Why this investment manager will never invest in Intel

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[garrett]

Never is a long time and fortunes shift, while AMD has had a short period where they were in the spotlight, Alder Lake may end that, and if not alder lake then the next CPU after that. Yes, Intel fell asleep at the wheel, but I believe that they have woke back up and are on the way to righting the ship. AMD has had a Musk like following for a couple of years, but that will fade quickly if performance numbers vs Intel slip. Again I would never trust an investment adviser using the word never as it implies a bias that cannot be overcome by changing facts.

[semiherbek]

Wrong, Intel is undervalued where as AMD and others are overvalued.

[glenjo]

Intel got Wall Streeted into second rate. Pretty common story in America.

[jonb]

Long Intel. Mobileye, IoT, datacenter (not just processors), and getting into foundry business in a big way will help their own production and open up a business that TSMC operates at a 40%+ margin making chips for others. Intel reducing share count, AMD rapidly increasing share count + insider dumping. Facts.

[danushkawithana]

Why I dislike Intel -

1. They squeeze every cent out of their consumers
2. They don't support loyal consumers with optimized software for older hardware.
3. Their screenshare solution is an embarrassment.
4. Integrated graphics solutions are not optimized for partner solutions.
5. lack commitment and innovation.

I won't be surprised if they become the NOKIA of this decade.

[markreale]

This guy doesn't seem to understand that Intel has several options. Intel just bought a large portion of 3nm volume at TSMC for server and laptop chips.

An investment manager only thinks short term. Besides he probably knows nothing about tech. I have faith in Intel :)

[christopherlamonbrown]

1st problem is this manager is pushing a meme stock and bashing a globally recognized company that has survived for decades due to its innovative products. YOU CANNOT BE SERIOUS 🤦🏾‍♂️ please come back to reality.