IT'S OVER! I Can't Stay Quiet on Intel Stock (INTC) Crashing Any Longer

[@TickerSymbolYOU]

You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20

[@Taylor.B.Martin]

CAN YOU RESPECT YOUR VIEWERS AND STOP WITH THE IDIOTIC CLICKBAIT BULLSHTT?? UNSUBBED

[@kungfujoe2136]

so..short hard?

[@trudeo42]

🔥 Bring Pat back. Pat was the only insider buying Intel stock because he actually believed in the company’s future. From day one, he was clear: Intel’s turnaround wasn’t gonna show results before 2025. He made the tough calls: cutting dividends, stopping buybacks, and pouring billions into fabs to rebuild the company. Under him, Intel powered on 18A, locked in Microsoft and Amazon as customers, and there’s even talk of Apple using their fabs. Pat wanted the job, and he was the guy for it. The real issue? A board with no vision, no succession plan (their #1 job - identifying successor), and no clue how to lead an engineering company. They should be the ones fired.

[@WRLDofHRT]

Interesting information, thank you for sharing. Something doesn’t sound right about this picture if that’s all true.

[@johnmonk3381]

May be the right person but he got too many damn things wrong. Margins not falling below low 50s%-WRONG. Not going to suspend dividend-WRONG. Get foundries back on track leapfrogging tsmc-WRONG. Get apple back as customer-WRONG. With so many things not going as planned, why should anyone even believe a hook-nosed delusional guy anymore

[@kayakexcursions5570]

No. He deserved to get the boot. The AI boom is here and if theyre not taking advantage of it they need to close up shop. He flip flopped on AI too much when he should have been focusing on the falcon GPU. When he said that they would let AMD and Nvidia take the lead on AI they should have booted him right then and there.

[@5600hp]

The board fired the only person that shouldn’t be fired. The board should have let themselves go !!

[@WRLDofHRT]

@@5600hp it makes you wonder about the vested interests of the board, though, based on the OP’s comment and other things I’ve been reading. It Pat had a repair/rescue plan that hadn’t had time to come to fruition, and the board of directors are presumably experts in the field, what or who are they invested in, and do they have good reason to want the company to be eclipsed by its competitors? It’s a world of sharks out there and boards aren’t always ethical. Or impartial. Depending on how the people who worked with the former CEO feel, it’s possible some noise might be made about his removal. It’s clear from looking around the internet that a LOT of people feel the same way about his departure.

[@ychang408]

Each chip from inception of new design to deliver takes 2 years. Pat already made 90% of efforts but the directors of boards just bury it. What a foolish decision.

[@jamesjz918]

There is no way to survive in a foundry business when your process is considered inferior to your competitor while upfront investment is so big and tools quickly getting outdated, not mentioning your potential customers(AMD/APPLE/NVDIA) are also your competitors on the product market. Therefore, the key is first to identify your market segment, identifying and locking up your customers, and resolving those conflict of interests in your business relationships.

[@jyaneso]

@@ychang408 jojojo, only two yrs from inception to deliver? I think you're too optimistic

[@cyclopsvision6370]

If Intel think the free snacks and drinks are the causing them to lose millions of dollars, then the board of directors needs to replace the entire management team

[@XxHumnanxX1]

they are getting removed LOL

[@Skuttlez]

🤡

[@thepunish3r735]

It’s called cutting cost ….

[@khanh8524]

management is always the problem. Workers just take orders we have no power or say in anything.

[@Skuttlez]

@ workers are always the problem 100%

[@Jguthro]

The US government wont let it fail.

[@alzaidi7739]

And why???? Because AMD can produce most of what Intel sells.

[@peacefulruler1]

@@alzaidi7739AMD has no fabs nor manufacturing. They buy all their chips from TSMC in Taiwan. Intel is the only company with anything like state of the art semiconductor manufacturing technology in the USA. China is on the verge of invading and seizing Taiwan.

[@punitdarji1871]

That's why I am betting more and more :D

[@jmc8076]

@@alzaidi7739 Contract and chips act. Google it.

[@TickerSymbolYOU]

So the idea is “buy this company because it depends on the government to survive”?

[@CharlotteLopez-n3i]

Intel's struggles are a harsh reminder that even the biggest companies can fall behind if they don't adapt to new tech. I'm not convinced their stock is a good investment opportunity, at least not yet.

[@daveyvane]

In fact, the biggest are the most likely to fail

[@gordo3582]

Many investors don't realize that every company is on the long term path to bankruptcy, that's how capitalism works. Everyone loves a turnaround story but they aren't that common and even when it happens it's still just delaying the inevitable decline.

[@ShaneMcGrath.]

@@gordo3582 The entire world economy is unsustainable in the long term, Companies seeking never ever ending quarterly profits. Another reason why I know they are BSíng about climate change, If they were serious you would overhaul the economic system first instead of pumping out products that don't even last a year in some cases.

[@JonHassellProphecy]

dont count your chickens before they hatch

[@singular9]

For those that know nothing about the tech space, things have been worse for intel than they are today. Its just that the numbers and the stocks have finally caught up to the mistakes they made years ago. Currently, intel is at least 2 years into recovery, so the stock is lagging by about 18 months.

[@AlexJohnson-g4n]

I love how you broke down Intel's struggles in the chipmaking industry. Their dismissal of EUV lithography is a classic case of missing the boat. Thanks for sharing your insights!

[@dog2k9]

He didn’t share the complete truth. He left you thinking their is no way out for Intel. The fact is my friend they own the only two extreme EUV machines in existence. They will be ramping mid 25 the smallest geometries ever produced. Please understand we’re moving to the Angstrom measurement level now gone are the days of nanometers all thanks to Intel.

[@NaveenReddy-p5j]

Intel's struggles are a perfect example of how quickly a company can fall behind in the tech industry. I'm curious to see how they'll adapt to the changing landscape.

[@MexiRambo]

As an employee, I truly hope we turn this company around

[@TickerSymbolYOU]

As an investor, I do too

[@MrValiant101]

If Intel is going to make a comeback, it's going to need an environment that gives them demand. They need to work with external customers to make use of all that CapEx and compete with TSMC. Or, they're going to somehow carve a big chunk out of the DCAI pie that Nvidia has. And they need to be some combination of better and cheaper for everyone to adjust their supply chains. I think trying to do both of these will be impossible. But certainly one is much easier than the other, as while the B580 doesn't compete with the 5090, 18A can compete with 2nm. One also has support of the US government and the other doesn't. They are an American Manufacturer in an environment that favors Foreign Manufacturing, and while the US Government demands American Chip Manufacturing, the private sector does not care. If subsidies were not enough, maybe it is time for tariffs. It almost seems like Intel needs a US President that is in favor of tariffing foreign countries instead of giving subsidies...

[@kayakexcursions5570]

Intel makes chips overseas as well, and TSMC makes chips in the US. Tariffs don't help anybody. Maybe your brain doesn't work so well.

[@MrValiant101]

@@kayakexcursions5570 TSMC has 1 facility in the US. They would not be able to produce at the same volume as Taiwan. And for Intel, it's the reverse. Otherwise, why would the US be so invested in defending Taiwan?

[@MrValiant101]

@@kayakexcursions5570 The purpose of tariffs is to protect domestic businesses, especially concerning those of national security. This is why, for instance, American cars do not sell well overseas.

[@AlexNomadHuang]

@@MrValiant101 it seems you don't know TSMC's plan in USA. Once you don't know your competitor, of course you fail.

[@jzen1455]

They could make a comeback, but there are many more surer bets you can invest in right now instead of waiting/hoping for that comeback.

[@kahvac]

Pat Gelsinger was the right guy.........these things take time and a ton of money.

[@trudeo42]

@@kahvac Yes, Pat is the right guy to turn this ship around. The Board should bring him back.

[@kahvac]

@@trudeo42 What's done is done..I would be taking a closer look at the board of directors and maybe shake things up a little.

[@WRLDofHRT]

@@kahvac I’d be looking at the board of directors’ investment accounts (or their spouses’ investments.) If everything I’ve been reading is true he was done dirty in a very short space of time… what happens next will be interesting.

[@kahvac]

@@WRLDofHRT It's possible but more probable that it's much easier to sit back and not be as aggressive in R&D. Not buying the latest EUV machines or letting Apple slip thru your fingers.. years of sitting back watching others like TSMC and Nvidia do the heavy lifting. Death by a thousand cuts. Intel will be fine long term for now short term pain ..just a detour.

[@WRLDofHRT]

@@kahvac let’s hope so. It does sound like a premature departure from Pat Gelsinger though, I hope his successor has cojones of steel to get Intel back to where it needs to be. I wouldn’t be in shock if Nvidia ended up proposing a merger in the future if they keep lagging behind, they still house some brilliant minds and ideas.

[@blairhoughton7918]

It's the board. They're the constant through the last 20+ years of incredible failure to thrive. Fire them and bring Pat back.

[@JorgeRamos-ix1jm]

I wish Intel the best. Things look really bad now but if the chips act is continued and Intel figueres out how to complete the foundries somehow then they may come back against all odds. I truly do hope that this once great company can turn it around and contribute to our national security.

[@MissMan666]

i to hope they will make a comeback, but to be honest i don't hope it will be anytime soon, let's get market share between at around 50/50 AMD/Intel first shall we. - that's good for the market. As in investment, stay the hell away from intel. For them to make a comeback in the foreseeable future they need to many things to suceed at once, nothing is indicating that. I refuse to invest with "hope".

[@jzen1455]

I bought after it crashed to $19 thinking it can't get any lower and would likely bounce back up with a major comeback. I decided to sell at $25 after learning more about it's bad financials.

[@maggiejetson7904]

They don’t have the discipline of internal firewall like Samsung. Samsung would give priority to external customer over their internal, buying nand and dram from competitors and selling competitors nand and drams. Intel? Good luck

[@VeronicaOlivers]

“Man, this Intel stock crash feels like watching a slow-motion car wreck. I've got $255K sitting in my emergency fund, ready to dive into investing, but y'all got me rethinking my headstart. Is this the ‘cheap stock on sale’ moment or the ‘stay the hell away’ red flag? Someone toss me a lifeline here-I’m better at saving than figuring out what to do with it!”

[@thenortherndrummer969]

bet the house !

[@tommyshaw2420]

Probably the best opportunity out there right now imo.

[@belchmelch]

PLTR… will be the TSLA of 2020 or NVDA of 2023… TSLA is a buy as long as Elon is involved in DOGE

[@MissMan666]

INTC is way to risky to put that kind of money into imo. We are at a point where intel has to prove it self with actual products that indicate either leadership or at least close to it, and there is literally nothing indicating that will happen anytime soon. Customers and company's has lost trust in intel as a brand, with good reason. I to have been following intel closely over the past decades and investment wise i been looking for a way in before the eventual "comeback", but i'm getting further and further away from that, i learned over the years that intel's promises means nothing and they simply cannot be trusted in their execution of their roadmap. All the while, i been invested in AMD since $14 and still holding, been tempted to sell but AMD has proven over and over again that they can actually execute on their roadmap and that it's a CEO that does not give empty promises. My take is that an intel comeback in either foundry or design is certainly possible, but the odds are not with them anymore. What i believe is we will continue to see intel´s footprint in all markets will shrink further.

[@crepkey]

Without a real background knowledge of investments and stock market, you should buy something which makes you happy or travel to a lovely place, and not wasting your time for something which is too risky for you

[@singular9]

Intel at this price is a no brainer because the government will do anything to keep intel alive.

[@TickerSymbolYOU]

So the idea is “buy this company because it depends on the government to survive”?

[@levelup89204]

if intel is able to turn the ship around they would be worth $300 per share. at this price the risk and reward is good. Only 1 company in the world that can make high end chips and is trading at 1.7 sales and less then book value is blasphemy. well is good for me. i get to pick it up for cheap and wait for the comeback

[@caliboy2498]

I support Intel and pretty confident they are working on AI wait once it gives good news it will skyrocket for sure. Nvidia is a bubble now overpriced by hype news and exaggerations

[@gauravk_in]

No stock analyst I have seen yet can delve into this amount of detail. You explained EUV so well that for that alone I am your fan. 🙏

[@TickerSymbolYOU]

I’m glad it helped! I really enjoy learning the science behind these stocks.

[@AJThielmann]

TSMC Arizona plant stalled and now they declare their most advanced chips will only be manufactured in Taiwan...US is going to need to step in and ensure the Intel board isn't playing games. Standing up our own advanced foundry is a key strategic US security interest at this point.

[@GauravSingh-fw2xf]

Most cloud providers start going for in house chips for margin and reduce bill to intel

[@anttikangasvieri1361]

One small pet peeve: arm is not that much more power efficient inherently. This power advantage is bigger at the very low end but as you move to higher performance cores more and more power is spent on smarter branch predictors and speculative execution etc which does not depend on what instruction set you are running. Same for caches, arm caches are same thing as x86 caches and as they become bigger isa matters less and less.

[@howardbetts9133]

Poor Intel. They're not a restaurant. Can't people bring in their own thermoses of tea and coffee? 😊I don't know how anyone runs these montrous companies. Good for anyone who gives it a shot. Intel is one company I have not yet invested in, so I'll keep it that way for now. Thanks for yet another great video Alex.

[@feilox]

feel like the layoff workers and people working selling their own stocks for "no free lunch" protest. CEOs cashing out before the big crash as well.

[@arturaslikian9554]

Everyone is saying that Pat G was a right guy. Right guys achieve right results, which has never been the case with the ex-CEO. One can discuss his perfect vision, but a vison like any idea worth nothing without a sharp execution. He failed on it. He might have been a good engineer, but a bad manager. He was all about beautiful talk. I'm more optimistic about Intel's turn around with a new CEO now, whoever it will be. New board members from ASML and Microchip add to the confidence. Long INTC

[@m.p.4113]

100m dollars on “snacks” reminds me of a particular scene from Wolf of Wallstreet…

[@stevenschuster]

LOL

[@carlosparra9527]

Those snacks do cure cancer

[@cooperrichard6]

That is crazy . 100 mil on snacks .

[@axelfpv1983]

Bought and sold INTC 3 times since August. I'll buy it again and sell it again. They aren't going anywhere.

[@TimothysScotts]

One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

[@BoianOlenberg]

@WilliamsJulians Inflation is gradually going to become part of us and due to that fact, any money you keep in cash or a low-interest account declines in value each year. Investing is the only way to make your money grow. Unless you have an exceptionally high income, investing is the only way most people will have enough money to retire.

[@TimothysScotts]

@BoianOlenberg How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

[@BoianOlenberg]

@@TimothysScotts I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.

[@TimothysScotts]

@BoianOlenberg I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.

[@glenntimberlake2413]

Yes.! But to somewhat alleviate your concern consider buying QQQ , a tech etf. That would diversify your money in 100 tech companies.

[@Msus-dd9jd]

I'm buying. Might lose some money in the short run, but I can see them bounce back in the future.

[@danielfinch362]

Yes I've bought $100 worth, CEO stepped down, INTEL announced a 100 billion dollars investment in US based manufacturing. And Fed government have given them 7.8 billion.

[@eronsdanielagbator3274]

I smell a great comeback story for intel , but it’s going to be a long ride , very long ride to glory …. I might just go in in 2025 and play the very long game with this company . It’s too big to fail

[@WinonaNagy]

Intel's struggles are a wake-up call - even the biggest companies can fall behind if they don't innovate. Pat Gelsinger's departure is a huge loss, but maybe an opportunity for Intel to re-evaluate its vision.

[@TickerSymbolYOU]

Here’s hoping the next CEO ushers in a new era for Intel

[@user-ew6rs1tm7z]

All intel employees: just keep saying YES to your boss even if intel is going down hill

[@luisjimenez5558]

I bought a little intel just incase .. 🎉

[@crystaln644]

@@luisjimenez5558 Intel be $29 this coming week.

[@thewarrior7885]

​@@crystaln644 how do you know that? Bought 780 shares at 19.4$ lol

[@bigfuturepreschool]

Bought 500 shares at 21.23 just in case

[@FutureDreamZz]

@@thewarrior7885he don’t know

[@phdwinner]

​@thewarrior7885 you didn't buy anything. Moron

[@johnnie135]

That was excellent. Plain and simple. I can't imagine how much work it takes to produce just one video so that you can make a living and feed yourself and your family -- you make it look so easy. Well done.

[@johnlong1100]

You’ve nailed it. Thank you. Bottom line, it is not time to invest in Intel, and it will be awhile before that day comes along, look elsewhere. Your analysis was excellant and clear. You’ve saved me a lot of money, and more important, you’ve saved me a lot of time. Thank you thank you thank you.

[@TickerSymbolYOU]

My pleasure! Glad you found the content valuable.

[@beardumaw24]

With Intwl at all time lows and with new developments in the works and with a technology friendly administration coming i think Intel will do great in the coming years, and getting rid of their CEO well they will.find another better one. And so I just bought a bunch of intel at 19 a stock !

[@henrythegreatamerican8136]

No clue why youtube censored my comment: I'm monitoring the stock closely and hoping it drops to around $13 per share before I decide to invest. My primary interest at that price point stems from the significant potential for the stock to appreciate if their new Foundries division gains traction and is eventually spun off from the parent company. If this occurs, investors would retain their shares in the original company while also receiving shares in the newly formed Foundries entity. Additionally, there may be an option to transfer all shares into the spun-off Foundries if that aligns better with your investment strategy.

[@steveahalverson1532]

maybe you said "Me too".

[@jamileekenneth65]

Amazing call last week! Thinking XAI62F, ADA, and MATIC might be the next big thing. Should I trust it?

[@residuevideos]

^ SPAM

[@LanceBryantGrigg]

If you go out and buy a brand new PC today. There is a chance, you will give 1/5th of the total cost of that PC to Intel, assuming you still like team blue, and to be clear, the 285k is actually a really good processor. Every other dollar either goes to NVDA or it goes to AMD or it goes to Micron or perhaps Samsung. 10 years ago, you would have given Intel 60% of that money.

[@bradcruise6291]

Remember the 2500k / 2700k God, those were the good old days, Witcher 2, Guild Wars 2, Nostalgia

[@daveyvane]

Lets give them more money!!!!

[@perkyb1213]

Lol

[@erickassor6649]

Just Wow. I thought this would be about buying INTC at historic lows. INTC is too big to fail etc. I'm trying to decide if INTC is a buy around $20, but maybe the semi equipment stocks are the the better play with upside. Did they really take a hit bigger than bonus they received from the Chips Act on intangibles? Great assessment.

[@TickerSymbolYOU]

Glad you found it valuable.

[@jzen1455]

I bought in at $19 just after it tanked thinking it can't drop much lower and a comeback is inevitable. However, I decided to sell at $26 after learning more about its financials and finding stocks that are booming this moment instead of hoping.waiting for Intel to turnaround.

[@poopsmith6853]

​@jzen1455 you said you sold at 25 in your other comment... weird how you hit the exact peaks.

[@samwang5831]

Two big issues: 1. Intel mfgr business cannot match TSMC on the latest technology, they also cannot compete on price with Samsung and TSMC on the more mature technologies. Having most of its wafer mfgr in US is probably not a very good idea. 2. Intel cannot stop the margin erosion in the PC sector as ARM gathers momentum, and in the next few years RISC-V will join the party too.

[@filiphedman4392]

I think Intel will turn this around. However, it will get worse before it gets better.

[@JoeDoe1]

Thank you, Alex

[@bsmba1347]

stopped following moore's law and started following murphy's law... good one 🤣

[@vampritt]

as a gamer, Pat is the one i blamed for my bent intel 1700 socket processors

[@hvac526]

Nvda should buy make their chips

[@AntaA-zf8up]

Amd should buy intel stock

[@MissMan666]

But why would they ? NVDA is already in a set course to make more ARM CPU designs for new markets. They don't need x86 to suceed and why would it be worth for them to even get involved. The foundry part, sure. But if intel fountry was really about to suddenly become fantastic, dont you think Nvidia would know about this and they would have made an offer....it's not happening. Intel will shrink much further.

[@doreilly7689]

Idk... it's a cheap stock at the moment. I'm buying about as much as i would spend on a 5 star weekend away and staying home instead. Been looking forward to playing Baldur's gate.

[@arod_crux]

Perfect video thank you so much for helping me understand Intel and their company

[@TickerSymbolYOU]

Happy to help!

[@EhFishing]

Buy more AMD every week.

[@IPracticeEveryday]

The world runs on Intel, AMD will continue to dominate games and will take over but until intel make a chip thats significantly worse than an AMD workstation, intel will always succeed, the world governments run on intel.

[@arturogonzalez4273]

​@@IPracticeEveryday AMD is miles ahead of Intel, now more than ever, in every aspect and product, whether it is performance, power, or both

[@iLegionaire3755]

@@IPracticeEveryday AMD EPYC will replace Intel in the server workstation market completely in 5 to 10 years, because EPYC has no equal. AMD Ryzen is fast becoming the new x86 standard.

[@MissMan666]

@@IPracticeEveryday AMD is around 30% DC market share now and the gains are accelerating, so no the world dosn't run on intel only anymore, it's changing as each day goes by. "he world governments run on intel." The worlds governments are not the biggest customers, data centers cutomers are, and they are preffering AMD in general, shift takes time, and it has been and still is taking place.

[@gi4dtv230]

@@EhFishing it would make more economical sense to buy Intel than AMD.

[@lindajose98]

Love your videos! XAI62F looks crazy good, and I’m thinking SOL and MATIC too. What’s your analysis here?

[@lancerben4551]

The problem is intel is near zero hype. The market is driven largely by hype...not reason. There are many tech stocks trading at insane price to sale ratios that ste totally unrealistic even counting the massive growth some of these companies currently have. By far intel is the best value in the chip sector imo... but Intel needs hype ..one solid competing product at a good price ,specifically a GPU.. something close to the 4090 of Nvidia and they need driver's that are fully cuda compatible or make their own software framework for ai that lt is superior to Nvidia. That is a tall order but they need to do this to turn it around. The latest mage stuff isn't cutting it

[@patj9307]

Thank You very much Alex; was waiting for you to do a critique on this company.

[@jerrymolinaro]

I don’t know what your are selling or for whom but it is not financial advice.

[@larryevans2806]

The whole Intel BOD needs to be replaced!

[@rosebuddloved]

I love your channel. Intel holder here. Thank you 🎄

[@TickerSymbolYOU]

Thanks for watching!

[@THNKKY]

The coffee and tea are back but not the fruit and soda. I think they forgot that engineers need caffeine.

[@Guitar4life99]

Intel became complacent, then got wrecked 😂😂

[@MegaConcertgoer]

Excellent video! Keeping an eye on ANET. Thank you!

[@TickerSymbolYOU]

Glad it was helpful!

[@Ureallydontknow]

Good will is an all purpose adjustment to fix an incorrect valuation of IP on a blance sheet after a merger. IP valuation without a sale of IP will always be disconnected feom reality because of the tax benefits of creative accounting. IP can not be good will unless it is associated with a trademark. Generally speaking, IP such as patents, copyrighted works, or trade secrets are not on a balance sheet as good will because it does not fit the definition of good will.

[@tisurmaster]

Confidence and unclear direction at this time is a redflag.

[@NFTico73]

Hey Man, What are your thoughts on MARA? could you please include them in your next video? it looks interesting

[@crystaln644]

I am buying Intel tomorrow as much as I can!! 😂

[@Skuttlez]

Why?

[@residuevideos]

@@Skuttlez So he can find out buying the dip is actually not buying the dip but halving the money he invested hehe

[@yoshy2628]

I have invested yesterday my last 1245€, 63 shares. I did saw that after market the price was stable. Maybe that's a good sign.

[@MissMan666]

@@yoshy2628 best of luck ! it has to be very difficult to argument for investing in intel compared to all the other fantastic tech investments out there.

[@kamskam908]

If Intel bankrupt how do you think what will be price of AMD x2? x3? They will can do every price in this case.

[@mrknesiah]

Pat Gelsinger got a lot of funding to develop new fab technology but they just didn't make progress fast enough to become a direct competitor to TSM which seemed to be the long term goal

[@WealthyChronicle]

NVIDIA replacing Intel in the Dow Jones is a bold move. Does this signify a complete shift in tech leadership? 🤔

[@es3178ify]

Intel’s Q3 2024 earnings showed a 14% drop in revenue from its client computing group (which includes PC processors) and a 10% drop in data center revenue. These declines are mainly due to market share loss to AMD, Apple, and NVIDIA in both consumer and enterprise markets. For comparison, AMD has been benefiting from lower manufacturing costs by using TSMC's advanced 7nm and 5nm processes, and they’re seeing higher gross margins as a result of both better yield and lower energy consumption per chip. I wonder who's making better decisions and knows what they are doing?

[@arthursamenu5327]

Thanks, Alex, you killed it again !

[@businesscat2895]

They got comfortable gouging their customer base for basically the same products over and over with minor generational improvements. They completely ignored the high-end GPU scene and have never produced anything for Android and let Nvidia, Qualcomm, AMD, etc eat up the next gen market share. Now they have nothing new to offer the end user that another company can't do for better and cheaper. TLDR; they got fat and lazy.

[@douginorlando6260]

Intel looked good on paper because their head of development had sacrificed moving to the 7 nm level by using the money elsewhere, lying about the 7nm progress, and claiming his new products will become huge money streams (which never happened). He did all this to look good in front of investors because he wanted the CEO position. He had also driven away his best engineers. Now investors are killing Intel’s future as a chip manufacturer. Gelsinger was Intel’s best shot at restoring chip technology lead. Without it Intel (and the US) will never get it back.

[@scottmartin356]

Great stuff Alex; the section about the lithography was very accessible, and the part about the incredible accuracy of the lenses… mind blowing 🤯. It’s that kind of content that keeps me coming back 🤠

[@TickerSymbolYOU]

Glad you enjoyed it!

[@fighterpimp]

no brainer. Buy buy buy. You think the government is going to let a chip company go away. When they need more chips to be produced. LOL no way.

[@TickerSymbolYOU]

So the idea is “buy this company because it depends on the government to survive”?

[@mitchcoin7700]

Hello, I sign up again, Look forward to your opinion and at stocks and the markets. UR THE MAN!!

[@TickerSymbolYOU]

Welcome back!

[@Pegaroo_]

11:23 Nope Intel never made chips for iPhones, they were ARM based chips made by either TSMC or Samsung depending on which model

[@TickerSymbolYOU]

My bad. It was the MacBook.

[@xanak808]

@@TickerSymbolYOU thanks for acknowledging errors

[@tuanngnt]

It's not over until it's over.

[@untouchable360x]

How did Intel miss Quantum computing? They got outdone by a search engine company?

[@TickerSymbolYOU]

Right?!

[@jeffwong1310]

Free drink and fruits (not breakfast and lunch) worth $100M a year? Wow, Intel HR lady is really something.

[@impuls60]

Intel has completely lost all ambition in the desktop segment, their latest cpu shows regression while Amd offers 2 gens lead in gen over gen performance. On the new lga1851 they are 10-30% behind Amd in gaming while using more power. Those efficiency cores sucks so bad for most ppl that everybody is jumping ship to 9800x3d. That cpu works with motherboards with 1/3 the cost of Intels chipsets too. They need to tempt the consumer with some decent performance to cost ratio again. Give us way more power cores resonably clocked with more cache and scrap those ecores that Windows doesnt need to use properly. No need to chase down latest EUV machine to make that happen, ofc it would have been a cherry on top if power usage could match Tscm's. But more cores for same cost weighs more than efficiency for very vocal enthusias who dictates the good/bad judgement on a cpu line up. If the LGA1861 had 12 cores the desktop market whould have looked really strong vs the shit show we see now. The gpu business will atleast need 2 more years to show a profit, but I think in the long run it'll pay off in laptops. Now with Battlemage they are still 1 whole generation behind AMD and even more behind nVidia. But the drivers are really coming along and if they can keep this pace up I think they can get some marketshare eventually.

[@Feng_RH]

Intel rebounded today, what do you think about this?

[@Feng_RH]

Do you think Intel's stock price will fall below 20💲?

[@richardbaxter7343]

Excellent video as always..

[@TickerSymbolYOU]

Thank you! Cheers!

[@jeremiahsims8705]

I have a question for you? Do you regret not just holding your Tesla stock from back in the day, and just keep buying whatever you hit the negative range? You have to know fsd would eventually get solved. Get rich without getting lucky.

[@TickerSymbolYOU]

Nope because I put that money in Nvidia and Palantir instead.

[@jattville6204]

Intel Board of Directors are all DEI hires. Only Boeing guy has some relevant operating experience.

[@zbigniew2628]

So it is worth buying only when they are going to kick them out.

[@richardvargas3983]

Thank you Alex! Great video!

[@starryknight3215]

Some stocks just doesn't have the "IT" factor whatever that is. Intel has reached 75 per share back in 2000 and and has never even come close since even though their revenue is way higher now. Meanwhile, Palantir is trading way above it's valuation and it's going higher. I am DONE with Intel.

[@ddextera]

PATH? I'd love an update on why you are hodling it, as it's again below the 200 MA. What do you see there?

[@TickerSymbolYOU]

Update on PATH coming soon

[@observerone6727]

It would be cool if Intel and Nvidia would do a Made In America partnership and Intel manufactured chips for Nvidia.

[@jaydubya9265]

😂😂😂😂 thats a pipe dream

[@jonhart-dj7fn]

Im loading u on intc below my penny trades

[@smithrogelyn81]

Got 200k XAI62F, and I feel like I’m holding pure gold. Next bull run gonna be wild.

[@JamesBullock-fl9ly]

What is this crypto?

[@gtodan0228]

Take your game and go

[@HH-ru4bj]

Where did 200K to put in a meme in the first place?

[@DrumrDrew]

This is a scam

[@calvinj6526]

It’s a bot don’t listen

[@neiltalbot4586]

Hello.... quantum computing focus??? When Quantum computing breaks out this stock will go ballistic.

[@BStrapper]

murphy's law instead of moore's law !!!! 🤣🤣🤣🤣

[@lmncsay]

Why can't they split the company into two? Have one for designing chips and one going all in to compete tsmc?

[@eugeniustheodidactus8890]

Gelsinger only signed up for a 3 year stint as CEO. So I am not thinking that he was "dumped".

[@MissMan666]

With such sudden departure, yes he was dumped, big time.

[@lawrencecole6527]

Companies are worth their yearly earnings divided by number of shares, per share. Where would all this extra overvaluation money go? Gold and Silver? Bitcoin? Other stocks? Ew, a bond?

[@atiasavi]

The biggest question you need to ask is what happens if china invades Taiwan? How will be next in line to fill the gap? After that being asked, let’s ask ourselves another question, will china ever give up on taking over Taiwan? Probably not. Taiwan is a part of china like New York is a part of the USA and all around us, from the election of trump to the new Bricks plan Russia is leading points on that direction. The us as understood that risk when the Russia Ukraine war started and they have started preparing the ground for returning the manufacturing back to the us. TSMC produce 85% of the semiconductor in the world, every freaking device we have has 85% probability it’s made there so it won’t be the end of the world if technology companies will lose their secrets to the Chinese but the us army won’t be risking something like this and for the past few months INTL is getting government contracts for manufacturing chips for that industry. I’m bullish on INTL as hell I think it’s super vital for the US national security and all the problems they had will be solved very soon. Besides the fact that they have some new interesting products coming that will lead the market, but that’s for some other time…..

[@JTDesign1]

You hit the nail on the head there. Good call.

[@dog2k9]

Yet, you don’t cover the fact that they own two of the latest and greatest EUV machines that no one else owns. And with their ramp start mid 2025 nobody will be able to produce smaller geometries and they will be King again..

[@bui340]

In Teslas' case they say it's good being vertically integrated. Doesn't that apply to Intel too?

[@bartvanderheijden7055]

If you start up in a 'new' industry with new requirements, yes it is good to be vertical integrated. In the long run you have to source outside the company like AMD did. In general a company can't be good at all aspects of the business and should focus on the core. The same will apply for Tesla take the 4680 battery as an example. Philips invented/developed the stepper for lithography for vertical integration in their semiconductor division but knew it could never keep up against Canon in the long run so they spun off the business and it became ASML.

[@tisurmaster]

it's difficult. No plans expected, at least a good an effective one. They should have kept the current ceo.

[@oghl888]

“Intel’s problem isn’t execution, it’s their vision” … whole heartedly disagree with this statement.

[@brianaragon1641]

I dont know about Intel... but this video gives me confident as an ARM shareholder ;)

[@jp.s_88]

Love all your in-depth topics. Still holding while watching til intel hits another 52 wk low before reloading on the dip for upside longterm potential. How about stocks Nvidia currently owns such as ARM, SERVa, RXRX, Nano-X and SOUnd for your next vid?😅 thanks!!

[@christycho9871]

Being a PC enthusiast for over a decade, Intel stalled innovation until the last @ 4 years because their competition (AMD) was far behind. AMD slowly innovated until it released the 5000, 7000 and now 9000 chips. They're built on a much better process node and actually have an innovative chiplet design that beats Intel quite a bit (especially in gaming). When Pat joints, Intel was already in trouble. From chip innovation to their foundry business, the previous CEO should have all his bonuses taken back for being a huge reason for this problem. Pat wanted to fix Intel but it will take years. I don't think it's relatively fair to Pat to have to step down.