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2025-10-03
$Intel(INTC)$ 🍀🥮🧧Turns out my mooncake came with a surprise filling…not red bean, not yolk, but a $107B semiconductor heavyweight. $INTC showed up at the Mid-Autumn feast like the quiet guest with a 10-year comeback plan. 🥮✨ While the market feasts on momentum favourites, Intel sits in the corner quietly sharpening its edge. Revenue climbed from $38.8B in 2005 to $79B by 2021 before the downturn, but the strategic turnaround is taking shape. With AI manufacturing ambitions, a $8.9B policy boost from the U.S., and an undervalued base, the setup is less sugar rush, more slow-cooked conviction.
The CAGR may only be 1.6%, but this isn’t about nostalgia. It’s about retooling leadership in CPUs, data centres, and foundry services to meet the AI decade head-on. I’m positioned for the long game here.
Tagging a few Tiger friends to join in the mooncake 🥮 surprise stock flavour reveal… let’s see what you all get ✨
@SPACE ROCKET @nomadic_m @Hen Solo @Tui Jude @Cool Cat Winston @1PC 🍀
Mooncake Mystery Box-What Stock Flavor Will You Get? 🌕 🥮
This Mid-Autumn Festival, the mooncakes are special. No lotus, no egg yolk-inside are stocks like Tesla, Nvidia, and Apple! 🚀 🍏 Take a screenshot of the GIF and see which stock is your "mooncake flavor." Maybe you'll find your lucky stock for the season! ✨ 📈
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Tui Jude
    2025-10-04
    Tui Jude
    📊看到您强调收入弧线让我想起了十年前$AMD是如何扭转其故事的。如果英特尔保持自律，其在人工智能制造领域的定位和政策推动可能会造成同样的多年期拐点。
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      向周末氛围问好！☀️📊让收获和美好时光滚滚向前🍀🍀🍀
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      H Come Come P Come P Come Y Come T Come R Come D Come I Come N Come G Come A Come H Come A Come D Come！C°H°E°E°R°S°、B°C°🍀🍀🍀🍀
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      TJ，完全正确。$AMD的扭亏为盈是一个有用的类比。如果英特尔在代工方面保持纪律并利用人工智能需求，这种变化可能会让很多人感到惊讶。
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      谢谢你的时间，TJ，当想法联系在一起时，信念就会建立起来。
  • Cool Cat Winston
    2025-10-04
    Cool Cat Winston
    📡我喜欢你从月饼里拿出$INTC。当每个人都在追逐$NVDA狂热时，这里的长期游戏感觉被忽视了。如果执行到位，代工厂扩张加上政策顺风可能会悄然重塑格局。快乐的节日庆典🥮😻😻😻
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      向周末氛围问好！☀️📊让收获和美好时光滚滚向前🍀🍀🍀
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      CCW，正是我的想法。市场被明显的领导者分散了注意力，但如果执行一致，英特尔在政策推动下的代工推动可能会随着时间的推移悄然改变供应格局。
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      我很欣赏你对《特定常规武器公约》的关注，每次交流都越来越清晰。
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      H Come Come P Come P Come Y Come T Come R Come D Come I Come N Come G Come A Come H Come A Come D Come！C°H°E°E°R°S°、B°C°🍀🍀🍀🍀
  • Kiwi Tigress
    2025-10-04
    Kiwi Tigress

    Great article, would you like to share it?

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      Waving hello to the weekend vibes! ☀️📊 Let the gains and good times roll 🍀🍀🍀
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      H҉A҉P҉P҉Y҉ T҉R҉A҉D҉I҉N҉G҉ A҉H҉E҉A҉D҉! C҉H҉E҉E҉R҉S҉, B҉C҉ 🍀🍀🍀🍀
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      KT your support is like a strong trend, always moving in the right direction! 📈 Appreciate you sharing and cheering me on, means a lot! 🚀🍀🍀🍀
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      Thanks a lot for reposting this, it means the reach grows stronger with every share 🚀📈
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      Appreciate your engagement KT, stronger trends emerge from broader dialogue.
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