Thread regarding Intel Corp. layoffs

18A yields

Keep believing the rumors so I can keep scooping the stock on the cheap. I’ve seen the yield results.

Only buying Intel for my 401K this year. I’ve seen rocket ships before, and this one is a BFR.

by
| 1931 views | | 7 replies (last March 3, 2025) | Reply
Post ID: @OP+1jn9b8smk

7 replies (most recent on top)

@gj Advisable to understand the difference between “lose” and “loose” before making stock recommendations.

What a dbag.

by
| | Reply
Post ID: @jq+1jn9b8smk

You might be worst investor ever. Good luck you about to loose it all

by
| | Reply
Post ID: @gj+1jn9b8smk

As economy collapses next week

by
| | Reply
Post ID: @be+1jn9b8smk

Even it has 100% yield rate. Nobody wants to use it because it is only good for Intel chips and bad for everyone else. It is the law of bussiness.

by
| | Reply
Post ID: @am+1jn9b8smk

This post must be either sarcasm or masochism.

by
| | Reply
Post ID: @ah+1jn9b8smk

Yields may be great.
But it doesn’t conjure up customers.

Intel is scaling back capex for a reason.

There just isn’t that much of a difference vs. TSMC for the big boys to switch.

by
| | Reply
Post ID: @ag+1jn9b8smk

I think scaling into the stock fund makes sense.

I'm retired so am free to watch it closely and do trades, but if I were still working I'd have the stock fund invested at 5 or 10%, then put the max contribution per paycheck.

A breakup would unlock value, taking the stock to the upper $30s by most estimates. Foundry picking up major customers, especially if TSMC is an investor, would take the stock to the $50s. Either of these can happen even as the sector is pricing in a recession, so it seems INTC holders are in for some exciting times.

The sector is about as cyclical as anything, and could be in for a very deep setback if what appears to be stagflation is happening. I like that the Federal govt is is deep cost cutting mode, because the budget deficits are rapidly going to become a crises if not addressed. But..that takes away one only source of growth the economy has had in a while. That's why the market is so crazed/overinvested about AI, because it is likely to be a long term source of productivity and growth.

So much like Spring 2000, and the current market reminds me a lot of that confluence of events, the excess capacity which has been invested in AI leads to a pull back, just as the economy is doing the same. This could get ugly.

So it makes sense to be bullish on Intel, but it would be unusual for it to rally as the global economy is headed for a steep, deep recession the likes of which it has not really seen since 2008-2009.

Brokerage link allows some inverse ETFs, which can be used to hedge an Intel long, but those must be traded or the decay and effects of volatility will make them useless.

And volatility is coming..

by
| | Reply
Post ID: @a9+1jn9b8smk

Post a reply

: