$Intel(INTC)$ Any concerns about dilution from government, $NVIDIA(NVDA)$ , and $Softbank Group Corp(SFTBY)$ investments? Or, is it already in the share price? I anticipate a strong quarter and excellent forward guidance, but dilution will negatively impact EPS. Thoughts?
Just the new factory business of $Intel(INTC)$ alone justifies a $100 share price... oh, and don't forget, $Intel(INTC)$ sells chips too with high profit margins.
Advanced-node fabs are the most scarce industrial asset on Earth. $Intel(INTC)$ is the only scalable Western alternative to TSM. Capable of sub-2nm production at volume. $Intel(INTC)$ is too strategic to discount.
$Intel(INTC)$ LBT, the tight-fisted one, stated "no blank checks," yet Fab 62 construction moves ahead. Solid backing for foundry customer commitments.
Comparing $Intel(INTC)$ 's $204 billion asset base with other chip giants reveals the specific 'heavy' nature of their business. It is expanding swiftly.
$Intel(INTC)$ Market catalysts emerge from tech expos and process node demonstrations. Earnings surprises could spark sector-wide momentum, with partnership developments drawing investor attention. Industry tremors detected near silicon frontiers.