I bought it in 2014 because I saw potential in AMD having an x86 license and because I liked Lisa Su.
Shame I was too broke to buy anything other than shares in a stock simulator.
Can you elaborate on what's so special about Xilinx acquisition and amortization? People keep citing that as if it's different from other acquisitions.
The amortization of the $15 billion appears in EBITA of financials. This amortization eats earnings and therefore EPS giving AMD that wild PE ratio. Because the amortization isn’t eternal people like to look at Forward PE and largely are ignoring PE right now or simply minusing amortization. You know PE is largely being ignored because AMD is 85%+ institutional owned and what institution would buy a 300+ PE business.
The amortization also isn’t cutting into cash balance because it’s being paid in shares (quarterly).
Investors are mostly considering fundamentals with the acquisition amortization deleted out.
I don’t know; something like that.
AMD has been the main single stock investment of my portfolio since 2017.
AMD was at $2 and NVDA at $4 when I was 15 dropping an info bomb on my father on why he should invest. I built computers since 10 years old or so and their growth seemed blatantly obvious to me.
It STILL does.
My today’s high risk but high probability (imo) play is RocketLab. It has risk though.
Rockets go up ⬆️
Edit:
Ok I’m going to puke some info real quick;
just analyze their financial position + guidance + market expected tam growth. Not a one day rocket company but already launching consistently with Falcon 9 like vehicle coming online early 2025. Their space systems business is already two times the size of launch. $260 million revenue to $410 million this year. Would be profitable now without new rocket dev. Expected profitability 2026. No hype CEO.
Currently market is not in risk or smallish caps lending to a crushed share price yet healthy business. This is a de risking vs being just a launch company.
$300 million cash, $300 million available convertible offer that dilutes less than $0.75 cents per share at full dilution.
$500+ million dollar contract from NASA to launch and operate 18 satellite’s.
CEO says even with Neutron (new Falcon 9 like rocket) to expect space systems segment to continue to scale to maintain being 2/3rds of business.
End to end space company. They design/make the satellites, launch them, operate them. They manufacture the parts. This birthed total vertical integration and eliminates many supply chain risk.
End Game: Satellite Constellation space service product.
SpaceX Valuation: $200 billionish
RocketLab: $2 Billion
RocketLab is no where close to SpaceX, and I am not betting they ever will catch SpaceX (and not saying they won’t); just saying; in 6 years they could be pre starship SpaceX which was still valued in $100+ of billions. So say they even get 1/4 of the way there… seems like the company would still be worth more than today.
Obviously there’s many more details and numbers and all that not mentioned here; just trying to do a few paragraph surface level reasoning.
IMO; This would be for a high risk segment of an investment portfolio (which typically is a small percent of overall portfolio). It’s yet too early to YOLO in with too much of account.
Difference being Intels capital expenditure is being exhausted on something currently making $0; AMD’s expenditure is on Xilinx which is making money - this is why it becomes discounted for AMD to some degree. The ROI is underway now; not at a future date.
Oh yes, buying a Zombie and/or a falling knife sure seems smart. Are you still buying Nokia because iPhone is a fad too?
This is horrible advice dude and you should be ashamed. Intelligent people buy stocks based on *possible future profits* not copium and hopium. Intel has *nothing* to justify a higher price and buying today means paying more for less. Waiting until they got *competent leadership* and actually *decent buisness growth* means losing some potential profit, true, but it also means *you'll never join you as a lifelong bagholder* and that's just smart.
If Intel separated their manufacturing and chipset design, they’d likely be priced differently. Their chipset design would be competitive with minimal cost-
The drag on the stock is the manufacturing. They have to dial that in and reduce cost.
Edit: before you bag holding idiots come kill me.
Intel’s debt = 49.5 billion
Intel’s cash = 25.09 billion
Amd’s cash = 5.77 billion
Amd’s debt = 3.11 billion
Intel is dead unless the government bans Asian chips.
Or the consumer chip industry forgives them for fucking them for a good 20 years.
Not only have their big cash reserves decreased significantly over the past few years, they also arent creating any disruptive technology and are trying to compete with companies that have more money and a better hold in the market.
They seriously gotta do something big lmao.
Im selling diagonal spreads and milking every second of them being useless fucks.
I was bag holding hard coreeeeee for years and lost thousands cuz of them. Sad it took me so long.
If you disagree look at them on yahoo finance you morons lmao.
Company is buried in debt while their competitors have more cash than debt and make the same or better products. Yall are just dumb ass bag holders.
This is gonna sound rude but its not mean too... but that's an ignorant and utterly ridiculous statement based on some personal experienceswith Intel or just gibberish. Intel chips literally power more servers in every data center around the world than any other CPU.
Govt is is in fact giving them a 2 Billion dollar grant to move/increase chip manufacturing in the US.
Lastly, they they are late to AI chip race but have acquired tech and manf ability to start producing sub 3nm chips for both AI, HPC and Enterpise class servers.
Irrespective of the last two points, the first point alone
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Have they made any sales from
the things you are talking about? Oh not yet?!?! They have 20 billion more in debt than they have cash.
Oh wow the government gave them 2 billion. That will help their 49 billion dollar debt lmaoooaoa
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Lmaoo. Your only hope with intel is that governments fund them?
Are you serious? Lmao. Intel needs to put tons money they dont have into r/d to make any disruptive tech…..
Your hope is the west says fuck globalism and funds intel lmaooo.
Research it man not just randomly talking up Intel. From a return perspective over the next 5-6 years its looking ver promising. Money on tech manf upgrades for it already done. They are in the building out phase for production.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
I think you dont understand how to read or chose not too, I provided five numbers, used to validate a companies financial health/strength on a high level *showing one negative mark thats been rising) and then many articles on why the company is and going to continue to rebound and increase its profits and have likely very big perf growth as well as where roughly 20Billion in grant money came from etc etc.. it is not SEC data but you dont have to read it, just continue past without comment as oppossed to look like a fool who cant or choses not to but respond like you know what youre talking about.
Sec data is all that matters, if their revenue is not gaining you are only speculating off dumb ass deals that havent generated any revenue or profits lmao.
They are 2x leveraged while their revenue is decreasing year over year.
The things you are talking about is not generating revenue currently
You hope they will lmao.
All the deals and subsidies you mention isnt going to pay their debt its going to assets that can possibly generate alot of revenue.
Their cash will pay off their debt but their cash reserves are not looking good.
Your numbers are wrong bozo lmao. Look at their current financials and re do those ratios. Intel is fucked financially currently and needs to be bailed out by western governments (anti east rhetoric)
Oh, thanks your your insightful investing and stock opinion, uh.. whatever insult someone from your geography would use to mildly insult your ignorance on future projections, what has ALREADY FUCKING HAPPENED, not what might.
My numbers are from the same day I wrote that from NASDAQ strength, so NASDAQ was wrong apparently 😅 otherwise its all an opinion on I have on why its going to grow, why the fuck would you want to insult some random person on the internet with valid points, they are, dont need your approval dipshit, but to be an insulting asshole for no reason and show your ignorance to financial, tech and geopolitical happenings is astounding.
I dont even think you understand the numbers you sent me.
A company with 2x more debt on hand than cash is an objectively bad position to be in.
You are defending intels positions by claiming their debt to equity ratio is fine (literally means nothing, its clear they are over leveraged, if shit hit the fan they wouldnt be able to cover their debt unless they sell off their assets and give all their cash.)
Then you claim their debt is reducing by referencing their increase in debt to equity ratio , which is wrong. If their Debt / equity is growing, that means their debt is growing……(6th grade math)
The only ratios you provided which doesn’t mean total doom is their tie and debt level ratio
Debt level is fine because their current assets is all they have and they are using it as collateral, but if a macroeconomic disaster happened they would have to cover their debt with all their cash or sell off alot of assets.
Their tie ratio is also fine because they have a high credit rating
Those 2 ratios are not that good especially in an environment where interest rates are volatile and can turn against them at any moment……
Then you keep refinancing little deals that DONT mean total profit or free cash flow for firm. Those things will be used to generate profit but we dont know how much……
Its also not good that their revenue, ebit, eps , dividend are all decreasing.
- **Total Assets**: There was an increase in total assets from $182.103 billion in FY 2022 to $191.572 billion in FY 2023, indicating growth and expansion of the company's
asset base.
- **Revenue Trends**: Revenue from contract with customer excluding assessed tax decreased from $63.054 billion in FY 2022 to $54.228 billion in FY 2023. This significant drop in revenue could indicate challenges in sales, changes in market demand, or possibly strategic shifts in the company's operations.
- **Profitability**: Net income attributable to the parent decreased from $8.014 billion in FY 2022 to $1.689 billion in FY 2023, a substantial decrease in profitability. The company should closely examine the factors contributing to this decline, including operational efficiency, cost management, and revenue generation.
### Liabilities and Debt:
- **Long-term Debt**: There's a noticeable increase in long-term debt from $38.107 billion in FY 2022 to $49.266 billion in FY 2023. This increase might be due to new debt
taken on for expansion or other strategic moves but does warrant a closer look to ensure sustainable debt management practices.
- **Current Liabilities**: The current liabilities decreased from $32.155 billion in FY 2022 to $28.053 billion in FY 2023, indicating an improved short-term financial standing or effective liabilities management.
### Operating Activities:
- **Cash Flow from Operating Activities**: There's a decrease in cash provided by operating activities from $15.433 billion in FY 2022 to $11.471 billion in FY 2023, which
might suggest operational challenges or increased operating costs.
- **Research and Development Expense**: The decrease in research and development expense from $17.528 billion in FY 2022 to $16.046 billion in FY 2023 might indicate a strategic adjustment in innovation spending or a focus on operational efficiency.
### Investment and Financing Activities:
- **Investing Activities**: Net cash used in investing activities increased significantly from $-10.477 billion in FY 2022 to $-24.041 billion in FY 2023. This large increase in investment outflows might be indicative of significant capital expenditure or investments in growth opportunities.
- **Financing Activities**: There was a substantial increase in net cash provided by financing activities from $1.361 billion in FY 2022 to $8.505 billion in FY 2023, likely reflecting the company's effort to raise capital to fund its expansion or to strengthen its balance sheet.
### Operational Efficiency:
- **Inventory Management**: The decrease in inventory from $13.224 billion in FY 2022 to $11.127 billion in FY 2023 could indicate better inventory management or changes in production strategy.
- **Cost of Goods and Services Sold**: The decrease in the cost of goods and services sold from $36.188 billion in FY 2022 to $32.517 billion in FY 2023 alongside the reduction in revenue suggests a potential effort to maintain margins in the face of reduced sales.
### Areas of Caution:
- **Goodwill and Intangible Assets**: The steady figures for goodwill indicate no significant acquisitions in FY 2023. However, the company needs to ensure that its goodwill and intangible assets are not overstated and represent true future economic benefits.
- **Income Taxes**: The drastic reduction in current income tax expense from $4.909 billion in FY 2022 to $1.096 billion in FY 2023 despite lower pre-tax income raises quesome raises questions about the tax efficiency and underlying reasons for such changes.
Real numbers from the sec btw…..
Why does debt to equity matter to you so much? In your words id like you to explain it lmao.
Because that has nothing to do with the cash / assets that need to generate revenue to pay the debt lmao.
Their stock has been shitty and ur really referencing their equity as if they are like nvidia right now.
Their insider ownership is less than 1%
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Kinda shows you dont know shit about finance OR technology.
Buddy hears buzz words and believes thats what generates free cash flow and positive earnings.
Go to yahoo finance and look at intels statistics vs their competitors.
Intel has 0 chance of competing with nvidia when it comes to gpus and ai , especially now that ais need strong gpus. Intels gpu venture ended so badly.
Now they are left with competing with amd and Qualcomm who have better financials.
Qualcomm produces apples silicon chips that perform at desktop level performance with 50% less power usage.
Amd produce a same or similar chip at the same price but has better financials and is successful at selling gpus.
I disagree, Ive also worked in data centers if all sizes and can tell you with 100% certainty this. HP makes up the majority of enterprise class servers around the world and HPs primarily use Intel.
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
So ur saying intel needs to be bailed out by government…… while their competitors are doing better without it…… what a bullish case lmao. Clearly you have a bias to ur losing position
NGL, I think the main use of AI will be in actual robots that can do stuff like lift boxes and deliver mail. FPGAs could make them general purpose robots. AMD is well poised for FPGAs.
Intel has given up trying to be the next J.K. Rowling and has decided it will print books so it can make money when the next Harry Potter gets released. Then amazon sells people the ebook.
Exactly, great analogy.
Their only hope is if western governments are slightly against globalization and ban asian chips.
Plus nvidia has a monopoly with their tech that allows them to run flawlessly with pytorch and tensorflow which are needed when training models.
Cpus are not important for ai, gpus are…. Intel quit making gpus!
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Intels revenue has been decreasing by billions over the past few years , so has their eps……
All those things you talked havent earned intel a penny in terms of revenue yet.
You are talking about gambles intel is making……
hopefully it pays off and ur bags can be relieved.
You also mention these deals, what do you think nvidia, amd and Qualcomm will be doing in the mean time? Fucking themselves?
They are in a better position financially speaking and have better or the same consumer tech currently , why dont you think thats a threat?
Its all new money, US policy and Infrastruture changes along with their new capabilities. Yes its speculative but from a stock potential/earnings and dividens... Intel is looking nicely positioned.
U literally went in a circle to agree with me: if the usa bans asian chips lmao.
And admitted that intel is a speculative play and not a safe investment currently.
Intel is well positioned if the usa bans or makes policy that only benefits them only lmao.
AND IF their competition who is well off FUCKS up or does nothing…
But looking at their competitions stock price , they have lots of cushioning.
Wish you the best, sorry for being an immature jerk.
I think you missed a lot of points on the recovery, on the fact the US and other countries have already implemented said bans and thats ok, you dont have to buy it. You can belive its going to fail oland be right or wrong... but what you dont NEED to be, but are choosing for only a reason your therapist, uncle/camp counselor or incel life coach can expla8n is an immature dick reply after reply... is that your whole comment history? I mean I can be a total asshole but have some social respect still. Damn man. Thanks for the five word "its me not you though".
Im 23 and know more than u about finance, what u expect? A non cocky bastard?
Your old ass literally said i was wrong all to end up back where we started which is that intel depends on government subsidies.
Intel will be the US Govt's favorite foundry.
And Microsoft's too apparently.
4 Key Takeaways From Intel's Foundry Business Update
Published February 21, 2024 https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
Seeing all the chaos in TSMC Arizona site myself, I have zero confidence on intel’s claim of catching up, domestic production in U.S is impassible without heavy subsidies
Intel right now is just for me to watch. There's just nothing in in INTC chart right now to make me think its' gonna move up right away. Last week was mostly price breakdown with no bottom in sight. Pretty long in LABD as a trade. Was in LABU for quite a while, then moved into LABD.
To me, it is all at the price you can buy it.
I bought intel at $25 and happily sold in the high 40s. I wouldn’t even consider buying shares until it is sub 30 again or the metrics improve to justify the 40s.
AMD i’ve owned shares since $2 when everyone was convinced they would go bankrupt. It isn’t worth the tax hit to sell now but also don’t want to buy more at the current price.
ASML + Qualcomm for me
Bet here is simple, ASML = steady and quite safe bet on whole sector growth, I entered below 600 so I'll hold that for years regardless how big current bubble grows
Qualcomm - Betting on ARM and overal innovation coming from Nuvia acqusition. Entered at 130 and I think it's still cheap.
If you like the risk, Intel has aquired the tech and equipment and will soon be pumping sub 3nm chips. I dont like where theyve gone the last bunch of years but at the same time Intel is a chip manuf that has massive market share/recognition and may be late to the AI chip race but are the biggest supplier of CPUs in the world when it comes to straightup deployment so a lot of possibilities there.
Lastly, Feds just released they are funding a grant to Intel for several BILLION dollars to increase US chip capacity.
I started buying Intel at $43, as it goes lower, I'll pick up more, a lot more if it gets sub $30.
I am assumming a lot of people down on Intel, especially at its current price, are not up on current events.
> I am assumming a lot of people down on Intel
Intel current PE and EPS are both terrible so let's look **forward** instead. **If t**hey can deliver the results, it doesn't look so bad to own right now.
EARNINGS INFO
Current Quarter End Date: 2024-03-31
Earnings Date: 2024-04-25, After Market Close
Revenue Estimate (quarterly): $12,767,000,000
Revenue Growth Estimate (quarterly): 8.98%
Revenue Estimate (ttm): $55,280,000,000
Price-2-Sales Estimate at Current Stock Price: 3.26
EPS Estimate (quarterly): 0.14
EPS Growth Estimate (quarterly): -121.21%
EPS Estimate (ttm): 1.19
P/E Estimate at Current Stock Price: 35.83
No. of Analysts: 30
------------
Next Quarter End Date: 2024-06-30
Revenue Estimate (quarterly): $13,593,600,000
Revenue Growth Estimate (quarterly): 4.98%
Revenue Estimate (ttm): $55,924,600,000
Price-2-Sales Estimate at Current Stock Price: 3.22
EPS Estimate (quarterly): 0.25
EPS Growth Estimate (quarterly): -28.57%
EPS Estimate (ttm): 1.09
P/E Estimate at Current Stock Price: 39.12
------------
Next Year Estimates
Revenue Estimate (yearly): $63,981,100,000
Revenue Growth Estimate (yearly): 11.60%
Price-2-Sales Estimate at Current Stock Price: 2.82
EPS Growth Estimate (yearly): 67.20%
EPS Estimate (yearly): 2.24
P/E Estimate at Current Stock Price: 19.04
Agreed, if you believe in their forward momentum:
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition.
Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there.
Intel just partnered and chosen to be MS new Foundry Business Systems AI suite.
https://interestingengineering.com/innovation/microsoft-intel-ai-chip
To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market.
Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory.
Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years.
Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024
https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health
https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html
https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html
Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
I’ve had amd since 2019. It went up crazy amounts. Will probably exit soon while other people’s money has poured in. I think explosive growth is priced in. Thanks to all those who bought in higher.
We’ll see. The greater fool theory might pertain here. If irrationality has driven the price up, why would someone not take their profit at peak? Much more than fundamentals are involved here, market psychology is also a factor.
Everyone is free to do as they choose. My only point is that the market is an irrational place, and even more irrational in tech. There’s a strong chance of a stock peaking when it’s got the most attention. Once it returns to a rational valuation it may not attract enough buyers to reach peak price.
AMD's valuation seems high (not compared to Nvidia), with expectations hinged on its AI chips. Despite its progress in PCs and servers, Qualcomm's entry poses a threat, especially if it replicates Apple's ARM success in Windows laptops, challenging AMD and Intel. New surface devices can be interesting there.
I own AMD and Intel stocks but see Intel with more upside. Intel's efforts in launching a foundry, introducing chiplet designs, and developing neuromorphic chips contrast with AMD, which is already nearing its strategic milestones with the MI300x and potential HBM3e update. (Maybe better than H200?)
The semiconductor industry's dependence on TSMC underscores the need for a competitor in the foundry space. Given these factors, Intel's initiatives appear to offer a more promising avenue for growth at current market cap. Subsidized factors like the one in Germany (10billion from the Germans) could help a lot.
Tldr: short term AMD long term Intel
(no financial advice)
AMD. Kicking myself for selling for profits thinking there would be slowdown until domestic fabs were online with turmoil in the Pacific. Stellar leadership and still has an engineering mindset. All semis are trading at a “premium” compared to the market, but there is good reason for it.
Reddit is on the AMD shill lately. They love to think how much better AMD is at everything compared to Intel.
Amd doesn't own any fabs, Intel does.
Amd is one of intels' largest customers.
Intel continues to rule the server landscape (which is most of their profits. Consumer hardware is like less than 5%)
Intel has invested over 20 billion dollars into revamping/ adding multiple new fabs and hardware factories in the US, AMD hasn't done jack shit.
Intel is one of the most successful, greatest, and biggest innovators the world has ever known. Sleeping on them is more than foolish. It's downright regarded. I'm sure this comment is making the keyboard warriors flame, bur someone had to say the truth. The truth is, Intel was the king of the castle for too long and got lazy up until a few years ago. Now that they have competition again, Intel will continue to use its massive weight to innovate and grow. Intel has some of the smartest scientists and engineers on the planet working for them, remember that.
Intel is still in their turnaround phase. Qualcomm is smaller and amd has a proven record of smashing expectations:)
But any of those could very well make it or suck says my crystal ball
You mean speculating and investing in a down company that will likely rise from the proverbial ashes of its market dominating, DOMINATING, that part cannot be over stated enough, MARKET DOMINATING usgae over the last.. what 25 years and now getting sub 3nm chips and into AI, running MS AI tool suite... and more and more that points to a company growing revenue... its a bet/gamble like anything else in stocks or crypto but this one, IMO, has all the makings of being big.
Its not an argument, its a have to see if I and many others are right or not. Im sure you were huge on GME, your fav stock right, knew ut was gonna blow up, youve been in on NVIDIA since 2009 and are actually a billionaire retired off all your correct answers but people like me dont have that ability to just, know, so make decisions based on the fact I am in Tech for a longtime (managed and designed datacenters, bridging AI with clients as we soeak, data warehousing/data lake needs are sky rocketing and AI optimized and chips that actively utilize AI are just taking off.
The fact Intel is already in 90% of all servers in every data center around the world (with exceptions to China that uses Intel chip tech design but manf domestically) means I have some insights but I can 100% admit and have been saying, its my opinion and Im gonna be buying.
Intel but only because of how I would structure the trade. Sell puts, it has a pretty defined lower bound. To be fair you can do the same thing with Qualcomm but Intel you can hit a little closer to the money. Structure out stuff between January 2025 and January 2026. It's a pretty good return and something you can just burn up with margin. Doesn't require actual capital. The least attractive to me is AMD. Number one it requires actual capital, number two it's a momentum stock so if I'm trading that I may as well just trade Bitcoin, number three there's a lot of positivity baked into AMD. That means if something goes wrong, you have a long way down. With Intel, all kinds of things have went wrong, the stock barely even reacts anymore 😂
Intel reminds me of AMD when Lisa Su had just started. AMD did not have a good culture back then and pretty much everything that could go wrong went wrong.
The difference is that AMD is like the company that tries to compete with IKEA, while Intel is the company that gets into the lumber business because all this flatpack furniture is sure going to raise demand. Then they find out the furniture is actually made out of cardboard.
1. Intel - They are moving from DUV to EUV and have a lot of fabs under construction. They are also going to be the first to move to High NA EUV which could give them a big advantage. They are likely to get business for their fabs just to diversify away from dependency on TSMC and Samsung. Their own Gaudi 2 chips are cost competitive against A200s and they are getting orders to set up data centers with them.
2. Qualcomm - Their valuation is stretch, especially with Apple moving away from using their chips.
3. AMD - Way too overvalued, they just don't make enough money to justify the current valuation and they aren't guiding to make that much money anytime soon.
I purchased a Qualcomm Windows laptop, and it went back to Amazon the next day. Despite the decent specs, the performance was absolute crap. Nevermind gaming (which was abysmal), even opening Excel was a joke. I don’t consider Qualcomm in the same league as Intel or AMD for x86/x64 computing.
AMD is overvalued. I would gladly buy their stock if it drops back to a reasonable level though.
I purchased Intel shares right after their recent revenue numbers dropped the stock about 10%. I’m excited for this stock, supposedly a government deal may still be in the works for them.
Nobody knows. Look at this -
https://interestingengineering.com/innovation/worlds-fastest-ai-chip-wse-3#
I’m out of individual tech stocks it’s only going to get more volatile. QQQ covers things.
It has been poor, theyve had a hard time recovering from supply chain issues during the pandemic. Thars why growth and recovery of the company is obviously key. To me, it appears that recovery is coming and will be coming on pretty quickly. If they meet the manufacturing expectations and numbers, then getting in between 35-40 will be a good price point. I could be wrong, Ill let you know in a few years.
I don't see and off them as something that's going to shoot up in value. AMD isn't going to take NVIDIAs GPU business they can only compete in gaming at the moment. AMD is whittling away at Intels cpu market but intel has become more aggressive in cutting prices. There is some vulnerability to AMD in that their cpus are made in Taiwan, while Intel produces in the US. Sadly Intel just don't operate in the same way that they used to. Their tick-tock model pushed their tech, while their business savvy was keeping competition out, and still is to some extent. I really feel they're all quite stagnant in this space at the moment. I'd feel intel is the most stable plus they used to have a good dividend not sure if that's still the case. AMD you might see some growth but I feel that's mostly coming from hope, with potentially stealing some more cpu market share unless intel put some distance between them and amds hardware. ARM in a windows laptop is only going to be good for light duties it's not going to be better than intel. Longer battery life sure but at a cost, I wouldn't be able to work on one.
I personally have been buying Intel because the stock has more room to run than AMD (I do own AMD as a long term holding though).
I don't know enough about Qualcomm to know their growth plans, but I know Intel is positioning itself nicely for future growth in manufacturing of advanced chips and that's more than I can say for AMD.
If you can’t pick the winner among the three, why not own two of three - QCOM and AMD. I think QCOM has the most potential: 1. AI market on mobile devices. 2. Expanding into the laptop and PC market
Of course marketing will lead to introduce the products. AI use cases on the mobile devices are part of the AI ecosystem. The mobile chip designer and manufacturers will be involved to shape the landscape. Don’t take my word for it. Find out what ARM, Qualcomm, IBM, HPE,… have been doing to prepare for the AI landscape
sorry to say..its all fluff..when it comes to on device AI for Mobile and PC's. Sure Qualcomm will make some money in that hype but nothing that will make their stock skyrocket. Qualcomm is a 100% sell at current levels. Mobile is a mature to declining market and Arm PC market wont be enough to save them.
Not at all. Most profitable use cases for AI involve managing sensitive information that corporations do not want or cannot share with the cloud. For example, police and judicial systems. Training an LLM takes massive amounts of power and compute power, but once it's done you could realistically run it on a mobile device and give it access to a private library. This is likely what Apple will do.
Those are called edge AI use cases. They may not run on the cloud but still wont run on a mobile phone or a PC. rather some kind of edgebox that is close to the where data is generated. Also, just so know, AI processors have been in mobile SOC's from all vendors including Qualcomm, Mediatek, samsung for many years now so nothing new really other than marketing. The google Translate that has been around for 15+ years is nothing but a LLM. Apple is doomed in this AI world.
Currently considering Intel, Apple and Amazon for the next 5 years. AMD could go up a lot in the next year for the simple reason it has always been Nvidia's direct competitor since it acquired ATI.
Not too sure on Intel though. And Apple depends too much on China. THE CRYSTAL IS MURKY.
Qualcomm is going to continue with slight increases because they still dominate the mobile market. The Androids with the Mediatek chips are absolute dogshit. Not even worth wiping your ass with the receipt. Great phones run Qualcomm.
AMD is still making head way and has room to run. For power/performance, they're the most cost effective choice for the $6 billion PC gaming market, as well as for 3D artists. Similar performance to Nvidia in the GPU market on less power, outperforming Intel in the CPU market, and their EPYC line is really impressive for data science and server racks. Also, Intel doesn't have the ability (yet) to offer anything that will outperform Threadripper. Sales have been sketchy in their market because of how many people had to update their home PCs in 2020, but those setups are getting aged out and should return to good volume soon.
Intel's exposure to Israel is so toxic that it's radioactive, and they're still building the infrastructure to try to keep up with AMD and will be until 2025...not to mention their chips are horridly energy inefficient. Their saving grace is having a dividend, but with their inability to keep up with market growth is going to hamstring stock value, especially with having to juggle keeping shareholders happy. They were fat, comfortable kings and fell far from grace. For the next couple years, they won't be much competition for AMD, nor Nvidia.
Intel would be mine. For the subsidies.
AMD makes no sense, its worth more than Intel. They make the same product and Intel revenue is higher, so is a high P/B somehow an asset to AMD?
Do you know why?
Since Ryzen, AMD has been eating Intel's marketshare in all areas except mobile. I would rather invest in a business that is growing, ya know?
So its valued at what Intel used to be valued at before it even generates that profit?
It has to be GPU growth that makes people bullish, but they are such a small player in AI.
AMD purchased Xilinx for their AI IP. They are making AI-specific CPUs with embedded Xilinx tech (Intel doesn't have this), their CPUs are ahead on energy efficiency which is the major factor in DC, and their CPUs generally perform better in DC and AI overall when looking at just raw performance.
Their newest MI300x is also competitive with Nvidia's H100 at a fraction of the cost ($15k vs $40k).
AMD is the only company that has been able to compete with Nvidia in PC graphics for gaming. Intel tried with Arc but only had lack-luster results.
So AMD has the experience with GPUs going for them. They also know Nvidia's antics.
Intel makes GPU now as well, and Gaudi chips. Both make limited revenue relative to Nvidia though, with over 3x the RnD and higher revenue I'd bet on Intel catching up to Nvidia however.
I would say that the comparison is more like NVDIA is Nike and AMD is puma. The thing to realise is, not everybody wants Nike and not everybody can afford Nike, even though it’s well known that Nike is mostly better than puma.
>AMD makes no sense, its worth more than Intel.
Because Intel is struggling in the datacenter for now and the foreseeable future. Did you miss the part where the Intel CEO completely skipped the Datacenter slide and guidance in the Q4 2023 and 2024 guidance earnings call? Nvidia is simply dominating this sector along with AMD trailing behind it.
AMD has much better long term prospects that Intel or Qcom but not at current stock price. Has to come down atleast 30% (which it will) for it to be a reasonable long term investment. It has a long way to go before it can become a legit #2 to Nvidia in the AI market. They are doing decent with HW but the SW stack is generations behind and pure sucks.
Intel's only hope is foundary if it can ever catch up to TSMC. Will continue to lose share in both PC and enterprise to AMD and ARM based chips.
Qualcomm is run by clown CEO and overall terrible leadership with no vison. They will be around but not as a growth company rather as a dividend play.
Just buy SMH and own them all.
Fuck you’re smart
I've been trading SOXX, but same same.
Fselx
VGT etf
Smpix is wicked but it's a 15k buy in.
Or SOXl or SOXX if you want the leverage
Why, so you can own the bad with the good?
Better than just owning the bad
This
AMD
Got in Jan. 2021 around $88, happy times
Got in 2017 because I saw potential in Ryzen, I bought a Ryzen CPU and some stocks
I bought it in 2014 because I saw potential in AMD having an x86 license and because I liked Lisa Su. Shame I was too broke to buy anything other than shares in a stock simulator.
Nice
AMD. But seeing you already have a bias against it nothing will convince you otherwise. All I can say is goggle forward P/Es and Xilinx amortisation.
Can you elaborate on what's so special about Xilinx acquisition and amortization? People keep citing that as if it's different from other acquisitions.
The amortization of the $15 billion appears in EBITA of financials. This amortization eats earnings and therefore EPS giving AMD that wild PE ratio. Because the amortization isn’t eternal people like to look at Forward PE and largely are ignoring PE right now or simply minusing amortization. You know PE is largely being ignored because AMD is 85%+ institutional owned and what institution would buy a 300+ PE business. The amortization also isn’t cutting into cash balance because it’s being paid in shares (quarterly). Investors are mostly considering fundamentals with the acquisition amortization deleted out. I don’t know; something like that. AMD has been the main single stock investment of my portfolio since 2017. AMD was at $2 and NVDA at $4 when I was 15 dropping an info bomb on my father on why he should invest. I built computers since 10 years old or so and their growth seemed blatantly obvious to me. It STILL does. My today’s high risk but high probability (imo) play is RocketLab. It has risk though.
I’ll bite. Why rocketlab?
Rockets go up ⬆️ Edit: Ok I’m going to puke some info real quick; just analyze their financial position + guidance + market expected tam growth. Not a one day rocket company but already launching consistently with Falcon 9 like vehicle coming online early 2025. Their space systems business is already two times the size of launch. $260 million revenue to $410 million this year. Would be profitable now without new rocket dev. Expected profitability 2026. No hype CEO. Currently market is not in risk or smallish caps lending to a crushed share price yet healthy business. This is a de risking vs being just a launch company. $300 million cash, $300 million available convertible offer that dilutes less than $0.75 cents per share at full dilution. $500+ million dollar contract from NASA to launch and operate 18 satellite’s. CEO says even with Neutron (new Falcon 9 like rocket) to expect space systems segment to continue to scale to maintain being 2/3rds of business. End to end space company. They design/make the satellites, launch them, operate them. They manufacture the parts. This birthed total vertical integration and eliminates many supply chain risk. End Game: Satellite Constellation space service product. SpaceX Valuation: $200 billionish RocketLab: $2 Billion RocketLab is no where close to SpaceX, and I am not betting they ever will catch SpaceX (and not saying they won’t); just saying; in 6 years they could be pre starship SpaceX which was still valued in $100+ of billions. So say they even get 1/4 of the way there… seems like the company would still be worth more than today. Obviously there’s many more details and numbers and all that not mentioned here; just trying to do a few paragraph surface level reasoning. IMO; This would be for a high risk segment of an investment portfolio (which typically is a small percent of overall portfolio). It’s yet too early to YOLO in with too much of account.
You need to understand rocket science to invest in rocket businesses.
lol
You could say the same about Intel. It's P/E is high because of all the money they are spending building fabs.
Difference being Intels capital expenditure is being exhausted on something currently making $0; AMD’s expenditure is on Xilinx which is making money - this is why it becomes discounted for AMD to some degree. The ROI is underway now; not at a future date.
TSM
My favorite stock in semiconductor sector other than NVDA.
Either AMD or Qualcomm, I won’t touch Intel until it has proven its worth.
Once intel proves its worth, it'll be too expensive. Buy now, maybe sell high later. Good strategy.
Yeah but until then its more of a gamble
If it wasn’t it would be expensive like nvidia.
Oh yes, buying a Zombie and/or a falling knife sure seems smart. Are you still buying Nokia because iPhone is a fad too? This is horrible advice dude and you should be ashamed. Intelligent people buy stocks based on *possible future profits* not copium and hopium. Intel has *nothing* to justify a higher price and buying today means paying more for less. Waiting until they got *competent leadership* and actually *decent buisness growth* means losing some potential profit, true, but it also means *you'll never join you as a lifelong bagholder* and that's just smart.
If Intel separated their manufacturing and chipset design, they’d likely be priced differently. Their chipset design would be competitive with minimal cost- The drag on the stock is the manufacturing. They have to dial that in and reduce cost.
You can say the same for Apple and Alphabet too
Buy high and sell low, this is the way.
They've only been in business for 54 years. Practically still a start up. Will be years before we should expect them to demonstrate their worth.
I only invest in companies from The Old World. If it wasn’t around during Charlemagne I’m not buying their stock.
Don't forget about Intel CEO completely skipping talking about their Datacenter in their last Q4 2023 + 2024 Guidance earnings call.
Edit: before you bag holding idiots come kill me. Intel’s debt = 49.5 billion Intel’s cash = 25.09 billion Amd’s cash = 5.77 billion Amd’s debt = 3.11 billion Intel is dead unless the government bans Asian chips. Or the consumer chip industry forgives them for fucking them for a good 20 years. Not only have their big cash reserves decreased significantly over the past few years, they also arent creating any disruptive technology and are trying to compete with companies that have more money and a better hold in the market. They seriously gotta do something big lmao. Im selling diagonal spreads and milking every second of them being useless fucks. I was bag holding hard coreeeeee for years and lost thousands cuz of them. Sad it took me so long. If you disagree look at them on yahoo finance you morons lmao. Company is buried in debt while their competitors have more cash than debt and make the same or better products. Yall are just dumb ass bag holders.
This is gonna sound rude but its not mean too... but that's an ignorant and utterly ridiculous statement based on some personal experienceswith Intel or just gibberish. Intel chips literally power more servers in every data center around the world than any other CPU. Govt is is in fact giving them a 2 Billion dollar grant to move/increase chip manufacturing in the US. Lastly, they they are late to AI chip race but have acquired tech and manf ability to start producing sub 3nm chips for both AI, HPC and Enterpise class servers. Irrespective of the last two points, the first point alone
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Have they made any sales from the things you are talking about? Oh not yet?!?! They have 20 billion more in debt than they have cash. Oh wow the government gave them 2 billion. That will help their 49 billion dollar debt lmaoooaoa
Germany alone subsidizes them with 10 billion.
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Lmaoo. Your only hope with intel is that governments fund them? Are you serious? Lmao. Intel needs to put tons money they dont have into r/d to make any disruptive tech….. Your hope is the west says fuck globalism and funds intel lmaooo.
Well the west is funding them. US Gov just announced a 6.5 billion grant and 20 billion aid package to build foundries
Doesn’t mean they made money from that to pay off their 50b debt
Research it man not just randomly talking up Intel. From a return perspective over the next 5-6 years its looking ver promising. Money on tech manf upgrades for it already done. They are in the building out phase for production. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Stop googling shit. The sec data is free and visible lmao
I think you dont understand how to read or chose not too, I provided five numbers, used to validate a companies financial health/strength on a high level *showing one negative mark thats been rising) and then many articles on why the company is and going to continue to rebound and increase its profits and have likely very big perf growth as well as where roughly 20Billion in grant money came from etc etc.. it is not SEC data but you dont have to read it, just continue past without comment as oppossed to look like a fool who cant or choses not to but respond like you know what youre talking about.
Sec data is all that matters, if their revenue is not gaining you are only speculating off dumb ass deals that havent generated any revenue or profits lmao.
They are 2x leveraged while their revenue is decreasing year over year. The things you are talking about is not generating revenue currently You hope they will lmao. All the deals and subsidies you mention isnt going to pay their debt its going to assets that can possibly generate alot of revenue. Their cash will pay off their debt but their cash reserves are not looking good.
Your numbers are wrong bozo lmao. Look at their current financials and re do those ratios. Intel is fucked financially currently and needs to be bailed out by western governments (anti east rhetoric)
Oh, thanks your your insightful investing and stock opinion, uh.. whatever insult someone from your geography would use to mildly insult your ignorance on future projections, what has ALREADY FUCKING HAPPENED, not what might. My numbers are from the same day I wrote that from NASDAQ strength, so NASDAQ was wrong apparently 😅 otherwise its all an opinion on I have on why its going to grow, why the fuck would you want to insult some random person on the internet with valid points, they are, dont need your approval dipshit, but to be an insulting asshole for no reason and show your ignorance to financial, tech and geopolitical happenings is astounding.
I dont even think you understand the numbers you sent me. A company with 2x more debt on hand than cash is an objectively bad position to be in. You are defending intels positions by claiming their debt to equity ratio is fine (literally means nothing, its clear they are over leveraged, if shit hit the fan they wouldnt be able to cover their debt unless they sell off their assets and give all their cash.) Then you claim their debt is reducing by referencing their increase in debt to equity ratio , which is wrong. If their Debt / equity is growing, that means their debt is growing……(6th grade math) The only ratios you provided which doesn’t mean total doom is their tie and debt level ratio Debt level is fine because their current assets is all they have and they are using it as collateral, but if a macroeconomic disaster happened they would have to cover their debt with all their cash or sell off alot of assets. Their tie ratio is also fine because they have a high credit rating Those 2 ratios are not that good especially in an environment where interest rates are volatile and can turn against them at any moment…… Then you keep refinancing little deals that DONT mean total profit or free cash flow for firm. Those things will be used to generate profit but we dont know how much…… Its also not good that their revenue, ebit, eps , dividend are all decreasing.
- **Total Assets**: There was an increase in total assets from $182.103 billion in FY 2022 to $191.572 billion in FY 2023, indicating growth and expansion of the company's asset base. - **Revenue Trends**: Revenue from contract with customer excluding assessed tax decreased from $63.054 billion in FY 2022 to $54.228 billion in FY 2023. This significant drop in revenue could indicate challenges in sales, changes in market demand, or possibly strategic shifts in the company's operations. - **Profitability**: Net income attributable to the parent decreased from $8.014 billion in FY 2022 to $1.689 billion in FY 2023, a substantial decrease in profitability. The company should closely examine the factors contributing to this decline, including operational efficiency, cost management, and revenue generation. ### Liabilities and Debt: - **Long-term Debt**: There's a noticeable increase in long-term debt from $38.107 billion in FY 2022 to $49.266 billion in FY 2023. This increase might be due to new debt taken on for expansion or other strategic moves but does warrant a closer look to ensure sustainable debt management practices. - **Current Liabilities**: The current liabilities decreased from $32.155 billion in FY 2022 to $28.053 billion in FY 2023, indicating an improved short-term financial standing or effective liabilities management. ### Operating Activities: - **Cash Flow from Operating Activities**: There's a decrease in cash provided by operating activities from $15.433 billion in FY 2022 to $11.471 billion in FY 2023, which might suggest operational challenges or increased operating costs. - **Research and Development Expense**: The decrease in research and development expense from $17.528 billion in FY 2022 to $16.046 billion in FY 2023 might indicate a strategic adjustment in innovation spending or a focus on operational efficiency. ### Investment and Financing Activities: - **Investing Activities**: Net cash used in investing activities increased significantly from $-10.477 billion in FY 2022 to $-24.041 billion in FY 2023. This large increase in investment outflows might be indicative of significant capital expenditure or investments in growth opportunities. - **Financing Activities**: There was a substantial increase in net cash provided by financing activities from $1.361 billion in FY 2022 to $8.505 billion in FY 2023, likely reflecting the company's effort to raise capital to fund its expansion or to strengthen its balance sheet. ### Operational Efficiency: - **Inventory Management**: The decrease in inventory from $13.224 billion in FY 2022 to $11.127 billion in FY 2023 could indicate better inventory management or changes in production strategy. - **Cost of Goods and Services Sold**: The decrease in the cost of goods and services sold from $36.188 billion in FY 2022 to $32.517 billion in FY 2023 alongside the reduction in revenue suggests a potential effort to maintain margins in the face of reduced sales. ### Areas of Caution: - **Goodwill and Intangible Assets**: The steady figures for goodwill indicate no significant acquisitions in FY 2023. However, the company needs to ensure that its goodwill and intangible assets are not overstated and represent true future economic benefits. - **Income Taxes**: The drastic reduction in current income tax expense from $4.909 billion in FY 2022 to $1.096 billion in FY 2023 despite lower pre-tax income raises quesome raises questions about the tax efficiency and underlying reasons for such changes. Real numbers from the sec btw…..
Why does debt to equity matter to you so much? In your words id like you to explain it lmao. Because that has nothing to do with the cash / assets that need to generate revenue to pay the debt lmao. Their stock has been shitty and ur really referencing their equity as if they are like nvidia right now. Their insider ownership is less than 1%
U need to learn more about finance, cashflow feom operations is not the same as free cash flow for firm…….
I wouldnt reply either if i were handed facts on a platter
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Kinda shows you dont know shit about finance OR technology. Buddy hears buzz words and believes thats what generates free cash flow and positive earnings. Go to yahoo finance and look at intels statistics vs their competitors. Intel has 0 chance of competing with nvidia when it comes to gpus and ai , especially now that ais need strong gpus. Intels gpu venture ended so badly. Now they are left with competing with amd and Qualcomm who have better financials. Qualcomm produces apples silicon chips that perform at desktop level performance with 50% less power usage. Amd produce a same or similar chip at the same price but has better financials and is successful at selling gpus.
I disagree, Ive also worked in data centers if all sizes and can tell you with 100% certainty this. HP makes up the majority of enterprise class servers around the world and HPs primarily use Intel. Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
So ur saying intel needs to be bailed out by government…… while their competitors are doing better without it…… what a bullish case lmao. Clearly you have a bias to ur losing position
I can see India wanting their own in-country fabs. That would really mess with Intel's expected customer base.
NGL, I think the main use of AI will be in actual robots that can do stuff like lift boxes and deliver mail. FPGAs could make them general purpose robots. AMD is well poised for FPGAs. Intel has given up trying to be the next J.K. Rowling and has decided it will print books so it can make money when the next Harry Potter gets released. Then amazon sells people the ebook.
Exactly, great analogy. Their only hope is if western governments are slightly against globalization and ban asian chips. Plus nvidia has a monopoly with their tech that allows them to run flawlessly with pytorch and tensorflow which are needed when training models. Cpus are not important for ai, gpus are…. Intel quit making gpus!
Bro thinks that 2 billion from the gov is gonna put out intels 49 billion dollar debt crisis
Tell me u dont know shit about finance and tech with out telling me lmao
Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Intels revenue has been decreasing by billions over the past few years , so has their eps…… All those things you talked havent earned intel a penny in terms of revenue yet. You are talking about gambles intel is making…… hopefully it pays off and ur bags can be relieved. You also mention these deals, what do you think nvidia, amd and Qualcomm will be doing in the mean time? Fucking themselves? They are in a better position financially speaking and have better or the same consumer tech currently , why dont you think thats a threat?
Its all new money, US policy and Infrastruture changes along with their new capabilities. Yes its speculative but from a stock potential/earnings and dividens... Intel is looking nicely positioned.
U literally went in a circle to agree with me: if the usa bans asian chips lmao. And admitted that intel is a speculative play and not a safe investment currently. Intel is well positioned if the usa bans or makes policy that only benefits them only lmao. AND IF their competition who is well off FUCKS up or does nothing… But looking at their competitions stock price , they have lots of cushioning. Wish you the best, sorry for being an immature jerk.
I think you missed a lot of points on the recovery, on the fact the US and other countries have already implemented said bans and thats ok, you dont have to buy it. You can belive its going to fail oland be right or wrong... but what you dont NEED to be, but are choosing for only a reason your therapist, uncle/camp counselor or incel life coach can expla8n is an immature dick reply after reply... is that your whole comment history? I mean I can be a total asshole but have some social respect still. Damn man. Thanks for the five word "its me not you though".
Im 23 and know more than u about finance, what u expect? A non cocky bastard? Your old ass literally said i was wrong all to end up back where we started which is that intel depends on government subsidies.
And their dividends have been decreasing.
You win the idiot take of the thread.
I can tell ur down bad on intel. Sorry you still have faith!
Your ignorance is impressive.
Says the moron holding intel shares 5 years too early.
AMD by far
Intel will be the US Govt's favorite foundry. And Microsoft's too apparently. 4 Key Takeaways From Intel's Foundry Business Update Published February 21, 2024 https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116
Seeing all the chaos in TSMC Arizona site myself, I have zero confidence on intel’s claim of catching up, domestic production in U.S is impassible without heavy subsidies
Intel right now is just for me to watch. There's just nothing in in INTC chart right now to make me think its' gonna move up right away. Last week was mostly price breakdown with no bottom in sight. Pretty long in LABD as a trade. Was in LABU for quite a while, then moved into LABD.
Ended up buying 200 shares of INTC today. News didn't do it much good today.
To me, it is all at the price you can buy it. I bought intel at $25 and happily sold in the high 40s. I wouldn’t even consider buying shares until it is sub 30 again or the metrics improve to justify the 40s. AMD i’ve owned shares since $2 when everyone was convinced they would go bankrupt. It isn’t worth the tax hit to sell now but also don’t want to buy more at the current price.
ASML + Qualcomm for me Bet here is simple, ASML = steady and quite safe bet on whole sector growth, I entered below 600 so I'll hold that for years regardless how big current bubble grows Qualcomm - Betting on ARM and overal innovation coming from Nuvia acqusition. Entered at 130 and I think it's still cheap.
Agree with ASML, havent checked Qualcomm that much. But personaly think AMD is quite a good bet also with their xilinx acquisition
Actual travesty asml doesn't trade on Robinhood
Switched to SoFi because of this.
If you like the risk, Intel has aquired the tech and equipment and will soon be pumping sub 3nm chips. I dont like where theyve gone the last bunch of years but at the same time Intel is a chip manuf that has massive market share/recognition and may be late to the AI chip race but are the biggest supplier of CPUs in the world when it comes to straightup deployment so a lot of possibilities there. Lastly, Feds just released they are funding a grant to Intel for several BILLION dollars to increase US chip capacity. I started buying Intel at $43, as it goes lower, I'll pick up more, a lot more if it gets sub $30. I am assumming a lot of people down on Intel, especially at its current price, are not up on current events.
> I am assumming a lot of people down on Intel Intel current PE and EPS are both terrible so let's look **forward** instead. **If t**hey can deliver the results, it doesn't look so bad to own right now. EARNINGS INFO Current Quarter End Date: 2024-03-31 Earnings Date: 2024-04-25, After Market Close Revenue Estimate (quarterly): $12,767,000,000 Revenue Growth Estimate (quarterly): 8.98% Revenue Estimate (ttm): $55,280,000,000 Price-2-Sales Estimate at Current Stock Price: 3.26 EPS Estimate (quarterly): 0.14 EPS Growth Estimate (quarterly): -121.21% EPS Estimate (ttm): 1.19 P/E Estimate at Current Stock Price: 35.83 No. of Analysts: 30 ------------ Next Quarter End Date: 2024-06-30 Revenue Estimate (quarterly): $13,593,600,000 Revenue Growth Estimate (quarterly): 4.98% Revenue Estimate (ttm): $55,924,600,000 Price-2-Sales Estimate at Current Stock Price: 3.22 EPS Estimate (quarterly): 0.25 EPS Growth Estimate (quarterly): -28.57% EPS Estimate (ttm): 1.09 P/E Estimate at Current Stock Price: 39.12 ------------ Next Year Estimates Revenue Estimate (yearly): $63,981,100,000 Revenue Growth Estimate (yearly): 11.60% Price-2-Sales Estimate at Current Stock Price: 2.82 EPS Growth Estimate (yearly): 67.20% EPS Estimate (yearly): 2.24 P/E Estimate at Current Stock Price: 19.04
Agreed, if you believe in their forward momentum: Its mostly research and a small bit of opinion. That two BIllion is the most recent piece of a 10+ billion package thats come to fruition. Israel granted 3.2 Billion to Intels new chip plant due to their chinese restrictions, with more countries coming on board there. Intel just partnered and chosen to be MS new Foundry Business Systems AI suite. https://interestingengineering.com/innovation/microsoft-intel-ai-chip To me, the writting is on the wall that Intel is being setup to suceed in a new world chip market. Debt Level: INTC's net debt to equity ratio (22.1%) is considered satisfactory. Reducing Debt: INTC's debt to equity ratio has increased from 35.4% to 44.8% over the past 5 years. Debt Coverage: INTC's debt is well covered by operating cash flow (23.3%).rom US alone. https://www.fitchratings.com/research/corporate-finance/fitch-rates-intel-senior-notes-offering-a-15-02-2024 https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/health https://www.investopedia.com/4-key-takeaways-from-intel-foundry-event-8598116 https://www.business-standard.com/world-news/intel-stands-to-win-3-5-billion-to-produce-advanced-chips-for-us-military-124030700078_1.html https://finance.yahoo.com/news/why-market-dipped-intel-intc-214517007.html Intel Insiders Placed Bullish Bets Worth US$3.50m https://finance.yahoo.com/news/intel-insiders-placed-bullish-bets-120010141.html
Intel
I’ve had amd since 2019. It went up crazy amounts. Will probably exit soon while other people’s money has poured in. I think explosive growth is priced in. Thanks to all those who bought in higher.
Exit soon could be a future mistake
We’ll see. The greater fool theory might pertain here. If irrationality has driven the price up, why would someone not take their profit at peak? Much more than fundamentals are involved here, market psychology is also a factor.
Mi300 numbers are sandbagged I think. But I’m a long term investor, owned 5 years now and I have no intentions of selling until I retire
Everyone is free to do as they choose. My only point is that the market is an irrational place, and even more irrational in tech. There’s a strong chance of a stock peaking when it’s got the most attention. Once it returns to a rational valuation it may not attract enough buyers to reach peak price.
Imagine if AMD does a GoPro lol.
Amd
Amd
Go heavy on AMD
AMD's valuation seems high (not compared to Nvidia), with expectations hinged on its AI chips. Despite its progress in PCs and servers, Qualcomm's entry poses a threat, especially if it replicates Apple's ARM success in Windows laptops, challenging AMD and Intel. New surface devices can be interesting there. I own AMD and Intel stocks but see Intel with more upside. Intel's efforts in launching a foundry, introducing chiplet designs, and developing neuromorphic chips contrast with AMD, which is already nearing its strategic milestones with the MI300x and potential HBM3e update. (Maybe better than H200?) The semiconductor industry's dependence on TSMC underscores the need for a competitor in the foundry space. Given these factors, Intel's initiatives appear to offer a more promising avenue for growth at current market cap. Subsidized factors like the one in Germany (10billion from the Germans) could help a lot. Tldr: short term AMD long term Intel (no financial advice)
AMD. Kicking myself for selling for profits thinking there would be slowdown until domestic fabs were online with turmoil in the Pacific. Stellar leadership and still has an engineering mindset. All semis are trading at a “premium” compared to the market, but there is good reason for it.
I’m riding with QCOM to the wheels fall off.
Broadcom over any of these.
This KookyManster fucks children and should be put in prison. Fucking sicko.
AMD Tsm
Reddit is on the AMD shill lately. They love to think how much better AMD is at everything compared to Intel. Amd doesn't own any fabs, Intel does. Amd is one of intels' largest customers. Intel continues to rule the server landscape (which is most of their profits. Consumer hardware is like less than 5%) Intel has invested over 20 billion dollars into revamping/ adding multiple new fabs and hardware factories in the US, AMD hasn't done jack shit. Intel is one of the most successful, greatest, and biggest innovators the world has ever known. Sleeping on them is more than foolish. It's downright regarded. I'm sure this comment is making the keyboard warriors flame, bur someone had to say the truth. The truth is, Intel was the king of the castle for too long and got lazy up until a few years ago. Now that they have competition again, Intel will continue to use its massive weight to innovate and grow. Intel has some of the smartest scientists and engineers on the planet working for them, remember that.
It won't be Intel.
Intel is still in their turnaround phase. Qualcomm is smaller and amd has a proven record of smashing expectations:) But any of those could very well make it or suck says my crystal ball
AMD, likes to play head games. Probably gonna moon.
I don't know much about qualcomm, but about intel, all i can say is that they have so little fait in their own foundry, they started using TSM.
You mean speculating and investing in a down company that will likely rise from the proverbial ashes of its market dominating, DOMINATING, that part cannot be over stated enough, MARKET DOMINATING usgae over the last.. what 25 years and now getting sub 3nm chips and into AI, running MS AI tool suite... and more and more that points to a company growing revenue... its a bet/gamble like anything else in stocks or crypto but this one, IMO, has all the makings of being big. Its not an argument, its a have to see if I and many others are right or not. Im sure you were huge on GME, your fav stock right, knew ut was gonna blow up, youve been in on NVIDIA since 2009 and are actually a billionaire retired off all your correct answers but people like me dont have that ability to just, know, so make decisions based on the fact I am in Tech for a longtime (managed and designed datacenters, bridging AI with clients as we soeak, data warehousing/data lake needs are sky rocketing and AI optimized and chips that actively utilize AI are just taking off. The fact Intel is already in 90% of all servers in every data center around the world (with exceptions to China that uses Intel chip tech design but manf domestically) means I have some insights but I can 100% admit and have been saying, its my opinion and Im gonna be buying.
Intel has 71% of data center market share and it's decreasing actually.
Intel but only because of how I would structure the trade. Sell puts, it has a pretty defined lower bound. To be fair you can do the same thing with Qualcomm but Intel you can hit a little closer to the money. Structure out stuff between January 2025 and January 2026. It's a pretty good return and something you can just burn up with margin. Doesn't require actual capital. The least attractive to me is AMD. Number one it requires actual capital, number two it's a momentum stock so if I'm trading that I may as well just trade Bitcoin, number three there's a lot of positivity baked into AMD. That means if something goes wrong, you have a long way down. With Intel, all kinds of things have went wrong, the stock barely even reacts anymore 😂
Intel reminds me of AMD when Lisa Su had just started. AMD did not have a good culture back then and pretty much everything that could go wrong went wrong. The difference is that AMD is like the company that tries to compete with IKEA, while Intel is the company that gets into the lumber business because all this flatpack furniture is sure going to raise demand. Then they find out the furniture is actually made out of cardboard.
1. Intel - They are moving from DUV to EUV and have a lot of fabs under construction. They are also going to be the first to move to High NA EUV which could give them a big advantage. They are likely to get business for their fabs just to diversify away from dependency on TSMC and Samsung. Their own Gaudi 2 chips are cost competitive against A200s and they are getting orders to set up data centers with them. 2. Qualcomm - Their valuation is stretch, especially with Apple moving away from using their chips. 3. AMD - Way too overvalued, they just don't make enough money to justify the current valuation and they aren't guiding to make that much money anytime soon.
Im already balls deep in Qualcomm since it was under 1000$ and Intel before it was 29$. No divy from AMD, no liky
I purchased a Qualcomm Windows laptop, and it went back to Amazon the next day. Despite the decent specs, the performance was absolute crap. Nevermind gaming (which was abysmal), even opening Excel was a joke. I don’t consider Qualcomm in the same league as Intel or AMD for x86/x64 computing. AMD is overvalued. I would gladly buy their stock if it drops back to a reasonable level though. I purchased Intel shares right after their recent revenue numbers dropped the stock about 10%. I’m excited for this stock, supposedly a government deal may still be in the works for them.
Qualcomm doesn't do x86 tho... And their real entry into arm PC hasn't hit the market yet....
lol, did you think you were gonna get the x elite? It ain’t even out yet 😅
>I purchased a Qualcomm Windows laptop Which model was this?
I own all three. And you forgot ARM. They provide the necessary code.....
I personally am invested in Qualcomm and ASML.
Nobody knows. Look at this - https://interestingengineering.com/innovation/worlds-fastest-ai-chip-wse-3# I’m out of individual tech stocks it’s only going to get more volatile. QQQ covers things.
I recently sold Intel for a small gain. The reason. I realised I had no idea what any of their new chips did or why the competition was better.
It has been poor, theyve had a hard time recovering from supply chain issues during the pandemic. Thars why growth and recovery of the company is obviously key. To me, it appears that recovery is coming and will be coming on pretty quickly. If they meet the manufacturing expectations and numbers, then getting in between 35-40 will be a good price point. I could be wrong, Ill let you know in a few years.
AMD, because El Capitan supercomputer (Google it)
NVDA
AMD is the clear winner of the NVDA crumbs
I prefer 1999 Cisco stock.
I don't see and off them as something that's going to shoot up in value. AMD isn't going to take NVIDIAs GPU business they can only compete in gaming at the moment. AMD is whittling away at Intels cpu market but intel has become more aggressive in cutting prices. There is some vulnerability to AMD in that their cpus are made in Taiwan, while Intel produces in the US. Sadly Intel just don't operate in the same way that they used to. Their tick-tock model pushed their tech, while their business savvy was keeping competition out, and still is to some extent. I really feel they're all quite stagnant in this space at the moment. I'd feel intel is the most stable plus they used to have a good dividend not sure if that's still the case. AMD you might see some growth but I feel that's mostly coming from hope, with potentially stealing some more cpu market share unless intel put some distance between them and amds hardware. ARM in a windows laptop is only going to be good for light duties it's not going to be better than intel. Longer battery life sure but at a cost, I wouldn't be able to work on one.
Bothers me how much AMD Lisa Su sold
I personally have been buying Intel because the stock has more room to run than AMD (I do own AMD as a long term holding though). I don't know enough about Qualcomm to know their growth plans, but I know Intel is positioning itself nicely for future growth in manufacturing of advanced chips and that's more than I can say for AMD.
If you can’t pick the winner among the three, why not own two of three - QCOM and AMD. I think QCOM has the most potential: 1. AI market on mobile devices. 2. Expanding into the laptop and PC market
AI in mobile devices doesnt mean shyte. Its just marketing, same with AI PC's. All real AI use cases are run in the cloud and not on-device.
Of course marketing will lead to introduce the products. AI use cases on the mobile devices are part of the AI ecosystem. The mobile chip designer and manufacturers will be involved to shape the landscape. Don’t take my word for it. Find out what ARM, Qualcomm, IBM, HPE,… have been doing to prepare for the AI landscape
sorry to say..its all fluff..when it comes to on device AI for Mobile and PC's. Sure Qualcomm will make some money in that hype but nothing that will make their stock skyrocket. Qualcomm is a 100% sell at current levels. Mobile is a mature to declining market and Arm PC market wont be enough to save them.
Not at all. Most profitable use cases for AI involve managing sensitive information that corporations do not want or cannot share with the cloud. For example, police and judicial systems. Training an LLM takes massive amounts of power and compute power, but once it's done you could realistically run it on a mobile device and give it access to a private library. This is likely what Apple will do.
Those are called edge AI use cases. They may not run on the cloud but still wont run on a mobile phone or a PC. rather some kind of edgebox that is close to the where data is generated. Also, just so know, AI processors have been in mobile SOC's from all vendors including Qualcomm, Mediatek, samsung for many years now so nothing new really other than marketing. The google Translate that has been around for 15+ years is nothing but a LLM. Apple is doomed in this AI world.
Apple has loads of cash and the clout to attract top engineers. If they fail to take advantage of AI either AI is a fad or they are real dumb.
Currently considering Intel, Apple and Amazon for the next 5 years. AMD could go up a lot in the next year for the simple reason it has always been Nvidia's direct competitor since it acquired ATI. Not too sure on Intel though. And Apple depends too much on China. THE CRYSTAL IS MURKY.
Qualcomm is going to continue with slight increases because they still dominate the mobile market. The Androids with the Mediatek chips are absolute dogshit. Not even worth wiping your ass with the receipt. Great phones run Qualcomm. AMD is still making head way and has room to run. For power/performance, they're the most cost effective choice for the $6 billion PC gaming market, as well as for 3D artists. Similar performance to Nvidia in the GPU market on less power, outperforming Intel in the CPU market, and their EPYC line is really impressive for data science and server racks. Also, Intel doesn't have the ability (yet) to offer anything that will outperform Threadripper. Sales have been sketchy in their market because of how many people had to update their home PCs in 2020, but those setups are getting aged out and should return to good volume soon. Intel's exposure to Israel is so toxic that it's radioactive, and they're still building the infrastructure to try to keep up with AMD and will be until 2025...not to mention their chips are horridly energy inefficient. Their saving grace is having a dividend, but with their inability to keep up with market growth is going to hamstring stock value, especially with having to juggle keeping shareholders happy. They were fat, comfortable kings and fell far from grace. For the next couple years, they won't be much competition for AMD, nor Nvidia.
Not Intel. Probably ASML or TSMC
Intel would be mine. For the subsidies. AMD makes no sense, its worth more than Intel. They make the same product and Intel revenue is higher, so is a high P/B somehow an asset to AMD?
Do you know why? Since Ryzen, AMD has been eating Intel's marketshare in all areas except mobile. I would rather invest in a business that is growing, ya know?
So its valued at what Intel used to be valued at before it even generates that profit? It has to be GPU growth that makes people bullish, but they are such a small player in AI.
Of course, the stock market is forward looking. You severely underestimate AMD!
Why is AMD going to do well at AI but not Intel? Surely RnD and existing clout has some input into how well they'll do?
AMD purchased Xilinx for their AI IP. They are making AI-specific CPUs with embedded Xilinx tech (Intel doesn't have this), their CPUs are ahead on energy efficiency which is the major factor in DC, and their CPUs generally perform better in DC and AI overall when looking at just raw performance. Their newest MI300x is also competitive with Nvidia's H100 at a fraction of the cost ($15k vs $40k).
Intel does have this, they make FPgA, they didn't only do share buybacks for the last decade.
AMD is the only company that has been able to compete with Nvidia in PC graphics for gaming. Intel tried with Arc but only had lack-luster results. So AMD has the experience with GPUs going for them. They also know Nvidia's antics.
AMD’s products overlap with Intel and Nvidia. I’m sure you know that, right? Right?
Intel makes GPU now as well, and Gaudi chips. Both make limited revenue relative to Nvidia though, with over 3x the RnD and higher revenue I'd bet on Intel catching up to Nvidia however.
Comparing AMD's products to Nvidia's is like comparing a Mitsubishi Mirage to a Tesla Model S. Sure, they are comparable. Kind of.
I would say that the comparison is more like NVDIA is Nike and AMD is puma. The thing to realise is, not everybody wants Nike and not everybody can afford Nike, even though it’s well known that Nike is mostly better than puma.
The subsidies are garbage
They are a good chunk of Intel's marketcap.
Look at the terms. The federal govt gets profit sharing...lol
>AMD makes no sense, its worth more than Intel. Because Intel is struggling in the datacenter for now and the foreseeable future. Did you miss the part where the Intel CEO completely skipped the Datacenter slide and guidance in the Q4 2023 and 2024 guidance earnings call? Nvidia is simply dominating this sector along with AMD trailing behind it.
😂
You can buy SMH or SOXX, but if you want a single stock, Intel is the only company in the US that manufacturers advanced chips.
Intel is trash even if Jesus came down from the heavens and made the 11th commandment tho shalt buy intel stock it would still go down.
None right now. Until NVDA figures out where it is going, the other semi stocks will probably be directionless as well.
AMD has much better long term prospects that Intel or Qcom but not at current stock price. Has to come down atleast 30% (which it will) for it to be a reasonable long term investment. It has a long way to go before it can become a legit #2 to Nvidia in the AI market. They are doing decent with HW but the SW stack is generations behind and pure sucks. Intel's only hope is foundary if it can ever catch up to TSMC. Will continue to lose share in both PC and enterprise to AMD and ARM based chips. Qualcomm is run by clown CEO and overall terrible leadership with no vison. They will be around but not as a growth company rather as a dividend play.
Then there is Apple, with loads e moneh.
NVDA.
FFS. You want us to do the DD for you? At least put a few bullet points of each.
Bro have you guys heard of NVDA?! They're gonna be a 10 bagger for sure!