Thanks Jose, this is the first video I am seeing since the news, I thought it was strange. So I hear Intel is the only American based foundry that has the capability to mass produce chips, given the fact that we are basically at war with China, what are the possibilities we will see our government ban foreign chips? Or ban sending our chips? I guess we have the high tech chips, they (China)has lower tech and the mass production, save for Intel... IDK what are your thoughts if we go to war? Seems like Intel would be the play, strategically speaking, and it looks like our gov. is heading that way. What are your thoughts?
For a variety of reasons including lower wages, a more demanding work culture at TSMC (often 12hr work days & employees must available to head down to the plant 24/7 if need be if there is a stall in the line), higher yields,and greater economies of scale at TSMC, Intels cost of manufacturing on similar nodes is roughly 70% more expensive than TSMC. (According to multiple sources). Pat Gelsinger has said they hope to close that gap in a handful of years, hopes to....
It's a gamble, but one that has the government back. If you have money to lose, sure, if it's in your retirement account, there's others worth your money.
After a sharp correction, INTC has been fluctuating on this platform. Last Friday, due to the impact of good news, the trading volume increased and the stock price broke through this platform. The trading volume on Friday doubled compared to Thursday, indicating that the inflow of funds was greater than the outflow. The stock price is almost close to the MA50 position. If it stands firmly at $24, it will fill the gap upward. The price is $28.76
If they recovered from this downfall, it could be a amazing opportunity for investors 5x their investments. Only time will tell. Now its very cheap, that's all I know.
I remember TSMC dependency exposed us during the pandemic, so it's to our best interest to keep at least the only US foundry up and going? Just curious. Of course, buying Intel now is a huge gamble, do it with your spare money. lol
The deal of the century is coming. A giant chip company will be formed. With great interest and competing bids for the company, premium for Intel will likely be above 50% the prevailing share price. $50 and above ?
The plan is illogical. It still means Intel will be competing directly with their customers. Amish. man is getting a lot of help from the government. but the government is being dragged down by the Amish man.
He's no Amish man truely, he's more a crony suckup to the Obama Biden agenda (Wonder why he got that gov't contract?) and he's the reason I'll not invest in Intel again until he is gone.
I had to take another look at this POS dogstock with the news, but analysts are saying that the AWS isnt the big deal INTC is portraying as they've already been doing the same thing with AWS, and INTC has already pissed away 8.5B$ of US gov money with dubious results and further plummet of stock price--none of the analysts I'm reading are changing their ratings and price targets are barely moving--Hard pass! Thanks for video, and your healthy skepticism .
You really believe Pat BS. Intel processes have reliability issues which cause all 13/14 Gen problems. Intel is going to use TSMC processes for the coming CPU. 3B is nothing in Fab business. TSMC has Fab in Arizona. It does not make any different to make chips in TSMC Fab in the states except TSMC has a lot better processes. I don't think you have much Intel stocks. You just want to talk about it for views I guess. It is dying company. It is not worth time to talk about it.
not the same as" It might rain or it might not." dead money or very very big winner is like saying this could be a desert or a rainforest ... but if one doesnt understand the difference thats okay..
@@LouisDuran depends on how you see the market, if you think its binary and only has 2 results.. but the market has various results, market like performer, high risk, low risk, income play, ... out of the various scenario I gave 2... that elimantes a lot of possibilities.
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Thoughts on Intel Updates?
Thanks Jose, this is the first video I am seeing since the news, I thought it was strange.
So I hear Intel is the only American based foundry that has the capability to mass produce chips, given the fact that we are basically at war with China, what are the possibilities we will see our government ban foreign chips?
Or ban sending our chips?
I guess we have the high tech chips, they (China)has lower tech and the mass production, save for Intel...
IDK what are your thoughts if we go to war?
Seems like Intel would be the play, strategically speaking, and it looks like our gov. is heading that way.
What are your thoughts?
My 19.0 CALLs expiring on Friday are very grateful for this well timed bomb. Keep it up (for few more days ;) )
I always buy high and sell low
best of luck!!
I won't sell $INTC below 45$!
I’m Holding with you ✊🏼
Intel my Boyz... Intel will be alright and we will have good stuff from them again. Intel has the biggest space in pc enthusiasts hearts.
For a variety of reasons including lower wages, a more demanding work culture at TSMC (often 12hr work days & employees must available to head down to the plant 24/7 if need be if there is a stall in the line), higher yields,and greater economies of scale at TSMC, Intels cost of manufacturing on similar nodes is roughly 70% more expensive than TSMC. (According to multiple sources). Pat Gelsinger has said they hope to close that gap in a handful of years, hopes to....
Honestly they just need to fire the CEO. Mimic the move that Starbucks did with their previous CEO.
Let’s go intel. Yeah
Great video Jose, nice positive bit of news for Intel for once
Glad you liked it!
Hiya, new here.
Question it is a good time to buy now or better to wait? What do you think?
Thanks
It's a gamble, but one that has the government back. If you have money to lose, sure, if it's in your retirement account, there's others worth your money.
Was a $60. stock 2 years ago see no reason why it cant do it again ion this news.
After a sharp correction, INTC has been fluctuating on this platform. Last Friday, due to the impact of good news, the trading volume increased and the stock price broke through this platform. The trading volume on Friday doubled compared to Thursday, indicating that the inflow of funds was greater than the outflow.
The stock price is almost close to the MA50 position. If it stands firmly at $24, it will fill the gap upward. The price is $28.76
Thanks for the update
If they recovered from this downfall, it could be a amazing opportunity for investors 5x their investments. Only time will tell. Now its very cheap, that's all I know.
Yeah, I have some hopes for it, waiting for it to drop a bit more.
Jose, congratulations on the 50k number 👏🏆.
So we are no longer on the road to 50k
WOOT THANK YOU!!
intel will deliver they have the equipment in place for the 14a node and are in setup mode
best of luck
I remember TSMC dependency exposed us during the pandemic, so it's to our best interest to keep at least the only US foundry up and going? Just curious. Of course, buying Intel now is a huge gamble, do it with your spare money. lol
Thx...
No problem
Nah I’ll put my money on Palantir instead. Can’t trust intel with the recent class action lawsuit.
Palantir!!
Intel stock is too hard bucket for me
The deal of the century is coming. A giant chip company will be formed.
With great interest and competing bids for the company, premium for Intel will likely be above 50% the prevailing share price.
$50 and above ?
What would happen to once intel stocks if intel was taken over by someone else ?
Intel has a PE ratio of 96 while Nvidia has one at 54. It’s cheaper than AMD but still expensive and they have failed to deliver.
Is it time to Sept Dip-buy Intel.? Thumbs Up video/ comments. Thanks
Intel indeed dropped a bombshell but the stock is barely rising...
It will follow..
Lots of insiders buying which is good confirmation
nope, not under Pat. Give it a few weeks, it will go below $20
Back 20$ is a dream. Wait and watch for the 30$ mark in few weeks
The company has alot to show imo
Who is still holding the empty bag at $60 a share?
You chased it up
Hold it long enough bro. I see Intel at 200 in 5 years. If their Fab plans make it, it will be great.
Words are cheap, shares are not
they have to deliever
😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊
Well P/E forward of 75 is hard 🤣
🥳✌️
wassup midwest!!
@@JoseNajarroStocks ✌️🥳
The plan is illogical.
It still means Intel will be competing directly with their customers.
Amish. man is getting a lot of help from the government. but the government is being dragged down by the Amish man.
He's no Amish man truely, he's more a crony suckup to the Obama Biden agenda (Wonder why he got that gov't contract?) and he's the reason I'll not invest in Intel again until he is gone.
I had to take another look at this POS dogstock with the news, but analysts are saying that the AWS isnt the big deal INTC is portraying as they've already been doing the same thing with AWS, and INTC has already pissed away 8.5B$ of US gov money with dubious results and further plummet of stock price--none of the analysts I'm reading are changing their ratings and price targets are barely moving--Hard pass! Thanks for video, and your healthy skepticism .
Appreciate the comments and yes in the video I mentioned that Intel is already doing this with AWS
Good insider movment
INTC Sell! exit $22.50
Many would agree
Hope intel was doing a litte bit better instead of spreading legs to politics.They are so far off in AI race 😢
I think for its manufacturing push it had to spread its legs
You really believe Pat BS. Intel processes have reliability issues which cause all 13/14 Gen problems.
Intel is going to use TSMC processes for the coming CPU.
3B is nothing in Fab business.
TSMC has Fab in Arizona. It does not make any different to make chips in TSMC Fab in the states except TSMC has a lot better processes.
I don't think you have much Intel stocks. You just want to talk about it for views I guess.
It is dying company. It is not worth time to talk about it.
Lol in the video I said I personally wouldn't own Intel ... do people just post comments and try to act smart 😔😔
@@JoseNajarroStocks Jose for president
Catching a drooping knife?
13:19 Intel is either dead money or a very, very big winner. - LOL which is it? It might rain or it might not.
not the same as" It might rain or it might not." dead money or very very big winner is like saying this could be a desert or a rainforest ... but if one doesnt understand the difference thats okay..
@@JoseNajarroStocks mainly pointing out that it's a worthless prediction.
@@LouisDuran depends on how you see the market, if you think its binary and only has 2 results.. but the market has various results, market like performer, high risk, low risk, income play, ... out of the various scenario I gave 2... that elimantes a lot of possibilities.
@@JoseNajarroStocks but you only gave two possible scenarios, without mentioning other scenarios.
Quallcomm takeover looking likely, buy buy buy