$Intel(INTC)$ Nasdaq futures are up 100 points. The trend remains the same, with Asian markets selling and the US market buying. Asian markets seem to be handing out free money.

If other companies in this sector are all running this hot, then $Intel(INTC)$  looks like a no-brainer to me.

$Intel(INTC)$ One word: 'DELL'! DELL's gains are INTC's gains! Read DELL's earnings release report. Not only have AI servers increased by almost 800% (with INTC and NVDA inside), but standard servers and workstations also increased by almost 200% (with INTC inside). Consumer PC increased by 18% (with INTC inside). Their next quarter is expected to be strong as well. I believe the customer that LBT referred to, asking to increase orders by 3X, is Dell. If you have money in DELL, that's positive. If you have money in INTC, $200 per share next year. I believe INTC will exceed Q2 performance.

$Intel(INTC)$ INTC is not GameStop. It's game on. CPU for all computing: edge, cloud, data center, agentic AI. Advanced foundry: latest ASML equipment, leading nodes, partnerships with major Mag 7 companies. ASIC design for custom development. ZAM, quantum computing: pushing the next wave of innovations.

$Intel(INTC)$ The Tesla/Terafab partnership is a transformational validation, with a multiyear engagement worth over $25B using the 14A node. I expect INTC to capture more foundry orders in the second half.

$Intel(INTC)$ Intel seems to have it all. Either already operational or nearing completion: US foundries, advanced processors (18A, !8A-P, 14A), AI accelerators, quantum chips, advanced memory, partners and customers with deep pockets, and Lip-Bu Tan.

$Intel(INTC)$ Intel is transforming the nature of its revenue. Looking at its recent performance, Intel's financial strategy is a deliberate pivot from “commodity unit sales” toward “essential infrastructure utility.” Its manufacturing, packaging, and security strategies are working to insulate its top and bottom lines. 1. Revenue Stability: The “Foundry” Insurance Policy By opening its fabs to external customers (like Microsoft), Intel has turned its biggest cost—fab maintenance—into a revenue generator. * The Moat: In the past, if Intel CPUs didn't sell, the factory sat idle and bled cash. Now, its factories are increasingly paid for by the Foundry business. * Financial Impact: Intel's Foundry revenue jumped 16% recently. This diversificati

$Intel(INTC)$  Nvidia captured the early AI market with its gaming/graphics chips (GPUs). Intel, using AI accelerators (18A, 18A-P, 14A), makes dedicated AI chips that can be customized in its US foundries, with no China/Taiwan concerns. The second half of 2026 looks very strong for Intel in terms of products and share price.

$Intel(INTC)$  INTC green, AMD and NVDA red. In my opinion, that says something big.

$Intel(INTC)$ Something power-hungry Intel will never have is a fanless high-performance CPU. Qualcomm designs and manufactures high-performance, AI-focused processors specifically for Windows laptops. Their flagship lineup is the Snapdragon X Series, which includes the Snapdragon X2 Elite, X2 Elite Extreme, and X2 Plus. These are built on ARM architecture designed to compete directly with Intel and Apple Silicon. Key highlights of Snapdragon laptop CPUs: - Exceptional battery life: Designed for high power efficiency, allowing for multi-day usage. - On-device AI: Includes powerful, industry-leading Neural Processing Units (NPUs). - Hardware availability: These chips power thin, fanless, and high-performance laptops.

$Intel(INTC)$ Think about this: Intel is set to reach high-volume manufacturing on 1.4nm in 2028 or 2029. After being stuck at 10nm for years, they've successfully closed the node gap that TSMC had built over two decades—a gap that TSMC largely got funded by their government. They were left for dead a year ago. If they can develop their foundry services arm, they might pull off one of the greatest turnarounds in history.

$Intel(INTC)$  Trump says Intel should have been the largest company on Earth. For once, I agree with him.

$Intel(INTC)$  Here's a hypothetical worst-case bearish scenario: Intel Foundry fails and shuts down. That leaves only a duopoly for advanced nodes: TSMC and Samsung. TSMC capacities are already over-constrained, coupled with persistent geopolitical concerns. Samsung offers an alternative foundry, but extended worker strikes and disruptions are wreaking havoc on its fab production. This uncertainty, instability, and near-monopoly pose serious risks to the entire world, not just the U.S. markets. Consumer electronics—laptops, phones, TVs, appliances, cars, etc.—would see prices skyrocket. Military and secret electronics, drones, fighter jets, submarines, radars, satellites, GPS-guided weapons, communications devi

$Intel(INTC)$ There's some tension in discussions about Taiwan. If things develop in that direction, I could see INTC going to the moon.

$Intel(INTC)$ Once Intel reports high 70% yields, there's no turning back—it will blow past 300+.

$Intel(INTC)$ Intel looks like it's preparing for another significant move.

$Intel(INTC)$ Dan Niles argues that Intel is “still undervalued.” He points out that despite the strong rally in semiconductor ETFs, Intel looks favorable on an enterprise value-to-sales basis compared to peers like AMD and Taiwan Semiconductor Manufacturing. He sees a massive AI opportunity for Intel that extends well beyond Nvidia's GPU boom.

$Intel(INTC)$  Bears better turn bullish soon, or things could get rough.

I think the next big and exciting contract for $Intel(INTC)$  within two months might not be from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , $Advanced Micro Devices(AMD)$ , $Amazon.com(AMZN)$ , or GOOG. It could be Anthropic instead. Let's wait and see.

$Intel(INTC)$  The union rally caused Samsung fab's night shift production to drop by 58%, with workers demanding bonuses of up to $400,000. Updated figures show over 40,000 people attended the rally for better pay. This looks like good news for INTC. Apple is exploring diversifying its foundry options between Intel Foundry and Samsung Foundry. These disruptions spell trouble for Samsung Foundry and favor Intel Foundry.