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Ug Taiwan is begging to get unified soon. Hopefully they can stop pissing off china until AFTER the elections.
3
China does not elect. China dictates.
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China chooses a lot of elections. My point is the Taiwan politician who is most interested in unification will win the election. A peaceful unification is better than a violent one.
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I think I might load up on intel soon. The Taiwan election indicates a peacful unification with China, I expect some tarrifs or trade restrictions on TSMC products. I just wish the board replaced Pat with someone who can get things done.
4
Meteor Lake FTW! Apple & AMD have nothing comparable.
3
Love it, 20% on my ARM short. (no wonder with its PE beyond 100 and basically 0 growth)
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Almost similar to your darling AMD then.
3
Intel is a sleeping giant, in case something happens to tsmc this stock will absolutely explode into the stratosphere.
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Not really, most of their cpus need tiles from tsmc. its not like they can just change things from a to b over night, and secondly almost 30% of intels business is china business. Disrupted supply chains would cause sales collapses.
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There is a real chance that Taiwan will reunifiy peacefully. Taiwan's election will decide. Regardless China is getting control over Taiwan, even if they allow it to have autonomy. The questions is what tarrifs or restrictions are put on TSMC's products. The world can't decouple, but they certainly can manipulate trades with China. Does the US give Intel 100 billion dollars to make fabs faster? Who knows. Regardless once the board changes leadership this stock doubles in a month.
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FYI added more today, gap closed , overall progress is still on track, I'm a buyer , saving another pot if it gets to 32
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Id buy when it gets a bit cheaper and or they change the c-suite. At least 3 officers need to go. Pat is a nice guy but he is a complete failure, he inspires no one, motivates no one, is infected with social issues that do not matter. He needs to be buying fab talent and working with government officials to get those new fabs done. Until they can make EUV chips at scale and sell them with good margins, nothing matters. Let Nvidia and Marvel and smart companies design the chips, just focus on FAB. I would be fine if they sold off their dead chip x86 chip business.
1
If I were you, I wouldnt keep buying at a close price to the previous one. Just expect the worst. Its now about the market, not Intel. So I would think about 28 instead of 32.
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look i already told you 2 days back to short ... congratulations my all friends
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Completely agree. That was confirmed when I started watching the keynote. I had to turn it off it was so painfully stupid. Maybe Pat was a smart guy back in the day, now he is a creepy old man that is trying to act like a nerd.
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Short closed 35.2, gain 6.9% … thank you intel, your failure never dissapointed me.
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u got lucky with some Wallstreet analysts criminals , there was no failure yesterday, as usual they try to make out one , they say that Intel need to sell the foundry , I would put those analysts to jail for US betrayal.
3
Roy Nisanithe stock is at the same price since 1999. I guess because nothing but the bad news!! Good luck
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Not sure what you are refering to. Zinsner (CFO of Intel) himself just said data center is still far from recovery, and in fact its lagging behind. Data center demand in September was way behind expectations while MTL was moved back even further into Dec with ramp in 2024.