Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

Episode 121: Intel Is (Still) A Mess – but Is the Stock A Buy (INTC)

This episode of Chip Stock Investor discusses Intel's current position in the semiconductor industry and its plans for a turnaround. Nick and Kasey explain Intel's financial underperformance compared to the SOXX ETF and other chip stocks, and detail Intel's shift towards a new financial model by disclosing details on Intel Products and Intel Foundry. Nick and Kasey especially analyze the losses reported by Intel's Foundry segment and the challenges Intel faces in catching up with TSMC's advanced chip production. The conversation covers Intel's strategies to scrounge up cash such as re-IPOs for fab construction, funded in big part by the U.S. CHIPS Act and European Chips Act, to regain manufacturing technology leadership. With the ambitious plan, will Intel be a stock to buy for Chip Stock Investor? Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 https://youtu.be/thFL9Z9onAU 👉👉Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor 👈👈 If you missed any of our recent manuals check out our shop: https://ko-fi.com/chipstockinvestor Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update Semiconductor Industry Flow 2024 Cybersecurity Industry Manual for 2024 Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Chapters: 00:00 Intel's Semiconductor Saga 03:34 The Strategic Shift: Intel's Business Model Transformation 05:19 Financial Struggles and the Path to Recovery? 10:43 Intel's Ambitious Manufacturing Projects and Funding Challenges 15:08 Investment Considerations: Opportunity Costs and Valuation Insight Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #intel #intc #foundryservices #intelproducts #patgelsinger #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

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Episoder(462)

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7 Jul 11min

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

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Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Jul 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

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2 Jul 10min

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

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30 Jun 17min

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