The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.
I agree that Intel is overvalued. My point is that you need to zoom out to get a better picture. And a stock that’s up 200% over 2 years is doing really well. It’s funny because your point about percentages was reflected this morning, Intel has slid another 6% so now it’s only up 175% over the past 2 years.
Yeah it came right down to <$20 at one point. I bought a fair bit in 2025 when it first did, and sold most of it at $100. So you know, I’d not mind if it came back down again to repeat the exercise. Although when I got it 2 years ago, I thought “Not even Trump would let Intel fail” and to be fair, he did authorise a cash boost.
I am not completely sure that would be true again. I’d probably still take the punt at $20 again though.
This is a weird one though, because they’ve not even been the biggest name behind AI by anyone’s estimation. Why they took the biggest hit goes beyond AI I think.
According to this random website I found (at least it has sources) intel still makes 22% of it’s revenue from consumer hardware. So the ram companies making consumer hardware more expensive (or just droping it entirely like micron did) harms intel a lot more than it harms the ram companies.
Edit: The 22% also includes computers sold to businesses but not data centres
Yeah, I mean ultimately if I knew the future I could have sold it all at $140 or so. But you don’t really ever know what is happening tomorrow. So ultimately, if you made some return, it’s always good.
Intel stock is up over 200% over the last 2 years (even with this 29% drop) so it’s way too early to say it’s popped.
The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.
I agree that Intel is overvalued. My point is that you need to zoom out to get a better picture. And a stock that’s up 200% over 2 years is doing really well. It’s funny because your point about percentages was reflected this morning, Intel has slid another 6% so now it’s only up 175% over the past 2 years.
Yeah it came right down to <$20 at one point. I bought a fair bit in 2025 when it first did, and sold most of it at $100. So you know, I’d not mind if it came back down again to repeat the exercise. Although when I got it 2 years ago, I thought “Not even Trump would let Intel fail” and to be fair, he did authorise a cash boost.
I am not completely sure that would be true again. I’d probably still take the punt at $20 again though.
This is a weird one though, because they’ve not even been the biggest name behind AI by anyone’s estimation. Why they took the biggest hit goes beyond AI I think.
According to this random website I found (at least it has sources) intel still makes 22% of it’s revenue from consumer hardware. So the ram companies making consumer hardware more expensive (or just droping it entirely like micron did) harms intel a lot more than it harms the ram companies.
Edit: The 22% also includes computers sold to businesses but not data centres
I was in at 24-28 and sold at 58-62, definitely okay with a round 2 attempt if it gets back into the mid 20s.
Randomly another stock ive played the yoyo with is Boeing - BA
Yeah, I mean ultimately if I knew the future I could have sold it all at $140 or so. But you don’t really ever know what is happening tomorrow. So ultimately, if you made some return, it’s always good.
Yeah, I’m never mad at a 1 month ROI of 90%