Intel Corp (INTC)

[Unkwn]

Well, I am holding the stock from the lower teens but I was selling my levered longs when the stock was at around 30$ (bought when base price was in the lower teens), which proved as good timing (lucky or not, leave that to you). Spent part of the gains for levered longs at around 24$. Those are currently under water, I admit that. Over all, I am fine, thanks for asking!

The soft result was due to headwinds from GPUs because of crypto winter and very soft semicustom business due to end of cycle in consoles. GPUs will recover once inventories have been depleted and new consoles are to be released in one or two years, likely with AMD chips inside.

What is important, also to Intel investors, is that AMD is in the single digits of server market share and nicely growing. Think it was in the upper double digits of sequential growth. Also client and notebook unit share are growing nicely according to the call. 7nm EPYC rome stays on track for beginning of next year.

It's a rather slow development than what the sudden rush of the share price suggested. Needs time.

Where is Intel's growth in the coming years coming from? Want to elaborate?