$Intel(INTC)$ Bullish signal i

Bullish signal

intel has political support and shared jumped sharply recently president trump following a meeting with intel CEO

And strong product catalyst, At CES 2026, intel uneviled its next generation panther lake AI PC chips built on its advanced 18A process

A might tech milestone aimed to compete better with AMD/Nvidia

Momentum from product news - Industry and investors coverage suggests excitement around intel PC and AI chip push - contributing to recent share strength

Bearish signals

1. Competitive pressure

2. Mixed analyst views

3. Execution risk on new fabs and foundry business

4. Skepticism around fundamental

Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?

Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded. KeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. Intel is seen in an “expectations reset” phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intel’s Jan 22 earnings and AMD’s Feb 3 report. With AI server capacity tightening, can Intel’s turnaround narrative gain real traction? At a premium valuation, can AMD deliver enough upside surprises to justify $270?

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

Lord Tan
01-11 19:25
Lord Tan
I sold my house and car all in Intel at $45.50 tomorrow market open.

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":520374317515808,"tweetId":"520374317515808","gmtCreate":1768092780506,"gmtModify":1768099821717,"author":{"id":4229773280299552,"idStr":"4229773280299552","authorId":4229773280299552,"authorIdStr":"4229773280299552","name":"Mrakashkumar","avatar":"https://community-static.tradeup.com/news/eba7d7df995bc331e4db37a8b1dbaa77","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"38ac029cf2e14e59b595d9eb30708ca2","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":38ac029cf2e14e59b595d9eb30708ca2}&rnconfig={\"headerBarHidden\": true}","description":"Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded.\nKeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. \nIntel is seen in an “expectations reset” phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intel’s Jan 22 earnings and AMD’s Feb 3 report.\nWith AI server capacity tightening, can Intel’s turnaround narrative gain real traction?\nAt a premium valuation, can AMD deliver enough upside surprises to justify $270?","image":"https://community-static.tradeup.com/news/facd6fe2822093d3f99644e4f567e6e6"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>&nbsp;\nBullish&nbsp;signal&nbsp;\nintel has political support and shared jumped sharply recently president trump following a meeting with intel CEO\nAnd strong product catalyst, At CES 2026, intel uneviled its next generation panther lake AI PC chips built on its advanced 18A process\nA might tech milestone aimed to compete better with AMD/Nvidia\nMomentum from product news - Industry and investors coverage suggests excitement around intel PC and AI chip push - contributing to recent share strength&nbsp;\n \nBearish signals&nbsp;\n1. Competitive pressure&nbsp;\n2. Mixed analyst views\n3. Execution risk on new fabs and foundry business\n4. Skepticism around fundamental&nbsp;\n \n \n \n\n \n</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>&nbsp;\nBullish&nbsp;signal&nbsp;\nintel has political support and shared jumped sharply recently president trump following a meeting with intel CEO\nAnd strong product catalyst, At CES 2026, intel uneviled its next generation panther lake AI PC chips built on its advanced 18A process\nA might tech milestone aimed to compete better with AMD/Nvidia\nMomentum from product news - Industry and investors coverage suggests excitement around intel PC and AI chip push - contributing to recent share strength&nbsp;\n \nBearish signals&nbsp;\n1. Competitive pressure&nbsp;\n2. Mixed analyst views\n3. Execution risk on new fabs and foundry business\n4. Skepticism around fundamental&nbsp;\n \n \n \n\n \n</body></html>","text":"$Intel(INTC)$ Bullish signal intel has political support and shared jumped sharply recently president trump following a meeting with intel CEO And strong product catalyst, At CES 2026, intel uneviled its next generation panther lake AI PC chips built on its advanced 18A process A might tech milestone aimed to compete better with AMD/Nvidia Momentum from product news - Industry and investors coverage suggests excitement around intel PC and AI chip push - contributing to recent share strength Bearish signals 1. Competitive pressure 2. Mixed analyst views 3. Execution risk on new fabs and foundry business 4. Skepticism around fundamental","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/520374317515808","repostId":0,"isVote":1,"tweetType":1,"viewCount":321,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":544,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":520583469699720,"commentId":"520583469699720","gmtCreate":1768130759504,"gmtModify":1768130763561,"authorId":4109167805316160,"author":{"id":4109167805316160,"idStr":"4109167805316160","authorId":4109167805316160,"name":"Lord Tan","avatar":"https://community-static.tradeup.com/news/ebfae2e0b36cb1355364c5cb23866d87","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":"93.86%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":520374317515808,"objectIdStr":"520374317515808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I sold my house and car all in Intel at $45.50 tomorrow market open.","text":"I sold my house and car all in Intel at $45.50 tomorrow market open.","html":"I sold my house and car all in Intel at $45.50 tomorrow market open.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/520374317515808"}