Intel stock is down and for that reason the best time to buy it if you want to own Intel. INTC is down 25% after profits but is approaching 80% of book worth.
My passion is to search for low risk high reward financial investment chances. I use my accounting abilities and investing experience in order to discover interesting investment ideas that use the possibility to lead me towards my financial goals.
If you are a sophisticated investor searching for in depth, independent stock analyses and investing concepts, here is my STOCK MARKET RESEARCH PLATFORM (company and sector danger and reward analysis, my portfolios):.
STOCK MARKET RESEARCH PLATFORM:.
Are you a financier that is simply starting? Register for the FREE Stock Market Investing Course – an extensive guide to investing talking about all that matters:.
I am likewise a book author:.
Modern Value Investing book:.
The below links are from third parties or channel sponsors where I get a charge from:.
I frequently get asked about brokers, here is a low cost broker, a worldwide one that enables you to buy on global markets, and likewise uses complicated services like options for when your investing abilities grow. For now, it is among the best options I have actually found for global financiers, also based upon your comments and inputs:.
0:00 INTC Stock.
1:04 Earnings.
6:24 Revenues Call.
11:35 Book Value.
13:30 Capex.
15:15 Finest Time To Purchase.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
INTEL.
Takes billions in free Chip Act government subsidies.
Layoff thousands and cuts dividend to zero.
Decades of bad business decisions. Underinvestment in R&D. Not holding process development responsible for producing results. Gilsinger is probably doing the right things, just a bit late.
@@i486DX66 this!
@@i486DX66agree. He has to do what he’s doing. Run by accountants for too long
@@i486DX66 takes a long time to turn this behemoth around and unpopular choices like investing heavily at the expense of profits.
Sounds like a bunch of positive news to me. cash in not out.
Idk if you know about Intel may be facing multiple class action lawsuits because of their 13900K and 14900K degrading, Gamers Nexus has a recent video for info
I don’t think this title is appropriate. I guess what he means is what he says at the end of the video “it is the best time in the last decade to buy the stock”, which has nothing to do with Intel being “the best stock at whatever price”, which it obviously isn’t. Too complicated of a business anyway: automatic too hard pile for me.
You are reading it in a way he doesn’t intend, the title says Intel is the best now at 20 as compared to before it fell. And that is almost certainly true.
Also, their business really is not unusually complicated. If Intel is too hard then you basically have to throw away every technology-based company in existence.
@@theWebWizrdIndividual investors can decide what their ‘too hard’ pile looks like. Mine includes most tech companies, too. No need to chase every goose that might lay a golden egg.
What a beating 🎉😂intel gave its investors
Who else is down 40% in just 2 weeks?
I’m up over the past month. I only own one REIT though.
I‘m down 2,5% in what stocks are you invested? That sounds like meme stocks or something like that 😅
I got out last december @ $50 after 4 years of holding. Dead money for those years, but at least I got my money back…
I hate life
what I think you are not taking into account is the scandal with 12th and 13th gen processors. Intel will need to swallow huge losses because of a design fault. They will need to replace lot of damaged CPUs / spend a lot on legal fees. Given that they only started to accept responsibility in the last couple of weeks, the write downs should start coming in next quarter.
99% of the average users will not notice any issue. The only concern is the news negativity and potential some lawsuits. PS: nvidia had the same with gtx 970 vram lie. No issue in the end.
The spirit of grandma is fighting the prices.
Good lord that guy is in every channel in every media
That guy is absolutely insane. Literally put that 700k in an ETF, wait for a decade or so and you’re settled for life
@FR-nc3vb maybe? depends how strong the dollar is in the future. Right now the dollar looks weak
If you actually follow intel products. They got complacent cos they were the market leader for a long time. And now, customers’ CPUs are blowing up, they refuse to offer refunds. Their strategy for the past years was marginal bump in performance, overcharge users on flagship premium. I’d say they need to compete on value products again and not rely on top-heavy line-ups for revenue. Until then, Intel is not a buy.
100% this. Writing was on the wall when amd overtook them and their flagship gpus which would be needed for ai still trail both nvidia and amd. Unfortunately leading performance would need to be ready now to be delivered in three years and that’s not the case so looks like another three years at least of lacklustre performance both from cpus and the stock price. Adding in unreliability and poor customer service is going to add more nails in their coffin.
yes. I like sven, but don’t take his word on tech stocks. If you know your way in the chip business, better not listen to him.
Actually, their CPU offerings were strongest in the lower price regions for the recent years. They offered decent platform performance in the sub-300€ region for Mainboard+CPU combined. A market section that AMD has basically abandoned.
Intel is definitely a turn around story which takes good management to execute. There seems to be a lot of unfulfilled promises from current management. Too risky for me.
@@paddieland yah I wonder if it’s just nvidia who would buy it for just 10% of their market cap and get into the cpu business.
I bought! INTC is a too big to fail company that is part of our national security. We have seen the issues outsourcing key things like antibiotics, masks etc during covid, and the trend is to bring things back home.. The China play on Taiwan is real, just a matter of when. INTC has the foundaries, AMD, NVDA etc do not, all outsource to TSMC. Foundaries and their equipment are very expensive, not to mention construction costs. Definetly executuon problems. Im going to give them some time. I may be wrong, but 25% seemed an overreaction.
That’s the only realistic scenario, but Boeing is the same, and their stock has been going down forever, too. From the national security point of view, what’s important is the location of the manufacturing facilities. Everything else is not important, like stock price going down or even if they go bankrupt. As long as the new owner keeps the manufacturing in the USA… So, I wouldn’t invest my money only based on that…
If you and INTC bankrupt, the foundry will be handed over to better management/investors 😂
@@vladimirkravchenko1642I don’t think Chip plants are a good buy for investors.
Layoffs are bullish way of management saying they are concerned about margins. Cutting dividend is bullish for value investors because it says that the company can meaningfully invest its cashflow. The lay offs across the tech industry seem to be at least 25% short term hires and HR personnel.
I own a business, i know alot of business owners, many people are having a bad quarter but not a bad year. Investors are over reacting is my opinion and that just presented a good business thats finally on sale. Id say Buy it, it was at a 52 week low than fell 30 percent. If my jeans go on sale at fred meyers thats when i buy them.
The average price of an Intel wafer is $16,500, whereas TSMC’s average wafer price in Asia is $5,500.
Without intervention, Intel could face significant decline.
However, if the governments in the USA and Europe implement protectionist strategies to support domestic firms like Intel, similar to their current approach with Chinese car manufacturers, it might alter the situation.
These strategies could include subsidies, tax incentives, and tariffs to boost local production.
Furthermore, if TSMC is compelled to manufacture within these regions, its production costs could rise, reducing its price advantage over Intel.
Intel’s crucial role in military applications also adds a layer of strategic importance, which could lead to increased governmental backing.
Such measures might level the competitive landscape, providing Intel with a chance to recover and improve its market standing.
Taiwan, being an island prone to earthquakes, faces the risk of a major earthquake damaging TSMC’s facilities. Additionally, there is a geopolitical threat from China, which has shown intent to exert control over Taiwan or impose blockades that could severely impact TSMC’s operations. These factors underscore the importance of bolstering domestic semiconductor production.
In the long run, depending on TSMC might be problematic, given China’s persistent threats regarding Taiwan. This concern is evident in Warren Buffett’s recent decisions to divest from investments with exposure to China, including TSMC, BYD, and even Apple.
At this point, they should allow filming within the headquarters site and turn it into a reality show just so they can generate some sort of net positive income. What else do they have to lose?
I went through an interview and received an offer for work at Intel in their fab department in Portland about 6 months before covid. I ultimately turned it down because they wouldn’t budge at all in their offering. Their offering was ridiculous and only guaranteed 36hrs/week on a 3-day/week rotation. The offer wasn’t even enough to cover costs for an apartment. This led me to believe that they were hiring low esteem candidates, which meant I’d be working a lot while others barely got by. I’ve worked construction my whole life, and those jobs are always riddled with failure. I’m surprised it took this long.
Good analysis.
That being said, im buying a single share for mee-maw.
That’s why value investing is very risky as well
If the business is broken, you need insights and do not listen to the management propaganda.
Hi Sven! Hope all is well. I recall you either cut them from your portfolio or you stopped covering/analyzing intel due to intel management lying about something in their accounting… You probably should of mentioned that here.
Any thoughts about the sahm Rule triggering?
Few takes:
– Intel stock discount -30%
– they invested alot in new fabs
– strategic company for US
– can benefit of geo-political tensions
– their revenue is 45% of their marketcap… huge
– they have lots of assets
– bad news, product issues
– losing market share
– Pat has no management experience
– can go lower
– missed promises
Pat has no management experience? He was CEO of VMware…
Sven is never showing a stock he wants at the moment. That way he will never be made fun of. Very clever.
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Stewart.
Wow. I’m a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I’m in my fifth trade with her and it has been super.
She is my family’s personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Stewart too? Wow that woman has been a blessing to me and my family.
I’m new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can’t say much.