$Intel(INTC)$ HSBC's upgrade from hold to buy, with the price target nearly doubling from $50 to $95 just two days before earnings, says they're really expecting something huge from this report.
$Intel(INTC)$ Talking heads claimed the price drop was due to equipment purchases. But honestly, how is making more and faster chips a bad thing? So if Intel is buying more equipment, that must mean they're anticipating higher sales in the future. Of course, that might be too logical for analysts to grasp.
$Intel(INTC)$ Honestly, it looks like many people are starting to realize that the 18A process is viable, and moving to 14A should be a relatively straightforward step. The key is keeping the bean counters out of the executive offices. Intel has the technology, and customers are coming because they need onshore processing capability with the latest tech.
$Intel(INTC)$ Well, Intel is going to take SpaceX to the moon and beyond because they have a great bunch of people working for them and they have some smart people, and they’ve been in business for a long time. I know they haven’t succeeded a lot, but they are turning it around, and they’ve been turning it around for the last two or three years. So yeah, when the basic shoots off, Intel is going to shoot off too. I know Amazon just bought, but they’re way behind. Okay, God bless everybody.
$Intel(INTC)$ Intel is one of the best positioned stocks for the remainder of 2026 to benefit from AI and the fab business. It's considered to recuperate to over 100 within a few months. Just like MU, SNDK, STX, and WDC – eight months ago they were all trading in the $50-$60 range and are now all over $400 – Intel will join that group.
$Intel(INTC)$ The 19μm monopoly: Intel is the only foundry that can thin 300mm GaN wafers to this scale while maintaining 78V reliability. 3D power stacking: This allows Intel to "sandwich" power delivery inside the chip itself. It's a massive efficiency moat that TSMC—which still relies on separate power stages—won't be able to match for years.
$Intel(INTC)$ With a little research, you can see why LBT reversed his initial decision to cancel the glass substrate program. Intel's research developed a laser+etch method to drill the vias, which eliminates cracks. The Clearwater Forest chip is said to be the first to use glass substrates, announced at CES. This could become a key draw for Intel's fab services (reportedly it already is).
$Intel(INTC)$ To me, it seems Intel has informed Musk of the 18A yields, 18A-P rollout schedule, and 14A plans before he agreed to this. The future looks bright for Intel Manufacturing.
$Intel(INTC)$ Just think about this. Intel could triple from here just to be in line with the average price-to-book ratio of S&P 500 companies. I mean, we're not even talking about fundamentals, growth, or financials here... simply 3x just to match the *average* company. It's so undervalued it's not even funny.
$Intel(INTC)$ Interesting that the news of Intel Foundry joining TeraFab bumped INTC but slid Tesla. Also, SpaceX is set to IPO soon. INTC could skyrocket hopefully; the TeraFab collaboration is huge, likely pushing momentum for other Big Tech names like NVDIA, AMD, Apple, QCOM, Broadcom, etc., to jump on the IFS bandwagon.
$Intel(INTC)$ It was great to hear from lip bu at CSCO. I wish we could hear more, but on the other hand, I'd rather his time was spent working on the business. He is incredibly respected within the industry, and I couldn't be happier with him at the helm. He will get it done.