I think the whole sector has peaked and will pull Intel to the mid teens, but NVDA would lose more. AVGO too. AMD and QCOM appear to have less downside potential.
Never understood why anyone other than a sociopath would post lies ad nauseum but then about 30% of the population are sociopaths so maybe that's it.
@cpx... is that how your therapist described your condition to you?
@vnh: Sociopathy disorder is a spectrum, so while the clinically diagnosed are closer to 5%, people on the spectrum are closer to 30%.
You can prove this merely by driving your car around town. Like posting or any other anonymous interaction, the true behavior shows up in traffic.
A large portion of Intel's downside has already been exposed. You saw the 60% crash, right? And they've got another 40% that can be exposed if they don't get back on track.
@yna - AI may be a blip now but not the way you're thinking. A blip that's growing into a massive market. >60% of global industries plan to adopt AI in the next few years. It's expected to be a $825B market by 2030. NVDA is at the root of the AI market and Intel better get a significant piece of that pie before it's too late. Currently, TSMC makes APPL's chips that APPL designs. Why would they switch to INTC? Does INTC have something better? Is their manufacturing capability better/cheaper than TSMC?
It's more like 2-3% of the population.
When flinging the accusation of someone being, "d-mb", you might want to first learn the difference between, "you're" and "your".
"I hope your joking."
D-mb ar-e, indeed.
I prefer not to compare Intel with Nvda because Intel is no more meaningful to AI than it is to any other technology in the past decade or so.
But it is still relevant to PC and Server, and is not worthless or going under any time soon.
The company needs to build a sustainable business beyond the legacy markets, and badly mangled opportunities to get into AI, smartphones and other new markets.
Time and again the company compared its legacy market profits to the new markets and declined offers to make a shift. Classic Innovators Dilemma, and covered in most business school classes as how not to run a tech company.
The situation has gotten to the point where the company can't fund both product divisions and foundry, so it must be broken up.
That is where the upside to the stock will be found in the short term. Eventually foundry will stop losing money and products will come and go but the product revenue path is flat to down.
@yna I hope your joking. That is Intel annual numbers not quarterly.
Please share your employee ID so Intel can fire your d-mb ar-e.
Intel earned $54B last quarter, NVDA just managed to touch $35B. Yes, despite all the histrionics, Intel is far from being written off. It's just a matter of time before AAPL comes back to Intel and the AI blip fades.