INTC Intel Corporation Loading... : Investor Sentiment and Bull/Bear Views

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21:42
Sep 18
Jim Cramer Host, Mad Money
Cramer cheers Intel CEO after strong week
Cramer reacts enthusiastically to Intel's week and CEO Lip-Bu Tan but states no directional view, position, or catalyst detail.
INTC
LOW
16:12
Sep 18
photoncap Photonics & Semiconductor Research Author
Intel's CEO warns that memory prices have surged 5-7x and now make up roughly 75% of cost.
Intel's CEO warns that memory prices have surged 5-7x and now make up roughly 75% of cost for some low-end phones and laptops, with the shortage expected to worsen through 2027, while Micron's $100 billion in take-or-pay contracts and $22 billion in customer deposits lock in floor pricing above prior peak margins.
INTC
LOW
15:51
Sep 18
The author touts past winning setups in ASST, AOUT, CYPH, and ZEC while listing AMD, AVAV, INTC.
The author touts past winning setups in ASST, AOUT, CYPH, and ZEC while listing AMD, AVAV, INTC, and MSTR as additional names, claiming the bull run has not yet started and promising more free setups.
INTC
LOW
14:08
Sep 18
zerohedge Financial blog / news aggregator
Zerohedge notes that Leopold Jenkins is at it again this morning.
Zerohedge notes that Leopold Jenkins is at it again this morning, referencing an earlier report of large bullish call option purchases in Intel, Marvell, SanDisk and Micron.
INTC
13:10
Sep 18
liwei_twcapital Technology-Focused Investor
Google EMIB-T 2027 adoption, Intel volume uncertain
Google is expected to adopt EMIB-T in 2027, but the amount of volume that goes to Intel remains an open question.
INTC
LOW
12:48
Sep 18
liwei_twcapital Technology-Focused Investor
The author lists possible EMIB-T supply-chain names for Intel and notes the chain remains.
The author lists possible EMIB-T supply-chain names for Intel and notes the chain remains heavily concentrated in Taiwan, which is a research watchlist rather than a trade call.
INTC
LOW
12:12
Sep 18
Jim Cramer Host, Mad Money
Cramer relays unusually large short-dated call buying in Intel, Marvell, Sandisk and Micron.
Cramer relays unusually large short-dated call buying in Intel, Marvell, Sandisk and Micron, speculating that a well-known aggressive trader may be behind the bullish options flow.
INTC
11:55
Sep 18
liwei_twcapital Technology-Focused Investor
INTC gains as TSM packaging constraints bite
Buy INTC as TSM CoWoS-L capacity constraints push AI chip designers toward Intel's EMIB-T advanced packaging as a second source, opening a potential foundry/packaging revenue angle through 2028.
INTC
MED
09:07
Sep 18
u/steem99 Reddit r/wallstreetbets
Intel heavily accumulated by insiders and funds
The author says that roughly a month ago they researched which stocks were being bought most heavily by the government, Congress, the largest hedge funds, and company CEOs, and the answer was Intel. They frame this concentrated accumulation as a bullish signal and claim they told readers to buy when INTC was around $90. The implied catalyst is continued institutional/insider buying supporting the stock; no explicit risk or time horizon is given.
INTC 1ST
MED
05:34
Sep 18
pequityresearch Semiconductor & Technology Research Author
Piper Sandler notes Intel 14A customer interest
Piper Sandler notes major customers evaluating Intel 14A as TSMC capacity is sold out through 2028; no directional view stated.
INTC
MED
03:27
Sep 18
beauty_oe U.S. Equity & Technology Commentator
Intel CEO: memory shortage worsening into 2027
Relays Intel CEO's warning that some memory prices rose 5-7x and the 2027 shortage will worsen; broader memory supply memo, no directional view stated on INTC itself.
INTC
LOW
01:50
Sep 18
AI chip demand remains very strong.
NVIDIA's Jensen Huang said chip sales could double next year, above NVIDIA's own 70% revenue-growth guidance, while Nebius raised GPU cloud prices up to 21% and AMD and Intel plan CPU/GPU price hikes. The speaker reads these as evidence of very strong AI demand and memory supply shortage, supporting the broader AI semiconductor supply chain including memory, AI servers, CPUs, and GPUs.
INTC
HIGH
00:36
Sep 18
u/Big-Pomegranate3243 Reddit r/wallstreetbets
Take profits in Intel after big run-up
The author argues Intel has had such a big run-up that taking profits is usually the move that leaves you with more money. They expect tomorrow to be slightly red as a healthy correction with people de-risking before a weekend that could go either way. The stated catalyst is near-term profit-taking after the run-up, with the main risk being that tomorrow turns out green anyway.
INTC 1ST
MED
00:14
Sep 18
KawzInvests Author, Asymmetrical Bets (Substack)
The author mocks a large short-dated AI call-buying spree as a decade-long thesis.
The author mocks a large short-dated AI call-buying spree as a decade-long thesis with a two-week expiration, referencing the quoted ZeroHedge report on big premium options in Intel, Marvell, SanDisk, and Micron.
INTC
23:56
Sep 17
aleabitoreddit Reddit DD Author / Independent Trader
INTC warns memory shortage worsening
Watch INTC as the source of a memory-supply warning; the signal is more actionable for memory names than for INTC itself.
INTC
MED
23:47
Sep 17
Jim Cramer Host, Mad Money CNBC
Intel, Micron are supply-constrained semis.
Cramer says Intel is the best stock in show and Micron is number two because both companies have products in short supply. He also says he just bought some Micron.
INTC
HIGH
23:17
Sep 17
0xkyle__ Author, 0xkyle (Substack)
High-conviction INTC long since June
Buy INTC as a high-conviction long; the speaker has held since June and sees it as the clearest semiconductor setup.
INTC
MED
21:54
Sep 17
rosannainvests Founder, CEO & Chief Investment Strategist, Hydra Wealth Advisors
The author gives a technical read on SOXL noting mixed signals with 117.50 as the deciding.
The author gives a technical read on SOXL noting mixed signals with 117.50 as the deciding level and warns it remains far below its June high, while the semiconductor tickers are only listed as related context.
INTC
LOW
21:15
Sep 17
u/NotMe357 Reddit r/wallstreetbets
Intel safe on Pelosi buy, strong demand
The author points to Nancy Pelosi averaging down on Intel and the CEO stating the company cannot keep up with demand as reasons to expect the position to work out. The implied mechanism is that insider/political buying plus demand exceeding supply supports the stock. No specific price target or timeframe is given, and the main risk is that these cited signals may not translate into share price gains.
INTC 1ST
MED
20:31
Sep 17
Beth Kindig Lead Tech Analyst, I/O Fund
SK Hynix is reportedly in talks with Intel to manufacture memory chips in the US via a joint.
SK Hynix is reportedly in talks with Intel to manufacture memory chips in the US via a joint venture or by leasing part of Intel's Ohio facility, a development that could be positive for both firms while posing a competitive threat to Micron.
INTC
LOW
20:22
Sep 17
Lisa Mateo Reporter, Bloomberg Bloomberg Markets
SK Hynix could partner with Intel.
Intel shares jumped after reports that SK Hynix might lease part of Intel's long-planned Ohio chip facility or form a joint venture, a potential partnership that could support Intel's foundry ambitions, though SK Hynix said no decision has been made.
INTC
MED
20:06
Sep 17
zerohedge Financial blog / news aggregator
An unidentified trader spent roughly 100 million dollars in premium buying short-dated October.
An unidentified trader spent roughly 100 million dollars in premium buying short-dated October 2nd call options on Intel, Marvell, SanDisk and Micron, signaling large bullish bets on AI-related semiconductor stocks.
INTC
17:34
Sep 17
u/Few_Adhesiveness2963 Reddit r/wallstreetbets
Intel pump over, shorting for 5-10% drop
The author argues Intel's recent pump is over and expects the stock to resume dropping 5-10% the next day. The mechanism is simply that the rally was a temporary pump rather than a durable move, so they are shorting Intel. The stated horizon is tomorrow, and no explicit risk is given beyond the directional bet.
INTC 1ST
MED
17:33
Sep 17
Intel long on relative strength.
Intel shows relative strength versus the semiconductor ETF: it already broke its September local high while SOXX has not, and he bought it for a client; the 94-96 zone was a support/liquidity area.
INTC 1ST
MED
17:03
Sep 17
ckcapitalxx Investor & Co-Owner, CV Research
Intel shares surged over 10% today, a notable bullish price move that the author highlights.
Intel shares surged over 10% today, a notable bullish price move that the author highlights without stating any position or forward-looking call.
INTC
LOW
16:38
Sep 17
u/Crema2713 Reddit r/wallstreetbets
INTC capped at 111.14, buy puts
The author observes that INTC does not want to go past 111.14, treating that level as a resistance ceiling. The mechanism is that repeated failure at resistance makes puts profitable when price approaches that level, and the author claims to be up 3k buying puts there. No explicit catalyst or time horizon is given, and the main risk is a breakout above 111.14 that would invalidate the resistance thesis.
INTC 1ST
MED
16:14
Sep 17
Jim Cramer Host, Mad Money
Cramer: Intel not done, still my fave
Cramer flags Intel as his favorite Club holding and states the move is not finished, signaling he remains long and expects further upside in the name.
INTC
MED
16:10
Sep 17
Damnang Substack author, Damnang’s Substack
The author shares that their published Intel expert call report received an encouraging message.
The author shares that their published Intel expert call report received an encouraging message from a well-known senior portfolio manager, which is positive validation of their research but not an explicit trade recommendation.
INTC
LOW
16:08
Sep 17
liwei_twcapital Technology-Focused Investor
The author rhetorically asks whether the replier acted on his earlier bullish calls.
The author rhetorically asks whether the replier acted on his earlier bullish calls on FormFactor, Intel, AEHR and photonics names, implying those picks have already paid off handsomely.
INTC
LOW
15:17
Sep 17
liwei_twcapital Technology-Focused Investor
The author asks a follow-up question about whether the parent commenter bought Intel.
The author asks a follow-up question about whether the parent commenter bought Intel, without expressing any directional view or position of their own.
INTC
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About INTC Investor Commentary

Across the available history and selected sources, Buzzberg tracks INTC (Intel Corporation) across 151 sources: 512 bullish vs 39 bearish calls from 332 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1870 total trade ideas tracked. Past 7 days, before deduplication: 27 bullish, 3 bearish, 85 other directions. Latest voices: Jim Cramer, photoncap, wliang.