r/intelstock

Godspeed to all of our ports. Intel has had a historic run up, and I chime in with my thoughts on the stock and how this could go tomorrow. Time to start physically and mentally preparing for the big day. It’s game time.

This event is actively being teased by Intel's CTO (Chief Technology Officer) Pushkar Ranade on X.
https://x.com/magicsilicon/status/2046658873021612428?s=20

Quote:
"Google compute capacity installed:
1998 through 2023 = 1X
2024 = 2X
2025 = 4X #GoogleCloud

@ThomasOrTK"

Rumor is new google TPUs are based on 18a AFAIK

https://preview.redd.it/68k1p25iljwg1.png?width=893&format=png&auto=webp&s=40e044e21ae0341b3981e92781b131a83ca01e75

They’ve been working on it for years, and it feels like it could be a huge deal for data centers and AI (optical interconnects, lower power, higher bandwidth, etc.). But compared to CPUs, GPUs, and AI accelerators, it barely gets mentioned. Is it just because it’s “behind the scenes” infrastructure, or it being not mature enough to matter? Curious what people who follow this more closely think.

https://www.youtube.com/watch?v=ufaprXJwnys

https://preview.redd.it/esw5bpysrqwg1.png?width=1016&format=png&auto=webp&s=8fa872482fe26aceaddfe56718a9149151b1fd2f

Discuss Intel Stock here.

Discuss Intel Stock here.

Has the WSJ ever said anything good about Intel? There’s a negative article this morning saying INTC’s recent run is unwarranted. I’ve been a shareholder for years and read the WSJ daily. They never miss a chance to crap on INTC. I don’t get it.

https://www.moomoo.com/news/post/68445058/why-intel-stock-is-a-buy-even-after-a-220?level=1&data_ticket=9de8c9e01e25cc220e2e2a8b5b8ddd6a

This is Barron's article, you might find somewhere else also.

https://preview.redd.it/zvh65gdsw1wg1.png?width=898&format=png&auto=webp&s=22ec37d0e35be9b3c39d82571988c1c74eb05654

Forget technical stock analysis. We know the products are as good as anything on the market, and they are expanding to manufacture as many as possible. We know the company financials are stable and improving.

To anyone who asks, “Should I invest in Intel?,” I present only two questions:

1. Does fabless NVDA still deserve to be worth 15x INTC?

2. How will the importance of Intel change when the PLA invades and Taiwan’s fabs are destroyed?

Intel is a critical strategic US asset, and—until the Terafab is complete—one that is unique. Not long from now, we will look back in disbelief that Intel’s market cap stayed below $1T so long into the race toward the Singularity.