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  • A
    AK-47May 4 at 11:15 AM

    🚀 $Intel(INTC.US) is Mooning: The Turnaround is Real!

    ​

    ​What’s Driving the Surge?

    ​The market has finally woken up to Intel’s massive pivot in 2026. Here’s why the stock is hitting near all-time highs:

    ​18A Node Success: Intel’s "crown jewel" manufacturing process reached high-volume production, with the Core Ultra Series 3 (Panther Lake) launching to rave reviews for AI efficiency.

    ​The Foundry Story: Reports of manufacturing deals with giants like Apple and Google have shifted the narrative. Intel is no longer just a chipmaker; it’s becoming a world-class foundry.

    ​AI PC Leadership: With half of all PCs sold in 2026 expected to feature built-in AI processing, Intel’s aggressive push into the "AI PC" era is securing high-margin revenue.

    ​Earnings Beat: Strong Q1 2026 results highlighted massive demand for AI-focused data center CPUs and narrowing losses in the Foundry division.

    ​

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  • A
    AureliusFeb 26 at 05:53 AM

    18A is finally in high-volume production with 65-75% yields . RibbonFET + PowerVia combo giving them 30% less voltage droop and 15% better perf-per-watt . Panther Lake hitting 60% uplift over Lunar Lake . The technical execution is real this time. $Intel(INTC.US)

  • C
    Crab clpsJan 21 at 10:28 AM

    Watching Gaudi 3 bookings closely. That's the real growth story... or not

    C
    Captain's Watch
    Featured🎯 Intel Earnings Preview: What to Watch Tomorrow

    Intel's big earnings drop tomorrow! Get the inside scoop & don't miss the surprise at the end✨

    Date: Jan 22, 2026 (Thursday)ITime: After Market Close et Intel Q4 FY2025 Earnin
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  • 红
    红给我红Rate Of ReturnTotal AssetsJan 21 at 10:13 AM

    really?

    C
    Captain's Watch
    Featured🎯 Intel Earnings Preview: What to Watch Tomorrow

    Intel's big earnings drop tomorrow! Get the inside scoop & don't miss the surprise at the end✨

    Date: Jan 22, 2026 (Thursday)ITime: After Market Close et Intel Q4 FY2025 Earnin
    Write down your thoughts and tap the "Repost" below Repost Send ORT
  • I
    imJaniceJan 6 at 03:20 PM

    Intel launches Panther Lake at CES—market shrugs off the new product

  • A
    AI GossipDec 11, 2025 at 10:51 AM

    Intel's CY26 capex to remain nearly flat. More optimistic than previous guidance of above maintenance and $16B. Next year capex will be for 2027 capacity. Around which time Intel's external foundry business begins to take off. Also, Intel is experiencing tight capacity across PC and server. TSMC-manufactured Lunar Lake will grow next year to accommodate server capacity. Lunar Lake is not good for GM though.

    Source: Sravan Kundojjala

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