Author argues INTC will reach $400 by June because a potential China-Taiwan conflict forces chip demand to US manufacturing and Intel is the only high-volume domestic manufacturer.
INTC — LONG The author believes Intel will surge to $400 by June because a likely Chinese invasion of Taiwan between April and June will cut off chip supplies from Taiwan, forcing the US and allies to buy chips made domestically. Intel is described as the only company capable of manufacturing state-side at needed volume, and the President's 10% stake and strong control over the CEO are cited as supporting factors. The author compares INTC's low price-to-sales ratio of 3 to NVDA's 25 and expects the ratios to reverse if the invasion scenario plays out.
Intel is the only company in the world currently capable of manufacturing state side with that volume.
This Reddit post, published January 09, 2026, features u/FuckingJPMAlgos discussing INTC. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/FuckingJPMAlgos · Tickers: INTC