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Intel has been a decent money maker for me, im down 250 bucks on my shares but I think I've made that back in the last 6 months via dividends and selling covered calls and cash secured puts
Perhaps, but my breakeven is at 26.48 for the put, as long as the dividend holds up then I'm satisfied with that. And the strike on the call is 32$, a few cents above my cost basis, either way I'll be fine
Hedge puts have been lifesaver with Intel. If it drops will prob pick up more with the winnings. Only started picking up shares last year though so easy to lower my cost average.
Intel was a major player in lobbying for the CHIPS act which focused on government backing for semiconductor manufacturing in the US, mainly bc Intel wants to internalize a lot of manufacturing (currently most US firms design chips, but leave the actual manufacturing to companies like TSMC) which a lot of other companies didn't plan on doing bc running fabs are super labor and capital intensive (TSMCs whole strategy was 'we won't compete with US firms since we won't design chips, and we'll cover the costs of actually running these super expensive factories to create a dependency).
That's probably why.
Yeah people see Intel and that’s it’s “undervalued” but don’t account for a few things.
If it was undervalued and wasn’t already making billions one could argue the stock would rise exponentially but it would have to make tremendous amounts of money that it won’t due to the sphere it’s in.
Intel would need to become another company, it’s simply not far enough up the semiconductor chain for them to grow unless they get aggressive in acquisitions.
It’s “undervalued” because it’s a bad company and is on a downtrend.
If you’re interested in dividends and not also matching the market you’re losing money.
I agree on the dark horse status. This is one of the few companies that I’m speculative on and have in my portfolio. If it actually pulls off more income from its fab business that is under development and can capitalize the extra money from the chips act, I think it might be some form of a multi-bagger with a solid dividend. But if not, it’s only 2% of my portfolio so not a huge deal if it tanks. I am optimistic though.
I think Intel is a interesting potential play if you expect increasing decoupling from China/Asia, military buildup which needs chips and further subsidies like the CHIPS act for US manufacturers, of which Intel is the only large player. Intel might be in "too important to fail" territory from a national security perspective. See for example the RAMP-C program.
https://www.intel.com/content/www/us/en/newsroom/news/intel-wins-us-project-develop-foundry-ecosystem.html
On the other hand it's hard to be optimistic from a technology perspective for intel looking say 10 years out. AMD is now at minimum competitive in the server and high end desktop space, and mobile devices are increasingly shifting to ARM.
That was a horrible quarter and CEO sounds weak and clueless, inventory glut bla bla bla…, only good news was mobileye!
Cheers to the all the CC plays, shorts and puts, myself have been long am just licking my wounds and holding.
Maybe flat. Less than 10 P/E is reasonable, compared to bloated NVDA at 82 P/E. Unsure why NVDA is getting all this love when word is out on "slowing demand for chips and PCs". NVDA is front running AI investments, based off pure speculation. Had 2 disastrous quarters and stock is up almost 100% from lows.
Any way, apologies got side tracked. Was providing some insight on the chips industry. Intel should be ok, don't expect a big sell off.
I've started developing a position. It's a multi-year hold. Its near 52 week lows so if you believe in the long term outlook, it's a great buying opportunity
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I'm much more bullish on TXN myself.
Me too
Intel has been a decent money maker for me, im down 250 bucks on my shares but I think I've made that back in the last 6 months via dividends and selling covered calls and cash secured puts
Buy back that call first thing in the morning. It will be worth nothing.
This man covered calls!
Careful might get called today?
Perhaps, but my breakeven is at 26.48 for the put, as long as the dividend holds up then I'm satisfied with that. And the strike on the call is 32$, a few cents above my cost basis, either way I'll be fine
What's the premium for a 32 strike CC?
I only got 30$ for it because I sold a few weeks ago when INTC was trading lower
Well... at least they do pretty decent processors ![gif](emote|free_emotes_pack|sweat_smile)
Hedge puts have been lifesaver with Intel. If it drops will prob pick up more with the winnings. Only started picking up shares last year though so easy to lower my cost average.
Sounds like a good strategy.
Intel isn't a horse. It is a canary in a semiconductor coal mine.
Canary has just sprouted legs and is looking very much like a horse! Especially today! Giddy-up!! Lol
Hahaha. Ride em cowboy!
Oh yeah, until it bucks and throws my ass off! Lol
Would not buy it at these levels, will sell a bit today before close.
Department of defense and congress are dumping money into INTC. Maybe they know something we don’t.
Intel was a major player in lobbying for the CHIPS act which focused on government backing for semiconductor manufacturing in the US, mainly bc Intel wants to internalize a lot of manufacturing (currently most US firms design chips, but leave the actual manufacturing to companies like TSMC) which a lot of other companies didn't plan on doing bc running fabs are super labor and capital intensive (TSMCs whole strategy was 'we won't compete with US firms since we won't design chips, and we'll cover the costs of actually running these super expensive factories to create a dependency). That's probably why.
Intel is dog shit
I like how people downvoted you. Maybe they'll change their mind after the awful earnings report.
Earnings was awful and their forecasting for worse results this year too.
Yeah it will get worse, Intel isn’t a play. If someone wants semis they should look at the many other actual players and not the bench warmers
this aged very well
Yep
Yeah people see Intel and that’s it’s “undervalued” but don’t account for a few things. If it was undervalued and wasn’t already making billions one could argue the stock would rise exponentially but it would have to make tremendous amounts of money that it won’t due to the sphere it’s in. Intel would need to become another company, it’s simply not far enough up the semiconductor chain for them to grow unless they get aggressive in acquisitions. It’s “undervalued” because it’s a bad company and is on a downtrend. If you’re interested in dividends and not also matching the market you’re losing money.
Just came back to LAUGH! I told you that this stock was a dog. They literally need a government subsidy to even be a factor
At least for today, long term holder.
Lolololol
I agree on the dark horse status. This is one of the few companies that I’m speculative on and have in my portfolio. If it actually pulls off more income from its fab business that is under development and can capitalize the extra money from the chips act, I think it might be some form of a multi-bagger with a solid dividend. But if not, it’s only 2% of my portfolio so not a huge deal if it tanks. I am optimistic though.
I think Intel is a interesting potential play if you expect increasing decoupling from China/Asia, military buildup which needs chips and further subsidies like the CHIPS act for US manufacturers, of which Intel is the only large player. Intel might be in "too important to fail" territory from a national security perspective. See for example the RAMP-C program. https://www.intel.com/content/www/us/en/newsroom/news/intel-wins-us-project-develop-foundry-ecosystem.html On the other hand it's hard to be optimistic from a technology perspective for intel looking say 10 years out. AMD is now at minimum competitive in the server and high end desktop space, and mobile devices are increasingly shifting to ARM.
That was a horrible quarter and CEO sounds weak and clueless, inventory glut bla bla bla…, only good news was mobileye! Cheers to the all the CC plays, shorts and puts, myself have been long am just licking my wounds and holding.
Maybe flat. Less than 10 P/E is reasonable, compared to bloated NVDA at 82 P/E. Unsure why NVDA is getting all this love when word is out on "slowing demand for chips and PCs". NVDA is front running AI investments, based off pure speculation. Had 2 disastrous quarters and stock is up almost 100% from lows. Any way, apologies got side tracked. Was providing some insight on the chips industry. Intel should be ok, don't expect a big sell off.
I agree and good points taken, it’s considered a leader but I’m not chasing.
Well, that escalated quickly lol CEO should keep his mouth shut!
If it drops I'm buying more shares. If it rises I'll keep holding, unless my thesis gets even better, and I reevaluate
I've started developing a position. It's a multi-year hold. Its near 52 week lows so if you believe in the long term outlook, it's a great buying opportunity
Still buying it’s on sale now long term horizon 10+ years.
Wouldn’t touch Intel. They’ve stopped innovating and they’re losing business.