INTEL-T

$Intel(INTC.US)

nvidia CEO Jensen Huang said it best. Chips will continue to outstrip demand for the next 3 years. CEO Tan Lip Bu is planning for capacity ramp up but you can imagine that can take time.

Get in early and wait for the flowers to boom!

Intel is in talks with Taiwan’s AUO for advanced packaging aimed at CPO (co-packaged optics), due to AUO’s work on Micro LED technology, media report, a project that also uses glass substrates. The two may also work together on advanced packaging for high-density compute. $Intel(INTC.US) #AUO #semiconductors

Source: Dan Nystedt

$Intel(INTC.US)

Context: Intel was once the most dominant CPU maker. On Aug 2020, right before dot-com bubble, Intel market valuation stand at US$509 billion and it share was at US$74.88, the highest at that time. Andy Grove was the CEO from 1987 - 1998 and popularized the phrase "Only The Paranoid Survive". But a series of missteps like ignoring Apple request to build a mobile CPU for them citing that the mobile CPU margin is only US$12-15 versus PC CPU margin at US$225, did not have the foresight that GPU will be more usable than CPU and investing too little into it's fab and relying too much on contracted foundry and making them more successful than them, TSMC should thank Intel on this.

My trade: I am still buying on Intel because the above and Intel has woken and is now tirelessly addressing all the shortcomings.

Takeaway: If only Intel listens and follows Andy Grove's advice of being paranoid at all times then they won't have to lick their wound right now. $NVIDIA(NVDA.US)$Netflix(NFLX.US)

quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.

It's the last trading day of this hectic week, where we've seen low downs prior to FED's decision as well as the post rate hike's uptrend. Today could be another consolidating day as investors digest the mid to long term implications of the recent rate hike (and potentially 1 more rate hike this year).

Only during the day of interest hike, theres more downward movement, but the rebound after that is fast, so it offset the interest hike news and get rid of those weak hands.

$Intel(INTC.US)

POST for 21/9/26

1️⃣Am glad finally the stock slowly but surely rebounded. My last sold price seem high but not at the point of entry!

2️⃣Since day1 cos I liked Intel on every of my laptop so I traded its stock. Was a winner though only last few months it tumbled way below. Though I still have holdings after that I chosen not to add nor trim but keep holding instead. Only last session shown me my conviction with this stock may ended right.

3️⃣My outlook is still positive as last heard there will be partnership with $SK Hynix(SKHY.US)to make physical a foothold in 🇺🇸 ground is certainly a win win collaboration for both, though not yet materialized!

$Intel(INTC.US)

Typical market over reaction to the Fed hikes before realising its all priced in. Institutions wait for retail to sell the news and promptly bought up the sale.

The market wants certainty and the Fed provided that. So once the market had a rough idea of the way forward, they digested the information and realised that they could afford it. The end. 🤓