Almost historical low, is it a right time to buy bule chip stock?
13 replies (most recent on top)
Some companies rebound and some don't. If it does rebound you have a long time window to buy in. Just look at AMD, zen was launched 10 years ago and their stock really only took off recently.
The stock will be going down further today. Futures are showing an overall market tank. Nvidia announce a design flaw in Blackwell so semis will take another big hit.
I don't invest in future penny stocks.
Intel for sure is getting bought soon
I am a buyer at $7. Not a penny more.
As long as AMD is taking market shares and the stock is up, Intel stock can go down to $3 until it abandoned all fabs like AMD and NVIDIA did before.
It is tempting as the stock now trades at 20% below book value. But I think there are many other places to invest that have a much more promising future. Intel will be lucky to claw it's way back up to book value within 1 year. So it might go from 21 to 27, which would be a pretty good approx 30 % return....but you could invest elsewhere and get simliar or better with much less risk. Intel is in more danger than they lead us to believe. Also, I would be super worried about the CHIPs act money. We do not have that in hand yet (at least that's what I've been told). Congress could say, "hey, you guys are failing, your products have stability issues, you are treating customers like garbage, employees like garbage, and you have systemic major problems. We will restribute this money elsewhere. Or maybe they will add some strings...like no more layoffs, or you pay us back if X Y Z"
It may be a $10 stock in the upcoming crash... echo's of 2000-2001
Plenty of downside remains. Plus do you really think that after another brain drain Intel will deliver anything on time? Nothing substantial will get done for the rest of this year.
I would short.
Yes and No. Depends on value for whom
I am wrestling with it too. Looks so tempting. But ask yourself knowing what you know from behind the curtain. Would you bet on us?
No. Value trap. Watch video from previous post…