Detail akcie Intel diskuze

Taky premyslim, co s tim.. Zas vyhlidky ma supr. Nove procaky jsou fajn, kontrakty, konecne rozbehla litografie. Jeste rychly ramp 14A a mkt byh klido vidwl na 500mld (soucasny je 330). Ten vyvar pres 200% za rok je snovy. Ja mel casto problemy s predcasnym vystupovanim, kdyz jsem raketoplan opustil po uvolneni prvniho stupne.

zatím je mrkt.cap "ubohých" 300 mld usd, na takovou firmu která má vyprodáno na 1,5roku dopředu a každý měsíc nový projekt mi to přijde celkem málo i přes ty dluhy od Gelsing.

tak dál

In a new note to clients, Bank of America analyst Vivek Arya issued a massive upgrade to the firm's global semiconductor outlook. He hiked its 2026 revenue target to $1.3 trillion — a $300 billion leap from the estimate the bank provided just four months ago.

Intel (INTC) is in advanced talks with Google and Amazon for advanced packaging services on custom AI chips, with CFO Dave Zinsner signaling potential deals worth billions of dollars annually that could arrive before meaningful wafer revenue kicks in. Taiwan Semiconductor Manufacturing (TSM) dominates CoWoS packaging globally, but Intel’s advanced packaging tools like EMIB and Foveros can deliver 40% gross margins and offer U.S.-based customers a domestic alternative. Advanced packaging has become the critical bottleneck in the AI race as hyperscalers need denser interconnects and higher-bandwidth memory assemblies that overcome single-wafer fabrication limits, and Intel’s packaging wins could accelerate the foundry division toward 2027 breakeven profitability faster than traditional wafer manufacturing.

přes 60 a pak hurá na ATH

dnes již přes 55, ale je tam ještě prostoru

April 7 (Reuters) - ?Intel ?said ?on Tuesday it ?would ?join ?Elon ?Musk's ?Terafab ?AI ?chip complex ?project ?along ?with ?SpaceX, ?Tesla and ?xAI.

https://newsroom.intel.com/artificial-intelligence/intel-delivers-ai-performance-mlperf-inference-v6-0

tolik koupě fabriky https://www.reuters.com/world/europe/intel-buy-back-apollo-stake-ireland-factory-142-billion-2026-04-01/

Včera minus šest, dnes plus sedum. A Vladik je furt na chalupě. Asi stříhá stromky.

by si tady krásně vydělal :-D

A zas muzeme bojovat o 50.

Takze spekulativne nakupte procaky :D. https://www.techpowerup.com/345535/intel-reallocates-pc-production-capacity-to-server-cpus-amid-tight-wafer-supply

Tak tohle bude výherce dne.

nové cílovky ubs 52 (původně 49), stifel 42 (z 35), mizuho 48 ( ze 41)