Calls
1
u/Satancorp
Reddit r/ValueInvesting
Win Rate
100.0%
return
+133.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$46.86
+133.7%
The author argues Intel is a hidden gem that has had its 'Ryzen moment' with Core Ultra and Panther Lake, which he sees as a breakthrough notebook product. He notes Intel's manufacturing is becoming competitive with TSMC again as 18A (1.8nm) is already shipping, with 14A also promising and a major Ohio fab under construction. He also highlights ZAM vertically stacked RAM expected around 2030, leveraging Intel's memory experience from Optane and PMDK. The main risk implied is that current numbers don't yet reflect the turnaround.
Foundry Equipment
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u/Satancorp has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: INTC.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
