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Massive News For Intel Stock Investors

Massive News For Intel Stock Investors

#Massive #News #Intel #Stock #Investors

“Couch Investor”

In this video, I will cover the recent updates regarding intel stock. Is INTC stock a buy now?

👉A portion of this video is sponsored by The Motley Fool.
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34 Comments

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  2. It is Pat fault for sure.
    His sign in package is over 100M and is paid handsomely.
    He knows what he is dealing with when he becomes a new CEO.
    He is fully responsible to turn the company around. It is the only job he is given.
    I am working the semi industry. By listening what he says (the technical details), I know he is a “Con-Man”.
    I am not investing in Intel.

    If one does not know well how Semiconductor industry, I dont understand how they could know if it is good to invest.

  3. Terrible idea to spin the foundry business in my opinion. How should it survive? It's burning cash right now and NEEDS whatever is left of Intel's cash flows to sustain itself until it reaches scale. Spinning it off will doom the business. Intel comes up with a new turnaround/restructuring plan every few quarters. The semiinducstry has long cycles and you CAN'T switch your approach every few months. This is a structural problem at Intel.

  4. If TSMC made 3-4 fabs in the US and Europe, the issue with geo-diversification would be solved. I don't get why it HAS to be Intel. If China blockaded Taiwan today then even Intel would be screwed since they need TSMC chips for Lunar Lake, Gaudi 3, and ARC battlemage.

  5. Intel remains the dominant semiconductor company in the U.S., with its CPUs continuing to lead the global market. Given its critical role in national security, Intel is unlikely to ever face bankruptcy. Selling Intel stock based on short-term financial concerns overlooks the company's long-term potential. The current losses Intel is experiencing are due to substantial investments in future technologies, positioning it for strong growth ahead. Unlike the speculative hype surrounding AI stocks, which may take 5 to 10 years to materialize—if at all—Intel's future prospects are far more solid. This is reminiscent of the metaverse, which was once touted as the next big thing but failed to deliver.

  6. No way would I ever pay above 30 P/E for any publicly trading company. When a company is expensive and misses even slightly on its earnings, that is when you see 25%-40% slides in one trading session. Nor worth it. Sure you can get lucky like some did with NVIDIA but how often that happens. NVIDIA today is insanely expensive.

  7. Pat is at fault too though because he projected very different numbers for 2022, 2023 and 2024. Intel wasn’t able to meet growth targets even from the lower base in 2023. Let’s see how 2025 plays out.

  8. They can't spin off the fabs because the fabs are losing $2.5 billion every quarter. Nobody will buy a business losing $2.5 billion every quarter. Well except maybe Elon Musk…
    On the other hand, Intel could easily easily spin off its products division into an IPO. That business alone– standing as it's own entity– has annual revenue around $48 billion and EPS of around $2.15 to $2.50 when you back out the Foundry losses. The proceeds of the sale would stay with the Foundry side of the business and existing shareholders will see $100 per share. Contemplate this scenario for a while.

  9. Investors are dumb. If Intel just walked away from their fabs and let 'em rot in the jungle, and they started fabbing chips at TSMC, it would boot Intel EPS about $2.38 annually. Intel-products standing on its own as a fabless company is worth a lot of money. They could spin the product division into an IPO and raise about $472 billion, based on reasonable valuation models.

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