$Intel(INTC)$  The union rally caused Samsung fab's night shift production to drop by 58%, with workers demanding bonuses of up to $400,000. Updated figures show over 40,000 people attended the rally for better pay. This looks like good news for INTC. Apple is exploring diversifying its foundry options between Intel Foundry and Samsung Foundry. These disruptions spell trouble for Samsung Foundry and favor Intel Foundry.

$Intel(INTC)$ I believe Apple will choose to go with INTC, and Tesla could also benefit from deeper collaboration with Intel. These efforts would strengthen American technology, manufacturing, and jobs.

$Intel(INTC)$  Intel will hit a $1 trillion market cap when the stock reaches $200. Will that happen in 2026 or 2027? China is always a factor to consider.

$Intel(INTC)$  I think Intel is positioned to reach 200 by the end of the year. They're making a strong comeback.

$Intel(INTC)$ Seeing some selling pressure right now isn’t necessarily a bad thing. A lot of those sellers were likely to exit regardless, even if the price moved up a bit. Once they’re out, it could make room for new buyers to step in. That can help the stock advance and potentially test new highs with higher lows, though the direction is still not guaranteed. My own approach is to hold for the long term. A big part of that view stems from national security concerns—the idea pushed during the Trump administration that the U.S. needs its own chip supply chain rather than relying on others. That’s why companies like Intel remain important going forward.

Take a look at SMCI. We're seeing the exact same bearish playbook that was used against Intel a year ago — attacks on leadership (including the Asian CEO), negative sentiment, and constant noise trying to shake confidence. But the fundamentals tell a very different story. SMCI has strong revenue, growing demand, and numbers that are already in the same conversation as Intel, yet it sits at a ~$15B market cap versus Intel's ~$500B. If execution holds, this isn't a $15B company. It has a realistic path toward a $300B–$350B valuation. We've seen this movie before. $SanDisk Corp.(SNDK)$  was 2025. $SUPER MICRO COMPUTER INC(SMCI)$  and $Intel(INTC)$  ar

$Intel(INTC)$ Secretary of the Treasury Bessent just outlined Intel's US investment strategy and the reasoning behind it. Big kudos to Intel for being the US company working to strengthen the US chip supply chain, on the path to turning things around.

$Intel(INTC)$ Intel is still in the early stages of a durable, multi-year structural recovery.

$Intel(INTC)$ I'm seeing that 88% of the company is now held by institutional giants and high-conviction longs. They don't look like they'll sell until the price is above $150.

Google surged after hours on strong earnings. That could provide more tailwinds for $Intel(INTC)$ , since Intel is Google's CPU supplier. The overall momentum looks positive.

$Intel(INTC)$  Intel has been undervalued. Almost always after such a huge run-up, we see some sort of regression. But here, nothing proves it's worth 85. If LBT can execute what we believe he's capable of, we could reach 200 within 18 months. We'll see.

$Intel(INTC)$ Intel is now Wall Street's darling, whether you like it or not. Fabs will explode over the next few years. There's ridiculous demand for everything Intel—CPUs and manufacturing.

$Intel(INTC)$ INTC shares managing to rise even one day after a stellar upward validation reset speaks volumes about the innovative (and subscriptive) context at Intel. They're turning the put/call ratio of .91 closer to the full-on bullish ratio – "the train has left the station" and it won't be back anytime soon. Off we go, folks!

$Intel(INTC)$ Intel owns 88% of Mobileye. Mobileye is an important asset for both Intel and TeraFab, covering Supervision, Surround ADAS, and Humanoids. Mobileye's earnings last quarter were very good.

$Intel(INTC)$ I've been invested in Intel for over 6 years, betting that it can succeed and be great again. Now, they have leading-edge packaging and chips. Why in the world would anyone sell now after hearing all this good news? Go Intel, 2026 and 2027!

$Intel(INTC)$ Intel Foundry's latest video looks pretty awesome. To me, this feels like the beginning of some big wins. Go Intel 2026!

$Intel(INTC)$ For those saying Intel is priced for perfection right now, here’s my take. It has a $300B market cap that is working on the 1.4nm node, which is the leading edge globally. The high-end node business is a monopoly industry with only 2-3 players and huge barriers to entry. And of those three, Intel is the only one in the Western world. Intel has Jaguar Shores coming to compete in the GPU space. CPU prices have increased 30% and are still rising. Intel has the most advanced packaging on the planet, with glass substrates on the way. Partnerships with Amazon, Google, Microsoft, and Tesla. A small but growing ASICS division aiming to take some share from Broadcom. Mobileye for robotics and driver assist. And it’s working with SoftBank

$Intel(INTC)$ Analysts have quietly raised EPS and revenue estimates for next year. FY 2027 revenues went up from around $55 billions to around $59 billions, and EPS next year increased from $0.95 to $1.08. Today is pure manipulation and speculation. We all know forward earnings and revenues will be the best estimates, and Q2 and Q1 should come ahead of estimates. How many times have we seen this game tank Intel and make unsophisticated traders sell? If you're in Intel for the long term, I see this stock reaching $120 by the end of 2027.

$Intel(INTC)$  You know what I love about this board lately? All the old timers enjoying the 200+% recent gains have a lot less reason to nitpick with each other over nonsense. And that goes for me too! It's practically non-existent these days, am I wrong? Best of luck to all the longs for this epic resurgence to continue!

$Intel(INTC)$ My biggest question is this: what is Intel worth once their foundry yields are solid on 18a and 14a, and they become the leading process node? To me, a price between $100 and $150 doesn’t seem too rich at that point. We’ve seen from recent releases that they’re winning new business.