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Chronicles

The story behind the story

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Intel added $100B+ in market value and now has a $325B+ market cap after its stock jumped 53% in nine sessions on plans to buy a fab in Ireland and join Terafab

Bloomberg

Discussion

  • @bearlyai @bearlyai on x
    Intel is up over 40% in the past month and 76% YTD (vs. Nvidia +1% and AMD +14%). Gains on back of CPU demand from AI agents and recent announcement it is involved in Tesla x SpaceX TeraFab project The US government's ~10% stake for $11B is up around 3x. [image]
  • @daniel_rubino Daniel Rubino on x
    Remember all the people who thought Intel was dead? yeah.
  • @danieltniles Dan Niles on x
    I wrote on $INTC on March 29th as a new idea based on Agentic AI requiring more server microprocessors per gigawatt versus chat-based AI. Though the stock is up over 50% already since then, I think there is more upside over the course of the year in Intel based on new advanced
  • @niccruzpatane Nic Cruz Patane on x
    Intel stock is up ~20% since announcing their partnership with Elon Musk's Tesla/SpaceX Terafab project a week ago. Don't sleep on this project. [image]