Thunder64 Gururu said: If you bet on Intel, you won big. You mean if you had inside knowledge (illegal insider trading) and knew that Intel would get The US Gov't, Nvidia, and now Alphabet to invest in Intel, you won big. Cut the crap. If you didn't know any of that, you got lucky. Reply
thestryker Thunder64 said: You mean if you had inside knowledge (illegal insider trading) and knew that Intel would get The US Gov't, Nvidia, and now Alphabet to invest in Intel, you won big. Cut the crap. If you didn't know any of that, you got lucky. Intel's stock had tanked to the point that the valuation was below the actual value of their assets. Once that happened the math became real easy: if the company survived the stock price was going to go up so the bet was simply whether or not the company would survive. Doesn't take insider trading to understand that reality. Reply
Thunder64 thestryker said: Intel's stock had tanked to the point that the valuation was below the actual value of their assets. Once that happened the math became real easy: if the company survived the stock price was going to go up so the bet was simply whether or not the company would survive. Doesn't take insider trading to understand that reality. And you might've made some money in the long term without all of those investments, that is luck. Reply
Gururu Thunder64 said: You mean if you had inside knowledge (illegal insider trading) and knew that Intel would get The US Gov't, Nvidia, and now Alphabet to invest in Intel, you won big. Cut the crap. If you didn't know any of that, you got lucky. It's the most advanced fab owned by the USA. That alone tells me if someone wasn't willing to invest, they were clouded by an "unhelpful" bias. Reply
Zaranthos I'm very happy about this. Intel was in danger of dying and that would have been a terrible thing for competition, jobs, and progress in general. Intel putting some focus in the GPU market couldn't have been timed better either since supply was lacking and driving prices to absurd levels. I also like seeing fab locations being more global and less tied to a single country or region as it protects the space from unknowns like natural disasters, war, or supply chain issues. AI and a focus on domestic production probably saved Intel and that's a good thing. Now I'd like to see Microsoft start to feel the competition from android, Linux, and Apple so they could get back to focusing on a quality product people want to use instead of the our way or the highway approach to UI design, features (many people never wanted) enabled by default, bloat, and years old legacy support that could at the very least be made install conditional. Reply
TerryLaze Zaranthos said: I'm very happy about this. Intel was in danger of dying According to whom?!? Intel always had enough money in the bank to keep going for many years, there was never a point they were in actual danger of dying, of taking a huge hit yes but nowhere near of dying. Zaranthos said: Now I'd like to see Microsoft start to feel the competition from android, Linux, and Apple Ms just became the second company to break 3trillion market cap…..they aint gonna feel nothin from nobody no time soon. Reply
Thunder64 Gururu said: It's the most advanced fab owned by the USA. That alone tells me if someone wasn't willing to invest, they were clouded by an "unhelpful" bias. Please, don't insinuate I'm biased. As was said in "Idiocracy", I like money. It was a matter of knowing when it would hit a low. You know, buy low, sell high? Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/fueled-by-musks-terafab-tie-in-intels-market-cap-hits-highest-level-in-25-years-tops-usd300-billion-on-cpu-ai-and-foundry-momentum#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.