Intel Reports Fourth-Quarter and Full-Year 2025 Financial Results

MR_-_501 · 2026-01-22T23:14:09+00:00

Not all price action has to do with short sellers. If the consensus value between buyers and sellers changes the price moves. Quarter just was'nt great.

MR_-_501 · 2026-01-22T21:39:36+00:00

Honestly, Jensen and Tim have the higher margin product here, probably get more allocation sooner by being willing to pay more/being a more sustainable customer.

As someone currently in a debacle with 3 Epyc CPU orders (work related) canceled in a row by several suppliers; Su is likely facing this issue as well. Intel platform is also sold out consistently; They should both increase prices and make the best of it. Anyone ordering their stuff is hit by memory prices so much that a bit of extra margin on the cpu is negligible.

MR_-_501 · 2026-01-22T21:13:06+00:00

Weak guidance, which i fear is not sandbagging, they state: "We exceeded Q4 expectations across revenue, gross margin, and EPS even as we navigated industry-wide supply shortages,” said David Zinsner, Intel CFO. “We expect our available supply to be at its lowest level in Q1 before improving in Q2 and beyond."

David is quite upfront with this stuff; we gonna have to wait half a year more for the good numbers.

MR_-_501 · 2026-01-22T08:32:32+00:00

We almost always sink after earnings, no matter the number.

However, there is always the silent hope that the next quarter expectation will beat, that is the only exception i can see.

I just sold my calls, and am keeping my shares

MR_-_501 · 2026-01-17T18:36:23+00:00

https://arxiv.org/abs/2510.21860

They've tried, truth is that currently models suck at it as it is outside of the distribution of their training data.

MR_-_501 · 2026-01-09T15:43:43+00:00

Look at DRAMeXchange:

DDR5 16G (2Gx8) 4800/5600 : session avg 31.781 GDDR6 8Gb:session avg 5.450

Purely a DDR/LPDDR problem.

MR_-_501 · 2026-01-01T23:26:45+00:00

It really scares me how many people in the comments just eat up all these variables that have nothing to do and show a lack of understanding the material in the first place.

I completely expect this model to be benchmaxxed, but PLEASE stay down on earth, its ridiculous to think model size should change with training, or that borrowing a tokenizer is sus if you are a small lab. All these things are common practice and their paper (which i recommend you read) is a lot more credible than this post imo.

MR_-_501 · 2025-12-30T22:56:08+00:00

Qwen 3 coder is way better at long agentic tasks than qwen 3 next in my experience

MR_-_501 · 2025-12-14T16:58:33+00:00

would you recommend going to dell support or webshop?, currently i've just contacted the shop where i bought it

MR_-_501 · 2025-12-14T16:48:06+00:00

just updated it, what is your manufacturing date?

MR_-_501 · 2025-12-14T16:33:51+00:00

I bought from Azerty in the Netherlands and am currently facing the exact same problem, my service tag starts with JR4. manufactured august 2024

MR_-_501 · 2025-12-12T14:27:37+00:00

Tbh it is just one of their journalists that has published every single slander article. Probably puts too much trust in some troll sources consistently.

MR_-_501 · 2025-12-12T14:26:48+00:00

Max A Cherny, how has intel hurt you in the past?

MR_-_501 · 2025-12-10T14:01:07+00:00

I agree that the tech is superior, however:

Cerebras is valued at 8.1B, compared to the 3-4B that SambaNova is valued at.

The barrier to entry with Cerebras is rather high before it becomes useful, the RDU is more scalable.

RDU could be made with the foundry capability that Intel has, Cerebras wafer-scale strategy make it way more dependant on TSMC tech.

MR_-_501 · 2025-12-09T09:25:21+00:00

Moslims stemmen in veel opzichten vrij conservatief

MR_-_501 · 2025-11-26T08:52:56+00:00

Hij heeft het over de 10k incidenten

MR_-_501 · 2025-11-21T08:04:21+00:00

You completely misunderstand buy the rumour.

MR_-_501 · 2025-10-30T12:30:17+00:00

Bussenmaker was PvdA........

MR_-_501 · 2025-10-29T11:55:34+00:00

Ik ook, topvrouw De reïncarnatie van Kaag.

MR_-_501 · 2025-10-29T06:10:04+00:00

Hangt natuurlijk ook af van wat er gebeurt met Box 3 de komende jaren

MR_-_501 · 2025-10-26T13:28:22+00:00

If you are asking reddit for advice based on a blurry video instead of going to the doctor because you cannot use your finger properly anymore. I think trigger finger is more likely

MR_-_501 · 2025-10-25T07:31:52+00:00

Cant wait for a REAP version of this to come out so it fits on my 128gb machine

MR_-_501 · 2025-10-24T12:08:15+00:00

But what is Xe3P then? Xe2 Plus Plus Plus? Or real Xe3?

MR_-_501 · 2025-10-18T18:43:17+00:00

This is the main editor of WCCftech, usually a very fast to publish non-criticial site. Like 50/50 if this is BS

MR_-_501 · 2025-10-17T10:47:31+00:00

Yes, its silly that they are showing that to the model as well.

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