$Intel(INTC)$ What I find most interesting is how the stock used to move on headlines: Apple as a customer, Nvidia backing, government support, the Terafab deal, etc. The real takeaway from Lip-Bu's presentation is that revenue and earnings are happening now. To me, this is as exciting as any of the future deals. Q2 is going to beat on both top and bottom lines, and guidance will be raised significantly for next quarter, this year, and next year. After seeing earnings from Dell, HP, and their customers, people are going to regret not buying more Intel shares before (yes, before) they really take off. The run-up so far this year is just a preview.

$Intel(INTC)$ Intel's 6 chip manufacturing capacity is sold out for 2026. Earnings should be spectacular.

$Intel(INTC)$  HPE, DELL and SMCI stock prices are rising on server sales. Now, where do you think they'll get all those CPU chips to run on those boards? Seems like a no-brainer.

$Intel(INTC)$  Don't worry, the shorts keep harping on Intel's past. I think Intel is actually well-positioned for the agentic AI era.

$Intel(INTC)$ Those shorts just won't give up. Same routine, same people, same posts. When Apple confirms the deal, Intel will fly.

Easy does it: $Intel(INTC)$  could reach around $130-135 in the near term, then move toward $145-150 after that. Rome wasn't built in a day, but it was built every day.

$Intel(INTC)$  What's holding this stock back? It should be hitting new all-time highs. It looks ridiculously cheap based on forward growth rates compared to peers and its absolute market cap. I expect it to test $200 this year. If you consider a company with one business selling data center GPUs/CPUs and a second business that's a leading-edge fab for AI, its market cap would be far above where it stands today.

$Intel(INTC)$ As I've said many times, Intel's price still looks cheap if you factor in the foundry business.

$Intel(INTC)$ I see Intel as a national treasure, indispensable. TSMC/Taiwan will likely come under China's control eventually, it's only a matter of time. After that, there's no way for the USA, EU, and the West to manufacture advanced chips under the threat of potential sabotage, bugging, spying, etc. from China. US defense systems, nukes, carriers, jets, missiles, as well as AI chips, data center GPUs, CPUs, and more, cannot be produced under those conditions. To me, Intel appears to be the only viable option for the Western world regarding the approximately $2 trillion AI/data center chip market for the USA, EU, UK, Canada, and others. This also encompasses the ongoing cycle of replacing, redoing, and upgrading those chips.

$Intel(INTC)$ Some folks love to throw out FUD just to see what sticks. TSMC is building its first European fab, with production expected to start in 2027. The $10.1 billion facility is getting half its funding from the German government. TSMC will own 70% of it. The chips will target automotive and industrial uses with mature 28/22nm and 16/12nm tech. The fab will only run 40,000 wafer starts per month. This government-subsidized plant won't even compete with Intel. The small $2 billion IBM fab (also government-subsidized) is a foundry for quantum AI chips. It's significant for R&D but not for high-volume manufacturing. Why aren't the people calling Intel a government welfare company saying the same about TSMC or IBM? Intel's CapEx is ex

$Intel(INTC)$  I have a feeling $150 is coming sooner rather than later. Let's just hope there are no more wars.

$Intel(INTC)$ Apparently, Intel is going to sell a lot of CPUs. Nvidia buys all their CPUs for their stacks, and they want to build a laptop. But somebody has to make those CPUs, and it's going to be Intel.

$Intel(INTC)$ Agentic AI demand is accelerating per Nvidia's release. Expect Jensen to talk up the Intel partnership tonight on the call. Could open at new highs.

$Intel(INTC)$ Hey everyone, remember the adrenaline rush from hitting the historic $100 milestone. The next run to $200 looks like another thrilling marathon. I'm prepared for it. Let's see how far INTC can go this time.

$Intel(INTC)$  It looks like INTC, MU, and SNDK have bottomed after drifting at least 15% to 20% over 5 days. Intel is down 20% recently. Hope we move higher from here, but long term it's a $200 stock.

$Intel(INTC)$ In my view, the current selling pressure in Intel is driven more by overall market conditions than by online commentary or individual stock predictions. I've seen similar negative calls at much lower price points in the past, and the market ultimately didn't follow those claims. I don't attribute price movements to such posts. Ultimately, I believe each investor should decide for themselves whether to buy, hold, or sell based on their own judgment, as prices can move in both directions. Intel's fundamentals, in my opinion, appear to be strengthening.

$Intel(INTC)$  If IFS were a standalone startup, investors would be tripping over each other to buy its stock. It has the world’s most advanced manufacturing process and packaging, with interest and deals from all the majors—Apple, Nvidia, Intel itself, Tesla, Google, SpaceX, Microsoft, and others. Then add funding from SoftBank, Tesla, Nvidia, and even the US government. That alone adds up to a trillion-dollar company. Now, take Intel’s product business as a standalone company. It controls the lion’s share of the CPU market. Its CPUs are powering AI data centers where demand is skyrocketing. Revenue and earnings are growing in double digits in a market whose TAM is growing by more than 30% a year. It’s extremel

$Intel(INTC)$ I think the shorts are underestimating the Terafab and AAPL deal.

$Intel(INTC)$ Geopolitical tensions, like the Iran War and the high-stakes China summit, have tanked the markets, with the entire semiconductor sector taking a hit. We've seen similar situations before—the Ukraine/Russia conflict, Venezuela raid, trade war, and so on. But the stock market is resilient and will rebound. In fact, tensions between China and Taiwan could push Intel Foundry demand through the roof, as TSMC faces significant risk. Just keep building and resume the Ohio fab. You can't control the storm, but you can control yourself. Stay calm; every storm passes by.

$Intel(INTC)$ It looks like dip buyers rushed in as INTC recovered to $120 near closing. It might spike more after hours. Nice dip buying…