u/Quick_Increase6718 ·
Reddit — r/wallstreetbets
· May 01, 2026 at 17:32
· ⬆ 16 pts
· 💬 21 comments
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AI Summary
Summary
The post argues that Intel (INTC) stock will rise regardless of AMD’s upcoming earnings outcome – either AMD beats (boosts broader AI sentiment) or AMD misses (Intel takes market share).
The author holds $100 strike calls expiring 5/8, betting on a short-term catalyst play ahead of AMD earnings on 5/5.
Quality assessment: Speculation with a plausible but oversimplified thesis; lacks rigorous data or risk quantification.
Score16
Comments21
Upvote %82%
▶ Full Post Text
Hey guys, grandma's least favorite grandson here.
I think we have a unique opportunity for Intel calls ahead of AMD earnings. Last week, Intel absolutely crushed earnings and the stock spiked. AMD even went up 10% solely because of Intel earnings indicating broader AI market demand.
We now have AMD earnings coming out next Tuesday, 5/5. If AMD crushes earnings (which I'd expect), Intel should also get some gains from the market implications. However, if AMD post poor earnings while Intel crushes (already happened), Wall Street could see this as an indication that Intel will take significant market share from AMD, which would also boost Intel share price. This feels largely a win-win opportunity. The downside comes if AMD goes flat, so if you don't want that downside, simply purchase INTC shares instead of calls.
Side note: I would not hold INTC stock for longer than a few weeks personally. I highly prefer AMD to Intel as a long-term hold, but I like Intel as a short-term play due to the reasons above.
Positions (INTC $100 5/08 Calls)
https://preview.redd.it/zllnhzht9kyg1.png?width=1366&format=png&auto=webp&s=9b21df9c26296186c42ced5079553adab5dd7b2b