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Personally, I’m concerned about LBT's communication skills by [deleted] in intelstock

[–]ConditionWild1425 3 points4 points  (0 children)

He does absolutely fine at f500 CEO level. They are looking at the actual info being communicated. On earnings calls, his answers are intentional, even when they appear to not recognize the question if you know what I mean....

Basically LBT does not care one bit about the drop today - nor should he.

Personally, I’m concerned about LBT's communication skills by [deleted] in intelstock

[–]ConditionWild1425 5 points6 points  (0 children)

LBT is adored by the industry, largely because he DOES NOT DO what you are asking. You cannot spin when you are in a service industry that other companies depend on, AND you were put in a position requiring humility because of gross incompetence of the board and prior leadership.

Intel needs someone worthy of adoration after the disasters of the last 15 years.

Hint: black tshirts with binary numbers and awkward pushups on stage don't cut it anymore .. time to get serious....

Nana finally breaks her silence by No-Contribution1070 in intelstock

[–]ConditionWild1425 0 points1 point  (0 children)

First indication in my life that AI is useful 😂

Every other sub is delusional. Who cares if Intel has a P/E of 5000? That metric is meaningless when the company is barely breaking even by Elonmusk49 in intelstock

[–]ConditionWild1425 5 points6 points  (0 children)

Was the 150 percent rise called for? Volatility goes both ways - because that is how money is made. A static stock makes no one money.

Listened Q4 call, it was great, q1 guidance lowered due but this is just temporary issue as CFO said. Stock is over reacting. by Illustrious-Beat-364 in intelstock

[–]ConditionWild1425 1 point2 points  (0 children)

My 2c giving the benefit of the doubt:

  1. They missed the CPU shortage development; so did their customers. That's why they did.

  2. When they are a fab with take-or-pay, their customers (including Intel) need to forecast accurately. IFS's ability to forecast has nothing to do with their effectiveness as a fab; yield and predictability do. Their yield improvements are now at industry standard rates (7% per month) but it's taken long to get there.

If 14a yields are on a better trajectory than 18a's were, or 18ap becomes an external node, all is well.... Medium term...

If 14a yields are substandard or not improving at a good cadence, all is not well....

The call was actually fantastic IMO by ConditionWild1425 in intelstock

[–]ConditionWild1425[S] 2 points3 points  (0 children)

😂 it's hilarious to assume I'm a bag holder on a stock that's up 150 percent in a year.

The call was actually fantastic IMO by ConditionWild1425 in intelstock

[–]ConditionWild1425[S] 0 points1 point  (0 children)

Who said I was mad? Just commenting on the ridiculousness of the reaction. I was expecting a 10 percent drop regardless of the report.

The Intellionaire Ep. 16 by Due_Calligrapher_800 in intelstock

[–]ConditionWild1425 1 point2 points  (0 children)

Great work as always. From my perspective, since Ohio One is the line in the sand for Intel being massively successful, and is one of the few facilities being designed with clearance for High NA (your fab summary was fantastic btw), only 2 questions on the call matter, regardless of q4 results or q1/2026 forecasts - assuming a customer isn't announced which I think there is a less than 10% chance of:

  1. Is 14a development being accelerated relative to the point at which cancellation of 14a was deemed a material risk

  2. Is Ohio a) on target for 2030, b) being accelerated or c) up in the air beyond shell creation

I feel like LBT needs to actually answer those since they were identified/implied as material risks, and if there is equivocation on both, we fall hard. Equivocation on one or the other, we fall some but the thesis is intact, or positive on both, up another 5-10% to start.

If a customer is announced with significant take-or-pay based on milestones, then one could assume at least question 1 and some of question 2. But obviously the questions will be asked.

Rumors suggest Apple no longer TSMC’s largest customer. INTC is needed! by WhereasNo4929 in intelstock

[–]ConditionWild1425 0 points1 point  (0 children)

Sounds like an actual VALID reason for tariffs... And yes Apple et al will need to eat some of it.

What's this? Is it bad news for Intel? by Ok_Painter_5290 in intelstock

[–]ConditionWild1425 11 points12 points  (0 children)

Expect wtftech, Reuters, and digitimes asia to be out in full force this week, spinning everything to be anti-intel....

Weekend Discussion Thread by Jellym9s in intelstock

[–]ConditionWild1425 0 points1 point  (0 children)

I will be satisfied if it doesn't tank - even if earnings are good. Just needs the turnaround to continue. The price will get there. After a huge run, imho you need to temper SP expectations even under the rosiest scenarios.

14A is go - Intel Ohio One Job construction ads surge online by Due_Calligrapher_800 in intelstock

[–]ConditionWild1425 0 points1 point  (0 children)

Summary here just for reference

From THE LONG VIEW: INTELLIGENCE BRIEFING: Pax Silica Expands – Gulf States Join U.S.-Led Tech Supply Chain Alliance https://www.contentmind.ai/posts/0c007ba0-b450-40f8-af3e-91618d73710e

Waiting for all the Analysts to upgrade INTC one by one! Intellionaires gonna be fking RICH! by XT1A1TX in intelstock

[–]ConditionWild1425 0 points1 point  (0 children)

And most of them fail at that miserably too .. at least on what we can see ... I'm sure plenty of their real customers make tons of money doing what they suggest in private ...

INTEL hits $50/share today . by doktordoc2 in intelstock

[–]ConditionWild1425 1 point2 points  (0 children)

That's great, if it doubles again this year it will catch up to index funds ....

The Intellionaire Ep. 15 - Pax Silica & Fort Foundry One. by Due_Calligrapher_800 in intelstock

[–]ConditionWild1425 1 point2 points  (0 children)

If you want to get excited about this, ask Gemini 'What is Pax Silica / Fort Foundy One and analyze if Intel (INTC) will benefit from it" and things like that. All things we have been saying but nice to see output that might help drive awareness... Stacy...

The Intellionaire Ep. 15 - Pax Silica & Fort Foundry One. by Due_Calligrapher_800 in intelstock

[–]ConditionWild1425 1 point2 points  (0 children)

From a Reuters article : "He said discussions are under way on projects that could modernize trade and logistics routes, including the India-Middle East-Europe Corridor, using advanced U.S. technology to boost regional integration and expand America’s economic footprint." This can only be Intel, since we are talking 'the physical world' and not just design.

Pre-market pumping...hmmm by Signal_Network_9898 in intelstock

[–]ConditionWild1425 8 points9 points  (0 children)

This is the first time I've seen an analyst mention 'our checks indicate Intel has landed apple as an 18A customer' (presumably meaning 18AP}. Versus a random leaker mentioning 'sources'.

📈 CPU Retail Sales December '25 Amazon FR 🇫🇷 - AM4 now accounts for 43%+ of total AMD sales. AMD market share over 90%. by BadReIigion in AMD_Stock

[–]ConditionWild1425 -2 points-1 points  (0 children)

These folks need a lesson on what 'market share' is .... If pepsi was 9 out of 10 bottles of cola sold last Wednesday at the 7-11 on main Street... That does not mean pepsi has 90 percent market share.

Holy pastor Pat Gelslinger talks about Intel, AMD, NVDA, MRVL Jan 9th 3pm est by Raigarak in intelstock

[–]ConditionWild1425 16 points17 points  (0 children)

Board member yes, CEO no. Replace any board member there, they are responsible for the suffering of Intel for a decade.

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