@ryanwhitney6 @TVASports One of the best coaches in the NHL.
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Planetraveller
467 posts
@JoeListComedy Agree. But the NHL's current playoff format is completely stupid. Top 3 teams in the conference will meet in round 1! Really makes no sense...
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@annikadevils Yup Tampa...great game. My dad used to say...gioco bem tiro bem ma perdu. Adieu ... Montreal deserved to win the series, but not yesterday evening! Refereeing in this series was ... horrendous! :)
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Did Montreal really just win a game 7 with 9 shots????
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@Mar364503 Clearly that's the direction Intel is pushing towards!
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Okay, if this happens, it means a whole new category of AI chip designs will be unlocked and these chips will be packaged (and likely fabricated as well) by $INTC. And if this is the case by 2030, $400 is well reachable by $INTC by then
X86 is dead&back@x86deadandback
I see a lot of talk about EMIB-T hehe but I don't see this being published, which I've seen in some documents placed around 2030. So you have something new to discuss hehe 200+ EMIBS/241x240=🤯🤯🤯🤯 576cm2? DIN A4 sheet= 630 cm2 right?🤯
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@XYang2023 @intel I think a lot of people forget that...they (government) made promises and then took forever to act.
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Should also acknowledge long-term
@intel investors. Intel had made significant capital investments while being punished by the capital market during Biden's term. The CHIPS Act could not dispense payments in a timely manner, which exacerbated Intel’s financial condition.
$INTC
*Walter Bloomberg@DeItaone
BESSENT: TRUMP SHOULD GET CREDIT FOR MAKING MONEY ON INTEL INVESTMENT
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@de_shay My brother - this is the first time you have even mentioned Intel on your page.
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INTC just proved me right. Rode the wave from the lows through the recent earnings beat and AI tailwinds—now pushing all-time highs near $100. Patience + conviction in Intel's turnaround pays off. Still long and optimistic on data center + foundry momentum. Who's with me? $INTC #Intel #Stocks
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As an $INTC investor, I don’t mind some more tweets from Trump highlighting how critical Intel fabs are to US semi supply chain. It would be better if his tweet says that all major US chip designers should get wafers from Intel so that Intel needs to build more fabs fast to accommodate the external orders. (Too bad that we cannot @ president on X…)
*Walter Bloomberg@DeItaone
BESSENT: TRUMP SHOULD GET CREDIT FOR MAKING MONEY ON INTEL INVESTMENT
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@Alex_Intel_ Thanks. Tesla definitely have the money :). Will be fun to watch unfold.
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@M_Astralplane Tesla and Intel could do R&D needed for a memory process node
PSMC is getting 1Y node which is from 2017 ish (2nd Gen 10nm) from Micron
But it's probably not good enough density wise. Tesla has money and could build clean room space for this project
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Intel ZAM is achieving 2x speeds of HBM4 and matching future speed of HBM4E
Except ZAM is using a cooked up PSMC 20nm DRAM node thats 10 years old (speculation but PSMC is apart of the paper and 20nm is the best they have)
Great resources in quote below for patents and paper
OGAWA, Tadashi@ogawa_tter
"Microelectronic Assemblies including Stacked Dies Coupled by A Through Dielectric Via", Stephen Morein (CTO, SAIMEMORY, Aug 2025 --), ..., Prashant Majhi, Intel (Jun 2022) patents.google.com/patent/US12525… <= VLSI 2026 x.com/ogawa_tter/sta… ZAM、4月22日 x.com/ogawa_tter/sta… 38億円🤔
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@Alex_Intel_ Ok thanks for the additional clarification.
Not sure who else they can source the memory from. From what I see Intel / University of Toyko have key enabling IP that Saimemory license for commercialization. Tesla have no play here unless Intel license z-angle tech to them...
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@M_Astralplane They'll need more advanced nodes for stack density
But overall it seems differentiated enough that Intel could lag a bit and still be better than HBM
Saimemory said they are looking for manufacturing partners. Hope that ends up being Intel and Tesla so Intel could gets more $$
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Agree Sebastian. The issue is most analysts and folks on X always pound the table on P/E to demonstrate how overvalued Intel is. This clearly misses the point (as you point out) and A2THTEZ summarized in his post. Valuing Intel is tough... Foundry, Products, AI, and IP. Heavy capex & R&D are suppressing earnings today, but a sum-of-the-parts view (with 18A yields ahead of plan + external customers ramping) shows real promise.
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Intel's business model isn't even comparable to most of these. TSMC is pure foundry, Nvidia is pure design, etc. This is why I believe a lot of people misunderstand the hype. The hype can't be replicated by any other company! $INTC
A2THEZ@awakenowzone
Here are $INTC’s valuation metrics compared to other semiconductor peers. When you look at Intel through this lens, it becomes clear that the stock is still undervalued across nearly every major metric relative to the industry. This isn’t just a book-value story (though Intel is significantly undervalued on assets alone). The discount shows up in real operating metrics as well, EV/EBITDA and operating cash flow... P/E is obviously distorted due to massive capital expenditures tied to long-term growth. If you believe in Intel’s story, don’t let naysayers or clueless analysts tell you otherwise. + Remember this is the current valuation before any real IFS income. Intel (and LBT) may still have a long road ahead to fix the balance sheet and fire up IFS, and that’s exactly where the $1T upside comes from. But even ignoring all that, today’s valuation data says $INTC is a great deal. Table ranked from best to worst by EV/EBITDA.
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@Alex_Intel_ Will take a couple of years, but getting more and more complicated to value Intel!!! :)
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Last week I looked at EV/EBITDA to compare both AMD and Intel based on FY26 EBITDA forecast. I had Grok run the numbers again: AMD FY26 EV/EBITDA (forecast) ≈ 49.7x–49.8x
Intel FY26 EV/EBITDA (forecast) ≈ 31x–32x (using consensus ~$16B EBITDA; sources vary $16.1B–$16.8B range) 
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Here are $INTC’s valuation metrics compared to other semiconductor peers. When you look at Intel through this lens, it becomes clear that the stock is still undervalued across nearly every major metric relative to the industry.
This isn’t just a book-value story (though Intel is significantly undervalued on assets alone). The discount shows up in real operating metrics as well, EV/EBITDA and operating cash flow... P/E is obviously distorted due to massive capital expenditures tied to long-term growth.
If you believe in Intel’s story, don’t let naysayers or clueless analysts tell you otherwise. + Remember this is the current valuation before any real IFS income.
Intel (and LBT) may still have a long road ahead to fix the balance sheet and fire up IFS, and that’s exactly where the $1T upside comes from. But even ignoring all that, today’s valuation data says $INTC is a great deal.
Table ranked from best to worst by EV/EBITDA.
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@awakenowzone @FFairing Exactly. Finally someone else agrees with me :). All kidding aside there is no one best metric for Intel. P/B makes sense for Foundry (still will take time). EV/EBITDA makes a lot of sense for their products division.
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@imnotharsh Wants to stick $100 but resistance is high :)...let's see what happens going into the close.
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$INTC Nice dip. Want some potato chips with that? IFYKYK
ImNotHarsh | 📈💸@imnotharsh
If you aren’t buying the dip here, I genuinely don’t understand what you’re doing. $INTC
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@Silicon_Fly Geez do you have to rev. up the AMD pumpers :) ... totally agree by the way.
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@FFrontAlpha Clearly people know shit :)...that's why X is awesome.
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@M_Astralplane Ahh, this could be it as well.
That + $AAPL announcement could be crazy.
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Yup..
Casually over $3 million dollars sitting in 120-140 strikes on $INTC June 18
Something is coming up AGAIN
Forefront Alpha@FFrontAlpha
$INTC isn't done yet Traders are aggressively buying 130-140 OTM call strikes (30%+ MORE upside) Why? @forefrontalpha/note/c-251674771?r=3wzwn0&utm_source=notes-share-action&utm_medium=web" target="_blank" rel="nofollow noopener">substack.com/@forefrontalph…
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