These guys make their own chips, they dont outsource them to Taiwan, which will get fucked soon.
>>62835966loser company, only reason it pumped is because of orange cheeto
>>62835966they are 10 yrs behind Samsung, let alone TSMC.
>>62835986Ok think about it for a second. The company making the Nvidia and AMD chips is TSMC. Nvidia and AMD dont make shit, they only design the things. And where is TSMC located? In Taiwan. A fucking hot spot for international conflict. How appropriate for a market in a bubble. What happens if a bomb goes off around those $50B worth of ASML machines that cannot be replaced?Intel would be worth gazillions.
>>628360181. nothing ever happens and if it happens some kind of deal would get made2. why wouldn't these companies just go to another fab instead of the stagnating loser one
>>62836018>ifBut it hasn’t unlike intcel which is based in the middle east and has got bombed which they’re saying was an accident except they didn’t even reveal it happened until their earnings call so the “accident” may well be a lie
>>62835966lack of jeets obviously
>>62835966>they dont outsource them to TaiwanThat is why they fail.
>>62835966They literally got rid of the ceo that wanted the long term gain for a chink ceo who just wants to sell for stock gain
>>62836408
>>62836408Pat couldn't give them the quick stock gains they wanted so badly
>>62835966-30% today, holy mother of fuck
>>62836016They started lagging behind AMD even before the Nvidia hype.
>>62836018>A fucking hot spot for international conflictNot really.
>>62835966Well...turns out hiring a bunch of shitskins just because the government reimburses their salaries isn't a good plan because they are incapable of doing the work in the first place.
So like is this a buying opportunity or not
tards pumped it because trump memed it. people are really retarded though...anything "chip" adjacent...could have been fucking doritos and they would have pumped it because muh chips. they were buying wolfspeed too lmao
>>62835966It's an incompetently run company. You know when buffet talks about "good companies" and "bad companies"? This is what he is talking about and the lesson he learned the hard way is to stay away from the bad ones even if the headwinds are in their favour and stick with the good ones even if the headwinds are not in there favour.
>>62835966Towelheads blew up their Israeli factory. That's what went wrong.
>>62835966Cramer protocols of zion
Intel seem to just want to throw money away.I work for a company that supplies equipment to semiconductor fabs.We spent two years modifying a bunch of our old equipment for them so it would work with a new system they put in.Literally as soon as we finished they ordered all new equipment from us and start tearing out the equipment they paid us millions to modify.
They do in fact outsource to tsmc like everyone else
>>62842572I'm convinced they're only solvent because of government funding. Before the current Trump term everyone was laughing at how shit Intel has become, AMD was running circles around them.
>>62835966Their 13th and 14th gen processors were dogshit.
a nothingburger bad forward guidance because consumers arent buying PC hardware as much, as if that matters anymore when consumer spending being down is a market wide thing not isolated to tech. they had a black swan event with one of their factories getting bombed and will miss two quarters of earningsoperating income from data centers, AI, has been skyrocketing and their foundry business has been mooning as well which was the main thesis for buying, a TSMC alternative. dont forget they raised money at $95 price point (also where nancy bought in). announcements coming up soon for foundry customers as welltldr dont touch your position till it hits 200, you can decide what to do then. if nancy hasnt sold you shouldnt sell
>>62836018Planning for failure is the worst kind of planning.Collective bargaining will function until it doesn't. You're either with the collective or against it.Those stocks are a public bank account that gets loaned against and you will always be the first to lose if something - anything - goes wrong.
>>62835966>Taiwan, which will get fucked soon.Intel is getting fucked right now in Israel.
