$INTC.
first mention in our archive Oct 21, 2025 · latest 1w ago
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9 mentions since Oct 2025Loading price chart…
Market traded mostly sideways today with limited movement, but leadership stayed strong in tech. Winners on the day: $NVDA $GOOG $MU $SNDK and $INTC. Semis saw some pullback after recent overbought conditions — healthy cooling rather than damage for now. Space names look like they may be trying to carve out a bottom, worth watching if momentum builds from here.
@H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC. And that Intel could just beat them anytime. Kinda feeling the same with $SIVE and $LITE? But we'll see.
Holy **** $INTC. Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi
There's a reason I spotlight EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's to prevent hostile actors from taking over or disrupting critical chokepoints required by America. FiconTEC (Europe) as one example (though private) was acquired by Chinese CCP affiliated companies. Not even sure how this was legal and Germany should 100% seize it back from China. They were a quasi-monopoly over testing for CPO/SiPH needed for AI and LIDAR. It's clients include the most critical players in AI and semiconductors, such as $NVDA, $TSM, $AVGO, and $INTC. Over time, significant intellectual property and technological IP transfer to China is highly likely after these acquisitions and they'll have more control over US supply chains. With enough American ownership enough spotlight on these companies: we would be in a worse shape with hidden CCP ownership/takeovers. Or we would have more backdoors on American supply chains like with $AXTI and InP substrates (if we weren't building up independent capacity now). The EU has allowed upstream supply chain chokepoints (like specialized testing or substrate manufacturing) to be bought out or have their IP transferred by geopolitical rivals. While America still not might realize a lot of these vulnerabilities. This is the most I can do as a retail investor to prevent this from happening. Eventually policymakers will pay attention and prevent this from happening if all the movement happens from grassroots (retail) and bottom up.
@AleMissakian Long term bullish on $INTC. You have downside protection from the government, since America needs Intel to succeed. Great hold if you have the patience, won't be a 100-200% a month type stock for sure. I've been guilty of swing trading it recently instead of holding.
According to Nikkei Business, $TSM has been increasing its patent filings related to semiconductor lithography technology, with the number doubling over the past seven years through 2023, surpassing Samsung Electronics and $INTC. The report believe this reflects TSMC’s dominance in miniaturization technology development. $TSM patent filings classified under “H01L21” (covering semiconductor lithography equipment and processes) surged sharply from the mid-2010s. In 2023, TSMC filed 1,548 patents, up 2.1× from 723 in 2016. A similar pattern appears in patents containing the keyword “Lithography.” $TSM filed 932 such patents in 2023, a 2.7× increase from 350 in 2016.
