Semis are super volatile that trades by fear and hope rather than by fundamentals, so don't ever doubt how sentiments can change the price very quickly. Hell intel was trading at 48 just a few months back when essentially the same fundamental problems was around. The problem doesn't just arise out of thin air within 6 months. It has been around since 2 years ago or even more. It is absolutely pointless to discuss fundamentals when the stock price trading doesn't reflect that and honestly no one really knows what the fundamental price of something as complicated and complex as Intel is. Intel stock is a trading stock based on momentum it should not be in a fundamental top up basis portfolio.
I don’t know if this is insider knowledge but I do deliveries to a certain place Intel is. I’m somewhat tech savvy, I’ve seen some crazy shit in the works and talk to a designer there when I bring his weekly delivery. The other chip makers might be better as well, but technology in the next few years is going to blow peoples mind
The hardest punch for intel was that generations of AMD runs on the same socket. If Intel manages to go that route i would buy intel for a gaming pc again.
Intel remains the dominant semiconductor company in the U.S., with its CPUs continuing to lead the global market. Given its critical role in national security, Intel is unlikely to ever face bankruptcy. Selling Intel stock based on short-term financial concerns overlooks the company's long-term potential. The current losses Intel is experiencing are due to substantial investments in future technologies, positioning it for strong growth ahead. Unlike the speculative hype surrounding AI stocks, which may take 5 to 10 years to materialize-if at all-Intel's future prospects are far more solid. This is reminiscent of the metaverse, which was once touted as the next big thing but failed to deliver.
Nobody knows. But they don't have to beat. THis market should grow a lot in the next decade. There will be demand. I have opened a position in INTC after the drop to 20USD. Long term investment
I have also a position in Intel, but Google seems a better oportunity and i am thinking of swap my money to it , and lose money with intel. Probably the could, but i can invest in other options and then move to intel in two years
Intel had the pole position in the industry, took it for granted, and frittered it away. Now they are engaged in some highly complex activities to become a major player once again. The US has a strategic need to onshore advanced microchip production. Intel is engaged in building and starting highly complex chip production facilities. I haven't involved in the chip industry, but I have been involved in building and starting complex facilities and systems. Inevitably schedules have to be adjusted, things will go wrong, and expenses will rise. And just because until operates fabs and such, doesn't mean that they are going to understand how to build and start up new facilities. There's going to be downward pressure on until stock until these facilities come online. So I probably wouldn't own it for a year or so. But I will be looking to buy it down the line somewhere.
Same was said about Apple ..Microsoft ..Tesla…Amazon ..every single one of them lost 90 plus percent at one point.. I was told Microsoft was dead and pulled out ..holding till the end on her
Great video, love the honesty. Technically there is huge upside in Intel when they build a multi-processor mother board for PCs to compete with multiple Nvidia graphics cards in a server but the gamble is immense and you won't see the competition until they launch. Tech gambles are too unsighted and too affected by sector sentiment to make a rational decision. Oliver
What do you mean by a reversal is inevitable? I'm a novice at trading and investing but I feel like I know enough to be skeptical of saying anything is inevitable.... What about PayPal. I started "buying the dip" at $270 5 years ago and kept buying the dip all the way down to $180. I have $1500 invested at an average of $207 par share. Currently PayPal is $73 per share I remember 4-5 years ago when Intel was in the $40-$60 range everyone was saying it was under valued and had a Low PE and was a no brainer stock to buy. Its only went down ever since. There's many stories of companies that tank and never recover like IBM or SEARS
It is called framing. Op look at Intel stock past price and think this is the lowest and average is 35 bucks so it should revert back to average. This is how amateur got stock in value trap.
@@spideysense1847tbf there is no value in PayPal anymore because the alternatives to PayPal are just better. IBM failed because they outsourced everything that has value in a pc (Microsoft for OS, Intel for hardware). Intel actually has value and basically cannot die as it’s an existing competitor to amd CPU/gpu, and nvidia gpus. Plus they’re a competitor to TSMC manufacturing. Also, America is planning on funding a max of $20 billion on scaling intels manufacturing, and trust me, they won’t let that die. They NEED that. If intel died, TSMC would have a monopoly on manufacturing, and AMD would have a monopoly on CPUs. Companies know this and actively dont want that to happen, else they’ll get price gouged by another nvidia. Intel should’ve had a monopoly on hardware, but their previous ceo was a penny pincher. They had the tech to destroy AMD, but instead they kept releasing cpus that preformed slightly better. Now that their ceo was replaced, all the tech they had developed and bought out can be used finally. Plus, AMD is stagnating with their tech, and to a lesser extent nvidia. Intel rn is in a better position than amd was when they were first trying to compete with intel. They have the cards to win, they just haven’t played them. If I’m wrong, we will probably know by December.
They are going to be sued for everything after their last server CPU 13/14 gen failing and them knowing about. Customers will not risk them for a very long time. The problem is there is no reason any product will be trusted. Maybe buy when it's below 5.
@5:34 Intel has two manufacturing facilities in Leixlip, Ireland: Fab 34 Opened in September 2023, this facility is designed to produce Intel 3 and 4 technologies in high volume. It was the first time extreme ultraviolet lithography (EUV) was used in high-volume manufacturing in Europe. Construction on Fab 34 began in 2019 and cost €17 billion. In June 2024, Intel sold a 49% stake in a joint venture related to Fab 34 to Apollo Global Management for €10.1 billion. Fab 24 This facility produces Intel's 14-nanometer silicon microprocessors and is also preparing to support Intel Foundry customers.
Always buy in the worst year.....unless you are day trading....if you are long term....this could easily 2-3x in just a few years and thats just conservative
Not easily. Unfortunately for Intel it has no current edge in any of its markets, cpu, gpu, ai ect. It simply is a second class product compared to the likes of tsmc, amd and nvidia. It will take a monumental amount of effort and I honestly have doubts about the current ceo who over saw the technical malfunction of their cpus and the shady business fiasco of those cpus.
ASML are about the only company that makes the hardware that chip manufacturers use. This hardware is extremely costly and takes time to build. So it's likely Intel has bought new hardware to enable them to produce the same quality semiconductors the TSM make. I think their downfal, is they can't match Taiwan on labour costs. This lack of confidence in Intel could be a hell of a thing to claw back from. Trump may impose tarrifs on Taiwan and that may help Intel. It's a very risky buy. The sort of thing to take a small position on and not look at it for 3 years.
Exactly, the CEO is trying to turn the company around, unlike the new Starbucks CEO who is not required to move out of state and turnaround his sinking company. His $128 million dollar salary allows him to play golf... who needs hands-on leadership.
The stock will go lower. Liquidation value doesnt represent that a lot of their fabs run on technology that is more expensive than competitors. They are going to be getting wrecked for the next 5 years. We need them to not go bankrupt.
Gelsinger should have cut the dividend in 2021 to save money for the restructuring, he only cut the dividend now when they are so deeply in the red, he also fastened up capital spending with the worst timing possible. I expected him to be of more conservative, more of a show not tell kind of a CEO, yet he just talks talks talks without any meat in the interviews.
Intel brings in more money than AMD every year and valued less than half. With the layoffs they’ll bring in even more. I think Intel has one of the biggest upsides in history in the next few years.
My problem is that there is a difference between market crash and company crash. I think Intel will make a comeback but it will be an EXTREMELY slow one, because the consumer trust is completely gone. Hardly any money to be made in the upcoming years in my opnion. If you have a big wallet, really big, sure buy some, in the distance future you will be happy. For anyone else I wouldn't recommend buying because the risk is too big plus there is better money and FASTER money to be earned with other stocks.
