$INTC$  Intel has striked back...

$Intel(INTC)$  gogogo

it can under trumps reign

$Intel(INTC)$’s recent sharp dip is indeed a microcosm of the rapidly shifting competitive landscape in the semiconductor and technology sectors. However, context is key: the pullback came immediately after an extraordinary multi-week rally where Intel’s market cap surged by over $440 billion on optimism surrounding its AI server integrations and strategic partnerships (such as its collaboration with Nvidia on host CPUs). The recent drop highlights structural changes in the chip sector, pointing to distinct signals for the competitive landscape and outlining how strategic investors are positioning themselves for the next phase of this cycle. What the Intel Dip Signals About the Competitive Landscape The pullback in Intel, alongside broader semicon

$Intel(INTC)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. It will be interesting to see how far can this stock run up till before it drops like a falling knife. Do practice caution and consider taking profit on some of your positions now before the correction really hit. @Madluvyz - Specialist in combining FA and TA for options selling and swing trading.[Claw]  [666]  

Am I still bullish on tech and semiconductor sector? Oh yes. But is the valuation extremely elevated now? Does the PE and forward forecast warrant the current price levels? Some questions to ponder upon as u made yr next decision. 

If intel can deliver the Apple chips, it may be a potential anchor riding latching onto the demand of the apple ecosystem.

Intel Extends Record-Breaking Rally, as Gamma Squeeze Fuels Momentum $Intel(INTC)$   shares extended their record-breaking rally Monday after a series of positive news fueled the gamma squeeze that's sending the stock on its way toward $130. Last Friday, the Wall Street Journal reported that $Apple(AAPL)$   reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, after an earlier report from Bloomberg stated that the two companies have been in talks for a deal.  While the Apple partnership provides a fundamental spark, the speed of the recent move suggests a technical phenomen

Intel (INTC) – Best News Catalyst Why it's #2: Intel rallied +3.62% today driven by a significant news catalyst: a "preliminary agreement" with Apple to manufacture chips for Apple devices1. This is a major strategic win for Intel's foundry business. While its recent earnings show a negative EPS, this deal provides a strong narrative for future growth. Intel 129.44 4.52 +4.52(3.62%)

Apple (AAPL) – Most Stable & Profitable Why it's #3: While Apple's stock was slightly down (-0.13%) today, it is a defensive anchor in this list. It boasts the highest EPS TTM ($8.25) and a solid dividend yield (0.36%). Its involvement in the Intel news (as a partner)1 is a positive sign for supply chain stability. It offers stability alongside the momentum plays.

According to my research i guess The market is basically reacting to the idea that this partnership could be huge for both Intel and Apple. For Intel, this is more than just a deal — it’s proof that major companies might finally trust them again as a serious chip manufacturer. Investors have been waiting years for Intel to show they can compete again in advanced chip production, especially against companies like TSMC. If Apple is willing to work with them, that’s a big confidence boost. For Apple, it also makes sense strategically. Apple has relied heavily on TSMC for years, so partnering with Intel could help diversify their supply chain and reduce some geopolitical risk tied to Taiwan. Plus, the U.S. government has been pushing for more domestic chip manufacturing, so this fits into that

US market is crazy. Bubble is coming

Trust in Intel. More good news coming.

Good sum up on the important puzzle pieces and potential "undervalued" companies in the AI space. 

I think both will go up with more AI capex. The technology and use cases advance rapidly and all industries are FOMO and fear of being the laggard. AI promises productivity which means more output with less manpower. With agentic AI, more are looking to learning costly manpower or in industries where manpower is always a limit. In the short term, however, I think memory has a bigger upside. For years, many recognise CPU as being crucial but only recently that memory became talk of town and this creates awareness of demand being far greater than supply. This along with many rushing to buy the stocks create upward pressure. So I believe memory stocks will see the gains that CPU has 2-3 years ago. I think AMD’s fair value is probably another year 10-20% more as it is hard to have data centres

Yes, but only if Intel executes flawlessly. This is potentially transformational, but not automatically so. Why this matters: 1. Validation effect If Apple trusts Intel Foundry, every major chip designer will pay attention. Apple is arguably the hardest customer on process, yield, power efficiency, and supply reliability. Passing Apple’s bar is equivalent to a global seal of approval.  2. Intel becomes more than a CPU company The strategic shift is from: > x86 chipmaker → advanced manufacturing platform That puts Intel into competition with: Taiwan Semiconductor Manufacturing Company in foundry Samsung Electronics in manufacturing scale Nvidia / Advanced Micro Devices in ecosystem influence 3. Financial model improves massively Apple volume means: fab utilisation rises fixed costs

$Intel(INTC)$  been holding since 19$ and will be continuing holding it for long term ! The sky is the limit with INTC and hopefully more good and Bullish news to come 

$Intel(INTC)$   intel 150 pls

I'm on AMD's side for sustained upside better execution in AI GPUs/CPUs, higher growth visibility, and market share gains vs. Intel's recovery risks. Intel's rally is impressive but more valuation-sensitive. Watch margins and AI spend.