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Top analysts said Intel will crash soon

Need to refund Chip Act money to support ongoing war in Middle East
Corrupted management without any semi conductor knowledge or degree
Continue bleeding talents through massive layoffs while hiring partner in crime friendly id--ts
No customer or profit for foundry to attract id--t gamblers money
Price is too high compare to a hamburger or banana split


Can Dan keep it going?

The market is responding positively. Good earnings, leadership shakeups and renewed confidence from analysts. Sure the company will look nothing like it has, and more people will lose their job but I am cautiously optimistic he is going to plow through the BS and make positive headway.


If you need an Analyst job in Seattle, here is 5 roles that are open right now...

Management Analyst (Team Lead)
Office of Intelligence Operations
Location: Washington, DC
Salary: 121,785 per year
Employment type: Full-time
Posted: 2 days ago
Key points:
Federal government role
Team leadership responsibilities
IT coordination and system audits
Apply:
https://www.usajobs.gov/job/855532700

https://www.linkedin.com/jobs/view/4366343770

L&I IT Business Analyst (Entry)
State of Washington Dept. of Labor and Industries
Location: Tumwater, WA
Salary: 72,816–97,968 per year
Employment type: Full-time
Posted: 5 days ago
Key points:
Entry-level analyst role
Full-time telework permitted
Agile, requirements gathering, testing focus
Apply:
https://www.indeed.com/viewjob?jk=da01e17989fb8cb1

https://www.simplyhired.com/job/Pnf5ku_X5_gJMeqlyHXrOdjmTAq5_lHQn7Y6wll0TU1MNUBaJrur-g

Manager, Industry Analyst Relations and Competitive Intelligence
Arm
Location: San Jose, CA
Salary: 153,900–208,200 per year
Employment type: Full-time
Posted: 2 days ago
Key points:
Senior-level role
Hybrid work model
Focus on AI, semiconductors, competitive intelligence
Apply:
https://careers.arm.com/job/san-jose/manager-industry-analyst-relations-and-competitive-intelligence/33099/91107868896

https://www.linkedin.com/jobs/view/4366419653

Risk Analyst
Regions Bank
Location: Birmingham, AL
Salary: approx midpoint 97,470 per year
Employment type: Full-time
Posted: 21 hours ago
Key points:
Banking risk and regulatory exposure
Data quality and stress testing
Corporate risk management role
Apply:
https://careers.regions.com/us/en/job/R99517/Risk-Analyst

https://www.simplyhired.com/job/9M--7rReq8Q5ktZvK0VHFu0fNbj4GulMGrQewMBEQEs_tpbvw_1K_w

Data Analyst (Pricing Risk)
American Honda Finance Corp
Location: Torrance, CA
Salary: 73,300–110,000 per year
Employment type: Full-time
Posted: 21 hours ago
Key points:
Up to 20 percent remote
Pricing, risk, and financial modeling focus
Strong benefits and bonus programs
Apply:
https://careers.honda.com/us/en/job/9405/Data-Analyst
https://www.linkedin.com/jobs/view/4337141791


BA role with Fiserv DNA Experience

What does a Business Analyst do, supporting Fiserv DNA? Is it difficult to catch on if I have BA experience but not specific to DNA experience? I'm thinking about doing an internal transfer for this role but would like to hear feedback from one that has been in a similar role.


2nd year Analyst Bonus

I got partially meets expectations at year end. I have just got £4.5k in bonus. This company is an absolute joke even to the well treated analysts but it is hard to find reasons to leave when analysts can expect these bonuses for sub par work. The atmopshere in office is tense as we can sense the hatred as the rumours spread. Other analysts have reported managers and supervisors being overly critical or leaving them out of work out of spite. Worst of all, most analysts considering leaving after the 2 year program.


When should we sell SNDK stocks?

SanDisk stock has been rallying again. When should we sell? I have been hearing analysts saying 2026 will be the year for memory stocks. Some people are saying memory is getting more expensive than GPU and AI hitting a memory wall. All this is making me feel I should hold onto my stocks. But I do wanna sell as it is so high right now.


Anyone know how affected the field will be?

LMs for I&M, CXM, CO techs, contract services, Analysts, Motor Vehicles? I know everyone is going to be affected, but curious if anyone “in the know” has a pulse on average # per AD/SD they have to lose? I’ve heard up to 2 or 3 per SD, including ADs.


Fiserv's stock analysts as useless WSJ (Paywall)

Picture caption: For Fiserv reported very weak results last week. One analyst told clients earlier to get out, but his competitors kept telling them to buy. (Caleb Santiago Alvarado/Bloomberg News)

Stock analysts’ favorite line may no longer be “great quarter, guys,” given all the attention it got—including an academic study.

Sound familiar? Yup every earnings call for the last 4 years (obviously with the exception of last weeks). We here had been sounding the alarm for several years. Too little attention is given to associates concerns in 'right sizing' too much authority to leadership.

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-11-06-2025/card/are-stock-analysts-useless--9eGo3EYP3SrymMcq1bnS?siteid=yhoof2


So our CEO doesn't just hide from staff but analysts too

At least he's consistent.
Who thought using an AI-generated voice model would be a good idea? What message does it send?

Also reading the gibberish he read out, not sure what's worse that he did write it but just got AI to say it or that it was clearly spewed out by AI?


Red Flag’: Analysts Sound Major Alarms As AI Bubble Now ‘Bigger’ Than Subprime.

With SAP and almost every other company flushing billions down the toilet chasing a phony dream, what happens after the crash?

https://www.commondreams.org/news/artificial-intelligence-bubble

MarketWatch reported on Friday that the MacroStrategy Partnership, an independent research firm, has published a new note claiming that the bubble generated by AI is now 17 times larger than the dot-com bubble in the late 1990s, and four times bigger than the global real-estate bubble that crashed the economy in 2008.

Perkins told Axios that he’s particularly wary because the big tech companies are claiming “they don’t care whether the investment has any return, because they’re in a race.”
“Surely that in itself is a red flag,” he added.

“I think that there will be a lot of capital that’s deployed that will turn out to not deliver returns, and when that happens, people won’t feel good,” he said.


VZ NEW CEO

Analyst: Verizon lacks growth story
Whereas T-Mobile has a mobile growth story and AT&T has a fiber growth story, Verizon has been losing subscribers, noted Roger Entner, analyst at Recon Analytics.

“Verizon made its financial numbers by extracting more money from fewer and fewer customers, which is not a long-term winning strategy,” he said. “One of the things that Verizon really needs is a balanced scorecard, where not only financial metrics are important, but also subscriber metrics.”

Entner said he thinks Schulman’s appointment is a stop-gap measure and eventually, Sowmyanarayan Sampath, Vestberg’s heir apparent, is likely to take over. Sampath is currently CEO of the Consumer Group at Verizon.

“The company has been struggling,” Entner said. “I think this gives Dan the opportunity to do a lot of probably painful things before he hands it over to the longer-term CEO, and that’s in all likelihood Sampath.”


4-1=3.Quickmaffs

In 2024, Analyst reports estimated that Fiserv undertook another round of layoffs impacting as many as 1,500 employees, or 3.7% of its Global workforce. Some reports suggested the percentage was closer to 5% of the global workforce.

In 2024, Fiserv filed 403 certified H-1B petitions in the United States, a number that is included in the 1,341 total for the period.


Analysts don’t believe our chief people officer either

I’m personal friends with some of the longstanding analyst community and today we are hosting our analyst briefings in Mexico. Ajay absolutely embarrassed himself from what they told me and now they question our long term product strategy. This guy is ki-ling us! He even threw up a slide that pretty much said that we had zero talent to begin with and are only beginning our next generation development after hiring a few of his handpicked people. I was told he was blubbering over and over and not making any sense. Can he be removed already!!!


Nvidia’s $5B stake won’t fix Intel’s biggest headache, which is manufacturing losses

  • Nvidia bought a $5 billion stake in Intel, causing Intel shares to jump 30%.
  • The deal excluded Intel’s foundry unit, which lost $13 billion in 2024.
  • Analysts say the manufacturing business will keep losing money through 2027.

https://www.cryptopolitan.com/nvidia-wont-fix-intels-biggest-headache/


As long as analysts are happy, it's all good, I guess

Novo Nordisk (NASDAQ Copenhagen: NOVO-B) inflicted much pain—and much-needed pain—on the company when president and CEO Maziar (Mike) Doustdar announced plans to lay off about 9,000 of its 78,400 employees, a spot check of analyst comments by StockWatch found this past week.

https://www.genengnews.com/gen-edge/stockwatch-analysts-see-pain-and-necessity-in-novo-nordisks-9000-layoffs/


Analysts & Interns

Have you all noticed the significant amount of leadership attention being given to our new analysts and interns lately?

It's quite fascinating to observe this trend, especially with all the packed events in NYC and other locations. It seems like the company media is using social engineering and a controlled audience to portray our current culture as vibrant and dynamic. This is intentional not coincidental.

You might have seen the emails and social media posts with RV and other leaders snapping selfies and mingling with the wide-eyed enthusiastic head-bobbing analysts and interns, who, if you look closely, appear to be sipping bottles of baby formula and Pedialyte while captivated by the experience!

Analysts and interns seem to be the primary internal audience that leadership has found receptive recently. Clearly, leadership is using this audience to create a false narrative and skew perceptions about the current overall corporate culture as being vibrant, dynamic and humming.