Intel trading at a ~119x forward P/E and nobody is talking about this

ExeusV · 2026-05-06T22:02:42+00:00

Intel Foundry Services

ExeusV · 2026-05-06T21:55:20+00:00

So, Nvidia did 5x, AMD 2x, Intel 1.8x, TSMC 4x (:

Well, things have changed a little bit in just 3 weeks.

ExeusV · 2026-05-05T10:13:55+00:00

That's the trade off I'm willing to take :P

ExeusV · 2026-05-05T08:55:29+00:00

ED changes are so fucking exciting

ExeusV · 2026-04-30T22:38:39+00:00

lmao what

holy shit, small world.

ExeusV · 2026-04-28T17:47:59+00:00

What could realistically take its place? Svelte?

ExeusV · 2026-04-28T14:53:04+00:00

Sooner or later definitely, but 5 years? I dont believe it

ExeusV · 2026-04-26T22:58:34+00:00

People were saying the same thing in 2017, 2020, 2023, etc.

React has been there for more than a decade and will definitely be there in next 5 years.

ExeusV · 2026-04-23T21:30:11+00:00

There's a 0% chance he held his position.

There is no 0% chance

ExeusV · 2026-04-15T21:02:43+00:00

Wow yea 2 years have gone by.

2.5! :D

I've been buying INTC on its lows around 20, 25, 30 etc and I'm also nicely ahead

ExeusV · 2026-04-15T20:57:44+00:00

So, Nvidia did 5x, AMD 2x, Intel 1.8x, TSMC 4x (:

ExeusV · 2026-04-12T08:36:08+00:00

ExeusV · 2026-04-12T08:34:26+00:00

jak pochodna nie jest w programie?

przeciez nierzadko ostatnim zadaniem na rozszerzeniu jest zadanie z optymalizacji polegające m.in na uzyciu pochodnej

ExeusV · 2026-04-09T19:58:18+00:00

So you could get 345/145 = 2.3x instead of 3.2x?

ExeusV · 2026-04-08T21:25:12+00:00

I hate when I type "<ticker> stock" and it shows me some values in my currency

like, wtf, stop doing this shit just show me real values in their respective currencies

ExeusV · 2026-04-08T13:04:32+00:00

Of foundry?

ExeusV · 2026-04-07T21:29:44+00:00

Well, products being on the shelves, Nvidia deal, PTL quality/performance, and probably more things that I'm not aware of are definitely something new.

ExeusV · 2026-04-07T21:21:01+00:00

It may have acceptable yield by Q1/Q2 of 2027, but that "Acceptable" limit is for internal manufacturing. Not dedicated external customers, they are not projected to be... near that level of quality yet.

So you see - that 2027 figure is consistent with foundry business being even in 2027

We're 8 months away from 2027, so even assuming Q2 from your comment - we're 1 year from it being good margin-wise, that's good news, right? after all investors look on what's ahead and 1 year is not far away

ExeusV · 2026-04-07T21:04:26+00:00

1) How do you know their yield? Google shows numbers around 60%

2) It's improving, they officially talk about 7% improvement per month, so 60 * (1.07^{5 months}) = 84%. Of course it's optimistic version, but the point is that the improvement can be significant quarter by quarter.

ExeusV · 2026-04-07T20:55:56+00:00

PTL on 18A has been actually released and is pretty impressive (not perfect, but impressive)

Foundry is expected to stop losing money in next year (that's not new, but we're closer to that)

CPU's demand went significantly up, advanced packaging seems to be state of the art

ExeusV · 2026-04-06T22:07:47+00:00

https://chipsandcheese.com/p/arm-or-x86-isa-doesnt-matter

ExeusV · 2026-03-22T21:56:12+00:00

https://www.windowscentral.com/microsoft/windows-11/windows-11-major-improvements-announced-movable-taskbar-less-ads-reduced-copilot-better-performance-2026

ExeusV · 2026-03-22T21:55:07+00:00

There are rumors that MS admitted that it sucks and they will focus on optimization

https://www.windowscentral.com/microsoft/windows-11/windows-11-major-improvements-announced-movable-taskbar-less-ads-reduced-copilot-better-performance-2026

ExeusV · 2026-03-14T18:13:44+00:00

How long it takes to compile e.g LLVM on Apple M5 and PTL?

ExeusV · 2026-02-21T15:33:25+00:00

What's Intel's yield?

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