---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40161013.md"
description: "$Intel(INTC.US)Hindsight is 20/20. Back in January, when TSMC reported earnings, the conference call mentioned insufficient capacity. I should have gone all in on Intel then. But then I remembered something a big V influencer said, that Intel is a washed-up old-timer with no future. Looking back now, I've summed it up in one sentence: you can consider others' opinions, but you must never just follow the crowd. Ask yourself more often, is this objectively true? You can't blindly follow. In the future, I need to listen to more company conference calls, analyze scarcity, and trade based on that."
datetime: "2026-04-24T04:59:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40161013.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40161013.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40161013.md)
author: "[臻酿8号](https://longbridge.com/en/profiles/13288891.md)"
---

# $Intel(INTC.US)Hindsight is 20/20. Back in January…


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## Comments (4)

- **KUNER · 2026-04-24T06:04:02.000Z**: Intel is being hyped on expectations. Institutions have finished picking up shares at 18 bucks, and can push the price as high as they want. It can be allocated but not with a too large position. TSMC is different, it has the most solid and formidable moat and performance.
- **小乐乐挖呀挖呀挖 · 2026-04-24T05:33:39.000Z**: TSMC dares to go all in, do you dare, Intel?
- **其实呢77 · 2026-04-24T05:31:38.000Z · 👍 1**: Even if given another chance, you wouldn't dare to invest. If you had paid attention to last quarter's earnings report, you'd know it was a huge 15% loss, and it was still in the red. This quarter's earnings report is also a loss. The earlier positive news has already been realized, so it's just tha
- **Boyce_ · 2026-04-24T05:30:48.000Z**: Indeed, missed out on Intel