Energy efficiency is a key focus for Saimemory and $Intel(INTC)$  teams in AI and high performance computing.

$Intel(INTC)$  showing an 8x size chip means they've effectively 'broken' the size limit. They can build a chip almost 3x bigger than $NVIDIA(NVDA)$ 's best. IP secured.

This opens the door to a cascade of customers. Once $NVIDIA(NVDA)$  and $Apple(AAPL)$  move, $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Qualcomm(QCOM)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , $Tesla Motors(TSLA)$  become much more likely. Especially for entry-level chips, I/O dies, and packaging-only engagements.

There are a lot of good reviews for Panther Lake. This should lead to higher sales. Many reviewers are saying it's a game changer. Go $Intel(INTC)$ !

When people claim that $Intel(INTC)$  is 'overpriced', they often focus on forward PE, which can be misleading, and overlook Price to Sales and Book Value. These metrics indicate that $Intel(INTC)$  is significantly 'underpriced', without even factoring in intangible aspects such as national security.

$Intel(INTC)$  Buying on dips is really working for INTC. Lipbu is a practical CEO; he under-promises and over-delivers.

Post-earnings patterns are often misread. $Intel(INTC)$  Day one brings shock, day two sees digestion, day three marks reduced volatility. The drop reflected structural shifts, not hourly news updates. Price accelerated through low-volume zones before meeting historical support where institutional buyers emerged. This shifts holdings from emotional sellers to algorithmic buyers purchasing weakness per quantitative models. Retail investors frequently misconstrue that "not terrible" post-earnings results can still trigger declines, as stocks were priced for perfection. The initial move represents valuation reset rather than reward. Tactical capital finds defined-risk mean reversion opportunities here, while core positions require rechecking fun

Citic Securities upgrades $Intel(INTC)$  to Buy from Hold and adjusts the price target to $60.30 from $38.90.

$Intel(INTC)$  wins U.S. SHIELD contract to supply chips and advanced packaging under $151 billions.

$Intel(INTC)$ As expected, the greatest turnaround story will keep drawing more long-term investors to INTC. What do you reckon?

$Intel(INTC)$ Even tariffs can't stop this momentum. If it's confirmed out of the woods like $Advanced Micro Devices(AMD)$  or $NVIDIA(NVDA)$ , it could skyrocket to $200.

Tailwind #3: Margin expansion. To grasp why margins matter, picture $Intel(INTC)$  as a restaurant that stopped cooking and used delivery services. The food might be acceptable, the menu could be competitive, but now one pays the delivery service's margin atop ingredient costs. $Intel(INTC)$ 's flagship processors Lunar Lake and Arrow Lake are nearly entirely manufactured by TSM. $Intel(INTC)$  designs the chips, ships plans to Taiwan, pays $Taiwan Semiconductor Manufacturing(TSM)$ 's fabrication costs plus its margin, receives finished silicon, then competes on pricing with AMD. The issue is AMD also

$Intel(INTC)$  Restructuring benefits are the primary driver. Intel made significant workforce reductions. The company had 109,000 employees initially. Headcount is projected to reach about 75,000 by year-end. Total positions reduced amount to 35,500. Restructuring charges were front-loaded. Q2 2025 alone recorded US$1.9 billion in one-time costs, impacting GAAP EPS by negative US$0.45 per share. That figure unsettled the market. But a crucial point was overlooked: these costs are non-recurring while savings are permanent. Basic math shows Intel's average fully-loaded employee cost runs approximately US$150,000 annually. Reducing 35,500 positions implies potential annual savings of US$5.3 billion. Not all flows

$Intel(INTC)$  Fast money traders lack insight into INTC. It concerns IFS and CPUs for agentic AI.

$Intel(INTC)$ Any concerns about dilution from government, $NVIDIA(NVDA)$ , and $Softbank Group Corp(SFTBY)$  investments? Or, is it already in the share price? I anticipate a strong quarter and excellent forward guidance, but dilution will negatively impact EPS. Thoughts?

Just the new factory business of $Intel(INTC)$  alone justifies a $100 share price... oh, and don't forget, $Intel(INTC)$  sells chips too with high profit margins.

$Intel(INTC)$  The market is deep in red while I'm bright green! That should clue you in on the sentiment for this stock.

Advanced-node fabs are the most scarce industrial asset on Earth. $Intel(INTC)$  is the only scalable Western alternative to TSM. Capable of sub-2nm production at volume. $Intel(INTC)$  is too strategic to discount.

$Intel(INTC)$ LBT, the tight-fisted one, stated "no blank checks," yet Fab 62 construction moves ahead. Solid backing for foundry customer commitments.

Comparing $Intel(INTC)$ 's $204 billion asset base with other chip giants reveals the specific 'heavy' nature of their business. It is expanding swiftly.