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The USA sees semiconductor manufacturing as a point of importance for national security. Would the USA really let one of their golden eggs die? Especially if it is tied to more than just money. Its a security issue, so this means financials can be weak but just like banks, the government would not let intel die if it came down to that.
@@kaydens6964 If the valuations and thesis reflects that then sure, otherwise following what a stranger says on the internet without doing your own research is usually the dumbest idea.
@ we will see, it’s very much going against negative sentiment, remember the ceo of nvidia worth more than intel the company lol Any stock is a buy at the right price, and now its time for intel.
I lost 15% of my investment with Intel... so I think even if they miraculously recover in the next 2 years... I'm not taking the risk again with this company
@@sheepmasterrace I bet someone said that after the first dip 3 years ago when the stock was valued at $68. you'd need 300+ % right now just to break even..20 years... bruh.. it's a possible going concern 5 years into the future.
First of all I invested 5k unfortunately. Why are people saying "Intel is a national security company. Intel will be backed by the US government." There are plenty other US companies that make chips. If they were that important they would have been provided some technology that would push them back on top of the chain (f.e. steal AMD technology and make Intel copy it)
sorry but I hope you're aware that intel owns roughly 75% of the server market space and next year when it gets it's own version of x3d on its server chips it will claw back the market share it lost for tasks that benefit from a large l3 cache on its servers. They never lost their single threaded clock speed crown, intel can handle much higher ram bandwidth than AMD can offer which helps with the misses on the l3 cache. Also intel chips are way more reliable than AMD in this space. Single threaded is always king, especially when code is rarely perfectly multithreaded, and it literally has to be perfectly multithreaded for AMD to get ahead in these tasks. Sorry but Intel is going to kill it in the server space next year. I also hope you're aware that outside of your echo chamber, Intel is still used in 60% of machines on Steam. x3d is killing it for every game out there (well unless you're a insanely competitive player) but Intel will come up with their own and at that point that's that, Intel goes back to being king of everything again apart from tasks that are perfectly multithreaded.
@@Neander1234567 No? with next years server processors? Intel will have a faster clock, faster memory guarnteed by a very large margin. It will also have it's on 3D cache like L3 cache to go after AMDS server market and get it back. AMD is working on zen 6 they say they will release it sometime in 2025, no specs have been released for it even though they started talking about it at the exact same time and it's been half a year now, and still no word. Safe to say their specs aren't as good. Truth is nobody wants to buy AMD unless it offers a significant advantage and with x3d it did for a tim and AMD will have an advantage on AI. I don't think that's problematic considering the landscape right now. They focused on 18a and that's going to have guarnteed results. Please watch the Asianometry video Backside Power Delivery, big stuff is coming up with Intel 18A next year. Probably more important than all the things I've talked about, but we have no specs yet. Chat gpt is late and is bad with subjects where there are a lot of opinions floating about. GPT is good at things that everyone agrees on.
Intel Panther Lake samples with flagship 18A node have been powered on at eight customers - Co-CEOs dispel rumors regarding poor silicon health -- Tom's Hardware headline from 12.13.24
Too risky IMO. They could benefit from CHIPS act and incoming administration vibes, but company leadership needs to decide what business they are in. Maybe something to watch for Q1 25 but for now, wait and see what happens. It's not going to jump overnight and it has a long long way to go up.
I agree. I like buying hated stocks (did so this Summer with BMY at $40 and sold at $55), but I need to a limited downside from here. BMY was still generating lots of cash ($80Bn market cap, $20Bn in EBITDA and 6% dividend), but INTC isn't. In their core business they're not #1 anymore. They launched the new GPUs with excellent reviews recently, but it won't move the needle anytime soon. Plus, availability is poor. On the CPU side, AMD is crushing them at the high end. For data centers they face an army of ARM-based chips. Now they're looking for a new CEO, so leadership is in limbo. No bueno for me. There are other companies that seem safer than INTC. Can INTC pop 50% from here in a few months? Sure. But it can tank another 50% as well. At least if there was a dividend that would pay me something to wait for the turnaround....
i will wait til Intel decides to split off, cut off the manufacturing part. There will be a drop at that point because in that case, Intel must pay a huge number to the manufacturing part. ( Like AMD did in 2021? ) Then outsource its chip manufacturing to TSMC, it will be the best timing to buy Intel stock .
Hey we are bleeding money, oh that pile if letters? No no it’s not millions of dollars in bonus pay. Why would we do that in dark times of the business? lol silly question.
This company will be chopped up and the fab business separated. Not sure what this does to our investments. But to me seems like the price could be worth the risk at this point.
This is the big question. They will either all but disappear or they will come back with a vengeance... I'm wondering if the Trump presidency will help them or not?😅
@@Magic_Mike69 I did not say in a plural "them." I am talking about "Intel." Republicans and I believe that when company is losing the business, governments must not prop up a struggling company. What is the point to give taxpayers money? It is wasting. Only democratic party loves to "save companies." 🙂
@@kingdomofgeorgia1751 Yeah, I see what you mean. I can definitely share that sentiment as it's not really healthy keeping uncompetitive companies on life support... But it is a very strategic industry. Will be interesting to see how this plays out... : P
Too Risky. I can't see how they can turn their situation around. All their products are failing. With how long it takes for chips new designs to finalize. I can't see them mounting a comeback any time soon.
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I will keep buy here around 20$
Same
The USA sees semiconductor manufacturing as a point of importance for national security. Would the USA really let one of their golden eggs die? Especially if it is tied to more than just money. Its a security issue, so this means financials can be weak but just like banks, the government would not let intel die if it came down to that.
That's a great point. I'll be buying at around $20-ish, although I'd like to see it drop in to the $19 range.
My thoughts exactly
Yes they would.
Rather buy AMD and ASML if I was going to bet on the semiconductor space.
My thoughts exactly and what I am doing.
You got do the opposite of what you want to do sometimes.
@@kaydens6964 If the valuations and thesis reflects that then sure, otherwise following what a stranger says on the internet without doing your own research is usually the dumbest idea.
@ we will see, it’s very much going against negative sentiment, remember the ceo of nvidia worth more than intel the company lol Any stock is a buy at the right price, and now its time for intel.
I’m buying a little AMD and ASML instead here and there. I’m waiting on 2025 Q1. I can see intel possibly selling off even more. Great info!
US is treating Intel as a hedge against geopolitics. Shame the market is not doing the same.
They going up 100%
They down 10% since this comment was posted 3 days ago...
I lost 15% of my investment with Intel... so I think even if they miraculously recover in the next 2 years... I'm not taking the risk again with this company
Not always. Especially with a dying company. They do die.
@@Herr.Mitternachtthis is a company that would be purchased, it wouldn't just disappear
@@sheepmasterrace I bet someone said that after the first dip 3 years ago when the stock was valued at $68. you'd need 300+ % right now just to break even..20 years... bruh.. it's a possible going concern 5 years into the future.
I already bought at 20. Thats extremely cheap. USA wont allow this to fail. I also bought AMD dip. Nvidia is too expensive in my opinion.
This really is a good informative channel
I appreciate that! :)
First of all I invested 5k unfortunately. Why are people saying "Intel is a national security company. Intel will be backed by the US government." There are plenty other US companies that make chips. If they were that important they would have been provided some technology that would push them back on top of the chain (f.e. steal AMD technology and make Intel copy it)
There are no US companies that make high end chips apart from Intel. GF makes the low end and Micron makes the memory.
sorry but I hope you're aware that intel owns roughly 75% of the server market space and next year when it gets it's own version of x3d on its server chips it will claw back the market share it lost for tasks that benefit from a large l3 cache on its servers. They never lost their single threaded clock speed crown, intel can handle much higher ram bandwidth than AMD can offer which helps with the misses on the l3 cache. Also intel chips are way more reliable than AMD in this space. Single threaded is always king, especially when code is rarely perfectly multithreaded, and it literally has to be perfectly multithreaded for AMD to get ahead in these tasks. Sorry but Intel is going to kill it in the server space next year.
I also hope you're aware that outside of your echo chamber, Intel is still used in 60% of machines on Steam.
x3d is killing it for every game out there (well unless you're a insanely competitive player) but Intel will come up with their own and at that point that's that, Intel goes back to being king of everything again apart from tasks that are perfectly multithreaded.
@@Soleft I also hope all that... but just put your comment into chatgpt and u see that the gap is pretty much already closed by AMD...
@@Neander1234567 No? with next years server processors? Intel will have a faster clock, faster memory guarnteed by a very large margin. It will also have it's on 3D cache like L3 cache to go after AMDS server market and get it back. AMD is working on zen 6 they say they will release it sometime in 2025, no specs have been released for it even though they started talking about it at the exact same time and it's been half a year now, and still no word. Safe to say their specs aren't as good. Truth is nobody wants to buy AMD unless it offers a significant advantage and with x3d it did for a tim and AMD will have an advantage on AI. I don't think that's problematic considering the landscape right now. They focused on 18a and that's going to have guarnteed results.
Please watch the Asianometry video Backside Power Delivery, big stuff is coming up with Intel 18A next year. Probably more important than all the things I've talked about, but we have no specs yet.
Chat gpt is late and is bad with subjects where there are a lot of opinions floating about. GPT is good at things that everyone agrees on.
I bought intel bonds, as their yield is now over 5%. It is because I think its stock price might crash, but intel should not go bankrupt.
Intel Panther Lake samples with flagship 18A node have been powered on at eight customers - Co-CEOs dispel rumors regarding poor silicon health -- Tom's Hardware headline from 12.13.24
Way too busy studying stock analytics and not taking into account Intel is building a semiconductor plant in Ohio that's currently under construction.
Got in at $19.30, hoping this is close to the bottom
I got in exactly at 20 after the Jerome Powell speech. Holding these bad boys for the long term.
Too risky IMO. They could benefit from CHIPS act and incoming administration vibes, but company leadership needs to decide what business they are in. Maybe something to watch for Q1 25 but for now, wait and see what happens. It's not going to jump overnight and it has a long long way to go up.
I agree. I like buying hated stocks (did so this Summer with BMY at $40 and sold at $55), but I need to a limited downside from here. BMY was still generating lots of cash ($80Bn market cap, $20Bn in EBITDA and 6% dividend), but INTC isn't. In their core business they're not #1 anymore. They launched the new GPUs with excellent reviews recently, but it won't move the needle anytime soon. Plus, availability is poor. On the CPU side, AMD is crushing them at the high end. For data centers they face an army of ARM-based chips. Now they're looking for a new CEO, so leadership is in limbo. No bueno for me. There are other companies that seem safer than INTC. Can INTC pop 50% from here in a few months? Sure. But it can tank another 50% as well. At least if there was a dividend that would pay me something to wait for the turnaround....
dumped most of my shrs to buy more amd on the dip.
I might buy it for the possibility of it being gobbled up by another tech giant.
@@lukeearthcrawler896 Intel is priceless. Its the only domestic chip maker. When you are the only one the value is high.
AMD jumped 25% overnight back in 2008 when they announced they were spinning off their fabs
Intel looks going down,, far behind from amd and nvida. I have 50 shares @25 but hopeless
i will wait til Intel decides to split off, cut off the manufacturing part.
There will be a drop at that point because in that case, Intel must pay a huge number to the manufacturing part. ( Like AMD did in 2021? )
Then outsource its chip manufacturing to TSMC, it will be the best timing to buy Intel stock .
AMD rose 20% on the day in 2008 when they announced they were spinning off their fabs
It seems that Intel might become the Nokia of semiconductors. If the management continues like that.
I am more positive for AMD.
Hey we are bleeding money, oh that pile if letters? No no it’s not millions of dollars in bonus pay. Why would we do that in dark times of the business? lol silly question.
This company will be chopped up and the fab business separated. Not sure what this does to our investments. But to me seems like the price could be worth the risk at this point.
This is the big question. They will either all but disappear or they will come back with a vengeance... I'm wondering if the Trump presidency will help them or not?😅
I doubt Trump abandons the market economy.
@kingdomofgeorgia1751 You are saying he's going to let them fail?
@@Magic_Mike69 I did not say in a plural "them." I am talking about "Intel." Republicans and I believe that when company is losing the business, governments must not prop up a struggling company. What is the point to give taxpayers money? It is wasting. Only democratic party loves to "save companies." 🙂
@@kingdomofgeorgia1751 Yeah, I see what you mean. I can definitely share that sentiment as it's not really healthy keeping uncompetitive companies on life support... But it is a very strategic industry. Will be interesting to see how this plays out... : P
@@Magic_Mike69 Yes, I keep an eye on Intel, but investment in Intel is risky right now.
Too Risky. I can't see how they can turn their situation around. All their products are failing. With how long it takes for chips new designs to finalize. I can't see them mounting a comeback any time soon.
If Tiawan was invaded today what would Intel's stock price be on Monday?
@@joeschmoe8965i think I’d rather buy TSMC the day after.
Intel lousy company, RUN!!!
Too much nonsense going on with this company, there are better opportunities in the market.
Like what?
@@Investing_Bro other smeiconductors like marvell or MU
@@Investing_Bro AMD ryzen and epyc are far better than intel.
AMD will continue to eat Intels lunch.
they are on a bad path. To make a 90s analogy, it is a bit like Intel is Sega, AMD is Nintendo and Nvidia is Sony
Haha, i think I agree.
intel new products are crap/sh*t
1st
Very nice my friend! 💪 🔥 😊
Intel = worse processors by each generation