INTC Intel Corporation Loading... : Bullish and Bearish Analyst Opinions
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04:06
Sep 03
Sep 03
Author highlights Intel's EMIB packaging roadmap and MediaTek's potential adoption.
Author highlights Intel's EMIB packaging roadmap and MediaTek's potential adoption as an underappreciated turnaround angle, but frames it as analysis rather than a personal position.
LOW
03:26
Sep 03
Sep 03
"Intel flagged in U.S. semiconductor policy push"
"Cites Howard Lutnick's 40-50% U.S. semiconductor production goal and $1.2T commitments; calls Intel 'too valuable' but does not give an explicit directional trade."
LOW
02:13
Sep 03
Sep 03
Google books Intel TPU packaging capacity
Reports Google booked Intel packaging capacity for 3M+ TPUs rather than waiting for TSMC; speaker frames packaging as contested but gives no directional call.
LOW
23:13
Sep 02
Sep 02
Intel's foundry push nears success.
Lutnick frames Intel as central to reaching 50% domestic semiconductor production and says Intel is on the way to being successful, making it a direct beneficiary of the U.S. onshoring push.
MED
23:03
Sep 02
Sep 02
INTC buy justified by insufficient holdings
Author quotes ParadisLabs' explicit statement that INTC was bought today because the position is underweight, presented as a buy endorsement of Intel within the quoted investment rationale.
MED
20:15
Sep 02
Sep 02
Tariff policy drives domestic chip manufacturing.
The administration wants to lift U.S. semiconductor production from about 1% to 40-50% by using tariffs: companies that build fabs in America avoid tariffs, while others pay for U.S. market access. Intel is on its way, and TSMC and Micron have committed over $500 billion combined to build in America.
HIGH
18:55
Sep 02
Sep 02
Intel's recovery supports US chip goals.
Lutnick specifically points to Intel as the swing factor for reaching 50% domestic semiconductor production, saying Intel is 'clearly on the way' to being successful. If Intel succeeds, US domestic semiconductor production could reach 50% by the end of the administration's term.
MED
18:35
Sep 02
Sep 02
Long Intel to build bigger position
Long INTC to build a larger Intel position within the core AI portfolio.
MED
18:24
Sep 02
Sep 02
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44.
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44, driven by AI infrastructure demand, memory strength, and advanced equipment investment, with the buildout intact despite emerging funding and power constraints.
17:11
Sep 02
Sep 02
Tariffs drive US semiconductor manufacturing boom
Lutnick confirms the administration is pursuing semiconductor tariffs where companies that build in America get relief and companies that do not pay tariffs; he cites $1.2 trillion of US semiconductor commitments, a shift from under 2% to 40-50% US production, TSMC's $265B Arizona factory, Micron's $250B memory factories, and expects Intel to succeed.
HIGH
15:58
Sep 02
Sep 02
An expert interview highlights Broadcom's execution edge in Ethernet and XPU markets.
An expert interview highlights Broadcom's execution edge in Ethernet and XPU markets, customer pricing tensions, competitive threats from Astera Labs, and steady ASIC growth with potential turbulence ahead.
13:24
Sep 02
Sep 02
INTL second choice for US buying
After Taiwan rally frees cash, author buying US stocks with INTL as secondary preference, linked to hottest Taiwan themes of CPO and EMIB-T.
MED
10:00
Sep 02
Sep 02
Nancy Pelosi reportedly bought INTC at $92, and it is currently trading at $88. Trading below the cost basis of a high-profile congressional trader offers a perceived value entry. Buy INTC shares to front-run potential positive catalysts known to insiders. The stock is currently in a downtrend and macro tech sentiment is shaky.
LOW
05:44
Sep 02
Sep 02
Intel named for EMIB packaging optionality.
Named for EMIB advanced packaging optionality in the AI compute stack value chain; no explicit directional view.
LOW
13:14
Sep 01
Sep 01
Author calls Silicom overlooked alongside Intel but provides no position or forward call.
Author calls Silicom overlooked alongside Intel but provides no position or forward call, only a factual observation.
LOW
08:30
Sep 01
Sep 01
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
01:06
Sep 01
Sep 01
Author notes Enphase broke support technically, holds a large long-term AMD position and is.
Author notes Enphase broke support technically, holds a large long-term AMD position and is bullish on AMD and Nvidia fundamentally, while waiting for Intel to reclaim a level.
00:53
Sep 01
Sep 01
Watch Nvidia's disclosed equity stakes
Watch these names as Nvidia's disclosed equity stakes/read-throughs; the author cites them to explain Nvidia's ETF-like diversification, not as his own positions.
MED
00:49
Sep 01
Sep 01
Author highlights past 10x winners and current high-conviction setups.
Author highlights past 10x winners and current high-conviction setups, framing them as his own research and positions, with SPCX flagged as a warning for sector turbulence.
LOW
15:30
Aug 31
Aug 31
Buying INTC on HBM4E partnership hopes
Author is buying INTC out of spite but sees positive news in SK Hynix potentially using Intel for HBM4E base dies, suggesting upside if the partnership materializes.
MED
15:19
Aug 31
Aug 31
Regretted not buying INTC in 2025; no current trade call.
Author regrets not buying INTC in August 2025; no current buy, hold, ownership, or forward trade call is stated.
MED
14:52
Aug 31
Aug 31
Intel HBM4E base die path hard
Argues Intel HBM4E base die sourcing faces IP portability, re-qualification, cost, and customer-approval barriers; no explicit stock direction.
LOW
14:51
Aug 31
Aug 31
TSMC outsources CoWoS back-end to Intel
Reports TSMC shifted part of CoWoS back-end orders to Intel Malaysia after AI-chip orders strained CoWoS capacity; no directional view stated.
MED
14:03
Aug 31
Aug 31
Intel's EMIB-T packaging roadmap is presented as a factual technology and revenue.
Intel's EMIB-T packaging roadmap is presented as a factual technology and revenue diversification update, not an explicit position or trade call.
LOW
13:39
Aug 31
Aug 31
INTC potential foundry opportunity in HBM4E, unconfirmed
Discusses potential future INTC foundry opportunity in HBM4E base-die production if SK Hynix dual-sources away from TSM, but notes this remains unconfirmed and a scenario rather than current reality.
MED
13:07
Aug 31
Aug 31
Goldman names humanoid robot tech enablers
Goldman Sachs identifies humanoid robot technology enablers; names NVDA, TSLA, INTC, QCOM as beneficiaries, factual reference with no directional commitment.
LOW
07:36
Aug 31
Aug 31
Intel wins AI memory foundry validation
Buy INTC because SK hynix considering Intel for HBM4E base dies and EMIB advanced packaging validates Intel Foundry’s position in the AI memory stack.
MED
06:45
Aug 31
Aug 31
SK Hynix plans to outsource its next-generation HBM base die production to Intel according.
SK Hynix plans to outsource its next-generation HBM base die production to Intel according to a report from the Herald.
05:40
Aug 31
Aug 31
INTC supplier faces origin-laundering probe risk
Flags Unimicron as a major INTC substrate supplier facing Taiwanese prosecution for alleged origin laundering; could trigger supply chain reviews and diversification pressure. No directional trade recommendation.
MED
02:03
Aug 31
Aug 31
Author is cautiously optimistic about the leadership-change trade working out.
Author is cautiously optimistic about the leadership-change trade working out, referencing SK Hynix outsourcing to Intel, but stops short of a directional position.
About INTC Analyst Coverage
Buzzberg tracks INTC (Intel Corporation) across 130 sources. 379 bullish vs 28 bearish calls from 229 analysts. Sentiment: predominantly bullish (24%). 1491 total trade ideas tracked. Past 7 days: 10 bullish, 31 watch. Latest voices: photoncap, pequityresearch, tengyanai.