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    INTC gain

    Opened the position last month when it was 62, I’m out at the moment, still bullish on INTC, will buy back if it pull back

    https://www.reddit.com/gallery/1t6h848

    Posted by zhumail134

    9 Comments

    1. Entire-Ad-7339 on

      My cost basis is $29.84/share. I want out but tend to sell too soon and miss additional runups, so torn on this one.

    3. Acceptable-Couple502 on

      bought in at 28, sold at 33, bought back at 30, now just staring at my screen like what did i do lmao

    4. Neat-Ad-2650 on

      I’m trying to figure out whether AI infra is still one of the best long-term themes in 2026, or if the market is starting to price in slowing growth / margin compression.
      Names like ARM, Fabrinet, and Teradyne all have real AI exposure:
      ARM → AI CPUs / power-efficient compute
      Fabrinet → optical networking / photonics
      Teradyne → AI chip testing
      But despite strong earnings and AI demand, these stocks have been selling off hard lately.
      My current take:
      AI demand itself still seems very real
      Inference + agentic AI probably increases infrastructure demand long term
      But the market may now care more about durable margins and bottlenecks instead of “anything AI”
      It feels like we’re moving from:
      “AI buildout euphoria”
      to
      “Which companies actually keep pricing power?”
      I’m wondering:
      Are these pullbacks opportunities?
      Or are these names becoming cyclical semiconductor/hardware plays again?
      Which AI infra layers do you think still have the best long-term economics?
      Is software/observability becoming a better AI bet than hardware now?
      Curious what people here think, especially anyone following hyperscaler capex, networking, or inference trends closely.

    7. brainrotbro on

      I ported half of my HSA into INTC at ~$20. Is this how health insurance is supposed to work?

    8. FuckingJPMAlgos on

      Buy calls retard, we are going a lot higher for some more months.

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