INTC

"We have Nvidia here with 33% of Nvidia's entire strategic stake is in SpaceX number two position after Intel."

"And fifth, and don't you forget the comeback stock of the year, Intel, the old CPU giant, which still ships roughly 2/3 of the world's server processors and is battling to reinvent itself for the last few years."

"In fact, they came from Micron, Intel, and AMD, which are much further down on the list,"

"Intel finally woke up."

"Intel, the company that makes the brains, the main chips inside most of the world's computers, reported its results for the spring quarter."

"But the thing I always bank on with Intel is they still have a good brand and a good reputation and that can help in the long run."

"So, Intel could quietly ride the entire AI wave without ever having to beat Nvidia at its own game."

"Intel has just pulled off something that it has not been able to do in over 15 years and the stock instantly shot up more than 12%."

"Because if you looked at just one number, you'd think Intel completely imploded. On the official accounting, Intel reported an 11 billion loss."

"Right? The semiconductor names, AMD, and Intel, Nvidia, Micron, SanDisk, you name it."

"Plus also the server, the CPU story has been picking up more and more for them, especially this year for Intel as well."

"Intel dropped from nearly 141 on June 22nd to 86, down 39%."

"Intel is up 13"

"We've spoken about that when we talked about Intel, when we talked about TSMC as well"

"that is purchased by foundaries such as TSMC and Intel."

"Intel down close to five"

"And I bought Intel when it But it was laughing at me. Over 500% gain."

"Nvidia, AMD and Broadcom design the [412s] chips while TSMC, Intel, Samsung, SKHENX [416s] and Micron actually build them."

"even Intel, which isn't really a surprise at all that they beat and slightly raised as well because there is just an insane amount of demand now for servers for CPUs, right?"

"We will talk about the Intel earnings later in this video."

"They've raised capex to $20 billion for this fiscal year up from $18 billion. I mean everything here is going in the right direction for Intel."

"We delivered a strong second quarter exceeding our financial guidance on robust demand and improve execution including volume upside driven by higher factory yields and improve cycle times."

"But if this continues, right, if this continues to improve, revenue goes up, margins expand, foundry becomes bigger and bigger, then yes, they'll grow into that valuation sooner rather than later."

"People who bought Intel when it was beaten down and forgotten have crushed it."

"You've got Dell, you've got Micron, you've got Intel, uh, Marll. I mean, you see a lot of consistency here."

"If you haven't yet got Intel, I want you guys to consider Intel. Ticker symbol I N TC, especially under $100."

"Now, with Intel, of course, we need to hear what's going on with Intel Foundry, 18A, possible developments, 14A, more updates."

"Up to the next one, and that's, of course, Intel. Intel is probably going to be another important one in this whole chip sphere, right? Intel has had a tremendous year, a tremendous revival. Still up 100 and close to 40% year to date, and over the past 12 months, it's up 306%."

"But we do have Alphabet on Wednesday. We do have Intel, Thursday, after the market closes. Unfortunately, I will not be able to cover Intel until probably Monday, because I'll be flying to Barcelona."

"Look, with regards to Intel, would I like to get back into Intel? Maybe, but I, I don't feel I need to own it."

"Alphabet, we have Tesla, we have Service Now, IBM, Intel, Nokia. So, it's going to be one hell of a week. We're going to have a look at what the market is expecting to see from these companies."

"Nvidia earns a 26% return on capital. Sounds boring, right? But what does it mean? Every dollar they invest in the business, it generates for them 26 cents of profit in just year one. That's actually really extraordinary, because think about it, you buy a condo, these guys make all their money back in like four years, the entire investment, right? And in year five, they're making a 25% profit. Does your condo do that? Probably not, right? You'd be crazy to make that kind of return. So it's a ver"

"Micron up 211%. Intel up 173%."

"Over the 108s past week alone, Intel is down 15%"

"Intel down 12,"

"the 65s Intel, the Cisco, the Clack, Dell, Texas 67s Instruments, Micron, AMD, they've all 70s been crushing it year-to-date."

"And then put their money into say uh Intel. You would have avoided the 49% loss, right? You would have then added on top the 180% gain. So you're effectively better off by say 230%."

"there is Intel."

"Names like Intel, yeah, that Intel, AMD, Micron, SanDisk, they went absolutely insane."

"For example, Intel. Intel is headed to $200, but it just fell from 140. Now it's back down to near 100, like 110. So, think about things like if Intel was to fall to $100 or $92, knowing that it's a $200 price target."

"They're going after the CPU at the center of every rack, which means they're competing with AMD's epic line of CPUs and Intel's Xeon chips. Qualcomm has been competing with companies like AMD and Intel for years in other markets, so I'm sure they're equipped to handle this competition, too."

"our community saw the value in a lot of places like Intel before it ever moved."

"Intel down close to 14%"

"The one risk I'm not going to gloss over is structural because Intel still controls a large block of these shares and can choose to sell them into the market at any time."

"Intel"

"I've been an Intel shareholder all the way down to $17 a share. Guys, it's at 130 today. I do not believe Intel is worth 130."

"and Intel at 7.22%."

"The other example is of course Intel. It's one that I played a turnaround story that that yeah, it took way too long, but it happened. It happened definitely with the stock. I do think it's happening with the business right now as well."

"Take Intel. The company went from around $17 a share to about 132 bucks in about one year."

"Intel is up 230 30%"

"Intel, Micron, and the others were absolutely hated and beaten down not long ago, but they've now come roaring back. Some were some of them up over a thousand%."

"TSMC, Samsung, Intel."

"Michael Bur actually [1122s] announced a position in the most recent [1124s] quarter as well. So, click this video [1126s] right here to watch our full breakdown, [1129s] an indepth analysis on a high quality [1131s] company."

"our community [462s] members saw the value in Intel before it [465s] moved."

"We saw them buy parts of Intel, which has surged from a low of $17 to over $120 per share in about one year."

"A couple things to mention here. I own Intel."

"A lot of people were skeptical at the time, but Intel was considered critical to national security because America needed to make its own advanced chips instead of depending on factories overseas."

"Followed by Intel."

"I'm focusing on companies with real earnings, strong balance sheets, and reasonable valuations, not the hyped up names like SpaceX or SanDisk or Intel. Even though I do have Intel, but I didn't I'm not buying it at these levels."

"We can see an AMD down 4%, Intel as well, SanDisk is down 5.5, Qualcomm 4, AET 6.5, Broadcom down 14.7%"

"But that's why you're seeing an Intel down, a Qualcomm down, an AMD that was down a little bit."

"I mean, I can explain to you why Intel is down, why AMD was down a little bit more beforehand because, well, as you can see, Nvidia is up 6.2%."

"Companies like Qualcomm, Apple, ARM, AMD, and even Intel have been dominating different corners of the edge computing market for decades."

"Last August, I told you about Intel, and everybody laughed. Today, Intel listed the comeback story of 2026."

"And it just so happens that Intel is the majority owner."

"Intel finally at 80% of book value."

"you already know we get busy with Intel."

"I don't want to be loading into SanDisk [1239s] and the other hardware type companies."

"Here we [402s] have one name that's Intel up 204% year [405s] to date."

"Yeah, I would agree, especially with what we saw with AMD and Intel's CPU ramp, obviously."

"Whether it's AM Core, whether it's ARM, whether it's AMD, Intel, CPU, you know, Jensen's been talking about CPU since GTC in January."