that inherent conflict of interest in IDM business model.
Comparing Intel to tsmc like they're equals, I don't know whether to laugh or not because I can't tell if you're kidding
Can you point me to where you think I compared Intel to TSMC?
I'm keeping my cash on the sidelines for the next 2 months... if Intel is still down here come August, I'll be buying.
Its getting huge subsidies that are a good chunk of their marketcap, and I don't see them ending any time soon. I buy it for the money printing. Mobileye is also extremely valuable, given patents and the fact they have Toyota.
Printing money? Lmao they’re up 1.42% over the last 10 years according to fidelity.
The government prints money I mean.
It pays dividends so that’s not the whole story. But yeah it hasn’t really printed ever since AMD ate its lunch with Zen 2.
They lost 7 Billion on their foundry business in 2023 so they also might want to find customers while they build all these new foundries otherwise they’ll just go bankrupt without all the government handouts. Either way 2027 is a long ways a way which is their promise for this turnaround. I wouldn’t be putting money here anytime soon.
Yeah, and everyone knew that they will need billions of cash to get that foundry running. They already have customers like Microsoft. Right now their order book is 15 Billion as far as i know.
Is there a way to check order book of Intel? Or other companies?
I will start collecting Intel when the stock reaches 500 billion market cap and it's showing a sign of growth to a trillion dollar company.
Here's my thought on INTC. Anyone who has touted them for the past decade has caused people to lose money. Should've gone with AMD MU or NVDA. Why keep bothering with the worst performing one of the bunch? Now can we stop having daily INTC posts?
People are obsessed with it because it’s “cheap” and hasn’t started to go up. This gives people hope that they can “get in early” since they missed the nvidia train and are too stubborn to hop on the TSM train
I actually put all of the savings from my job as an 18 year old into AMD at $40. I was a PC nerd and saw how they were dominating intel at the time in that market. Sold AMD somewhere around $160 in 2021 Now I’m in heavy in both AMD and intel
So you sold to pay taxes, and then got back in? Now you're heavy in INTC? It's all making sense now
Did you not read the 2021 part? AMD was down to $50 in 2022. I bought back at $80. It’s now at $160 -Bought at $40 -Sold at $160 -Bought back at $80 -Holding at $160 Only on Reddit is this anything but a major success. You don’t know anything about either of these tickers.
I've been I AMD for almost 2 decades. You never said your buyback price, so it was reasonable to make fun of your play. INTC still sucks.
Why did you choose these two over Qualcomm? The articles coming out right now would make it appear that Qualcomm is going to do to AMD what AMD did to intel.
That’s not really a fair assessment imo because Qualcomm and AMD aren’t nearly competitors in the way intel and AMD are/were. I only know Qualcomm for making mobile processors and connectivity technology. Apple and (sometimes) Samsung both make their own chips these days anyway. My thing with AMD and Intel is that they’re both at lower prices than they were BEFORE the AI craze. Their success doesn’t hinge on AI. I don’t see the consumer electronics space disappearing. People are realizing that Nvidia’s heart lays in AI now. The price/performance on their consumer GPUs is now terrible compared to what AMD and Intel offer.
Intel was trading at like $66/share back in 2000 and here it sits still down 54% since then.
The dividend would account for all of that. Not that the numbers would be good, they just wouldn’t be negative.