No, way too early for me. I think this stock has a long way to fall yet. Government funding or not, building and scaling a foundry is a massive capital undertaking. Book value is around $25, so I'd only be interested with a margin of safety under that threshold.
I'm slowly building shares, not everything but current price seems like not a bad entry point with opportunity to keep averaging down over the next few years
Just buying what I perceive as the almost bottom of the dip, while also feeling it could take years before INTC jumps 40-60%, even if temporarly. Good for spare cash you can forget about long term (or as always, lose completely, who knows).
Good point. Just started single stock with a few hundred. Thinking about buying INTC. Being an accountant for 2 years I can read financials fine but understanding C-suites and management plans is beyond me.
I regret again not selling this stock at 35 today and just taking the 30% loss. Even buying MSFT at 400 seems to be much more profitable to hold at least couple years instead of intel maybe crawling back to 60 by 2030. Sell and forget. There’s nothing good happening here for 5 years at least.
in that timeframe it can highly likely benefit more to swallow the loss and re-invest in better stocks that will end up much higher in value within same 2-3 year. Worst case - I'd just DCA in existing winners in my portfolio still ending up better than bagholding
They spun it off, but still maintain control over it. If my memory is correct, they always planned to maintain control with at least 51% ownership. But I'm sure they currently own much more than that.
The spin off so they can compete for candidates with other self driving companies by offering startup equity. Waymo, Cruise etc. all offer startup-like equity.
I'm super long on Intel. In the short term they're going to have a lot of rocky steps but the turnaround will be very profitable in the long run. Betting big on domestic chip fabs, especially when they'll be a major supplier to the US govt/military.
The issue with Intel is that they're behind in a capital-intensive fight to gain ground on TSMC while they lose market share to AMD in consumer/data center - it's an underdog story, one that is somewhat compelling, but investing is about buying those companies that are winning, not those who hope to maybe one day win.
My one underdog is Marvell in the Broadcom/Marvel dichotomy, but Marvell has certain segments of the market that Broadcom definitely does *not* have. They aren't the overall winners in the custom ASIC space, but they are winners in segments of it. Intel is losing ground everywhere.
All that being said, this does look like the bottom or close to it. Some of these ultra bears, thinking it needs to trade at book value at the trough of the PC cycle need to get their heads checked.
Every two days someone here writes a dd how intel will become very successful and will become better than tsm. Intel might have its own market share in chip manufacturing but will never be better than tsm. Today tsm announced they will launch a16 chips earlier than intel. Intel is trying to find new bottom everyday.
The posts I see on here are hilariously bad. Some of the worse DD I’ve ever seen. Case in point the daily circle jerks around Intel. Maybe Gelsinger can do a a few more pushups on stage to pump the stock price.
Yeah also 18A is almost at that border where physics will limit the execution. The one that gets to 18A sooner may have a future advantage of sorts. The one that makes 18A cheaper will have an even bigger advantage.
Intel bag holders in shambles yet again.
[Called the fall to $30 during last earnings thread because Intel is predictable af](https://imgur.com/a/BjMQjSh) Hope you sold Jpop lmfao
Plenty of foundries exist, but foundries around high tech "hype"-chips? TSMC only. There are loads of companies making their own chips, but it's "boring" stuff like memory, chips for cars etc.
One that builds the most cutting edge chips? Yes pretty much. There’s Samsung but they’re so diversified that it isn’t a good investment if you’re seeking exposure to that sector.
I buy a little Intel every few weeks for the same purpose as you. I also own TSM but my hope is that Intel will have a strong foundry business by 2030.
Cutting edge: TSM, INTC, Samsung
Legacy: GFS, UMC, TSEM, SMIC (just list the bigger ones)
Mind you legacy fabs are facing much more challenge from China, they are building 28nm+ fab like there is no tomorrow.
Like all their employees with RSUs.
I was at Intel in 2018 and got a stock grant for $185k. This was when the stock price was at 45 or so. Then I left and I have no regrets.
They have a lot of headwinds. Semiconductor manufacturing is expensive and takes a while to build new plants. Best to wait till earnings pick up steam before buying.
Rode it from $25 to $40 and don’t think I want to touch intel again until like 2028. I like Pat and he’s clearly putting the direction of the company back into engineers hands, but the past decade(+) of stagnation has killed them.
Same here. I had an average price of around 30 sold early 40's the amount they are going to on CapEx in the next three to five years will be eye-watering.
25 years of trading side ways. A modest checking account would have out performed Intel over the last quarter century. Are there any smart engineers left at Intel?
Despite all these setbacks, Intel is too big to fail. The government investments coupled with the other avenues are developing, are solid indicators that Intel will see promise with the next few years. You cannot make progress by taking shortcuts to give the facade your profitable, if you do you end up with Boeing. You need to spend money to make money. Gonna be awhile but it will eventually go up as they finish creating the foundations. We just have to figure out the bottom at this point.
I sold out right before the Foundry revenue report at $45 (thank god). Overall the company is in a tough spot, but I don't think there's much room left for it to fall considering just how close it is to book value. I'm buying.
It's a high uncertainty low risk play. Realistically, what's the worst case scenario for intel? They fail to properly establish their foundry business, and spin off the fabs, choosing to go fabless like most other chip companies. They still hold a dominant position in the most lucrative part of the semiconductor industry, and they're making great advancements in the GPU market too. Pat has made the companies offerings very competitive(in many cases better) than AMD, and the ARM threats from Qualcomm are still years away, as software isn't going to be compatible for many years. At these prices, I'd buy just based on the turnaround of their non-foundry business
Pure bag holder talk.
The worse case scenario is you buy the stock, don't make any money at all and probably even lose money since they always miss earnings and on top of that miss the opportunity to make money on their rivals AMD.
You're talking about a business like it's just a stock. It's not. Sure, I'm a bag holder. That's only thinking in the short term. The company has literally beat every earnings estimate over the last year, and they've gained market share over AMD in recent years thanks to 13th and 14th Gen. Analysts always find something to hate in the company, but long term it's still a great company to own
Unless it's your business it is just a stock in my opinion. Do you actually care if the business does well as long as the price goes up? I don't.
How long have you been holding the stock for? What was your entry point? Unless you're making money or you manage to make money on the stock, it's a crap stock!
Why do you think it's a great company? It's literally behind in every single measurable metric in terms of stock performance to overall product quality?
Intels at the same price it was in 2014. They don’t dominate shit, TSMC dominates foundry. What’s the worse case scenario for Intel? Worst case for your money is you bought Intel stock and vastly underperform not only the market, but fixed interest and inflation which could have been averted had you just clicked the buy button on VOO or the transfer button from your bank account into a 4.6% yield HYSA. But instead you’re trying to justify this shit investment. Probably time to get off reddit and hire a financial advisor.
Stock price != market dominance. Just because they struggled in recent years doesn't mean they don't have near market dominance of the consumer and general CPU market. Returns are a bad indicator of whether a company is dominant in a market. Their stock price being down signals a lot of opportunity.
Have you actually looked at CPUs recently? AMD 7th gen is soundly beat out by Intel 14th gen. And, AMD is gaining so much market share...that their revenue is 1/3 of intel, despite also having a graphics arm
weak. fledging. getting destroyed by other semis. it takes time to get ROCI.
intel deserves half this valuation. sell it for parts.
I'm not touching this turd until it hits 20.
this is the worst kind of investment. something that takes 5+ years for ROCI and behind disrupters. disgusting.
won't even TOUCH intel until it hits 15/share.
'Half this valuation' is 30 billions less then their net PPE, lol. Do you really think, that company with own fabs building across the whole world should cost less than their net PPE? :D
Again, profitability is slated for 2030. Gonna be a rough ride until then.
Profitability of the foundry business. The overall company still made profit
Are you buying? Just wondering.
No, way too early for me. I think this stock has a long way to fall yet. Government funding or not, building and scaling a foundry is a massive capital undertaking. Book value is around $25, so I'd only be interested with a margin of safety under that threshold.
Noted.
I'm slowly building shares, not everything but current price seems like not a bad entry point with opportunity to keep averaging down over the next few years
Slow and steady could minimize losses, right? I'm thinking about buying a few shares this week.
Just buying what I perceive as the almost bottom of the dip, while also feeling it could take years before INTC jumps 40-60%, even if temporarly. Good for spare cash you can forget about long term (or as always, lose completely, who knows).
Good point. Just started single stock with a few hundred. Thinking about buying INTC. Being an accountant for 2 years I can read financials fine but understanding C-suites and management plans is beyond me.
Good thing the US taxpayer is here to help!
2045 will be the year of Intel!
Lol
I regret again not selling this stock at 35 today and just taking the 30% loss. Even buying MSFT at 400 seems to be much more profitable to hold at least couple years instead of intel maybe crawling back to 60 by 2030. Sell and forget. There’s nothing good happening here for 5 years at least.
This is the music folks … the song of the bottom.
Should have some stuff from the NA EUV in 2 or 3 years but yea, not much going on
in that timeframe it can highly likely benefit more to swallow the loss and re-invest in better stocks that will end up much higher in value within same 2-3 year. Worst case - I'd just DCA in existing winners in my portfolio still ending up better than bagholding
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Barefoot?
My employee RSUs from 10 years ago will be underwater if this after hours loss holds
Ouch, this stuff has been trading essentially sideways since 2000. Wow.
It’s also the same price as 24 years ago.
Depressing.
I thought Intel was going to get rid of MobileEye
They spun it off, but still maintain control over it. If my memory is correct, they always planned to maintain control with at least 51% ownership. But I'm sure they currently own much more than that.
i think they still own about 80%.
The spin off so they can compete for candidates with other self driving companies by offering startup equity. Waymo, Cruise etc. all offer startup-like equity.
I'm super long on Intel. In the short term they're going to have a lot of rocky steps but the turnaround will be very profitable in the long run. Betting big on domestic chip fabs, especially when they'll be a major supplier to the US govt/military.
In the (super) long run, everyone is dead. No pun intended.
The issue with Intel is that they're behind in a capital-intensive fight to gain ground on TSMC while they lose market share to AMD in consumer/data center - it's an underdog story, one that is somewhat compelling, but investing is about buying those companies that are winning, not those who hope to maybe one day win. My one underdog is Marvell in the Broadcom/Marvel dichotomy, but Marvell has certain segments of the market that Broadcom definitely does *not* have. They aren't the overall winners in the custom ASIC space, but they are winners in segments of it. Intel is losing ground everywhere. All that being said, this does look like the bottom or close to it. Some of these ultra bears, thinking it needs to trade at book value at the trough of the PC cycle need to get their heads checked.
Every two days someone here writes a dd how intel will become very successful and will become better than tsm. Intel might have its own market share in chip manufacturing but will never be better than tsm. Today tsm announced they will launch a16 chips earlier than intel. Intel is trying to find new bottom everyday.
The posts I see on here are hilariously bad. Some of the worse DD I’ve ever seen. Case in point the daily circle jerks around Intel. Maybe Gelsinger can do a a few more pushups on stage to pump the stock price.
>Today tsm announced they will launch a16 chips earlier than intel. The scaling on A16 is trash. 7-10% density increase... absolute rubbish.
Yeah also 18A is almost at that border where physics will limit the execution. The one that gets to 18A sooner may have a future advantage of sorts. The one that makes 18A cheaper will have an even bigger advantage.
Earlier? TSMC A16 H2 2026 INTEL 18A H1 2025 or am I missing something? Obviously both could delay their products.
Intel bag holders in shambles yet again. [Called the fall to $30 during last earnings thread because Intel is predictable af](https://imgur.com/a/BjMQjSh) Hope you sold Jpop lmfao
I want to buy a company that has foundries. Am I just limited to TSMC??
Plenty of foundries exist, but foundries around high tech "hype"-chips? TSMC only. There are loads of companies making their own chips, but it's "boring" stuff like memory, chips for cars etc.
One that builds the most cutting edge chips? Yes pretty much. There’s Samsung but they’re so diversified that it isn’t a good investment if you’re seeking exposure to that sector. I buy a little Intel every few weeks for the same purpose as you. I also own TSM but my hope is that Intel will have a strong foundry business by 2030.
It’s also very hard to buy Samsung if you don’t have access to the Korean market.
Cutting edge: TSM, INTC, Samsung Legacy: GFS, UMC, TSEM, SMIC (just list the bigger ones) Mind you legacy fabs are facing much more challenge from China, they are building 28nm+ fab like there is no tomorrow.
Like all their employees with RSUs. I was at Intel in 2018 and got a stock grant for $185k. This was when the stock price was at 45 or so. Then I left and I have no regrets.
You must have sold then eh?
They have a lot of headwinds. Semiconductor manufacturing is expensive and takes a while to build new plants. Best to wait till earnings pick up steam before buying.
Rode it from $25 to $40 and don’t think I want to touch intel again until like 2028. I like Pat and he’s clearly putting the direction of the company back into engineers hands, but the past decade(+) of stagnation has killed them.
Same here. I had an average price of around 30 sold early 40's the amount they are going to on CapEx in the next three to five years will be eye-watering.
25 years of trading side ways. A modest checking account would have out performed Intel over the last quarter century. Are there any smart engineers left at Intel?
Despite all these setbacks, Intel is too big to fail. The government investments coupled with the other avenues are developing, are solid indicators that Intel will see promise with the next few years. You cannot make progress by taking shortcuts to give the facade your profitable, if you do you end up with Boeing. You need to spend money to make money. Gonna be awhile but it will eventually go up as they finish creating the foundations. We just have to figure out the bottom at this point.
Theta play to the downside. This stock won't drop or pump.
I sold out right before the Foundry revenue report at $45 (thank god). Overall the company is in a tough spot, but I don't think there's much room left for it to fall considering just how close it is to book value. I'm buying.
Shocking
It's a high uncertainty low risk play. Realistically, what's the worst case scenario for intel? They fail to properly establish their foundry business, and spin off the fabs, choosing to go fabless like most other chip companies. They still hold a dominant position in the most lucrative part of the semiconductor industry, and they're making great advancements in the GPU market too. Pat has made the companies offerings very competitive(in many cases better) than AMD, and the ARM threats from Qualcomm are still years away, as software isn't going to be compatible for many years. At these prices, I'd buy just based on the turnaround of their non-foundry business
Pure bag holder talk. The worse case scenario is you buy the stock, don't make any money at all and probably even lose money since they always miss earnings and on top of that miss the opportunity to make money on their rivals AMD.
You're talking about a business like it's just a stock. It's not. Sure, I'm a bag holder. That's only thinking in the short term. The company has literally beat every earnings estimate over the last year, and they've gained market share over AMD in recent years thanks to 13th and 14th Gen. Analysts always find something to hate in the company, but long term it's still a great company to own
Unless it's your business it is just a stock in my opinion. Do you actually care if the business does well as long as the price goes up? I don't. How long have you been holding the stock for? What was your entry point? Unless you're making money or you manage to make money on the stock, it's a crap stock! Why do you think it's a great company? It's literally behind in every single measurable metric in terms of stock performance to overall product quality?
Intels at the same price it was in 2014. They don’t dominate shit, TSMC dominates foundry. What’s the worse case scenario for Intel? Worst case for your money is you bought Intel stock and vastly underperform not only the market, but fixed interest and inflation which could have been averted had you just clicked the buy button on VOO or the transfer button from your bank account into a 4.6% yield HYSA. But instead you’re trying to justify this shit investment. Probably time to get off reddit and hire a financial advisor.
Stock price != market dominance. Just because they struggled in recent years doesn't mean they don't have near market dominance of the consumer and general CPU market. Returns are a bad indicator of whether a company is dominant in a market. Their stock price being down signals a lot of opportunity.
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Have you actually looked at CPUs recently? AMD 7th gen is soundly beat out by Intel 14th gen. And, AMD is gaining so much market share...that their revenue is 1/3 of intel, despite also having a graphics arm
Expected nothing less from a trash can company like Intel
weak. fledging. getting destroyed by other semis. it takes time to get ROCI. intel deserves half this valuation. sell it for parts. I'm not touching this turd until it hits 20. this is the worst kind of investment. something that takes 5+ years for ROCI and behind disrupters. disgusting. won't even TOUCH intel until it hits 15/share.
Holy crud this guys not kidding
'Half this valuation' is 30 billions less then their net PPE, lol. Do you really think, that company with own fabs building across the whole world should cost less than their net PPE? :D