$Intel(INTC)$ A bet in the past and hope it will continue to grow in the future. Despite a new competition from new CXMT and it expected to dominate the whole of China market going forward in the coming years. At least for the present, Intel will still keep growing maybe not too fast pace, but a slower pace. Looking at USD150 mark at end of year, I hope. : )
Modify on 2026-08-10 16:35
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- AmyMacaulay·08-10TOPCXMT owning all of China feels too simplified lol, did you price in local partnerships and geopolitics?1Report
- EricVaughan·08-10150 by year end is a stretch lol, but if gross margin holds I’d still stay bullish. Data center needs to stop bleeding first though1Report