Author argues Intel is set to rip through $60 due to US government equity stake, sold-out 2026 server CPU capacity, potential Apple deal, and good 18A yields, with earnings on Jan 22 as catalyst.
INTC — LONG The author argues Intel will rip through $60 because the US government bought an $8.9 billion equity stake making it too big to fail, KeyBanc confirmed 2026 server CPU capacity is 100% sold out allowing price increases, and Trump hinted Apple may use Intel's 18A node. 18A yields are hitting 60-75% and new CEO Lip-Bu Tan is executing, with earnings on Jan 22 as a catalyst.
The "National Champion" is back. Here is why we are ripping through $60:
This Reddit post, published January 16, 2026, features u/natiman1000 discussing INTC. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/natiman1000 · Tickers: INTC