Author argues Intel is a hidden gem with improving products and manufacturing, and asks whether putting all spare cash into INTC is crazy.
INTC — LONG 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.
Their manufacturing is becoming competitive with TSMC again -> 18A (1.8nm) is already shipping.
This Reddit post, published February 12, 2026, features u/Satancorp discussing INTC. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Satancorp · Tickers: INTC