IntelBull

1/2 Everything you need to know about the $INTC turnaround. My updated $200 price target thesis. 1. Earnings and Margin Explosion Under Lip-Bu Tan, the turnaround is moving much faster than expected. The massive Q1 EPS crushed Wall Street consensus estimate, proving the fundamentals have shifted completely. The company delivered an impressive $13.58 billion in quarterly revenue, up 7.2% year-over-year, alongside reaching a massive 41.0% Non-GAAP gross margin. My old $110 price target was way too conservative, and Wall Street is finally waking up. Evercore ISI just upgraded Intel to Outperform, adjusting their price target to $111 from $45. Tigress also boosted their price target on Intel to $118 from $66, maintaining a Buy rating. 2. Complete CPU Dominance & Google Partnership Intel still dominates the overall x86 CPU market with roughly 70-72% share. They maintain a massive 71% unit share in the critical Server and Data Center CPU market, which is essential for AI and agentic workloads. Client PC share remains a stronghold at 72-75%. Data Center and AI (DCAI) revenue just hit $5.1 billion, up 22% year-over-year. Beyond market share, Intel recently announced a massive multiyear collaboration with Google to advance the next generation of AI and cloud infrastructure. This partnership reinforces the critical role of Intel's CPUs and custom infrastructure processing units (IPUs) in scaling modern, heterogeneous AI systems across Google's global infrastructure. 3. Advanced Packaging, TeraFab, and Tesla Intel's EMIB packaging is actually ahead of TSMC and represents the future of what they call a Systems Foundry approach. They are not just manufacturing wafers; they are dominating the entire packaging process. Wccftech just reported a massive foundry breakthrough, noting that Intel's EMIB has hit a 90% yield and that EMIB-T will scale to greater than 12x reticle in 2028. Current packaging revenue sits at $4-6B, mostly from internal EMIB and Foveros demand. Internal AI chiplet demand will grow 30-50% through 2026, and external foundry customers will drive a massive growth in 2027. We are also seeing this scale in real-time with the TeraFab project with Tesla, which is set to utilize Intel's packaging capacity for Tesla's next-generation silicon. This TeraFab-level scaling secures their long-term path to becoming the dominant global foundry. 4. Big Tech is Moving to 18A & Expected Q2 Customer Announcements Supply chain sources confirm that major players, including Google and Apple, have already started test chip verification for Intel's 18A process. Analyst Jeff Pu just backed this up, confirming that front-end 18A yields are doing well and consistent with management's comments. Even more massive: Pu expects Intel has already started 18A trial testing for an external customer's 2023 chip that was previously built on TSMC's N3B node. Moving through Q2, Wall Street is highly anticipating official announcements naming these major external foundry customers. Locking in these whale clients publicly in Q2 will serve as a massive catalyst that forces the market to completely re-rate Intel's foundry valuation. 5. The Nvidia Partnership Jensen Huang directly confirmed Nvidia will use Intel's Foveros packaging for their upcoming x86 consumer CPU that utilizes Nvidia's GPU chiplets. Predictions point to Nvidia replacing Grace with a co-designed x86 CPU featuring 288 or more E-cores. They will need Intel's advanced packaging for Project Feynman, stacking SRAM and I/O dies on 18A/14A nodes. Furthermore, Intel's 14A 1.0 PDK will have a sizable advantage over TSMC's 2nm, giving Intel a one-year head start since TSMC's A14 is expected to be delayed past 2028.

Wow, TSMC rage-baited on Wei-Jen Lo's joining Intel. No surprise considering all the advanced packaging orders he's bringing to the company lol.

The $INTC re-rating isn’t just about Intel’s own growth story. It is also how asymmetric the stock price is when compared to $AMD. If AMD can have a $900B Market cap and Intel is only at $500B, there is something very off about how the market values both companies. I get it. AMD is growing at a dramatic pace. But might I remind you: Intel owns the CPU market. It is ALSO growing. This earnings will show us that Intel isn’t behind. And honestly, quite the opposite. It is the leader where it matters most for Agentic AI. C P U. Oh, and it has fabs. And real men have fabs.

$INTC $135 by July 23rd, 2026 Earnings Release. Delta between AMD and Intel is extreme and exaggerated. CPU NVL expected to meet or beat Zen 6, GPU Crescent island, renewed hires, AMDs weakness in acceleration support vs. cuda / perf. $INTC has an entire competive semiconductor Foundry glued on. 288c servers PTL-H efficiency vs. Strix Halo, $AMD stagnation in RDNA, mobile $INTC Foundry packaging advantage vs. TSMC (MASSIVELY better yield, cost, comparable perf, TSMC currently hurting Vera Rubin) $INTC Foundry advantage = American, more technologically advanced than TSMC equivalents incorporating GAAT and BSPDN. $TSM currently trying to emulate EMIB Capex = customers, SHIT load of jobs, investments, ground breakings incoming Insane volume of evidence that turn around is in amazing progress and Intel is a behemoth and will come ripping back, ARL equivalent to Zen 2 ish. see you in nasdaqistan degens

Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields wccftech.com/intel-foundry-… wccftech.com/intel-foundry-…

$INTC will be claiming back the market share from AMD. Wait for AMD struggles to find additional wafer allocations. $INTC is the only CPU maker that controls wafer allocations, which is key in wafer shortage

KeyBanc raises $INTC price target to $155 from $110, maintaining a Buy rating. The firm says Intel’s foundry turnaround is gaining momentum, driven by stronger chip yields and major customer wins in advanced packaging. Intel’s 18A process has reportedly reached around 85% yields, up from 65% last quarter, while 14A remains on track for mass production in the second half of 2028. Rising prices at TSMC and improving yields are also helping Intel bring more Nova Lake production back in-house. The company continues to rack up design wins with customers including Apple, AMD, Nvidia, Marvell, Microsoft, Micron, and OpenAI. The analyst behind the call, John Vinh, ranks 68th out of more than 12,300 analysts tracked by TipRanks, with a 75% success rate on $INTC and an average 55.67% return per rating over one year.

SAASOCALYPSE 5.0!? $IBM CEO Arvind Krishna: “In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases.” IBM “did not anticipate the magnitude of the capex reprioritization,” and said clients were also distracted by “rapidly-evolving, industry-wide cybersecurity concerns.” Krishna also said: “We did not adapt and move quickly enough,” with large deals failing to close on expected timelines.

Keybanc states $INTC has reached 98% yields on EMIB-T and remains on track to ramp $GOOGL Google’s Humu Fish at the end of 2027

"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases," Krishna wrote in a letter to IBM investors. Capex to hardware! cnbc.com/amp/2026/07/14…

Follow @Alex_Intel_ he keeps putting out banger after banger. Let’s go $INTC

Keybanc claims Intel is targeting 50% server volume growth next year. AMD is trying for the same That's your math on how Intel stops server share loss to AMD (most street models like 25%, maybe 28-30% growth next year for Intel) Interesting to see if it plays out $INTC

@Alex_Intel_ That is much higher than my own expectations! That would be amazing! 😍😍😍 let’s go Intel 🚀

@Alex_Intel_ Yeah really shit if true, definitely not good for America ! This should be going to @intel… but I don’t believe it is true. I guess we will see. @LipBuTan1 @howardlutnick @POTUS @realDonaldTrump

#Keybanc raises $INTC price target from $110 to $155 @Intel NFA

@treasureh8nter 😂 getting scared I see… real men have fabs! 😘

$INTC increasing capex and tools all over the place. Ireland, Oregon, Mexico, Malaysia. The @Intel_Foundry customers have come.

Thank you for your comment. This is a common misconception. AMD cannot scale down production or purchases that easily. They are locked into multi-year contracts with committed allocations (or minimum volume requirements). There would be massive penalties (or take-or-pay obligations) for failing to take the allocated volumes. In an environment where chips are scarce, being fabless becomes more of a headwind than a benefit. Once the market realises this Intel will re-rate meaningfully higher

@Pokyh4Po @IntelBull_ AMD is fabless and can scale down in bear market or if economy outlook is bad

$INTC short squeeze 😉 Approximately 145 million shares of Intel are currently sold short. While that represents about 3% of Intel’s reported public float, the effective short interest could be higher if you adjust for large strategic, institutional, or long-term holders whose shares are unlikely to trade actively. Under a more conservative “true tradable float” assumption, Intel’s short interest could potentially be closer to the 6%–8% range, depending on which holders are excluded from the calculation. Doing my shareholders duty and buying 100 more shares today 🤗

JUST IN: Hedge funds purchased the "most" semiconductor stocks in 3+ years

While the stock tanks for no good reason (the best time to buy), $INTC Intel continues to execute, grow, and provide an asymmetric opportunity that the market refuses to price in. Reminders: - Just announced today: Major investment in Fab 34 to ramp Xeon 6 and next-gen processors / external foundry customer roadmaps - MediaTek committing exclusively to Intel’s EMIB-T advanced packaging for next-gen programs (tape-out Q4 2026, mass prod Q4 2027). This ties directly into $GOOGL Google’s next-gen TPUs, which is a massive validation against CoWoS. Reports of Google ordering millions of TPUs via Intel Foundry aren’t rumors, tyvm. - Panther Lake/Core Ultra advancements, Xeon 6 ramp, RibbonFET/GAA tech, and full-stack physical AI plays (robotics, edge humanoids via Xeon/Gaudi, Intel Capital investments). - $AAPL 🍎 - $SPCX / $TSLA 🚀 They’re not just talking the talk, they’re walking the walk. Intel is shipping competitive silicon in CPUs where latency matters for agentic AI. Honestly, it’s pretty impressive how much of a disconnect there is. Short-term stock volatility ignores the execution: process tech catching up, foundry wins, data center/cloud deals, and memory/AI tailwinds. Skeptics who wrote Intel off years ago are missing the execution story unfolding right now. They will continue to ignore, or outright laugh at this price action. They laughed at $20 too, so who is really in the position to laugh? This is the best time to accumulate while the narrative lags reality. Intel is winning. Silently, steadily, and with increasing proof points. $DJT US Government won’t let this drag on for too long.

Intel CEO Lip-Bu Tan: “Over time, the IP will be ready so we can serve some of these customers. I think the best indication, when you see I increase my capex, I’m putting money to buy equipment, that means I have real customers. That’s the discipline I have.”