• Tiger_commentsTiger_comments
      ·08-04 17:51

      Indexes Near Record Highs, Valuations in Melt-Up Territory: Is This Rally Still Worth Chasing?

      Wall Street has quickly moved from correction fears back to record-high excitement. On Monday, the Dow gained 1.32% to close at a record 53,178. The S&P 500 rose 1.48% to 7,600, while the Nasdaq climbed 2.13%. Falling oil prices and lower Treasury yields gave growth stocks another boost, while strong earnings brought capital back into technology and AI names. That leaves investors facing an uncomfortable question: Are earnings pulling the market higher, or is fear of missing out creating a high-valuation melt-up? Tonight may provide an important answer. $Advanced Micro Devices(AMD)$ and $Arista Networks(ANET)$ both report after the closing bell. AMD represents the computing layer of the AI buildout. Ar
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      Indexes Near Record Highs, Valuations in Melt-Up Territory: Is This Rally Still Worth Chasing?
    • IsleighIsleigh
      ·08-02 19:10

      Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.

      The uncomfortable truth first: Intel has now surged more than 300% from its 2025 low of $17.67, hit an all-time high of $142.32 in June, pulled back to the low $80s in July, and is now at $89 with this week's 11% move adding another leg. At every step of that run, the same debate has repeated. Is this a genuine foundry turnaround or a series of headline-driven pops on a business still losing money? Thursday's catalyst, the expansion of Intel's foundry toolchain for AI chip customers, is the latest entry in that debate. It is also one of the more substantive ones. Here is what actually happened. Intel expanded its purpose-built silicon business beyond networking and IPUs through the Fortinet Security Processor 6 collaboration. The company confirmed 18A-P has entered risk production on sched
      1.46K1
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      Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.
    • RJ CRJ C
      ·08-02 14:23
      I guess Intel have down side for a while
      174Comment
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    • MojoStellarMojoStellar
      ·08-01
      Top 5 Realized Winners ✅ GOOG 2,380 ✅ RYCEY: +$`2,060 ✅ MSFT: +`$923 ✅ U: +$`290 ✅ IBM Sep 2026 $225 Call: +$204 Another milestone reached. Grateful for disciplined execution and risk management. Every trade is a lesson. These happen to be my top five realized winners so far, totaling $`5,856.82 USD. Staying focused on consistency rather than chasing big wins. @CaptainTiger  @TigerWire  @TigerStars  @Daily_Discussion  @Tiger_comments  @TigerPM <
      2451
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    • Puts puts putsPuts puts puts
      ·08-01
      Intel’s surge reflects strong market demand for a viable TSMC alternative following the expansion of its foundry toolchain, but this initial rally is driven by sentiment rather than realized earnings. To turn this short-term rebound into a sustained run, Intel must prove it can convert this lowered design friction into binding, high-volume production orders for its advanced nodes (like 18A) and deliver competitive yield rates. Until these toolkits result in concrete tape-outs and high-margin customer wins on the balance sheet, expect the stock to face volatility as the market tests sell-side valuation limits.
      53Comment
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    • 4M654M65
      ·08-01

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      139Comment
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      Tiger BOSS Debit Card Epic Rewards
    • TigerOptionsTigerOptions
      ·07-28

      Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics

      $Intel(INTC)$’s second-quarter results demonstrated a meaningful operating recovery: revenue accelerated, gross margin improved and data-centre sales surged. However, the company is committing more capital to manufacturing before its foundry business has conclusively demonstrated that it can generate acceptable returns. Intel reported the results after the market closed on July 23 for the quarter ended June 27. Revenue increased 25% to $16.1 billion, representing the company’s strongest growth in more than 15 years. Non-GAAP earnings reached $0.42 per share, while operating cash flow improved to $7 billion. Intel’s official second-quarter release provides the results. The segment figures were encouraging. Client Computing
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      Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics
    • ZeeMoolaZeeMoola
      ·07-28
      $Intel(INTC)$ sell the good news, nothing new. Buy low sell high. To the moon with tiger and Intel
      439Comment
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    • SPOT_ONSPOT_ON
      ·07-28
      368Comment
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    • jerrytan93jerrytan93
      ·07-28
      Intel seems to be very strong however i find the growth is a bit too steep. When experienced steep growth, do expected a steep drop too. That's my 5cents anyway.  Still, it's very nice to hear that intel results are great hits,  i believe stay focus。will be able to gain confidence.
      439Comment
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    • LanceljxLanceljx
      ·07-27
      I would call Intel’s sell-off more of a valuation and execution reset than a disproof of the turnaround. Intel’s Q2 was genuinely strong: revenue reached about US$16.1 billion, up 25% YoY, adjusted EPS was US$0.42, and Q3 revenue guidance of US$15.8–16.8 billion comfortably exceeded the roughly US$15.1 billion consensus. AI-driven server demand and improving factory execution are therefore producing tangible results.  The problem is what investors must pay to get there. Intel raised 2026 capex to over US$20 billion, while the expensive 18A ramp remains a drag on margins. Investors are effectively saying: prove that higher spending eventually produces sustainably higher margins and profitable external foundry customers. The broader semiconductor sector also fell sharply on Friday amid
      705Comment
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    • KKLEEKKLEE
      ·07-27
      At first glance, it doesn't make sense. Intel delivers one of its best quarterly performances in years. Revenue beats expectations. Profitability improves. Management highlights progress in its turnaround efforts. Yet, instead of celebrating, investors send the stock tumbling nearly 8%. How can a company report good news and still lose billions in market value overnight? The answer lies in one of the most misunderstood concepts in investing: The stock market doesn't reward good companies. It rewards companies that perform better than expectations. The Market Is Forward Looking Many new investors believe stock prices move based on whether the latest results are "good" or "bad." Unfortunately, investing isn't that straightforward. Imagine you're watching your favourite football team. Winning
      1.26KComment
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    • PawsAndProfitsPawsAndProfits
      ·07-25
      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Market wrap up for this week. Strap in because next week will be even more interesting than this one. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 
      855Comment
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    • RickPANDARickPANDA
      ·07-25
      PCT: Should You Invest In INTC v1.0 : PCT = Pandas Coffee Talk. hether Intel Corporation (NASDAQ: INTC) is a good buy depends on your risk tolerance, as Wall Street analysts are currently split with a consensus "Hold" or "Neutral" rating. The stock trades near $100–$103, following a major recovery driven by stronger server demand and recent earnings beats. The Bull Case (Reasons to Buy) Stronger Earnings: Intel reported Q2 2026 revenue of $16.1 billion, beating expectations, with data center AI revenue climbing 59% year-over-year. Manufacturing Progress: Gross margins are showing improvement, hitting 41.8% in recent results. Analyst Targets: Some Wall Street firms have raised their price targets up to $121 or higher, pointing to positive turnaround momentum. The Bear Case (Risks to Conside
      699Comment
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    • PatmosPatmos
      ·07-25
      Intel will certainly have tremendous earnings report because of the demand for its GPU chips 
      686Comment
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    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·07-24

      ⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It

      🚨 Blowout Earnings, Yet the Stock Sinks? $Intel(INTC)$  Posted Its Strongest Revenue Growth in 15 Years, But Shares Reversed From a 4.5% Rally to Fall Over 4% as Short Sellers Took Control! 📉⚡ Intel delivered an impressive Q2 2026 earnings report, beating Wall Street's expectations on both revenue and profit. CEO Lip-Bu Tan described it as the company's strongest revenue growth in nearly 15 years. Yet the market reaction was the exact opposite of what many expected. After jumping as much as 4.5% in pre-market trading, Intel shares reversed sharply and fell more than 4% during Friday's session, handing short sellers millions of dollars in paper profits. 📊 Earnings Breakdown 1. Outstanding Q2 Results - Revenue: $16.13 billion, up 25%
      1.50KComment
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      ⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It
    • LanceljxLanceljx
      ·07-24
      Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations.  The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter.  The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou
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    • RagzRagz
      ·07-24
      The earnings report is encouraging, and it's rising again.  @Ai4Joy  @chuaster  @rj18  @yklee21620  @Evey77  @你的墙我来了  @Edwin野心大  @Quinlan Wong  @Ister  @Kostiantyn  
      407Comment
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    • Tiger_commentsTiger_comments
      ·07-24

      Mag 7 Loses Nearly $800 Billion: Is the Market Finally Charging AI for Its Spending?

      Last night’s selloff felt like more than a normal pullback. The Nasdaq fell 2.15%, while the VIX jumped more than 12% to 18.7. $Tesla(TSLA)$ plunged 14.53%, and $Alphabet(GOOGL)$ dropped 7.13%. By several market estimates, the Magnificent Seven lost close to $800 billion in market value in a single session. At the same time, Brent crude moved above $100 per barrel and Treasury yields climbed. Two pressures hit growth stocks together: AI return concerns and renewed inflation risk. A week ago, the market was still rewarding companies for spending more aggressively on AI. Now investors are asking a harder question: When will all that spending turn into profit and free cash flow? 1. The capex scare finally a
      12.72K15
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      Mag 7 Loses Nearly $800 Billion: Is the Market Finally Charging AI for Its Spending?
    • TigerOptionsTigerOptions
      ·07-24

      Why Intel’s Earnings Beat Is Encouraging

      but Its $11 Billion GAAP Loss Still Matters $Intel(INTC)$’s second-quarter report provided its strongest evidence yet that the turnaround is gaining commercial momentum. Revenue and adjusted earnings substantially exceeded expectations, while management issued an unusually strong third-quarter forecast. However, the difference between Intel’s adjusted performance and GAAP results shows that the recovery remains expensive. Revenue increased 25% year over year to $16.13 billion, compared with approximately $14.4 billion expected by analysts. Adjusted earnings reached $0.42 per share, double the consensus estimate. Intel forecast third-quarter revenue of $15.8 billion–$16.8 billion and adjusted earnings of $0.38 per share, also above expectations. Re
      1.33K1
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      Why Intel’s Earnings Beat Is Encouraging
    • Tiger_commentsTiger_comments
      ·08-04 17:51

      Indexes Near Record Highs, Valuations in Melt-Up Territory: Is This Rally Still Worth Chasing?

      Wall Street has quickly moved from correction fears back to record-high excitement. On Monday, the Dow gained 1.32% to close at a record 53,178. The S&P 500 rose 1.48% to 7,600, while the Nasdaq climbed 2.13%. Falling oil prices and lower Treasury yields gave growth stocks another boost, while strong earnings brought capital back into technology and AI names. That leaves investors facing an uncomfortable question: Are earnings pulling the market higher, or is fear of missing out creating a high-valuation melt-up? Tonight may provide an important answer. $Advanced Micro Devices(AMD)$ and $Arista Networks(ANET)$ both report after the closing bell. AMD represents the computing layer of the AI buildout. Ar
      7.78K1
      Report
      Indexes Near Record Highs, Valuations in Melt-Up Territory: Is This Rally Still Worth Chasing?
    • IsleighIsleigh
      ·08-02 19:10

      Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.

      The uncomfortable truth first: Intel has now surged more than 300% from its 2025 low of $17.67, hit an all-time high of $142.32 in June, pulled back to the low $80s in July, and is now at $89 with this week's 11% move adding another leg. At every step of that run, the same debate has repeated. Is this a genuine foundry turnaround or a series of headline-driven pops on a business still losing money? Thursday's catalyst, the expansion of Intel's foundry toolchain for AI chip customers, is the latest entry in that debate. It is also one of the more substantive ones. Here is what actually happened. Intel expanded its purpose-built silicon business beyond networking and IPUs through the Fortinet Security Processor 6 collaboration. The company confirmed 18A-P has entered risk production on sched
      1.46K1
      Report
      Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.
    • RJ CRJ C
      ·08-02 14:23
      I guess Intel have down side for a while
      174Comment
      Report
    • MojoStellarMojoStellar
      ·08-01
      Top 5 Realized Winners ✅ GOOG 2,380 ✅ RYCEY: +$`2,060 ✅ MSFT: +`$923 ✅ U: +$`290 ✅ IBM Sep 2026 $225 Call: +$204 Another milestone reached. Grateful for disciplined execution and risk management. Every trade is a lesson. These happen to be my top five realized winners so far, totaling $`5,856.82 USD. Staying focused on consistency rather than chasing big wins. @CaptainTiger  @TigerWire  @TigerStars  @Daily_Discussion  @Tiger_comments  @TigerPM <
      2451
      Report
    • Puts puts putsPuts puts puts
      ·08-01
      Intel’s surge reflects strong market demand for a viable TSMC alternative following the expansion of its foundry toolchain, but this initial rally is driven by sentiment rather than realized earnings. To turn this short-term rebound into a sustained run, Intel must prove it can convert this lowered design friction into binding, high-volume production orders for its advanced nodes (like 18A) and deliver competitive yield rates. Until these toolkits result in concrete tape-outs and high-margin customer wins on the balance sheet, expect the stock to face volatility as the market tests sell-side valuation limits.
      53Comment
      Report
    • 4M654M65
      ·08-01

      Tiger BOSS Debit Card Epic Rewards

      Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
      139Comment
      Report
      Tiger BOSS Debit Card Epic Rewards
    • JC888JC888
      ·07-23

      INTC Q2 Earnings Con'td To Beat Wall St ?

      Wall Street just delivered another vote of confidence for $Intel(INTC)$ ahead of one of the company's biggest catalysts of the year. Susquehanna recently raised its price target on INTC stock to $115 from $80 while maintaining a "Hold" rating. The firm is arguing that INTC’s Q2 2026 earnings are shaping up better than previously expected. The firm's channel checks point to (a) stronger server CPU demand and (b) healthier PC builds than anticipated, giving investors fresh optimism just days before INTC reports earnings on Thu, 23 Jul 2026. Upgrade comes after a volatile stretch for the semiconductor giant. INTC have pulled back sharply from its June 2026’s highs as investors decided to locked in profits across AI-related chip stocks.  Big ques
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      INTC Q2 Earnings Con'td To Beat Wall St ?
    • TigerOptionsTigerOptions
      ·07-28

      Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics

      $Intel(INTC)$’s second-quarter results demonstrated a meaningful operating recovery: revenue accelerated, gross margin improved and data-centre sales surged. However, the company is committing more capital to manufacturing before its foundry business has conclusively demonstrated that it can generate acceptable returns. Intel reported the results after the market closed on July 23 for the quarter ended June 27. Revenue increased 25% to $16.1 billion, representing the company’s strongest growth in more than 15 years. Non-GAAP earnings reached $0.42 per share, while operating cash flow improved to $7 billion. Intel’s official second-quarter release provides the results. The segment figures were encouraging. Client Computing
      7591
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      Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics
    • KKLEEKKLEE
      ·07-27
      At first glance, it doesn't make sense. Intel delivers one of its best quarterly performances in years. Revenue beats expectations. Profitability improves. Management highlights progress in its turnaround efforts. Yet, instead of celebrating, investors send the stock tumbling nearly 8%. How can a company report good news and still lose billions in market value overnight? The answer lies in one of the most misunderstood concepts in investing: The stock market doesn't reward good companies. It rewards companies that perform better than expectations. The Market Is Forward Looking Many new investors believe stock prices move based on whether the latest results are "good" or "bad." Unfortunately, investing isn't that straightforward. Imagine you're watching your favourite football team. Winning
      1.26KComment
      Report
    • Tiger_commentsTiger_comments
      ·07-24

      Mag 7 Loses Nearly $800 Billion: Is the Market Finally Charging AI for Its Spending?

      Last night’s selloff felt like more than a normal pullback. The Nasdaq fell 2.15%, while the VIX jumped more than 12% to 18.7. $Tesla(TSLA)$ plunged 14.53%, and $Alphabet(GOOGL)$ dropped 7.13%. By several market estimates, the Magnificent Seven lost close to $800 billion in market value in a single session. At the same time, Brent crude moved above $100 per barrel and Treasury yields climbed. Two pressures hit growth stocks together: AI return concerns and renewed inflation risk. A week ago, the market was still rewarding companies for spending more aggressively on AI. Now investors are asking a harder question: When will all that spending turn into profit and free cash flow? 1. The capex scare finally a
      12.72K15
      Report
      Mag 7 Loses Nearly $800 Billion: Is the Market Finally Charging AI for Its Spending?
    • TigerOptionsTigerOptions
      ·07-24

      Why Intel’s Earnings Beat Is Encouraging

      but Its $11 Billion GAAP Loss Still Matters $Intel(INTC)$’s second-quarter report provided its strongest evidence yet that the turnaround is gaining commercial momentum. Revenue and adjusted earnings substantially exceeded expectations, while management issued an unusually strong third-quarter forecast. However, the difference between Intel’s adjusted performance and GAAP results shows that the recovery remains expensive. Revenue increased 25% year over year to $16.13 billion, compared with approximately $14.4 billion expected by analysts. Adjusted earnings reached $0.42 per share, double the consensus estimate. Intel forecast third-quarter revenue of $15.8 billion–$16.8 billion and adjusted earnings of $0.38 per share, also above expectations. Re
      1.33K1
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      Why Intel’s Earnings Beat Is Encouraging
    • JC888JC888
      ·07-17

      INTC : Q2 Earnings is Proof of Return ?

      Just For The Record. $Intel(INTC)$ has undergone one of the most stunning & remarkable market re-ratings in recent technology history, staging a powerful turnaround after years of testing investor patience. The company’s trajectory pivoted significantly following the leadership transition to CEO Lip-Bu Tan on 12 Mar 2025. In a relatively short span of 2 years, he has single-handedly: Re-instilled operational discipline. Forged high-profile partnerships. Renewed focus on foundational hardware architecture. The definitive proof of this distance covered rests in the equity's dramatic price action. Off a multi-year low of $18.96, the stock engineered a monumental one-year surge of +367.32% to peaks as high as $142.35. (see above) While the stock r
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      INTC : Q2 Earnings is Proof of Return ?
    • IsleighIsleigh
      ·07-23

      Intel Reports Tonight: Up 278% YTD, First Named Foundry Customer, and a 15% Options Move. This Is a Binary.

      The setup going into tonight is more loaded than any Intel earnings in recent memory, and not just because the stock is up 278% year to date. Two days ago Intel landed its first publicly named external foundry customer under CEO Lip-Bu Tan, Fortinet's SP6 security chip on Intel 4 process, and the stock surged 8.64%. It is now sitting at $102 to $105, down 2.68% today as the market takes profits ahead of the print. Options traders are pricing a 13 to 15% move in either direction. That is the 94th percentile of implied volatility over the past year. The market is treating this as a genuine binary, and it is right to do so. The reason is simple. Intel's transformation under Lip-Bu Tan is either real and beginning to compound, or it is still a restructuring story without foundry economics to b
      776Comment
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      Intel Reports Tonight: Up 278% YTD, First Named Foundry Customer, and a 15% Options Move. This Is a Binary.
    • LanceljxLanceljx
      ·07-24
      Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations.  The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter.  The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou
      4.39K1
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    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·07-24

      ⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It

      🚨 Blowout Earnings, Yet the Stock Sinks? $Intel(INTC)$  Posted Its Strongest Revenue Growth in 15 Years, But Shares Reversed From a 4.5% Rally to Fall Over 4% as Short Sellers Took Control! 📉⚡ Intel delivered an impressive Q2 2026 earnings report, beating Wall Street's expectations on both revenue and profit. CEO Lip-Bu Tan described it as the company's strongest revenue growth in nearly 15 years. Yet the market reaction was the exact opposite of what many expected. After jumping as much as 4.5% in pre-market trading, Intel shares reversed sharply and fell more than 4% during Friday's session, handing short sellers millions of dollars in paper profits. 📊 Earnings Breakdown 1. Outstanding Q2 Results - Revenue: $16.13 billion, up 25%
      1.50KComment
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      ⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It
    • nerdbull1669nerdbull1669
      ·07-14

      Intel Turnaround: Balancing Long-Term Foundry Promise Against Short-Term Growing Pains

      $Intel(INTC)$ has transformed from a forgotten legacy giant into one of the wildest market stories. After staging an unbelievable rally from its 2025 lows near $19 to a June peak of $142, the stock has suddenly slammed into a wall, dropping over 25% into the low $100s. This sudden reversal boils down to two distinct forces hitting the stock simultaneously: a macro-level sector cooling and painful company-specific execution realities. 1. What Broke the Momentum? The narrative hasn't completely died, but it has officially collided with hard data. The pullback was triggered by a painful cocktail of events: The 18A Profitability Delay: The core of Intel's long-term thesis relies on its next-generation 18A manufacturing process. Reports surfaced indica
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      Intel Turnaround: Balancing Long-Term Foundry Promise Against Short-Term Growing Pains
    • LanceljxLanceljx
      ·07-27
      I would call Intel’s sell-off more of a valuation and execution reset than a disproof of the turnaround. Intel’s Q2 was genuinely strong: revenue reached about US$16.1 billion, up 25% YoY, adjusted EPS was US$0.42, and Q3 revenue guidance of US$15.8–16.8 billion comfortably exceeded the roughly US$15.1 billion consensus. AI-driven server demand and improving factory execution are therefore producing tangible results.  The problem is what investors must pay to get there. Intel raised 2026 capex to over US$20 billion, while the expensive 18A ramp remains a drag on margins. Investors are effectively saying: prove that higher spending eventually produces sustainably higher margins and profitable external foundry customers. The broader semiconductor sector also fell sharply on Friday amid
      705Comment
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    • EclipseTR_AnalystEclipseTR_Analyst
      ·07-08

      The Intel Turnaround in July 2026: Structural AI Imperatives, Foundry Viability, and Investment Strategy

      Intel Stock Is Declining During the trading session on July 7, 2026, Intel Corporation (INTC) experienced a severe single-day valuation collapse, plummeting 9.66% to close below the $111 threshold at $110.32. This sharp correction extended a brutal 21% decline over seven trading sessions from its late-June high of $140.05, forcing the stock below its 5-day, 10-day, 20-day, and 30-day moving averages and testing key support near the 200-day exponential moving average at $108.66. This dramatic reversal occurred in tandem with a high-volume, global retreat across the semiconductor sector, which was triggered by mixed preliminary second-quarter revenue from Samsung Electronics, a second "DeepSeek shock" highlighting custom-silicon risks, and persistent macroeconomic anxieties arising from Midd
      1.86KComment
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      The Intel Turnaround in July 2026: Structural AI Imperatives, Foundry Viability, and Investment Strategy
    • RickPANDARickPANDA
      ·07-25
      PCT: Should You Invest In INTC v1.0 : PCT = Pandas Coffee Talk. hether Intel Corporation (NASDAQ: INTC) is a good buy depends on your risk tolerance, as Wall Street analysts are currently split with a consensus "Hold" or "Neutral" rating. The stock trades near $100–$103, following a major recovery driven by stronger server demand and recent earnings beats. The Bull Case (Reasons to Buy) Stronger Earnings: Intel reported Q2 2026 revenue of $16.1 billion, beating expectations, with data center AI revenue climbing 59% year-over-year. Manufacturing Progress: Gross margins are showing improvement, hitting 41.8% in recent results. Analyst Targets: Some Wall Street firms have raised their price targets up to $121 or higher, pointing to positive turnaround momentum. The Bear Case (Risks to Conside
      699Comment
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    • Trend_RadarTrend_Radar
      ·07-15

      $INTC Chip Recovery Gains Strength After 4.5% Rally

      $Intel(INTC)$ $Intel Corp.(INTC) Rebounds +4.50%: Chip Giant Shakes Off Weakness, Eyes $110 Pivot 💹 Latest Close Data Closed at $107.76 (USD) on 2026-07-15, up +4.50% from previous close. The price is still ~$34.59 (24.3%) below its 52-week high of $142.35. 🚀 Core Market Drivers As part of the "Old Guard Seven Knights," INTC continues to ride the wave of AI infrastructure expansion, benefiting from renewed CPU demand in the Agent era. The broader semiconductor sector saw active trading, with peers like Hua Hong Hongli hitting record highs, providing positive sentiment spillover. 📊 Technical Analysis Volume was solid at 91.13M shares (Volume Ratio: 0.88). The latest RSI(6) at 36.25 has bounced from oversold territory (<30), indic
      1.58KComment
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      $INTC Chip Recovery Gains Strength After 4.5% Rally