Why is up recently?
11 replies (most recent on top)
Like a lot of other stocks, INTC has been consolidating the huge gains of the past year, while the fundamentals catch up with the stock.
My expectation is for the next rally to be just as relentless as the last one, and this repricing could go on at least as long as the AI investment-cycle trade continues.
What the market is trying to price in is Intel with external customers, running at capacity and maybe even having some products (other than CPU) with traction in the datacenter.
But really, just turning IFS profitable is enough. Intel may never again lead on the product side, but getting IFS to be a viable 2nd source for TSMC is a big enough deal on its own.
If OP has bought the dip then, he be thanks me now!
Down again OP. Why ?
Intel still has no external customers, haha.
ShitTel needs cash. Don't trade your value cash to hold worthless toilet papers. It was cost only $20 last year and look it cost $100 now just a few months. This is rip-off.
@OP Up is the new down.
Not only price increases, but also that AI agents are going to greatly increase CPU demand. All this on top of a long period of very low upgrade activity, plus CPU from the new process.
Add to the growing list the reality that a string of megacap tech companies are lined up to start using IFS.
Then watch the stock go to $500.
If every time you are on the playground, you bite someone, pretty soon you will be known as a biter. Don't be biter.
Man I sold those RSUs a few days ago, because I told myself that my income was in those and logically I’d already gained more than expected…
Optimism around increase in CPU prices in the coming months.
Because the managers of the Def Met of Oregon are the best!
Manipulation for profits
OP really should have bought the dip!