To The Moon

$Intel(INTC)$  Intel has been undervalued. Almost always after such a huge run-up, we see some sort of regression. But here, nothing proves it's worth 85. If LBT can execute what we believe he's capable of, we could reach 200 within 18 months. We'll see.

$Intel(INTC)$ Intel is now Wall Street's darling, whether you like it or not. Fabs will explode over the next few years. There's ridiculous demand for everything Intel—CPUs and manufacturing.

$Intel(INTC)$ INTC shares managing to rise even one day after a stellar upward validation reset speaks volumes about the innovative (and subscriptive) context at Intel. They're turning the put/call ratio of .91 closer to the full-on bullish ratio – "the train has left the station" and it won't be back anytime soon. Off we go, folks!

$Intel(INTC)$ Intel owns 88% of Mobileye. Mobileye is an important asset for both Intel and TeraFab, covering Supervision, Surround ADAS, and Humanoids. Mobileye's earnings last quarter were very good.

$Intel(INTC)$ I've been invested in Intel for over 6 years, betting that it can succeed and be great again. Now, they have leading-edge packaging and chips. Why in the world would anyone sell now after hearing all this good news? Go Intel, 2026 and 2027!

$Intel(INTC)$ Intel Foundry's latest video looks pretty awesome. To me, this feels like the beginning of some big wins. Go Intel 2026!

$Intel(INTC)$ For those saying Intel is priced for perfection right now, here’s my take. It has a $300B market cap that is working on the 1.4nm node, which is the leading edge globally. The high-end node business is a monopoly industry with only 2-3 players and huge barriers to entry. And of those three, Intel is the only one in the Western world. Intel has Jaguar Shores coming to compete in the GPU space. CPU prices have increased 30% and are still rising. Intel has the most advanced packaging on the planet, with glass substrates on the way. Partnerships with Amazon, Google, Microsoft, and Tesla. A small but growing ASICS division aiming to take some share from Broadcom. Mobileye for robotics and driver assist. And it’s working with SoftBank

$Intel(INTC)$ Analysts have quietly raised EPS and revenue estimates for next year. FY 2027 revenues went up from around $55 billions to around $59 billions, and EPS next year increased from $0.95 to $1.08. Today is pure manipulation and speculation. We all know forward earnings and revenues will be the best estimates, and Q2 and Q1 should come ahead of estimates. How many times have we seen this game tank Intel and make unsophisticated traders sell? If you're in Intel for the long term, I see this stock reaching $120 by the end of 2027.

$Intel(INTC)$  You know what I love about this board lately? All the old timers enjoying the 200+% recent gains have a lot less reason to nitpick with each other over nonsense. And that goes for me too! It's practically non-existent these days, am I wrong? Best of luck to all the longs for this epic resurgence to continue!

$Intel(INTC)$ My biggest question is this: what is Intel worth once their foundry yields are solid on 18a and 14a, and they become the leading process node? To me, a price between $100 and $150 doesn’t seem too rich at that point. We’ve seen from recent releases that they’re winning new business.