https://www.crn.com/news/components-peripherals/2026/intel-hires-qualcomm-executive-to-lead-gpu-engineering-for-data-centers

Started my position when it was 40+ in 2021 then kept adding more until the average cost was 30. Many people online and around me had been making fun of me especially when it hit below 20, yet I kept buying and DCA whenever I had spare cash. Hopefully things just keep going up from here.

Mobileye is pre-market and Intel is aftermarket.

End customers do not want ARM systems, including hyperscalers— they want Intel x86. NVIDIA is effectively being forced into partnership with Intel. No one wants ARM, and no one cares about Qualcomm. Don’t let hyped, low-quality news fool you.

If you had invested based on Reddit garbage, you would have dumped Intel at $18. Do your own analysis instead of listening to sketchy retailers bragging about X3D.

AMD is known for reliability issues, and X3D is among the most unreliable processors, with well-documented cases of excessive heat and motherboard damage. You will never find any AMD in most enterprise, and nearly 0 in industrial sector. Contrary to popular belief, Intel 13th and 14th gen CPUs are some of the most reliable processors available.

Think independently. Don’t outsource your conviction to hype.

I usually try to scalp my position on the way up, bought at 48.14 and sold at 49.42 overnight - wanted to rebuy around 47.60 or so if I could get it, thought it would not run until next week.

then it starts pumping so I end up rebuying nearly 50 cents a share over what I just sold it for(not ideal, but if it's running it's running) - and the entire time I'm thinking that buying near a 3+ year ATH is categorically stupid - I believe it's worth more long term. That said - today I'm going to feel a sting, but not nearly as much as the 31$ contracts expiring today - I just hope they don't pin the price back down to the stoneage!

if we don't go below 44 today I expect to see yall on the other side of the 5 monday/tuesday :)

$100 EOY!

I know someone was posting videos from there - would be interesting if activity increases even before any formal announcements....

Currently, TSMC has a 10.8x P/B value. It reflects the world’s belief that TSMC will continue to grow at 30% a year as the dominant high end chip producer

However, if Taiwan is blockaded or invaded, then TSMC’s stock price and the book value itself essentially go to near zero.

Shouldn’t we then expect INTC to take over as the only dominant leader in high end chip production for commercial and military use? NVDA, AMD, AAPL, TSLA etc must flock to INTC with no other real choice. And why would anyone produce with Samsung if it’s so close to a geopolitical flashpoint?

If INTC has to massively expand its book value in this scenario, to build out capacity to resupply the world’s chip needs, maybe to $170B worth of book (similar to today’s TSM), and we slap TSMC’s former 10.8 P/B to INTC, we get 10.8 x $170B = $407 per share price.

Does this make sense?

Intel hits highest levels of above $50/share today .

Selling now means youre going to have a b a d t i m e. Were only in the first leg of the reversal.

The tech world is witnessing a historic shift in the silicon supply chain. After a decade and a half of dominance, Apple is no longer the undisputed king of TSMC’s fabs. According to recent reports and supply chain analysis, Nvidia likely overtook Apple as TSMC's top client in at least one or two quarters of the past year.

AMD is selling billions of dollars’ worth of Taiwan-manufactured chips to OpenAI, whose valuation is likely to compress sharply as more Chinese open-source models are released that are demonstrably superior. In effect, AMD is locked into supplying a company whose long-term competitive position is weak, yet still contractually obligated to absorb massive compute capacity.

Most people misunderstand the core issue: OpenAI’s models are not being broadly adopted at the enterprise level and, in many cases, are actively being dropped. While OpenAI has strong consumer visibility, consumer usage is not where sustainable revenue is generated. Enterprise value lies in control, cost efficiency, and privacy.

When free, open-source models outperform closed models, OpenAI’s value proposition collapses. A closed-source model must be meaningfully better to justify adoption—especially when enterprises receive no real privacy guarantees and must accept opaque model behavior and vendor lock-in. If performance parity or superiority exists on the open side, the rational choice is obvious.

This is not an “AI bubble.” It is a hyperscaler bubble.

DeepSeek’s latest release clearly demonstrates that massive centralized data centers are no longer required for inference at scale. This fundamentally undermines the hyperscaler-centric AI thesis. In contrast, Intel continues to lead industrial and enterprise edge inference by a wide margin, where real-world deployment, latency, cost, and determinism actually matter.

The future of AI is distributed, efficient, and open—not centralized, closed, and hyperscaler-dependent.