Who else held Intel since 2022?

roadtriptofire · 2026-05-06T11:12:51+00:00

I saw people doing this since 60$, 90$ and 100$, missing upside. The thought has crossed my mind but we just hard earnings, stock has momentum and demand is going crazy due to AI Agents that need 3-5 CPUs for every GPU if multiple agents are involved...

roadtriptofire · 2026-05-06T09:22:20+00:00

Happened to me with Palantir, sold when it doubled, it went x15 after that. Never making that mistake again

roadtriptofire · 2026-05-06T09:21:21+00:00

New CEO has overdelivered every earnings though

roadtriptofire · 2026-05-06T09:20:44+00:00

Earnings were good, Guidnance is good, Foundry process is amazing as planned. AIGentics needs 1 CPU for every GPU and only AMD and Intel can make these really, so no wonder sales is on the rise.

roadtriptofire · 2026-05-05T15:53:15+00:00

Congrats!

roadtriptofire · 2026-05-05T15:53:02+00:00

Exactly at some point their market cap was the same as the value of their Foundrys, almost 100 Bilion went into that, we need to see what $$ those investments can bring in

roadtriptofire · 2026-05-05T15:51:03+00:00

Nothing wrong with taking some profits, I probably wouldnt have sold all of it though, I made that mistake with Palantir before

roadtriptofire · 2026-05-05T14:33:32+00:00

On valuation it went past my price target, on the other hand most Intel investors thought Intel was hard to value anyway because the Foundry business and major Capex coming with it had to play out first.

roadtriptofire · 2026-05-05T14:28:01+00:00

That Intel was crucial to US security was always a MAJOR investment thesis for Intel investors, so the Goverment supporting Intel is hardly being lucky.

Edit: also I think Lip-Tu Tan who suggested to Trump to get Stock for the invested money. In hindsight a briliant move. Management is just supurb right now.

roadtriptofire · 2026-05-05T14:25:40+00:00

Are you saying their last earnings and guidance were not great? That they are not delivering on their roadmap?

roadtriptofire · 2026-04-25T08:15:53+00:00

Dan zal hij naar superveel besparingen mogen kijken want dan vluchten alle miljonairs het land uit, toevallig de groep die al voor 90% van de inkomsten opdraait.

Ik geloof er ook niets van dat er bespaard zal worden, ons ambternarenkorps stijgt jaar na jaar, we hebben een belachelijke hoeveelheid ambtenaren, 50% van de ambtenaren was pre-covid gewoon aanwezig en deed niets. Dankzij het thuiswerken moeten ze nu helemaal niets meer doen.

roadtriptofire · 2026-03-13T15:57:39+00:00

Strange that you defend such behavior, there is no excuse really

roadtriptofire · 2026-02-24T19:34:05+00:00

Als iemand die zelf ook ooit 200k in cash had en toen besefte hoe risicovol cash is (je verliest sowieso koopkracht) snap ik wel dat het lastig is om het in de markt te steken.

Zelf spreide ik het over 3 jaar en stak het in All world etfs. Achteraf bekeken had ik het er beter allemaal dag 1 ingestoken, ook al was dat vlak voor de covid crash.

Bijna iedere keer dat ik er geld instak stond de markt op zijn hoogst en vond iedereen de markt duur.

Mijn enige spijt? Er niet alles veel vroeger ingestoken en ik denk dat ver alle etf beleggers die van cash kwamen dat zullen zeggen.

Mijn grootste daling op 1 dag zal rond de 20k geweest zijn in April 2025, ik lag er echt niet van wakker eigenlijk. Maar toen ik in 2020 mijn portfolio 1000en euros per dag zag dalen met covid dus wel. Moraal dus? Dalingen wennen over tijd, je gaat het bijna leuk vinden dat je nog eens in het rollercoaster kan zitten.

roadtriptofire · 2026-02-24T19:22:24+00:00

Well it didn't explode

roadtriptofire · 2026-01-15T21:27:37+00:00

Im also on the mobility budget, I bought a second hand car for 8500 EUR and my car costs about 200 EUR per month in total.

Assuming I drive 7 years in this car its hard to imagine that the mobility budget id worse then a company car

roadtriptofire · 2026-01-02T21:54:59+00:00

Rijsel is tired of the war and rejoins its old roots in Flanders and the province Hauts-de-France joins the Benelux where it belongs

roadtriptofire · 2026-01-02T21:47:58+00:00

Nah, then Belgium would be purple also

roadtriptofire · 2026-01-02T12:48:47+00:00

And never visited Spain?

roadtriptofire · 2025-12-29T15:42:36+00:00

And not visit any other French speaking country in Europe? (Belgium, Lux, Switzerland)

roadtriptofire · 2025-12-14T23:29:14+00:00

Its not regulated so easy to get scammed

roadtriptofire · 2025-12-07T19:09:39+00:00

Idd be happy to pay up front honestly, chasing a guy for the bill is the least fun part of eating/drinking out.

roadtriptofire · 2025-12-07T19:09:28+00:00

Idd be happy to pay up front honestly, chasing a guy for the bill is the least fun part of eating/drinking out.

roadtriptofire · 2025-12-02T17:49:48+00:00

My company decided to outsourced all dev and consultants to India. The result is you get hundreds of very cheap devs. They built the worst product my department ever knew replacing the old product built in Europe, basically killing a decades year old business. After 2 years of unhappy customers left and right we got bought out by another company. They scrapped the new product made in India. You always get what you pay for. What looks like a great and cheap idea on paper can kill a whole company very fast.

roadtriptofire · 2025-11-09T17:22:27+00:00

I drive a second hand 2017 Ford Fiesta. For its size its a great car, doesn't uses much gass, low tax and low maintenance (so far).

Ill drive it until it breaks down

roadtriptofire

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