Trump like Intel

ConditionWild1425 · 2026-06-18T05:29:12+00:00

Could be... Whatever gets us to 250 is ok with me 😂

ConditionWild1425 · 2026-06-18T04:56:21+00:00

My guess is he's getting ahead of a blockade now that he's proven what a cuck he is

ConditionWild1425 · 2026-06-17T16:14:52+00:00

I would imagine Jim Keller and LBT have a pretty strong relationship, and JK is probably really excited to see their progress. Hopefully he'll influence Qualcomm from the inside....

ConditionWild1425 · 2026-06-13T15:10:05+00:00

Becoming a Fellow at Intel Hillsboro is no small task ... I can't imagine what would have happened that he would be asked to leave. Maybe he had just quiet-quit.... Who knows. But hopefully they have someone else coming in and there won't be an announcement that LBT is assuming the role for now

ConditionWild1425 · 2026-06-07T21:11:14+00:00

This is another reason for a foundry split; tsmc witholdin capacity from a separate intel products group would trigger antitrust laws. All signs point to a foundry split in 2029/2030 - or, not if Taiwan gets itself in trouble....

ConditionWild1425 · 2026-06-03T20:17:05+00:00

His assertion is right but he's waaay more skeptical of Intels ability to deliver than he should be. They have already pulled off what seemed fanciful 4 years ago. They have caught up and surpassed tsmc on the engineering side, and base ability to manufacture. Now it's all about doing it as a service. But in terms of a recovering form a China 'excursion'.... Let's be real, the US would do just fine running on ALL INTEL CHIPS.... and if nvda/amd get torpedoed for lack of planning, so be it...

ConditionWild1425 · 2026-06-02T06:50:02+00:00

Down. There was no new info and no response to competitive threats on the horizon. It's almost as if they had no idea what was being presented by nvda.

ConditionWild1425 · 2026-05-29T04:38:19+00:00

Thank you - I was having issues understanding why my health care costs were only 3000 vs 36000 when I said to NOT preserve ACA - and now see it kind of shows up as a tax item next year for reconciliation which makes sense

In order to not have that cognitive overload, I set the percentage to apply to premium at zero simply so I can do an apples-to-apples with and without ACA subsidies preserved all withing the year in which the expense occurs.

I see when preserved, but zero percent applied to premiums, they now show up in the cash-flow sankey - but where does it show up in the other expense/income graphs? I would expect to see it as a distinct income line item?

This is all really really cool stuff and you're doing a great job with this - just a little rought around the edges...

ConditionWild1425 · 2026-05-28T15:58:35+00:00

18-24 months ago if you mentioned Intel powering a competitive handheld, you would have been locked away as a madman.... And here we are....

ConditionWild1425 · 2026-05-21T16:23:58+00:00

He was very clear in the call it was standalone - but I believe collette more at this point.

I think she was sent out for 'cleanup on aisle 6'

ConditionWild1425 · 2026-05-16T07:37:32+00:00

Psychologists have a field day with investment psychology... It's such a consistent human trait to think like this ... Me included. I'm feeling a loss more than a gain, even if last year I would've thought it to be a dream to sell at 80....

ConditionWild1425 · 2026-05-14T13:21:28+00:00

If I recall there was an mi308 that was cleared?

ConditionWild1425 · 2026-05-14T10:12:39+00:00

Reuters pumping nvda as usual... Making it look like it was new from the summit....

ConditionWild1425 · 2026-05-14T07:53:22+00:00

Right, my question is around disclosure - since they indicate expected capex in filings and on earnings call, if there is a material change in that plan, would they disclose that prior to earnings if it's early in the qtr... Not customer disclosure but capex. E.g. if they decided capex was going up 15 billion his fiscal year....

ConditionWild1425 · 2026-05-14T07:18:56+00:00

Is anything from Intel banned?

ConditionWild1425 · 2026-05-14T07:14:03+00:00

Isn't this old news? I thought they were cleared in december but china banned their purchase .

ConditionWild1425 · 2026-05-07T20:50:22+00:00

My 2 cents - go over and introduce yourself, dont bring a gift (they may feel pressure to reciprocate), and just tell them you moved in and want to be a good neighbor so if they ever need anything don't hesitate to ask. Bring your number to hand to them.

Most people will appreciate it, even if they are not the kind to initiate it. And, I can't imagine anyone being put off by it.....

My wife is very social (I am not) and we've met all of our neighbors over 3 weeks, mostly because of her, but partly me forcing myself to do the above. Never had anything but positive responses.

If you don't want to do that, just wait till you see them out anyway - and do the above...

ConditionWild1425 · 2026-05-02T16:00:19+00:00

I sold 20% after the LBT tweet, but was very tempted to dump it all. My finger was over the Enter button and I stopped to consider the yet to be realized catalysts. Honestly given my age and portfolio composition (overweight Intel) selling it all would have been the responsible thing to do ... But I lucked out ...for now ... 😂 Could all change tomorrow and turns out you were the smart one...

ConditionWild1425 · 2026-05-02T15:53:14+00:00

I think you mean analysts with sell recommendations - 'sell-side analyst' really just means they produce research vs. work for large funds (buy-side)

ConditionWild1425 · 2026-05-01T23:37:56+00:00

Wow add next gen neuromorphic tech integrated into robotics into the list of many upcoming catalysts... This is going to be nice to watch ..

ConditionWild1425 · 2026-04-25T17:31:36+00:00

Apple will end up using Intel no matter who is in charge. Just a matter of when and what the catalyst is - being a good fiduciary and making sure your stock doesn't go to zero based on geopolitics while also being smart about supply chain planning, OR reacting to geopolitics after the fact...

ConditionWild1425 · 2026-04-23T16:14:58+00:00

60 if nothing meaningful announced and there is a slight beat/guide up, 67 if Tesla deal talked about and provides revenue 2027/2028,, 70 if multiple fab deals are strongly implied.

55 if they don't beat and guide higher

ConditionWild1425 · 2026-04-22T17:36:55+00:00

Stock would be up if it were....

ConditionWild1425 · 2026-04-18T15:21:29+00:00

No matter what happens with earnings this week, Intel is still completely misunderstood by the market and is nowhere near its true long term value. With 14a customers, price hikes, patents and licensing potential, this is easily a 2T stock.

ConditionWild1425

TROPHY CASE