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Intel

infrastructure play through Intel; Go long INTCSemiconductor manufacturing on United States soil has now become a priority in the infrastructure bill which is one priority that has full bipartisan support as it is a matter of national security and the ability to not rely so heavily on foreign supply chains. If that doesn't scream Intel to you, then I don't know what to tell you. Intel is an American company that is currently investing $20 billion for new fabs in Arizona that will undoubtedly receive some variety of government subsidies. It has found significant support with the 200DMA and recently double bounced off of it breaking from its downtrend from the initial build up at the beginning of the year. 50 0n the RSI should act as some support to build strength as this hated name becomes more widely followed and loved on the Street once again. This is a stock you buy and hold for 10 years. *This is not financial advice, just ideas, do your own DD.*
NASDAQ:INTCLong
by EBITDAtiger
BULLISH INTEL $INTC - Nothing but good newsOkay hear me out. seekingalpha.com Today they released this flagship chip. We all know the future is in microchips based on the $130 billion TSM pledged to spend, plus they're opening a plant in Arizona AND so is Intel . WTF is going on in Arizona??!??!?! Look at the earnings. Last quarter they blew the estimate out the water. And look at the next earning date. WHAT! they're going to kill it. Robots, ai, computers, microchips are the future. Intel, AMD , TSM all the way to the moon baby.
NASDAQ:INTCLong
by Marcdcheung
flag formation in AMDBullish flag formed in AMD As Intel rumors were confirmed, AMD took a beating. But these rumors are non-threatening, at least in the short-term. Intel has yet to finish their 7nm chip whereas AMD is already working on their 5nm chip. AMD is way ahead of the game, more involved with gaming than intel because of their additional console exposure. Intel's new Fab's won't be fully operational/have an effect on financials until 2023 or 2024. In the meantime, AMD is crushing it. AMD may bounce here while the reality of the timeline sets in and causes INTC to sell-off after an incredible YTD run based on whispers of their plans. AMD might bounce off the flag line or the resistance line (doubtful it breaks resistance) and mimic its recent impulse. "History doesn't repeat itself, but it often rhymes". If it breaks the flag trendline the next support is at the $48 level; that scenario is highly unlikely.
NASDAQ:AMDLong
by EBITDAtiger
1
$AMD is the future's WorkHorseIf yall have been sleeping on $AMD, please get woke. This chart is showing strength like we saw in 2019/2020 1YR technicals plus fundamentals (beat revenue by 200% Q4) are a sweet slow cookin recipe for YUUGE growth in 2020. Check out this article on why $AMD is better than $INTEL just based on hardware patent. >-------------+++++++++++--------------+++++++++++--------------------+++++++++++++----------------------< Click Here/ Buy $AMD These chips are the reason the $GME squeeze happened, the reason COVID has been managed so well, and the reason games/AI/VR have grown exponentially via Moore's Law.
NASDAQ:AMDLong
by bensnyder777
1
Possible AMD long entry nowLong entry idea @90, target 110-120 for a ~20% gain. Please leave some feedback, what do you think about the situation? Hi guys, this is my first idea post. As you can see, the trendline is nice and exact on the 4H-1D chart. The previous earnings showed similar patterns, with similar hype around the ER. As i see the fundamentals are stronger now, but the political scene is much worse. Funamental catalysts.: - Zen3 . more about this: Zen3 is the first of the ryzen family to completely take over intel. Both gaming and productivity. The zen2 architecture was good as well, but AMD tweaked the knobs at the lowest lewel, so archieved 20% more instructions per clock (IPC) for a 20% gain in overall IPC gain over zen2. The zen3 chips are in huge demand, you can read several posts about the availability, but not just that they are good, they are in higher demand than their intel counterparts. For the first time in 10 years, AMD has more than 50% market share in desktop cpus This IPC tweaking will take place in laptop chips as well (announced @CES 2021), so there is a good chance seeing 15-25% gains over zen2 laptop chips. Furthermore, this does not require more power, so they can be put in ultrathin 2in1-s and high end gaming laptops. Beside these all of their chips (including the laptop ones) can be overclocked and support backwards compatibility. Zen 3 was built to be scalable from the lowest end to the highest end server CPU-s. Zen 3 based EPYC codenam Milan is announced, offering ~50% more compute power than the rivals(CES). Couple of supercomputers are currently in the making with all amd parts (cpu + gpu). @CES2021 Lisa Su announced 50% more OEM products to go with their chips. The event was largely about the connections and partnerships AMD has. - Console sales : Both the new gen consoles come with amd processor and both of them are in short supply with extreme demand - Mining: The crypto craze is back which means GPU shortage. How lucky that AMD has some of those, closing the gap with nvidia counterparts. Altough they are certainly not the best, the offer (at some models) a better valuse both for basic pc building or mining. Some amd cards proved to be more effective at mining than nvidia ones with better ROI (return on investment) times. - Samsung : Samsung officially working together on samsungs's SoC where AMD will provide the gpu fundamentals. Leaks show, that they can beat the current snapdragon 888. Samsung said on their Exynos event, their next flagship will have this Soc. This could be in this year the Z fold 3 or in 2022 the S series. Apart the pones, this SoC could be put in tablets or even laptops. - Xilinx. AMD plans to acquire Xilinx by the end of 2021. Drawbacks - Current political scene - Intel : Third Points letter to intel seems to have a big impact on intel and AMD as well. Intel is doing which written in the letter, which meand they switched CEO (to ex-intel now VMware CEO) and outsorced the production to TSMC (which makes produce for amd and apple as well). All these resulted intel gaining and amd losing. Bottom line. AMD has plenty of potential given the fundamentals and the chart as well. Intel however is gaining, it will take a while with the new CEO, outsorcing and reduced margins to get back the their old glory. Intels upcoming 4FAMILY AND MORE THAN 150 CPU may be a threat to AMD.
NASDAQ:AMDLong
by Davesson
2