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    At What Point Would You Buy Intel?

    Seems as if Intel is about to take another dive. CEO looking like he is on thin ice and we all know a few activist are keeping an eye on it. After 2 rounds of Chips Act funding the government is making this company seem like another too big to fail operation. I’d buy it at $10. I could see Berkshire jumping in to grab that grandma money

    At What Point Would You Buy Intel?
    byu/LoveMore123 inwallstreetbets



    Posted by LoveMore123

    View 40 Comments

    40 Comments

    3. BosSF82 on

      Now. What you mentioned with the CEO is bullish, hence why it popped last week. When it was around $19 it was basically valued at book value, so a great opportunity to buy, which I assume you missed.

    4. downboat on

      If there’s a soft landing and Intel starts showing profitability of the Foundry Model. I’ll be back in. HARD.

      I’ll do it for nana.

    7. Grilledcheesus96 on

      It is currently $22. It has a book value of $27. It has 1.5x its debt in free cash. I personally got in at $21. Anything under $25 is free money unless they are cooking the books.

      Assuming no fundamental changes and no cooked books, I’m loading the boat if it drops under $20. I am very comfortable with the risk vs reward at $25 though.

    9. HungryLikeTheVVolf on

      “Seems as if Intel is about to take another dive.”

      Why wouldn’t you just bet against it then if that is what you believe?

    12. Legend-Of-Crybaby on

      Right now. I even spent a few bucks laying around on a $25 call for this week for shits and giggles but it probably won’t rise for a few weeks or months probably.

      My larger call is already looking really nice (December, $30, I wish I targeted a sooner date in retrospect).

      I am fully expecting it to randomly blow up. The thing is it’s so freaking low right now it is not natural. And so the explosion in stock price is going to be fast.

      It could go down some more btw. But ultimately I believe within a few months it wlll hit $30.

      I also suspect that reddit might accidentally catalyze the stock rise. Because of Grandma everyone is looking at Intel rn. And I wouldn’t be surprised if half of WSB probably had puts which would encourage a squeeze from what I understand.

      And here’s another thing. It might become a meme stock if it squeezes enough in the coming months.

      I actually think the market makers might be futher incentivized to squeeze intel as well because they know reddit is looking at it.

      But again, I am not very good at this, just what I think.

    14. longgamma on

      I’ll just avoid it. It’s like IBM or Oracle. Senior management are all probably office politics experts with no talent.

    15. Collisionman_14 on

      I bought between $19-$21. This company is too big to fail.

      Taiwan semi is in trouble if china invades and if Donald wins 🤷‍♂️

    20. callmecrude on

      “Too big to fail” doesn’t mean what you think it does. GM was too big to fail. Shareholders still got wiped out.

      Until they turn the ship around there’s no price point that’s worth a buy. They burned $13B cash in the past 12 months and LOST market share and revenue during the biggest chip boom in history.

    21. Distinct-Race-2471 on

      I’m in now! The sell off is way overdone. Intel already explained they were on a 5 year journey with the 5N4Y.

      Did they bite off more than they could chew? Probably. But they are still making great progress and their new product lineup looks spectacular.

    22. promonalg on

      I think now is a good time especially if they do decide to spin off the chip fab which would allow them to shed the most capex part of the company

    23. Guinness on

      Intel’s 14900KS has a transistor density of 100M transistors per square millimeter. The 7950X has 171M per. The 9950X has roughly 200M per. Even Intel 4 is 123M per square mm.

      I use transistor density because the 10/75/3 nanometer label doesn’t mean anything. Gate pitch and metal pitch are both similar between TSMC and Intel.

      AMD currently uses way less power and generates less heat as well. They can fit 16 full performance cores in their desktop chips without doing P and E core bullshit. And while the 9000 series from AMD seems to be more about power savings and feature parity (AVX etc) with Intel, jury is still out on its performance. Still though, AMD is at LEAST two years ahead. They also don’t get bogged down by running their own lithography.

      “But if that’s the case why are both chips close in performance”

      Intel turned their chips into space heaters. They’re running their chips by default at the VERY edge of the envelope. Which I suspect is why the 13th and 14th generation have that big hardware failure scandal. Once their chip burns out, that’s it. And there’s no fixing it. They have updated microcode, but all you can do is dial back to not overload the part of the chip that is failing.

      There’s also things like branch prediction and whatnot, but this is supposed to be a rough summary for the idiots in WSB.

      Intel will eventually right the ship. But the spent over a decade fucking over consumers. It’s going to take some time for them to get better. And no way does the US government let Intel fail, or get acquired by a foreign entity etc.

      tl;dr 2-4 years?

    24. Local-Surprise-1930 on

      Intel is a long play and will not fail unless something catastrophic happens. This stock may see one year at this price, and you will never see it this low again.

    32. httmper on

      I’m buying now. Looking at it as a long hold game. Started buying at $25 and all the way down.

      If anything every happens with China/tawian, will make Intel very popular with US made chips

    33. Aggravating_Young397 on

      Personally, I hate the stock, but I do have to agree on this: the price isn’t bad now

    34. antnyb on

      Intc is becoming another zombie. They have no mote left and huge liabilities. Having most fabs in the US is the main cause of this. Everyone else does design in the US and fab overseas for a good reason. US subsidies for domestic fabs also benefits the other chip makers that are bringing some fab to the US. The free money is worth the low productivity that these fabs will inevitably have. Intel has no low cost high productivity fabs overseas.

      The US currently has what I call “the missing middle” in workforce. Here, there is either cutting edge scientific labor or low grade, low productivity, poorly educated labor. There is relatively very few educated middle labor to actually drive productivity and efficiency with boots on the factory floor. We are seeing this with all heritage domestic manufacturing. Look at the big 3. Look at Boeing. Look at intel. All doing poor and only surviving with US protectionism from overseas competition.

      The cause of this in the US is low birthrate, poor public education in low income areas, income inequality and poverty, poor access to healthcare, and lack of public health agenda for diet and exercise. Currently the government is massively overspending to make up for poor economic productivity. This cannot last.

    35. NorCalAthlete on

      Cisco dumped what, 90% and then never recovered? Inflation adjusted it still hasn’t.

      Intel has a ways to fall still I think

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