INTC
Intel Corp
stock NASDAQ

Market believes we shall NEVER take more share from Nvidia in AI dc that’s why.  🥲
Check out this guy’s (casper_wolf) post:
https://www.reddit.com/r/AMD_Stock/comments/1lf10d6/vera_rubin_vs_helios_in_2026/
“Intel literally made the worst decisions every year for that 10 years, got stuck on nodes 3 generations behind AMD, their stock essentially went nowhere for over 20 years, and they flat out stopped innovating.
Nvidia on the other hand is constantly predicting where the market is headed, out innovating, and out competing every year. You can see years where the AMD/INTC chart was essentially flat… but AMD/NVDA is a different story. AMD is simply not as competitive a company and they’ve only managed to beat a dying company. An example of how bad AMD’s foresight is… AMD was busy putting their eggs into the HPC basket. They’d been working for years toward that goal. They had nothing ready for AI. Nvidia meanwhile saw where things were going. They’re deeply tied to the research of academia and they constantly ask what those researchers need and they deliver it. Nvidia is nurturing so many of the right foundations. They’ll be the leading development of photonics (launching this year), robotics, and quantum (there’s already been CUDA Quantum for years now). Meanwhile AMD is still aiming to join the AI competition and create an answer to CUDA and their only other”innovation” is an x86 APU. They’re a distant 2nd place in an AI boom where only the best, used by the biggest frontier model developers at the biggest companies, takes it all.
So AMD has a lot to prove. They’re still fighting for what will be 2% market share by the end of the year (even less market share this year than last year because of how much the CaPex TAM grew this year). The numbers since Q4 last year imply Turin is making more money than instinct. It sounds like the big guys are more interested in seeing what the market is like when Mi400 launches. The company that made the biggest bet in AMD was META and it’s telling that META’s new Llama was so unimpressive compared to the competition, they decided to indefinitely delay it. Everyone in Silicon Valley knows this and it’s gonna form the impression of AMD instinct. It matters because either AMD is simply absorbing Intels old business OR they’re a serious AI competitor. So far they’re the better intel, not the better Nvidia.
I read that the big tech companies were considering Mi325 but then GB200 came out around the same time and they all went with that. Now GB300 is out… same thing (mi355 will probably end up getting small sampling orders) and Nvidia rumors are that they’re pulling forward everything. They have all the money in the world to do it, they can easily afford to simply always have better hardware and software than the competition, they can buy as much TSMC capacity as possible at all times during this boom. If you’re a trillion dollar company looking to develop frontier models, then nothing AMD has on the horizon will compete with what Nvidia is releasing, not mi400 or mi500 or anything.“

Fun fact for tommorrows OPEX..if you see a dramatic price spike or drop in the final hour of the day, that's likely the MMs closing their hedges. Typically the next Monday, the stock will reverse whatever that trend is as it was a false move.
I'll be watching INTC, NVDA and WMT because they came up as having pretty skewed open interest for the June 20 strikes

Intel literally made the worst decisions every year for that 10 years, got stuck on nodes 3 generations behind AMD, their stock essentially went nowhere for over 20 years, and they flat out stopped innovating.
Nvidia on the other hand is constantly predicting where the market is headed, out innovating, and out competing every year. You can see years where the AMD/INTC chart was essentially flat… but AMD/NVDA is a different story. AMD is simply not as competitive a company and they’ve only managed to beat a dying company. An example of how bad AMD’s foresight is… AMD was busy putting their eggs into the HPC basket. They’d been working for years toward that goal. They had nothing ready for AI. Nvidia meanwhile saw where things were going. They’re deeply tied to the research of academia and they constantly ask what those researchers need and they deliver it. Nvidia is nurturing so many of the right foundations. They’ll be the leading development of photonics (launching this year), robotics, and quantum (there’s already been CUDA Quantum for years now). Meanwhile AMD is still aiming to join the AI competition and create an answer to CUDA and their only other”innovation” is an x86 APU. They’re a distant 2nd place in an AI boom where only the best, used by the biggest frontier model developers at the biggest companies, takes it all.
So AMD has a lot to prove. They’re still fighting for what will be 2% market share by the end of the year (even less market share this year than last year because of how much the CaPex TAM grew this year). The numbers since Q4 last year imply Turin is making more money than instinct. It sounds like the big guys are more interested in seeing what the market is like when Mi400 launches. The company that made the biggest bet in AMD was META and it’s telling that META’s new Llama was so unimpressive compared to the competition, they decided to indefinitely delay it. Everyone in Silicon Valley knows this and it’s gonna form the impression of AMD instinct. It matters because either AMD is simply absorbing Intels old business OR they’re a serious AI competitor. So far they’re the better intel, not the better Nvidia.
I read that the big tech companies were considering Mi325 but then GB200 came out around the same time and they all went with that. Now GB300 is out… same thing (mi355 will probably end up getting small sampling orders) and Nvidia rumors are that they’re pulling forward everything. They have all the money in the world to do it, they can easily afford to simply always have better hardware and software than the competition, they can buy as much TSMC capacity as possible at all times during this boom. If you’re a trillion dollar company looking to develop frontier models, then nothing AMD has on the horizon will compete with what Nvidia is releasing, not mi400 or mi500 or anything.

Are INTC calls retarded?

If comparing the chart of AMD/INTC 10 years ago with AMD/NVDA today, it is pretty similar: in terms of revenue, market cap etc. and fortunately, the stock market is only look for future not past. I argue that AMD is a much more solid company than 10 years ago and has a better position against NVDA than against INTC 10 years ago. Just the market will have to see the numbers to believe in the trend .

INTC is the only thing making me money

YO GUESS WHO IS BACK! $CONL $GGLL & OUR BOI $INTC I PUCKERREED OUT AND SOLD MY CALLS ON CONL EARLY YIKES 200% TO 6060% @31 UGH $25,363 GUH

INTC, Intel has been at a crossroads for a while. Huge layoffs. But I still think as far as CPUs go, they are far ahead of AMD or ARM. Is this a buy the dip and hold for 30 years situation?

Could be the next INTC long term. Definitely won’t die, but unlikely to live up to the insane valuations it has reached

[Threshold (stockbuyvest.com)](https://stockbuyvest.com/index.php/en/markets/screeners/threshold)
$AMC $CVNA $GME $NVDA $INTC

AMD, INTC, NVDA all down. Will be interesting tomorrow.

If you invested $1000 in INTC 20 years ago, you’d be 20% down and 100% gey

NVDA now earns almost as much revenue per quarter as INTC does in one year.

INTC and NVDA would just tell the guy to fuck himself, AMD is trying to be the “nice guy”. Should’ve stonewalled him.

[INTC](https://www.onvista.de/aktien/Intel-Aktie-US4581401001) - Intel 📃@21.43$(+3,03% 🍗)

$INTC wie immer stabil 💪

Same. I also have leaps on INTC but a much smaller amount of money

Time for the INTC drop
Fucking pile of shit dirt stonk

Literally INTC puts free money

You likely made a fine call to exit and my notice is to kind of suggest others see this as a potential time to exit positions. The impact of layoffs will cut costs and potentially lead to some improved profitability. Further they are reshaping the senior teams and actually accomplishing some engineering hires. Still this may be akin to rearranging the deck chairs on the Titanic. One could invest money MANY other places for a better return than INTC, in my opinion. You should not have any remorse in exiting. My personal remorse is not exiting at 24ish then 22ish recently.