INTC

"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."

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs. The market still doesn't know that Nvidia is a pretty big CPU player as well."

"And let's take the [55s] example of Intel. If I look at Intel's [58s] last four quarters, let's say they have [61s] 4 billion in profits. 2026, perhaps they [64s] will have 5 billion. But, in 2023, they [68s] have extended the estimated useful life [71s] of its production machinery and [73s] equipment from 5 to 8 years. This [76s] accounting change instantly reduced [79s] Intel's annual depreciation expense by [81s] roughly 4 billion. 4 billion 2023, it [85s] will likely be 5 billion for 2025-20"

"Let's take Intel as an example. You say Intel finally returned to profitability. Everything is going well. Q1 29 cents, Q2 cents. If I summarize this, this is around 4 billion in pure profits. One could say, let's say 2026 will be 5 billion in profits. Okay. Then you just go back to Intel's history and adjust for their accounting change. So they were not profitable but suddenly miraculously their assets were not lasting what was it five years now they're lasting eight years they're lasting three"

"Intel is up what? [98s] 110%, 20% or so since the end of March."

"But then, yeah, if you look at names like Broadcom down 2.1, AMD 2.2, Intel down 6.8, eight Qualcomm 11% SanDisk is down Micron is down"

"kept buying Intel at these low prices when nobody wanted it"

"They're not They're not ready yet. The momentum is in AMD, the momentum is in uh Intel, the momentum is in Nvidia, the momentum is in Micron,"

"Buy all dips, okay? On the strong stocks, MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"

"Keep that in mind. Intel, did you guys see Intel hit 130? Matter of fact, it hit 132."

"Intel, room to run, okay?"

"We got Intel cooking, okay?"

"Next up here, let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"

"Intel, I mean, there was a lot of questions about Intel going bankrupt. Bankrupt, right? their earnings have been so bad the last several years and it's just gotten worse at that company, right? And now all of a sudden that's one of the hottest stocks in the stock market."

"Intel's now 19th with $640 billion."

"Then [521s] Intel signed a multi-year deal with [523s] Google to build custom chips for their [525s] internal cloud infrastructure."

"which is one reason why I think stocks like AMD and Intel are running so hot right now."

"Intel [568s] reported earnings a few weeks ago. The [570s] revenue came in at 13.6 billion, which [573s] is up 7% year-over-year. And earnings [576s] per share came in at 29, up from 13 [579s] cents last year. Those numbers aren't [581s] too crazy, but the market's reaction [583s] sure was. Intel stock jumped 24% the [587s] next day, marking their single best day [589s] since the dot era."

"First, Intel joined Terafab, a $25 billion chip factory being built in Austin with Tesla, SpaceX, and XAI using Intel's most advanced manufacturing technology. For the first time, Intel has a flagship customer lined up before the factory was even finished."

"2 years ago, I said that Intel was a value trap. Today, they're the only American-owned and operated factory that can build some of the world's most advanced chips. And they might finally have the customers to prove it."

"I didn't cover Intel enough and I really should have."

"It has roughly [715s] double the performance per watt versus [718s] Intel and AMD."

"But while AMD [480s] designs CPUs, Intel actually builds [482s] them. For years, everyone said the same [485s] thing about Intel, including me. Intel [487s] needed a huge customer to prove that [489s] they could still build chips, and no big [492s] company would take that risk. Until [494s] then, Intel's foundry was a gamble, not [496s] a business to invest in. But everything [498s] changed in April when Intel landed three [501s] huge customers back to backto back."

"Well, [501s] Intel last summer, right, in August, I [503s] got a lot of hate for this because [504s] everyone's like, this is a loser stock, [506s] right?"

"or Intel. I told well talked about [53s] it last August. Everybody laughed at me."

"Next is Intel. Now, I told you guys about Intel. I made a whole video about this last week. And those of you that took advantage, I want to say major salute, okay? This play is up over 100%."

"Intel is right in the mix. But guess what? Intel has one of the lowest overall market caps. Intel has one of the slowest moving overall features in terms of their growth. So, you guys are getting something that has more upside potential, okay?"

"That is Intel, ticker symbol I N T C, okay? Intel, I N T C. All right."

"Now, let me talk about the big one, Intel. And guys, this one's personal because I own Intel. I've owned it and I've benefited from the runup. And this is a company that people criticize me for on this very channel for a long time. And I'm going to be honest with you where I stand. Intel has been through the ringer. They lost their manufacturing edge. They fell behind. Business struggled. Business fell. And for a while, the stock price reflected all of that pain. The price was absolutely crushed"

"Guys, the best example of this I can find is Cisco. This was the company in 2000 along with Intel. And Cisco had its problems and they had this parabolic rise that they just recently hit an all-time high after 26 years of going sideways."

"Intel that's up 14"

"Intel is your next one, okay? Intel, look at this. It's currently sitting at 113. This play was $19. Then, it was stuck at $30 for forever. Then, and now it is sitting at $113, okay?"

"If Intel pulls back, I need you in it, okay?"

"If the CPUs in this semiconductor space continue to take off, this play will certainly be one of your winners. So, if this go down to 110, back to 100, you need to be looking like this."

"This could be like Intuitive Surgical where those numbers flip with enough scale"

"And you can clearly [787s] see that chip stocks in the stock [788s] market, like Intel and AMD, are [790s] absolutely skyrocketing."

"Check out this Intel $30 call. He is up nearly 1,000%, okay? This is roughly $20,000, and I couldn't be more proud of my guy, man."

"And then Intel, okay? Intel, ticker symbol INTC, they will be probably one of your dark horses this year. They are already up 100% in the month. In the last 30 days, they're up 100%."

"TSMC, Samsung, and Intel literally cannot produce a single advanced chip without them."

"Some major news also came out from Intel last week, surprisingly when they reported their first quarter 2026 results, because the company warned of an ongoing and significant CPU shortage due to explosive demand from AI data centers and legacy PC production outpacing supply with constraints likely to last well into 2026."

"Cuz you look at a company like Intel, they're very heavy CPU."

"integrating new efficiencies into production at a rate competitors like Intel and Samsung have struggled to replicate."

"integrating new efficiencies in production at a rate competitors like Intel and Samsung have struggled to replicate."

"Decades-long image of neutrality, which builds a level of trust like Intel cannot match."

"1503s] into 9% equity stake. This effectively [1506s] turned it into a subsidy of direct [1509s] investment."

"808s] Intel's revenue is derived from five [810s] segments. Client Computing Group, which [813s] is 56% of revenue."

"233s] what phase that it's in. Intel."

"881s] Mhm. Dell and HP typically account for [884s] 30% of total revenue. Other customers [888s] include Lenovo, cloud services provider, [890s] and retail consumers through third-party [893s] distributors."

"372s] story is why the stock is up almost 200% [375s] over the past year."

"494s] It's the fact that they they've got some [496s] political capital now. Yeah. And they've [499s] got some leverage because they have chip [503s] fabrication plants on US soil. Yeah."

"138s] own Intel? Is this a stock that you've [140s] owned or followed or is on your radar in [143s] uh in any way? We want to know if we're [144s] talking to Intel shareholders. I do not [147s] own Intel."

"And I don't know Intel well at all. I [87s] obviously know the business. I'm sure [88s] you do, too. But I just know that things [90s] have not been going well for Intel."

"983s] Can it raise prices? Intel has limited [985s] pricing power due to fierce competition [988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."

"776s] much. Sure. It's it's a strategically [778s] important asset to the United States [780s] government, basically. Yeah."

"159s] the ground floor in Intel. Great. Uh but I [163s] will say we are we are not alone. We are [165s] pretty much nose across the board."

"202s] think Intel is in? Let us know in the [206s] chat. Which of the six stages do you [208s] think Intel is in?"

"675s] Give me some Intel."

"722s] Intel is the global leader in designing [724s] and manufacturer of semiconductors. No, [726s] it's not."

"52s] of people voted for Intel just nudging [54s] out Marvell, another [56s] semiconductor stock."

"1036s] every dollar in sales, Intel used to [1038s] make 62 pennies of gross profit. Now [1041s] it's making 34 pennies."

"1070s] the chip design on one side and the [1073s] manufacturing on the other, and I think [1075s] this is just them saying, we have lost [1078s] the chip design battle."

"Okay, [255s] Gemini says phase five capital return. [260s] Why? Because it has positive operating [263s] income in the most recent quarter"

"So, let us know in the chat. Do you guys [140s] own Intel? Is this a stock that you've [142s] owned or followed or is on your radar in [145s] uh in any way? We want to know if we're [146s] talking to Intel shareholders. I do not [148s] own Intel. I do not own Intel, though I [151s] will say I've benefited from it greatly."

"uh spreadsheet [217s] tool that we use to research it. And I [219s] also opened it up a copy of all of our [222s] our prompt library here. I'm going to [224s] open up our business phase analysis [226s] prompt. I'm going to go over to Gemini. [229s] I'm going to paste it in there and we're [230s] going to see what Gemini says is the [233s] most uh is what phase that it's in. [236s] Intel."

"53s] of people voted for Intel just nudging [56s] out Marvel, another semiconductor stock."

"Yep. Semiconductor stocks are definitely [83s] on the harder side of things to analyze [86s] and I don't know Intel well at all. I [88s] obviously know the business. I'm sure [90s] you do too, but I just know that things [92s] have not been going well for Intel."

"I think if uh if if the government did not [1621s] step in and throw this company a [1622s] lifeline, no doubt, Red, no doubt."

"Yeah. just I'm just curious to see what [332s] kind of you know there is a little bit [334s] of we know this is a cyclical industry [337s] but what's weird is that we are at a [340s] time when chips are [342s] no one can get enough of them"

"Let's ask what about the 10% ownership [1487s] by the US government [1490s] and chips act. I'm pretty sure that the [1493s] chips act was very favorable to um to uh [1497s] to Intel is a critical recent [1499s] development that significantly offered [1501s] risk profile."

"The risks are much lower for US companies like Micron and Intel. They'll still see higher prices, but they have access to more domestic energy and helium. So, the risks are mostly to their margins unless they pass those increased costs onto their customers."

"Micron and Intel in the US"