INTC
Intel Corp.
stock NASDAQ

Did some DD on $INTC by looking at a 5 year chart on google finance and decided 6/23 $33C would print.

Oh.. just go to r/stocks and you'll see tons of folks desperately ***wanting to believe*** that they arn't bag holding INTC.

INTC ex-dividend 6/1 get in for .88 a share 💸

More perplexing to me is people actually believe a word INTC says.

Love the unnecessary shade thrown at INTC to close the article lol

Risk on. Semis zooming 4% pre market. Even INTC pumping. And that one doesn't deserve to move up at all.
Makes no sense but whatever.
Still looking to trim once we hit SPY 430. With a signature on a debt ceiling bill, that will probably be this week tbh. Should be a good week. I hope some of you are holding calls.
Puts on HD. I talked my wife into cancelling that new patio set. When I called HD they said they couldn't cancel because the order was being processed. I told the person its not shipping for two weeks so they told me, "Oh we do have an option to cancel but its not guaranteed. But if it ships you can either refuse delivery or return to a store." 🤡
So they get to pay for shipping and I refuse it at delivery in two weeks. I told the person that made a lot of sense. We'll see if the cancel goes through.
Good morning. Good luck.

Drömportföljen.
Vad snittar du INTC, AMD och NVDA?

INTC still riding. Calls still calling :) Swinging INTC is good money

INTC

Would you have invested in AMD back in 2015? More or less the same reasoning (except way less potential growth for INTC since they a pretty huge company compared to AMD back then)

INTC redemption arc?

Where the eff is INTC? Lol

INTC. I'm an AMD fanboy, but I think INTC is the value play.

Funny you should say that.
iPhone 1 release date = June 2007.
Apple market cap = $106bn
Largest company @ mid 2007 = Exxon Mobil @ 472bn when oil was >$100 and spiking up
Microsoft was the largest tech company @ 281bn market cap.
The only 'tech' companies larger than AAPL was CSCO, INTC and IBM all trading in 100-200bn range.
So if you adjust the timescale, NVDA is in the same spot AAPL was when they released the iPhone 1.
In 2007, it was MSFT, IBM, CSCO, INTC then AAPL.
In 2023, it is AAPL, MSFT, GOOG, AMZN then NVDA.
MSFT - the largest company back then was 2.8 times larger than AAPL back then.
AAPL today is 2.8 times larger than NVDA now.
In 1983, the largest company was worth ~30bn.
In 2003, the largest company was worth ~300bn.
In 2023, the largest company is worth 2750bn.
In 2043, the largest company following the above trend, could be above 25000bn or 25tn

Technology companies
The FAANG stocks — Meta (formerly Facebook), Amazon, Apple, Netflix and Alphabet (Google) — is one of the most popular groups of blue chip stocks that dominated the tech sector in the past 15 years. Other tech blue chip companies include:
Microsoft (MSFT)
Intel (INTC)
AT&T (T)
International Business Machines (IBM)
Verizon (V)
Salesforce.Com (CRM)
Cisco Systems (CSCO)
Boeing (BA)
Oracle (ORCL)
Raytheon Technologies (RTX)
Taiwan Semiconductor (TSM)
Apple (AAPL)
Amazon (AMZN)
Netflix (NFLX)
Alphabet (GOOGL)
Banking and financial services
Companies in the financial sector make up a portion of the blue chip classification. These companies tend to have a history of providing large dividends and include the major banks and credit card companies, including:
American Express (AXP)
Bank of America (BAC)
Citigroup (C)
Goldman Sachs (GS)
JPMorgan Chase (JPM)
Mastercard (MA)
Visa (V)
Manufacturing
The products and brands that many Americans across generations have grown up knowing sustained growth and success, including:
3M (MMM)
Caterpillar (CAT)
Johnson & Johnson (JNJ)
Kraft Foods (KHC)
DuPont (DD)
General Electric (GE)
Coca-Cola (KO)
Merck (MKR)
Pepsi (PEP)
Pfizer (PFE)
Procter & Gamble (PG)
etc
https://www.finder.com/blue-chip-stocks

Look at the charts of AMD vs NVDA - they are moving together because of their involvement in AI. Chip companies that mention AI in their presentions jump 10% in value almost overnight. Right now the chip sector is the strongest in the market and AMD and NVDA are on the top of the momentum list. Anyone who has been short either of these stocks recently has lost a lot of money. Other chip stocks that are in a strong bull run: MU, AVGO, TSM. I am currently long both AMD and NVDA using a momentum trading system on auto. When these stocks run out of gas, my system will pull me out of them, but for now I remain long. INTC is lagging the pack.

Im in the tech industry and C3.ai isn't really a great company, and they are most definitely not at the forefront of AI. If a company pitches to you that AI is part of their core busines, there is a 99% chance they are just playing the part that investors want to hear. Given that C3 ai has pivoted to whatever FoTM software meme is hyped (carbon capture, IoT, low code, now AI) I really doubt this company is worth much in the long run.
The real public companies that have a nontrivial foothold in AI right now are MSFT, META, GOOG and chip stocks such as NVDA, AMD, TSMC, INTC.

>FYI the primary reason for poor iGPU performance is limited RAM bandwidth. Fast RAM = fast iGPU.

DDDR5 allows the AMD 7000 series CPUs to produce GTX1650 level performance with \~10% of the power consumption and zero extra cost. When DDR6 RAM becomes commercially available in \~2025 it will allow iGPU an order of magnitude faster than current versions with potentially Terabytes of VRAM.
Except the bottleneck in ML computing is ram latency. So by the time DDR6 becomes common it will still be hopelessly obsolete and far behind GPUs for training tasks.
>GPUs are actually very inefficient because they are generalist devices not well optimised for ML tasks (eg lack of 8 bit precision). Every major player is already building custom AI hardware for AI. TPU and ASIC offer 1-2 orders of magnitude better performance and lower power consumption than a GPU. FGPA allows any user to create an optimum ASIC design that can be modified for any purpose. Coincidentally AMD and INTC own the two largest FGPA manufacturers.
This is just plain false. ASICs are beholden to the same memory wall as GPUs and offer zero benefit in this area. ML ASICs have been commercially available for quite some time and they have gained little traction because their performance was not in fact better, and their ease of use was far worse.
Tell me which ASICs does tensorflow & pytorch support?
>Many of the 'new' orders are just replacements as part of the normal upgrade cycle. Most workstation and datcentre GPUs made before 2016 are being dumped due to approaching EOL, excess power consumption and poor software compatibility. For many professional tasks basic discrete cards (eg RTX 3050) or even integrated graphics are now good enough to replace older $5K+ workstation cards.
LOL for basic office computers sure, but absolutely not for data centers. Name the company you claim is replacing their discrete GPUs in datacenters with iGPUs.
Nvidia's datacenter revenue is literally going parabolic. "Just replacement cycle" my ass.
https://www.nextplatform.com/wp-content/uploads/2022/05/nvidia-q1-f2023-rev-income-cash.jpg

Buy SPY (or even VT). If AI is truly transformative, the increase in productivity will benefit most large companies. If not you keep up with the market.
Trying to pick individual winners at this stage is just degenerate gambling - the obvious "shovel" choices (ASML, TSM, NVDA, AMD) are already all pricing in a huge AI bull run. _Maybe_ AMZN or GOOG have some upside left in them, on the back of in-house hardware designs, cloud services, and DeepMind, but I wouldn't bet on it. INTC is fucked in the short term but they might turn it around with a hail mary product like AMD did with Zen. Again I would not bet on it.
At the other end of the spectrum, it's too early to pick from the AI-only companies like C3. Eventually ML systems will get super complex and probably proprietary, like cloud infrastructure did, and winners will emerge, but for now the technology is moving so fast there's no way to tell who will retain an advantage. Any large company or investor can put a team together with a couple million dollars and be less than a year or two behind.

Heading into earnings, there was a great unknown about whether or not the hype of AI was translating into any meaningful business growth for Nvidia. The ER revealed they are being absolutely swamped with real orders for their most expensive products. That's basically it.
AMD is known to be capable of producing similar products as Nvidia, so the assumption is they should be able to capture at least some of the demand that Nvidia can't meet. It also isn't lost on Wall Street investors that Nvidia has more than recovered its entire sell off and is making new highs, whereas AMD was still down significantly. Part of the rise could be an assumption that AMD will be tracing the trajectory that NVDA has.
Intel isn't regarded as able to make any meaningful contribution to the AI chip race at this time. It's regarded as an old, failed giant. There's belief that Intel might be able to recast itself and mount a competitive recovery, but that any such recovery will take years. As such, Wall Street isn't feel an urgency to buy INTC now, thinking that it can always be bought later, and still capture any potential recovery that might happen.
There. Right or wrong, that summarizes the prevailing sentiment around these three tickers.