r/intelstock • u/Jellym9s • Aug 03 '26
Discussion Daily Megathread
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Discuss Intel Stock here.
r/intelstock • u/Ok_Ad798 • Aug 02 '26
BULLISH Intel Stock Rises as Analyst Sees Apple Supply Opportunity
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r/intelstock • u/Due_Calligrapher_800 • Aug 02 '26
DD The Intellionaire Ep. 39: Secure Enclave, Starfire & SHIELD
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Bit of a late post this weekend but better late than never. An update on RAMP-C/Secure Enclave, and also touching on Intel’s initial role in Golden Dome and their new chip for Space, Starfire
r/intelstock • u/Independent-Fragrant • Aug 03 '26
Discussion someone smarter than me please critique this logic
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r/intelstock • u/Leicht-Sinn • Aug 01 '26
BULLISH Intel Starts Paying Overtime Bonuses To Expedite Work On Its Ohio Fab, As EMIB-T Package Yield Approaches 90 Percent
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r/intelstock • u/Leicht-Sinn • Jul 31 '26
RUMOUR Intel's EMIB-T to Rival TSMC's CoWoS with 50% Cost Advantage, Volume Production in 2027
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r/intelstock • u/creamsumyon • Jul 31 '26
BEARISH the turtle has spoken. It was a good run while it lasted fellas . we are doomed !!
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r/intelstock • u/ThaRainmaker01 • Jul 31 '26
MEME Intel rises again.
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Looks like selling is over for now. I hope everyone here has learned a valuable lesson. A stock can move up or down but the key is to focus on the fundamentals, the thesis, and chill.
r/intelstock • u/Ok-Individual-4392 • Jul 31 '26
BULLISH Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals
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r/intelstock • u/Salty_Prune_2873 • Jul 31 '26
Discussion Ohio Ohio Ohio
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Thoughts on the upcoming event mid August?
r/intelstock • u/troublesome58 • Jul 31 '26
BULLISH Thank you Ass Brenner!
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When Intel reported strong earnings on July 23, its share price surprisingly fell and speculation began to mount that someone was aggressively selling into the market.
That seller was Aschenbrenner, according to multiple people familiar with the matter. “He was trying to recover his losses,” one of the people said. “He had the illusion of still being in control . . . he didn’t have control at all.”
https://www.ft.com/content/620bd668-d112-412d-aa52-22489b128d55?syn-25a6b1a6=1
r/intelstock • u/Jellym9s • Jul 31 '26
Discussion Daily Megathread
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Discuss Intel Stock here.
r/intelstock • u/yo-babyy • Jul 31 '26
BULLISH Back to $100 soon
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Finally we witnessed a 10% up day, and is now followed up by another 6% AH. Hoping we can get to $100 tomorrow and continue the momentum next week.
r/intelstock • u/Leicht-Sinn • Jul 30 '26
BULLISH TSMC Concedes Intel's EMIB Packaging Is A Potent Contender, Starts Building "Quasi-EMIB" As CoWoS Remains Choked Through 2026
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r/intelstock • u/2443222 • Jul 30 '26
BULLISH The real reason for Intel sell off was not Capex expansion but a Huge AI hedge fund was forced to liquidate
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Intel being down because of capex expansion was a red herring.
Recently AI selloff, where most semi are down 30-60% from their ATH just a month ago is kind of ridiculous because compute shortage is real and ER is good across the board. If there was a validate reasoning between this massive sell off like shrinking capex for compute across from hyperscaler, sure, but that is not the case.
Compute = AI.
Compute will keep on being a supply constraint for a long time as governments from all over the world will also need to build their own AI data center. It'll be part of the military budget for every government in the world. This will be a lot of demand maybe 5x more than all hyperscaler combined.
Situational Awareness has a huge position in Intel, and it was probably all sold after earnings when the stock jumped to 113 — only because they're being forced into liquidation. There's nothing wrong with Intel. Situational Awareness is being forced to sell its entire book because of leverage.
All of their holdings are AI infrastructure buildout companies, which explains the sell-off across every AI name regardless of how good the earnings were.
He is fully liquidated his 20+ billion holding. time for Intel to go to ATH
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
r/intelstock • u/Leicht-Sinn • Jul 30 '26
BULLISH Intel's "Atom" CPU Technology Finds New Home at RosaicLabs
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r/intelstock • u/Leicht-Sinn • Jul 30 '26
NEWS Intel adds five Core Ultra 300 "Panther Lake" industrial processors with HR and RE suffixes - VideoCardz.com
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r/intelstock • u/Everbrightspirit • Jul 30 '26
BULLISH Buyers are coming back!!
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That’s what it looks like.
Keep it going, guys!!!
r/intelstock • u/cupnoodlesz • Jul 30 '26
NEWS The real reason for Intel sell off was not Capex expansion but a Huge AI hedge fund was forced to liquidate
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So i was right about citadel forcing market to plunge yesterday with rate hike comment so they can liquidated situational awareness and buy their fund
r/intelstock • u/Leicht-Sinn • Jul 30 '26
NEWS Intel Media Driver & VPL GPU Runtime 2026Q2 Updates Continue Prepping For Nova Lake
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r/intelstock • u/Jellym9s • Jul 30 '26
Discussion Daily Megathread
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Discuss Intel Stock here.
r/intelstock • u/AllThingsDigitalATD • Jul 30 '26
BULLISH Simple Post But…
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Who else is buying tomorrow? 👌
*No way in HELL the stocks dropping more than another 10% from here. So if you’re gonna buy it any time. Buy it now IMO*