Intel stock is up 66% YTD.
Well, was 66%. Now its up 21%.
Yeah but that’s not an inflammatory headline!
Kind of glad I timed my sale of tech sector index funds right at the peak of this bullshit.
They were at 20 dollars a share 2 years ago, so, like, still a 3x increase in value since then. Just, dumping all the “Unga bunga! Datacenter carpeting planet!” Over hype valuation
Something that could be said after Black Tuesday in 1929: The DJIA was under 200 2 years ago, so, like, still a 25% increase in value since then.
One of the unspoken secrets of the Great Depression. The rich guys still only got richer, even as unemployment skyrocketed and public amenities were gutted.
The worst years for Wall Street were between the 1940s and 1960s, when the public sector surged and Americans saw the biggest increases in quality of life.
You remember when they were the bad guys
They still are the bad guys. But can you remember when they were the good guys? Me neither.
Time to buy. Or not. WHO KNOWS.
Their recent laptop chips have been pretty decent though.
Well, if the real problem is RAM price, and I’m not convinced it is, more fabs are due to come online late next year. Ram and disk prices will come down eventually. Might be a year or two.
I’d be more worried that AMD is eating their lunch and will start on their dinner and breakfast before the prices drop again.
AMD can’t compete with overall demand. They might be a marginal preferred vendor, but there’s still enormous demand in excess of their production capacity.
A factory accident in Israel has shut production long enough to dent server chip shipments, while soaring memory prices are squeezing PC demand. The 28.6% drop erased about $140 billion in value and triggered a wave of downgrades. The stock is still up sharply for 2026, but has now given back about half its value since its June peak.
factory accident
Fuck Around, Find Out
I love the idea that the deregulation installed by the slopper barons might also lead to their own uninstallation.
I always thought that Intel was what kept AMD in place being a cool producer of linux-friendly components, so I pretty much dread the day AMD gets to be free from the shackles of competition.
The competition has been a boon for us plebe users. And I would expect AMD to continue be Linux friendly if for no other reason it costs them very little to nothing. And they aren’t as intertwined with Microsoft as Intel has been for decades.
I’m keeping an eye on the RISC-V space. Not far off now… I hope
Unrelated to the topic discussed, but I absolutely hate that GIF’s ability to spike my anticipation and never pay it off.
You have to watch just a little longer - trust me!
That’s what a gif edging looks like
Stolen!
I would never download a car!
Having beheld the AI slop on Makers World, I sure as hell wouldn’t.
Hack the planet!!!
I can’t believe those two got married.
I feel like the ball is only just now rolling for ARM… and RISC-V is WAAAY behind that.
Pretty far off but China has some nice manufacturers…or they would if AI didn’t exist.
This is generally the problem with ISAs.
ARM has had decades in the oven, x86 has had almost half a century, while RISC-V manufacturing and ISA development has been generally available only a couple of years.
The fact is if there isn’t a big push by some major vendor - or some nation state, then chances are it’ll develop slower than the previously mentioned ISAs.
From design, to testing, to prefab, to packaging, it’s all combined just a single step of the journey to improving yield and performance.
ARM is unfortunately the current trajectory, with Qualcomm, Apple and now NVIDIA leading the charge - which doesn’t bode well, simply because you won’t know what the hell the firmware do.
We could truly use some market disruption in this space and RISC-V, being an open ISA, would be the safest bet for digital sovereignty and user autonomy - but apparently those things are only important on paper.
Can we make our own RISC-V chips like using FPGAs or something? Or would that be infinitely less robust than anything purpose-built by industry?
Chinese manufacturers seem to offer plenty of options for RISC-V MCUs and raspberrypi knockoffs, but they seem to be always sold out or they don’t ship to my country
The ESP32 series have already switched to RISC-V for most models and many other microcontrollers has too. There’s not a lot in the laptop/desktop territory but with enough incentives it’s gonna happen
Oh ya, the C3 and I think the C5. Not sure what the current versions are but if they’re in esp32’s then I guess that’s pretty main stream, just nowhere near a computer processor just yet.
Are the RISC-V ESP32’s cheaper than that ARM ones?
Maybe if we all buy RISC-V microprocessors then somebody somewhere will see a little blip in market demand and have the genius idea of producing more full 64-bit RISC-V chips
You could always make your own chips
Ohh, I’m saving that one! Thanks
FPGAs are going to be way more expensive. It’s possible, but the cost-to-performance ratio would be abysmal.
I see. They’re a little cheaper if you solder them yourself though. Of course soldering 128 leads is no small project and requires some precision. But it’s way cheaper than buying pre-soldered breakout boards.
Sorry, but AMD stopped pretending to be giving any fucks about the little guy. Lisa has been visiting those Trump AI dinner events. AMD is all in on producing AI hardware first and consumer hardware second.
As an European I’m ashamed that we have 0 presence in this market
At least Arm is British. Their instruction sets keep getting more popular.
Though I admit, it’s a little hard for me to estimate how much of a contribution the Arm intellectual property makes to something like an Apple M5 CPU, or Nvidia Grace CPU.
Not true. The Netherlands has ASML, sort of a monopoly on the manufacturing of semiconductor machines.
Yeah but no actual semiconductors made here.
Well yeah because that is a near monopoly in Taiwan with TSMC. It is a supply chain and every part in that chain is just as valuable. There is a serious presence of Europe/The Netherlands in the form of ASML in the chip market. It is one of the bargaining chips of the Dutch government when it deals with the United States.
Isn’t that just cope, to an extent? Yes, ASML is key to advanced semiconductors, but in a conflict or crisis that disrupts supply chains, who is going to run dry quicker - the ones able to build the thing that’s needed for building fabs, or the ones who actually operate working fabs? My money is on the latter :/
Also, just because ASML is currently the only one capable of building EUV systems, does not mean it’s guaranteed to stay that way forever. The Chinese sure are trying to follow suit…
These are valid worries, never claimed those weren’t the case. However, saying Europe has “no presence in that market” is also not true, the presence is significant.
Strategically it would be smart to have working fabs in Europe too, it would just take a lot of time and investment. America already started working on it (if I remember correctly) and China is already closing in…
In the case of a war, it would take just one drone to stop production for a very long time in one factory. Factories are big fat juicy targets that can’t move.
a) I seriously doubt it would be that simple, factories typically don’t stop production like that after a single hit (Perun talked about it recently). And even if a semiconductor fab was that brittle in and of itself, sophisticated air defense and a location deep inside, say, European or Chinese mainland might disagree with this notion. And if one really wanted to, it would be possible to move production underground.
b) ‘Conflict’ is what I wrote, not (hot) war. Owning and running semiconductor fabs domestically might well be indispensable in a cold/trade war.
It’s okay. Your continent’s specialty is cheesemaking. And bread. You guys make good bread.
Good bread can be had anywhere. Even in your own kitchen. The best bread I ever had was baked under the crudest of conditions with the barest of utensils and then baked on a hot rock heated in a fire.
Now cheese on the other hand…
At least cheese and bread isn’t even on the same playing field in terms of evil.
I don’t know. Have you ever eaten Wonder Bread or the bread they use for subway sandwiches? If that ain’t evil and vile, I don’t know what is.
For x86? I mean, you’d have to suck intels dick for a license. Why not just get NXP to produce desktop ARM chips.
Yeah that’s the point, why is nothing of this happening
I own Irish stock! JamesHardie. I used to have more exposure to a few other european companies but that was a few years ago and cant think of what they were off hand.
x86 is a dead-end architecture. It can be emulated in software by cheaper, lower-power architectures and live on as a wart.
Another way to say that stock had become extremely overvalued and may be getting back to reality?
More that they lost an enormous amount of Capex to the Iran War all of a sudden.
is the bubble finally bursting? i thought it would be way higher than 29%
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%
Wait a couple more hours for the trading to open back up and watch what happens to the other tech stocks, they’re either gonna bounce or the floor is gonna fall out of under them.
They’re already up in OOH trading. Not a guarantee they will go back up when US trading opens proper. But, it’s usually a good indication.
What’s the saying, that the market can ignore reality longer than you can remain solvent, or something to that effect.
Well it’s certainly rarely based on any logic I can ascertain, that’s for sure.
It’s really just a gauge of how good the investors are feeling, a real market crash would involve way more than a sell off.
Why’d intel crash before Nvidia tho
in one day
I just invested a lot of money and reallocated my entire portfolio, so probably.
(Not in Intel, not in us stocks)
Waaa.
Next! 🤩✊🏼
hurray
Several from the 1% want to buy more shares.
Yeah they’ve been doing that for years now. If you do what they say, you’ll lose. If you do what they do just faster than they do, you win a trip to the gallows!
Typical Intel.
RISC-V is becoming closer to an alternative to AMD and Intel.
https://homebox.software/en/quick-start/install/ application for example has an experimental build for RISC-V.
R.I.P Intel
Not really. They just climbed easily and fell back but they’re still up overall.
still sliding today, below $60.
Fuck yea
Donald bought the US stake at $20.47. I don’t know under what conditions we can sell any of our 433 million shares but it would be nice to capture some gain.
Yea it would be nice if the president did that but think of the shareholders, man
