Intel Corporation (INTC) Options

INTC, new 52 week low

https://stateofthefuture.substack.com/p/e05-the-future-of-edge-ai-brain-inspired

https://www.marketresearchfuture.com/reports/neuromorphic-computing-market/companies

As a guess, the foundry will merge with Samsung, creating a duopoly of the combined company and TSMC in the high end foundry space.

Intel took several shots at AI and failed at all of them. Habana, Nirvana, and Ponte Vecchio have all failed. I was astounded by how bad PV turned out to be.
The current product stack is just mediocre with Arrow lake and Granite Rapids on leading edge processes being outperformed by AMD products.

Panther lake on Intel_18A is officially very late 2025 or early 2026. When PG said "manufacturing ready" I thought he meant process certified, but it appears he meant something about a year before that milestone.

The few bright spots now are the much improved GPU's and the very low power Lunar Lake. Unfortunately both will have limited revenue and limited profitability.
Alan

What about if they get a new CEO and purge the BOD? and.. what do you think the demand for future AI growth and Intel's share of that growth?
I think it is too late. Worst case: Intel will be sold off in pieces. This saddens me greatly as a retiree (I also worked in Arizona). But eventually I had to admit, it is what it is.

Thank you for your insightful perspective.. I had friends who retired from Intel in the Phoenix area... They loved the company and we all grew up buying computers mainly only if it said "Intel Inside."

I remember during the 2008 crash when Bank Of America also teetered on the brink but because of the name and reputation I bought in at bottom being pretty sure by gut feeling that their historic name and reputation would eventually get recovery.. It did recover and stabilize. This is how I have been viewing Intel.. but you are saying that because of an inept BOD and loss of vision that there is no hope at all? So you think it can fall below the $20 spot before realizing any gains? What about if they get a new CEO and purge the BOD? and.. what do you think the demand for future AI growth and Intel's share of that growth?

I do know that years ago ...2008.. I dumped my Boeing stock because as we have seen it is very volatile and the recent accidents are reflected in the current SP. I put all that into the S&P and it has been fantastic.. My other positions are with other brokers where I can speculate...but I will be rethinking about Intel. Thanks... All the best to ya...

An excerpt from The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim, quoting Gelsinger:

“As for GPUs, current Intel CEO Pat Gelsinger laments that the company failed to break into the category with its own in-house product that would have competed with Nvidia’s. “I had a project called Larrabee that, when I was pushed out of Intel, got killed shortly thereafter,” he said. “The world would be different today had that not occurred.” Gelsinger had been an executive champion of the project and headed the enterprise-computing division at Intel before he left in 2009 for the data-storage company EMC. The Larrabee GPU was canceled in 2010, and Intel did not restart its GPU efforts until 2018."

I applaud your work at Boeing and Northrop. I am an Intel retiree, starting there in 1982. Trust me, Intel is not in the enviable position you infer. The Board of Directors has driven the company into the abyss. It was the BOD that allowed Otollini to walk away from the iPhone opportunity. It was the BOD that allowed Krzanich to literally destroy Intel's core competencies. I thought Gelsinger was Intel's last hope. Now he is gone. I have been diversifying my INTC holdings since Krzanich was appointed. I will do the same with what is left this tax year.

You are right... he was basically forced out. But.. for me, the 20 buck entry point is a fantastic opportunity and he did provide information on what plans were laid out so they can move forward and upward. As explained, a lot was put into the future development and manufacturing for the AI chip. Employee count and overhead and I am sure some dead weight employees were sent packing. Typically as I have seen a couple of times having worked for both Boeing and Northrop.. head choppers usually depart soon after force reductions are completed sort of like going down with the ship.. Only he will be hugely rewarded with millions plus benefits for life..

Things have been reset and with new political party leadership and the incoming new pro- "Made in the USA" attitude and corporate tax advantage.. I don't see how Intel can't grow. How much is what the bet is all about.

It is sparking my optimism.
Well then, you must be easily sparked. Gelsinger was shown the door at Intel on December 1, not long after this video was published.

Intel hasn't said much about what's going to happen since then. Now, a long form interview with Zinsner and Holthaus (interim co-CEO's) or even better, their permanent replacement (who hasn't been chosen yet), that would get my attention.

It is sparking my optimism. GLTA

Interview with Intel CEO

Intel share price had a Low Pole Reversal on 23-Dec-2024. This is positive.
It suggests an improvement in price could follow. GLTA

Huge 3 million share buy

Thinking same …should see $25s preety quick too

nana will be happy

$AMD or $GFS gonna make a bid for $INTC in 2025.

The best takeover target opportunity in the chip foundry space and a premium of 100% from here.

Now at $20, June 2025 $INTC $40call options in the cross hairs.


Now at $1.35 premium.....LFFFFGGGGGGGG

Tax loss selling is almost concluded.

Intel share price Low Pole Reversal on 23-Dec-2024. This is positive.
And it could lead to a share price breakout. GLTA

https://www.reddit.com/r/stocks/comments/1hhi6lc/intel_currently_represents_one_of_the_best_stock/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1

Intel share price had a Descending Triple Bottom Breakdown on 18-Dec-2024.

The previous bottom was at $18.51 in early September.

We shall see where a bottom will form in this decline before buying.

The decline started in late Dec in 2023.

"Prices for Intel’s Arc B580 are already shooting through the roof" article in Yahoo finance.
Prices for Intel’s Arc B580 are already shooting through the roof
Jacob Roach
Fri, December 13, 2024 at 10:07 AM EST·3 min read


Intel just launched its new $249 Arc B580 graphics card, and as you can read in our Intel Arc B580 review, it’s one of the best graphics cards you can buy. It seems PC gamers have gotten the memo, as most models of the card are sold out online. If you want to get one now, you’ll have to spend close to double the list price.

Looking at online retailers, it looks like Newegg has the most models listed for sale, though almost all of them are sold out. The only models available come from Gunnir, and they’re both very expensive. The Arc B580 Index is listed for $379, while the Arc B580 Photon is listed for $429. Both are sold by third-party sellers — they aren’t sold and shipped by Newegg — so I wouldn’t recommend spending up for one of these cards.

The other models listed for sale are much more reasonable, but they’re all out of stock. Here are the prices and when Newegg says the GPUs will be back in stock:

Intel Arc B580 Limited Edition — $250 (ETA: 1/3/25)

ASRock Challenger Arc B580 — $260 (ETA: 1/3/25)

ASRock Steel Legend Arc B580 — $270 (ETA: 1/3/25)

Sparkle Arc B580 Titan OC — $270 (No ETA)

Acer Nitro Arc B580 — $280 (ETA: 12/20/24)

Advertisement
It’s worth checking in with online retailers throughout the day and over the weekend to see if the cards come back in stock. While writing this article, the Limited Edition model was back in stock at Newegg for just a few minutes before selling out again. If the demand is high, it’s possible additional inventory will be released throughout the day.

Although it’s impossible to say how much demand there truly is, scalpers are already capitalizing. On eBay, there are several models listed above $400, and they aren’t all the Gunnir models mentioned above. The Arc B580 is an excellent GPU, but it’s a pretty bad option at $400 or more. Scalpers are taking advantage of the glowing reviews the graphics card has received, so try to avoid these listings. Based on eBay’s sold page, it doesn’t look like anyone has fallen for them yet.

If you have a Micro Center near you, you’re in luck. Several locations have models in stock for list price, but you can only buy them in-store. Micro Center has exclusively sold graphics cards in-store for the past few years, and that usually means you can find GPUs at list price that are otherwise sold out online.

This kind of pricing is standard fare for a popular GPU launch, so don’t get too worried if you aren’t able to score a card at list price today. The pricing and stock situation can rapidly change in the days following the release of a new graphics card. Newegg and B&H Photo both offer stock notifications, so you’ll get an email whenever the GPU comes back in stock.

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Lool

Nana is happy with her Cardano.🤣

Is it time for more M&A rumors again?

Maybe SoftBank will just buy the whole thing (sarcasm).

Nvidia and/or Apple could swallow them, without even a hiccup, but neither have the need.

Could make for some interesting shakeup though.

still dipping, see if 20's hold if not chance for 18's again

They gave Gelsinger a mission impossible and watched him fail just to give power to some obscure beans counters. It is a deja vu in an industry in which it takes decades to build an awesome enterprise, and a very short time to destroy it. We are light years away from the 'only the paranoid survive' mindset.

The commerce department awarded intl nearly 8 billlon in subsidies. 

Too big to fail! When will the government save them? (Sarcasm)

The market will work through it, most likely with M&A by a bigger player.

nana is disappointed

Those 2 elected to the board must NOT be good since we are being sent back to the fkn teens

Shareholders will never see any of the hundreds of millions paid to CEO over the past years. Must be nice to be rewarded so well, for such dismal performance.

Bigger question now, is who will replace Gelsinger? Every time a new manager comes in, they have to "shake things up" and "reorganize", before they even evaluate the problem. Egos making a name for themselves.

Most likely, he was politely escorted to the door, in order to save face.

Perhaps... but it is certainly true his goal was always get Intel back on track with silicon process and I firmly believe he accomplished that. I suspect it was not easy and he is likely pretty well cooked at this point. He also seemed pretty "tired" when he was talking about the layoffs. Intel did hit all their product schedules for 2024, which is a first in a very long time.

While it seems they still have a solid vision for silicon process technology, the product groups missed some pretty big market opportunities; not that they didn't take a shot at them, but they failed. Ponte Vecchio was a real dud. I am surprised by the Turin versus Granite Rapids benchmarks as the products should be similar but the 128 core Turin pretty well trounces the 128 core Granite Rapids. TSMC has said their N2 node will be significantly better than Intel_18a (this is different than reported at IEDM so I am not sure I believe it...).

I think at this point it is still wait and see.
Alan

Alan, the abrupt Gelsinger "retirement" has me worried. I fear Intel Corp may be close to being gone.

It seems Kryzanich used Intel as his private toy box instead of as a corporation. Swan cashed everything in without investing in the future.
NOW, here we are
Alan

got that little pop on ceo leaving but still need to get to 30's to regain momentum and signs of reversal.

I agree, joseph. Krzanich was a one-man wrecking crew.

the problem was NOT Gelsinger. The decline started with the delusional BK's tenure -- I learn from chipguy who was like my remote mentor-

Day order to buy Intel shares at $25.05 filled. GLTA

Took time but finally over $24!

Intel share price is in same Ascending Triple Top Breakout chart pattern mode, since 6-Nov-2024. GLTA

that is off regulatory issues

26's

Not going to happen. Gelsinger has called these "irresponsible rumors". Intel has a poison pill in place to prevent such a takeover. Intel will sell off the Altera unit, which may be the source of some of these rumors.

QCOM may buy Intel.  Elections do  crazy things.

X

25's looking good :) 30-40's within next few months barring any surprises.

Intel share price ASCENDING TRIPLE TOP BREAKOUT on 6-Nov-2024.

Who cares for low morals in leading at the top of leadership anymore,

What rules the world is Money... and my Port is in ATH.

Just celebrate, GLTA

only people giving up are the short termers flippers

decent move, will go more if they get into trade wars in china