Why Intel is the most undervalued tech stock right now
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA(NVDA.US$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow Lake in Q3), and they also announced the next gen of Intel Arc GPUs with massive gains and driver improvements to make them very competitive with AMD & NVIDIA offerings.
But the real deal is Intel Foundry segment.
Currently Intel is the only company in the world that has $ASML Holding(ASML.US$ 's next gen EUV machines (called High-NA) up and running. They will be able to manufacture sub 2nm silicon at impressive rate. No other company has received such machines. With rumors that $Taiwan Semiconductor(TSM.US$ (current leader in foundry business) will only receive them in 2026, and I doubt the USA will allow much to be sent to Taiwan, for obvious security reasons.
$Microsoft(MSFT.US$ & $Qualcomm(QCOM.US$ already announced they gonna use Intel upcoming 18A node for their future products, and it's only matter of time until we hear others like $NVIDIA(NVDA.US$ & $Apple(AAPL.US$ jumping in.
If you are a big tech company and want the best, cutting edge silicon you will have to switch to Intel foundry sooner or later.
Investing in Intel right now is like buying NVDA stock before the AI boom.
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摸鱼 : Well said![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
韭菜来啦快割 : buy$Intel (INTC.US)$ It's better to buy$Advanced Micro Devices (AMD.US)$
10baggerbamm : it's so funny you're saying that you're right and all of the tech experts like Dan Ives and Tom Lee they're completely wrong. that tells me your ego prevents you from making a logical decision you believe because you're down in the stock that it must go higher because it's done nothing to this point while everything else has rallied. therefore money must rotate into this company. and you're wrong so going to the bathroom look in the mirror turn the lights on and repeat you are wrong while pointing at yourself in the mirror. companies are crucified taken out behind the barn and shot when they miss their forward guidance when they miss earnings whisper numbers when they miss revenue whisper numbers. even when these companies are growing at 30 to 40% year over year but you don't have to worry about Intel growing like that because 50% of their business is a money suck pit on abyss think of the Tom Hanks movie money pit. think of owning a boat bust out another thousand.
10baggerbamm : pt 2 except Intel is building Fab facilities that utilize Moors law and Jensen has proved that Moore's law is dead number one number two these Fab facilities that Intel is building because they come from the chips act where taxpayers are paying they must conform to dei and woke standards and must have 51% women building these chip Fab facilities that's two number three because they're located in California the unions that are going to run the employees will create strikes walkouts their wages will be significantly higher than comparable businesses and as a result the profit margins on these facilities once they get up and running in 2028-29 maybe but probably not because we know when the government gets involved with any construction project think Bridges it's always over budget and significantly longer to complete. so these are just a few reasons why Intel is a disaster will remain a disaster and anybody that wants to invest in Intel is pissing money away and wasting one thing that you'll never get back which is your precious time.
RDK79 : Because of bad R&D and lack of high performance chips. If that’s what makes it a bargain, it will remain a ‘bargain’. Imho. There will be continued efforts to periodically ‘pump’ it up though.
LeoforDharma : This what I have been telling people, but damn they are so stubborn and all hyped up on comparing Nvidia vs Intel etc.
They have not realised that the US gov is pouring billions in Intel plus Intel is the only company that have been popping fabs globally, + can soon manufacture 3nm and on top of that they can design and make AI chips.
For another compamy to acheive that, you would need to combine Nvidia and TSMC together.