Intel Stock Analysis - Value Perspective on $1 Trillion Semiconductor TAM by 2030

Intel is investing big on dominating the AI semiconductor revolution going forward. Here is a value investing perspective discussing Intel stock and the risk and reward of the investment and of what Intel is doing.

0:00 Intel Earnings Update
4:15 Semiconductor TAM

[Mairou]

Intel only one that is not relying heavily on Taiwan. Thats why I like it

[SergiMedina]

I sold at a loss when I did proper research and I realized it wasn't looking good. Too bad it went up like 15 % after! But I don't regret it. No reason for it to go up IMO... Thanks!

[maxjames]

I sold the day before earnings. For once sold at a good moment 😅

[TheIvyLens]

I remember when the stock hit 25 per share, I told myself, let me buy because the stock has been severity damaged but the company still has value. I talked my self out of it because I’m already heavy in tech, specifically semiconductor since pre pandemic with Broadcom, nvidia, ASML, and Qualcomm. And not it has rise too much 😒 I would have loved to have a US foundry play. I sold out of TSMC when buffet bought.

[lakatosjuraj]

intel hasn't been the only one to expand capacity either. There chip market might become a whole lot more competitive.

[__Wanderer]

What I am missing from this is the geopolitical long term trend with INTC - this is not just "AI". Intel is building foundries around the globe because of China -Taiwan scare with chips... This is a long term play but not for the reason you state.

[daveronz]

Great video. Intel seems however to big to fail and to important for the US atm. Below 20$ I would be tempted to buy. What do you think ?

[davidyoung]

I bought a small amount of Intel at $26 last year. I am going to hold and see. Now, I will tell you the main problem I have with AMD, Nvidia and somewhat Apple. They are completely dependent on one company to produce their chips. I have nothing against TSMC but the saying don't put all your eggs into one basket is going off like an alarm clock in my head. If TSMC was to say we are going to leverage their dominance and double, triple, or quadruple their pricing what will that do to these companies? And why not? What is the alternative? Food for thought. Would you like it scrambled or over easy.

[Running_injuries]

INTEL (a real fab) is just making all of the fab-less, "quick buck" companies who are trying to act like they have a fab look stupid. as far as i've heard anytime a company makes big investments in the future, the stock goes down

[SeanDraper-rq]

I invested in intel for their semiconductor and processor expertise but apparently they are spinning off that section to concentrate on manufacturing (which seems less profitable judging by the stock price and growth expectations of tsm vs nvidia, marvel etc.) iam frustrated with intel and bought too early also confused with all their sub categories

[郭家銘-zc]

TSMC'S 3NM / 2NM /1.4 NM will capture the majority of AI market in the next 5 years

[GeneralMerchandiser-rv]

Intel at this level, I will begin my gradual accumulation.

[vgupta]

Comparing Semiconductor market in T USD with SOXX ETF price? I don't get this

[tomfrakey]

2:33 whoa hey now this is a family channel...

[GustavoNoronha]

It was already a big investment risk a year ago: they were already trending to lower operating cash flows due to competitive pressure from AMD and very poor execution... the massive risky capex was also very much a thing back then, you just decided to ignore that and focus on the low trailing P/E.

[fuemaDevin]

Take every news from Intel with a grain of salt. SELL IT and FORGET IT.

[iamdrone]

Google on problems vs 13th and 14th gen CPU. Reputation damadged, possible recall. I think it's not a bottom.

[luiscoelho]

i sold before they went up, but didnt really regret it...they were too risky for me

[Hyperion]

By the looks of it, it could be a 1 trillion dollar company or bust. 3 months ago it was 47, it is now 31.88. A drop of more than 30%. bad!!!

[maltlickytexas]

I sold all my Intel shares about 2 years ago & used the funds to buy AMD & Nvidia. No regrets.😂