To The Moon

$Intel(INTC)$ 

💻 Intel’s Revenge Comeback? Can Apple Talks Spark a Real Turnaround?

🚀 Introduction – Intel Back in the Spotlight

After years of losing ground to rivals like Nvidia ($NVIDIA(NVDA)$  ) and AMD ($Advanced Micro Devices(AMD)$  ), Intel ($INTC) is finally making headlines again. Reports suggest Intel has approached Apple ($Apple(AAPL)$  ) for closer collaboration, potentially even investment. While talks are still in early stages and no deal is guaranteed, the news alone was enough to lift Intel shares 6% higher midweek.

As someone who entered Intel around $19, I’ve been closely watching its slow and often frustrating turnaround efforts. Now, with the stock near $30, the big question is: is this just a lucky rebound, or the beginning of Intel’s revenge comeback?

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1️⃣ Intel’s Position Today – From Leader to Underdog

For decades, Intel was the undisputed leader in PC and server processors. But in the last decade, the story changed:

AMD gained market share with its Ryzen and EPYC chips.

Nvidia dominated AI and data center growth.

Apple ditched Intel processors for its in-house Apple Silicon (M1, M2, M3 chips).

The result? Intel’s market cap now sits near $116 billion, far behind Nvidia’s trillion-dollar scale. Shares trade around $30, less than half their 2021 peak.

💡 For me, buying at $19 was a bet that Intel, despite setbacks, still had enough strategic importance and government backing to stage a recovery.

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2️⃣ The Apple Angle – Why It Matters

The rumors of Apple collaboration are intriguing because:

Strategic alignment: Apple wants to diversify its chip supply beyond Taiwan Semiconductor ($TSM).

Intel’s ambition: Rebuild its foundry business and become a U.S.-based alternative in a fragile geopolitical supply chain.

Symbolic comeback: Even a limited re-entry into Apple’s orbit would change Intel’s perception from “laggard” to “relevant.”

Even if no immediate deal materializes, the fact that Apple and Intel are talking is a psychological win for investors.

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3️⃣ Intel’s Potential Upside – Why I’m Still Holding

Foundry Services: Intel’s $100B investment in new U.S. fabs could make it a cornerstone of American semiconductor independence.

AI Push: Its Gaudi accelerators and new GPU lineup are Intel’s bid to capture part of the AI wave.

Government Support: The CHIPS Act positions Intel as strategically vital, with billions in subsidies backing its expansion.

If execution improves, Intel could justify a return to the $40–$45 range — a healthy gain even from my $19 entry.

💡 Turnarounds are messy, but when they succeed, they often exceed expectations.

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4️⃣ The Risks – Why I Remain Cautious

Execution Track Record: Intel has repeatedly missed timelines for new chips.

Competition: Nvidia continues to dominate AI, while AMD keeps stealing share.

“Cheap” vs. Value Trap: At $30, Intel looks inexpensive relative to peers — but cheap only matters if growth follows.

💡 As a shareholder, I balance optimism with realism: my $19 entry gives me cushion, but Intel still has much to prove.

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5️⃣ My Reflection – Lessons from This Position

When I bought at $19, I wasn’t expecting an overnight miracle. It was more of a conviction that Intel’s scale, legacy, and role in U.S. manufacturing gave it a survival edge.

Watching the stock climb to ~$30 reinforces a lesson: sometimes patience is rewarded, but the story isn’t over. For me, this is a position to monitor closely, not celebrate as “mission accomplished.”

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🏁 Conclusion – Revenge or Mirage?

Intel’s rumored Apple talks have reignited hopes of a turnaround. Investors are asking:

Is $30 just the beginning, or a stall point?

Could shares realistically reach $40 in the near term?

Will Intel finally evolve into a meaningful AI and foundry competitor?

💡 Key Takeaways:

1. Intel’s narrative is shifting — from forgotten laggard to comeback candidate.

2. My $19 entry has paid off so far, but the real test lies ahead in execution.

3. Apple talks may be the spark, but consistent product delivery is the fire Intel needs.

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