INTC
Intel Corp.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
Intel rose 4%+ alongside AMD and Marvell, reflecting broad AI chip strength.
Source: X / @aleabitoreddit ↗The author contrasts European capital preservation culture with growth investing, criticiz
The author groups INTC with other AI stocks and criticizes the celebration of its crash, implying a positive view on Intel's AI prospects.
Source: X / @aleabitoreddit ↗Analyst Kim Sunwoo recommends buying Samsung Electronics and SK Hynix, arguing that the ma
Intel's CEO is quoted stating 'no relief in memory supply or pricing until at least 2028', adding weight to the memory shortage thesis, but the article does not specifically recommend Intel stock.
Source: X / @aleabitoreddit ↗The author guesses the semiconductor market is near a bottom, citing potential indicators
The author suggests the semiconductor market, including Intel, is near a bottom based on a perceived market indicator.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
US admin pressures Apple to source from Intel; also CEO warns helium could hinder AI chip manufacturing.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author notes a broad sell-off across many sectors (photonics, space, software, crypto)
Intel is listed among large-cap semis that haven't crashed yet, suggesting resilience.
Source: X / @aleabitoreddit ↗An opinion piece by Gideon Lichfield argues that US tech needs to innovate due to supply-c
Intel is positioned as a potential beneficiary of reshoring, but the article is skeptical of government intervention; the signal is indirect and cautious.
Source: X / @elonmusk ↗Nancy Pelosi disclosed two large call option positions: $1-5 million in Intel March 2027 c
Purchase of $1-5 million in long-dated calls shows strong confidence in Intel's recovery or growth by early 2027.
Source: X / @aleabitoreddit ↗The author views recent drops in $MU, $INTC, $TSM as buying opportunities, dismissing sell
The author includes Intel as part of the same buying opportunity, citing unfounded bearish narratives.
Source: X / @aleabitoreddit ↗TSEM surges 10%+ today; the author regrets not making it a top position in March. Foundrie
The author notes that foundries like INTC have been performing well recently.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Everyone thought they couldn't compete with TSM at $115, but thesis proved correct.
Source: X / @aleabitoreddit ↗Trump announced an Intel and Apple partnership, causing INTC to rise 8%. Intel execs were
Stock rose 8% on Trump's partnership announcement, suggesting positive market reaction.
Source: X / @aleabitoreddit ↗A retail investor criticizes Bernstein's analyst report predicting a 50% crash in Kioxia,
The author mentions Bernstein's prior $36 price target on Intel was far too low given the current price of ~$118, undermining their credibility.
Source: X / @aleabitoreddit ↗The article discusses the impact of a new technology on the semiconductor industry, specif
Intel's traditional manufacturing process is threatened by a new technology that reduces costs and improves efficiency.
Source: X / @elonmusk ↗The author argues that investing in domestic champions like $AAOI and other US/EU semicond
Listed as critical to US supply chains and receiving subsidies for securing Western supply chains, implying bullish sentiment.
Source: X / @aleabitoreddit ↗The author finds Jabil (JBL) compelling at $38B due to its unappreciated 1.6T pluggable tr
JBL taking over Intel's pluggable lines suggests Intel may have lost a key business line in the transceiver space, but the impact is not fully detailed.
Source: X / @aleabitoreddit ↗The author reiterates that the US list of stocks including MRVL, ARM, and INTC is excellen
INTC is included in the same 'goated' list, reflecting the author's positive opinion.
Source: X / @aleabitoreddit ↗Timeline estimates for glass substrate adoption by major players, with first mover SKC Abs
Intel 2030 reports on glass substrate are uncertain, no strong conviction from author.
Source: X / @aleabitoreddit ↗Calls Micron "great"
Earlier in the same shout-out sequence (Intel → Dell → Micron); watch for follow-through.
Source: Benzinga ↗NVIDIA invests in INTC · $5B
Up 15% since NVIDIA's investment.
Source: CNBC ↗
