I bought $300k worth of Intel stock today

Posted: Jan 21, 2025

  • Grandma's death prompted OP to invest own money
  • Likes $INTC (Intel) for various reasons:
    • Q1 2024 up 9% YOY
    • Intel heavily investing in domestic foundry business
    • Intel 3 in production leading-edge semiconductors in US
    • US Gov supports Intel with R&D funding
    • Potential sole/largest manufacturer for $NVDA and $AMD
    • $5.9B out of $12.7B Q124 revenue invested in R&D
    • On track to exceed 40 million AI PCs shipped by 2024
    • Intel Gaudi 3AI accelerator projected to outperform $NVDA H100
    • Trading at Forward PE of 17.05
    • Geopolitical tensions could benefit Intel
  • OP believes Intel stock is cheap right now


What do people on Reddit think?

🚨 Reddit sentiment: mixed - Comments show both hesitation regarding the timing of the investment and a willingness from some users to follow the poster's lead, indicating equal parts bearish and bullish sentiment. Summarized comments: - History is repeating itself - Why didn’t you invest when it was $18.78 last week? You’re already down unfortunately. Welcome to the club! - Commenters seem a bit ambivalent about this post... might be time to ride. - You son of a gun, I'm in! Stock tickers discussed: Intel



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