Brian Feroldi

"They're getting squeezed by Nvidia and TSMC and [1441s] their valuation multiple of PE of 32."

"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."

"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."

"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."

"I mean, the bottom line about Intel is [96s] like, and I mean from 30,000 ft over a [99s] long time frame is that they're the only [101s] chip designer [104s] that also manufactures [106s] their chips."

"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"

"I do not [148s] own Intel. I do not own Intel, though I [151s] will say I've benefited from it greatly."

"those AI chips the same way that Nvidia [425s] and Broadcom and AMD are."

"those AI chips the same way that Nvidia [425s] and Broadcom and AMD are."

"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."

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

"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."

"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."

"I mean, the bottom line about Intel is [96s] like, and I mean from 30,000 ft over a [99s] long time frame is that they're the only [101s] chip designer [104s] that also manufactures [106s] their chips."

"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."

"This is the tightest race I've ever [51s] seen. 27.7% [53s] of people voted for Intel just nudging [56s] out Marvel, another semiconductor stock."

"1637s] Maybe Maybe Nvidia, but they they they [1639s] they got social there."

"1596s] bloody nose when you have a cold. It's [1598s] yellow and red. Yeah."

"1543s] As as Taiwan Semi starts building [1545s] fabrication plants in the United States, [1548s] that is a serious threat to this type of [1550s] moat."

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

"1436s] squeezed by Nvidia and TSMC and their [1440s] valuation multiple of PE of 32."

"1436s] squeezed by Nvidia and TSMC and their [1440s] valuation multiple of PE of 32."

"1375s] this is now a liability by falling [1378s] behind Taiwan Semi's in process [1380s] leadership."

"1347s] by AMD's performance, Nvidia's [1350s] dominance."

"1347s] by AMD's performance, Nvidia's [1350s] dominance."

"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."

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

"991s] of custom ARM-based chips from Apple and [995s] Amazon."

"988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."