To The Moon

$Intel(INTC)$ What I find most interesting is how the stock used to move on headlines: Apple as a customer, Nvidia backing, government support, the Terafab deal, etc. The real takeaway from Lip-Bu's presentation is that revenue and earnings are happening now. To me, this is as exciting as any of the future deals. Q2 is going to beat on both top and bottom lines, and guidance will be raised significantly for next quarter, this year, and next year. After seeing earnings from Dell, HP, and their customers, people are going to regret not buying more Intel shares before (yes, before) they really take off. The run-up so far this year is just a preview.

$Intel(INTC)$ Intel's 6 chip manufacturing capacity is sold out for 2026. Earnings should be spectacular.

$Intel(INTC)$  HPE, DELL and SMCI stock prices are rising on server sales. Now, where do you think they'll get all those CPU chips to run on those boards? Seems like a no-brainer.

$Intel(INTC)$  Don't worry, the shorts keep harping on Intel's past. I think Intel is actually well-positioned for the agentic AI era.

$Intel(INTC)$ Those shorts just won't give up. Same routine, same people, same posts. When Apple confirms the deal, Intel will fly.

Easy does it: $Intel(INTC)$  could reach around $130-135 in the near term, then move toward $145-150 after that. Rome wasn't built in a day, but it was built every day.

$Intel(INTC)$  What's holding this stock back? It should be hitting new all-time highs. It looks ridiculously cheap based on forward growth rates compared to peers and its absolute market cap. I expect it to test $200 this year. If you consider a company with one business selling data center GPUs/CPUs and a second business that's a leading-edge fab for AI, its market cap would be far above where it stands today.

$Intel(INTC)$ As I've said many times, Intel's price still looks cheap if you factor in the foundry business.

$Intel(INTC)$ I see Intel as a national treasure, indispensable. TSMC/Taiwan will likely come under China's control eventually, it's only a matter of time. After that, there's no way for the USA, EU, and the West to manufacture advanced chips under the threat of potential sabotage, bugging, spying, etc. from China. US defense systems, nukes, carriers, jets, missiles, as well as AI chips, data center GPUs, CPUs, and more, cannot be produced under those conditions. To me, Intel appears to be the only viable option for the Western world regarding the approximately $2 trillion AI/data center chip market for the USA, EU, UK, Canada, and others. This also encompasses the ongoing cycle of replacing, redoing, and upgrading those chips.

$Intel(INTC)$ Some folks love to throw out FUD just to see what sticks. TSMC is building its first European fab, with production expected to start in 2027. The $10.1 billion facility is getting half its funding from the German government. TSMC will own 70% of it. The chips will target automotive and industrial uses with mature 28/22nm and 16/12nm tech. The fab will only run 40,000 wafer starts per month. This government-subsidized plant won't even compete with Intel. The small $2 billion IBM fab (also government-subsidized) is a foundry for quantum AI chips. It's significant for R&D but not for high-volume manufacturing. Why aren't the people calling Intel a government welfare company saying the same about TSMC or IBM? Intel's CapEx is ex