$Intel(INTC)$ Intel's getting

$Intel(INTC)$ Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from "catching up" to "competing at the top."

CES helps too. Visibility + confidence can move markets fast.

Intel Slumps on Weak Q1 Guidance: Opportunity or Trap?

Intel delivered a mixed Q4: revenue fell 4% YoY but beat estimates, EPS jumped 15% YoY, and Data Center & AI revenue rose 9% above expectations. Intel also completed a $5B equity sale to NVIDIA, and marked 18A as the first leading-edge node in mass production on U.S. soil. However, weak Q1 guidance on revenue, EPS, and gross margin sent shares down 11% after hours. Is Intel’s post-earnings selloff driven more by near-term execution issues or conservative guidance? If supply and yields improve after Q1, can 18A and future 14A customers re-anchor the turnaround story?

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Comments

Lord Tan
01-11
Lord Tan
I sold my house and car all in Intel at $45.50 tomorrow market open.
VivianChua
01-12
VivianChua
Nice 💚💚💚

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Visibility + confidence can move markets fast.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from \"catching up\" to \"competing at the top.\"\n \nCES helps too. Visibility + confidence can move markets fast.</body></html>","text":"$Intel(INTC)$ Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from \"catching up\" to \"competing at the top.\" CES helps too. 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