Thread regarding Intel Corp. layoffs

Sector is bouncing and Intel may be able to get to $23 or $24.

Market looks ready to do a much deeper retest and has none of the economic chaos that is coming is priced in. Arguably current valuations are doing the opposite of pricing in risk.

Among the other black swans out there, rates appear ready to leave the 4% range and shift up to 6%. Add in extreme leverage and remarkably poor breadth and Q1 earnings season is set up to be some kind of fun.

So not wildly positive on anything and even took profits on Quantum stocks, but the semis got a bit more oversold than the market so room to bounce as part of market rotation.

Spiking to new highs (or lows) is never a good look for earnings season and seasonality favors the rally but valuations were already driven wild by the many trillions of fiscal party juice and someone is gonna have a hangover.

Co-CEOs D-mb and D-mber (is Intel the new Blackberry?) won't speak of anything but unicorns puking rainbows, so getting the stock below the $18.50 cliff will take a sector and/or market shove and that sure appears to be about to happen. But that means it can rally along with the sector too.

by
| 1792 views | | 23 replies (last December 25, 2024) | Reply
Post ID: @OP+1w7EUSBR

23 replies (most recent on top)

Intel will not catch up. It is going to the reverse direction.

by
| | Reply
Post ID: @2pol+1w7EUSBR

We broke 20! Pop the bubbly!

by
| | Reply
Post ID: @1bbu+1w7EUSBR

I am waiting for it to be down $15 for a rebounce.

by
| | Reply
Post ID: @1ikr+1w7EUSBR

The velocity of change prevents Intel from ever being a viable company again. It's too big too move, and by the time it moves, things have already changed again. The writing is on the wall

by
| | Reply
Post ID: @1rwf+1w7EUSBR

Stock bouncing on rumors that the Board is out and Pat is going to come back.

by
| | Reply
Post ID: @1mqy+1w7EUSBR

If a market/sector downturn drags Intel down to the $7.55 2008 lows, there will be much greater stock price concerns than that of Intel.

Market acting like it is 1929, the only problem being of course 1930.

Even gold won't offer protection, since the gov't would repatriate it if/when this debt-bubble economy implodes.

Then of course there is the nuclear conflict that follows.

by
| | Reply
Post ID: @1jxe+1w7EUSBR

Now that Intel has discarded the deadweight employees, the stock should be set to soar.

its all good

by
| | Reply
Post ID: @1tii+1w7EUSBR

Even if sector can rebounce, Intel will still fall behind further with its own mess and no new CEO can fix a company on the first or second year. It may jump to OP guesstimate price when a new CEO announces then will eventually fall back down again until China market is back to normal level for Intel

by
| | Reply
Post ID: @1hzy+1w7EUSBR

Nobody is to blame but the Board room

by
| | Reply
Post ID: @1dof+1w7EUSBR

In past Intel would have purchased a Rigetti, make some people rich, then destroy the company. Since Intel is broke and rudderless, they’ll just have to find another way

by
| | Reply
Post ID: @1izu+1w7EUSBR

Perhaps Intel could sub out quantum’s AC, operating at near 0 degrees Kelvin, to cool the legacy products? May even be able to increase clock speed and announce a new product line. I mean, Pat stated Intel was an AI player, now that that ship has sailed, time for the Qbit messaging. Right?

by
| | Reply
Post ID: @ofq+1w7EUSBR

This is what a state of the art processor looks like. I’m waiting for Intel to announce their own skunk works offering:

https://m.youtube.com/watch?v=LtO8Y-LQJsY

This is the future. Where’s the Intel offering?

by
| | Reply
Post ID: @upu+1w7EUSBR

@smd I started with IONQ some time ago, knowing the whole sector was just starting to get revenue, yet in some cases selling a lot of stock and debt to fund R&D.

When it took off I bought the others in equal amount. Then AWS announced they would host a Quantum service for testing and the sector really went wild. More recently Google announced the Willow processor and the sector when wild^10.

I think at this point that the valuations exceed any reasonable expectation and that the smaller of the companies have little R&D, revenue or anything beyond speculation for the price moves. I'm not a momo or meme trader, but sometimes an investment gets popular.

So IONQ, RGTI or QMCO, then maybe QUBT, with QBTS and ARQQ the most questionable. QTUM has some of them but mostly has the same large cap tech as all other ETFs nowadays. No Thanks (for now).

Keep in mind that although the top of the heap has R&D, Products and Revenue, the others are not likely mere scams. They may never become viable, or maybe the will find a place in the market. So I intend to invest in them all, weighted to whichever seems to have the best prospects at the time.

This is the future of compute (at least for portions of the cloud) and it would be extra special if Intel would monetize their Quantum effort (which is why it is worth mentioning here).

by
| | Reply
Post ID: @lfz+1w7EUSBR

OP? Thoughts on IONQ or RGTI?

by
| | Reply
Post ID: @smd+1w7EUSBR

OP you are adorable

by
| | Reply
Post ID: @osq+1w7EUSBR

haters gonna hate..r

by
| | Reply
Post ID: @hng+1w7EUSBR

Every day above the 8ma is an uptrend day.

by
| | Reply
Post ID: @svd+1w7EUSBR

Did ChatGPT write this verbal diarrhea?

by
| | Reply
Post ID: @irt+1w7EUSBR

Ever heard of a high interest savings account?

by
| | Reply
Post ID: @kkt+1w7EUSBR

Hey, I'm not suggesting a trade, but some here clearly expect the price to immediately collapse and so it is helpful to think about what is affecting the stock.

There is a lot of bad priced in, with potentially only the sector or market able to move the stock to the downside.

On the other hand, 18A improvements and/or customers would really change the financial picture. Maybe Altera or some other appendage gets sold?

But if I mentioned to buy quantum stocks a few weeks ago, that would have not been a bad trade to follow. Like qmco from $2.88 to $64.20 since Thanksgiving (for example).

by
| | Reply
Post ID: @rby+1w7EUSBR

I've made millions by following investing advice from anonymous posters on the Internet.

  • Nobody
by
| | Reply
Post ID: @kmh+1w7EUSBR

INTC will close below $20 today

by
| | Reply
Post ID: @yzj+1w7EUSBR

Buy the VIX

by
| | Reply
Post ID: @ozs+1w7EUSBR

Post a reply

: