$Intel(INTC.US)
To trap me, they released a bunch of positive news: space chips, new high in foundry yield, securing foundry orders from major manufacturers, CPU server price increases….
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News
- MSN · 26 minutes ago
AMD, Dell, Intel, Netflix, SpaceX, and more stocks that explain today’s market
- Movers Alert · 31 minutes ago
GPU/CPU stocks fall in premarket, ARM down 3%, Intel down 3%, Nvidia down 3%
- USHK News · 1 hour ago
Next week, there will be a concentrated release of earnings reports from technology stocks, including Google, Tesla, and Intel. In terms of economic data, China's LPR, the preliminary manufacturing PMI of the United States, and the Conference Board Leading Economic Index will also be announced successively
- Zhitong · 3 hours ago
U.S. stocks in storage, semiconductors, and optical communications continued to decline in pre-market trading, with Sandisk down over 6%, Micron, AMD, Marvell Tech, Lumentum, Corning, and Intel down over 4%; Netflix plummeted over 8% as its Q3 earnings guidance fell short of expectations, intensifying market concerns about its slowing growth
- Movers Alert · 3 hours ago
GPU/CPU Sector Falls Broadly in Overnight Session, MRVL Down Over 5%, DELL Down Nearly 5%
- Sina Finance · 4 hours ago
Wall Street is once again in turmoil, with chip and storage stocks plummeting in response
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View MoreBullish vs. Bearish — Last 3 Months
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$Intel(INTC.US)Let's do a rough calculation for everyone. Intel currently has an annual revenue of over $50 billion, and excluding the losses from its foundry business, profits exceed $10 billion. With the rise of agentic AI, Xeon series products are in short supply; it's worth noting that Xeon generates significantly higher margins than the client business. Considering the incremental impact of 18A, capacity adjustments, and price hikes, I expect Q4 server product revenue to reach over $8 billion. I estimate total CPU profits at $15-20 billion, so let's conservatively use $15 billion. Applying a conservative P/E multiple of 20x, the CPU business is valued at $300 billion. The foundry business has secured three major clients: Apple's iPhones and Macs, Google/MTK's packaging, and Musk's chip factory. TSMC, with its advanced processes, typically commands a 10x PB, while global foundries with lagging processes usually trade at 2-3x PB. Intel's 18A/14A are advanced processes, although profitability might still be a year away. Conservatively estimating at 3x PB, this segment is worth $300 billion. Thus, the combined conservative value of its CPU and foundry businesses is $600 billion. After cutting about 20%, we arrive at $500 billion, which corresponds to a stock price of $100.
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"Market Attendance Table"
I was originally a commoner, tilling the soil on campus, seeking only to preserve my studies amidst exams, with no desire for fame among my classmates. Upon graduation, I entered the workforce, bound by the nine-to-six routine, serving within the confines of a cubicle. Crowding onto the subway in the morning, returning to my rented room at dusk; though my salary was meager, it was enough to make ends meet; though the future seemed distant, ambition still burned within. Unexpectedly, I stumbled upon the stock market, where red and green lines danced, prices rising and falling unpredictably. At first, I heard tales of overnight riches, ten thousand turning into millions; then I saw experts in the group chat doubling their accounts with mere words. My heart yearned for this, believing the door to wealth lay within the candlestick charts; that life's shortcut was nothing more than buying and selling. Thus, I tightened my belt, taking all earnings since graduation and investing them in the market. Initially buying indices...
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