$Intel(INTC)$ They will be fine. It was never supposed to be a 100-plus stock at this point, but they will get there once the facility is built. After that, they basically have only one competitor.
$Intel(INTC)$ I'm really glad I bought into Intel. Owning the actual physical factories where the world's compute is forged is the definition of holding gold. Intel and Google are helping SpaceX build the new Internet and AI around our planet in space.
$Intel(INTC)$ LBT has laid out a few positive points on Intel's outlook. Data center growth is expected to continue through 2027 and 2028. Nova Lakes is positioned to compete against AMD in high-end desktop, with market share gains expected on price. The 18A-P launch with external customers is set for 2027, and 14A high-volume production is targeted for 2028. Packaging and custom ASIC are also gaining traction and should generate meaningful sales.
$Intel(INTC)$ It's at the 200MA now and has created 4 gaps on the way down. The down-move was exactly 4 weeks and -33%. Naturally, this should be a temporary bottom or very close to it. I'll probably add in about an hour.
$Intel(INTC)$ Elon does not know how to make chips. Assume a standard 5% royalty on TeraFab using 14A for wafer and packaging, that translates to $150bil incremental sales to Intel per year. The best part is zero capex. So how exactly does Intel not reach $500 a share?
$Intel(INTC)$ Don't forget, 90% of day traders lose money. Be patient, the next earnings report should be fine. Not sure what Wall Street thinks, but the business is blooming. I can only judge based on the business performance.
$Intel(INTC)$ Will be interesting to see if 110 holds as a key resistance level. If it breaks and market support is there, then 120 could come into play as well.