Hey all, some people might remember my Intel posts from 1 year ago (Analyzing Undervalued Tech: Intel Semicon Manufacturing (AUTISM) at 20$/share) and half a year ago (at 40$/share), I wanted to do a quick update because after Thursdays earnings multiple people have asked if I'm still in and I also received multiple messages from people who wanted to know if I am the nana inheritance guy. So to make things clear, I am not the nana inheritance guy. I believe he sold but I hope he did not.
I initially bought 10k shares with a 23.5$ average (so total was 235k usd last year). When Intel hit ~45$ a while ago I sold 3k shares which has now allowed me to travel to Shenzhen and stop doing projects for other companies so I can focus on my own robotics projects and reinforcement learning / Sim2Real.
Pretty much all of the takes from my AUTISM DD are still valid, allthough I did wrongly predict Intels new CEO and I am very happy with LBT.
In short about Intel and CPUs / fabbing. I am writing this from the newest Intel Ultra X9 on 18A (Panther Lake) with Intels built-in GPU which so far has been absolutely wonderful. LBT said fab commitments with chip designers will be signed in H2 2026, but he also said Intel is not going to disclose any customers and leaves it up to them, so it might take some more time before we know for sure.
Agentic AI is a lot more CPU heavy compared to the LLM training and inference which caused a huge push for GPUs over the past few years. I believe, and LBT has said this last year too, that this will cause huge demand for CPUs, with Intel now using their own fabs for high end chips (and no more profit margins have to be paid to TSMC). This might be the start of a run like we saw with RAM companies.
If AMD falls, nothing changes. If Intel falls, everything changes.
Enjoy the ride to everyone holding Intel too!
https://www.reddit.com/gallery/1sw0ow1
Posted by Fuchio
7 Comments
Why do you have intel stock on two different exchanges?
Nana would have been so proud
Nana is looking down from the great semiconductor factory in the sky and she is absolutely beaming at these green candles
Use that Vrije Ruimte to double down bro
Intel is at its peak right now, and the only way to go is down, u better sell or keep holding the bags after the bear throws his claw
this man bet the house on intel and the house actually paid out. respect.
Nice job man. I am thinking this is just the beginning as well. I bought way out of the money calls 10-2024 they expired Jan 2025. I made between 250% and 375% on these positions as I recall. I bought only 10 of the $70 Dec 2026 calls at $3.70 I am up over 700% on these positions. I also lost some money on some shorter term calls. It’s late I’ll get pictures for proof tomorrow. I may take a little money off the table by either rolling up or selling a couple of contracts. I want to get some ASTS options.