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rvzyesterday at 6:33 PM4 repliesview on HN

Intel was not "allowed" to fail. (But Spirit Airlines was) and now the stock is at an all time high.

It was only 9 months ago [0] that almost everyone here was bearish (not me [1]). Now it is the opposite.

Next we will here some folks wishing they should have joined Intel when it was $20 a share.

[0] https://news.ycombinator.com/item?id=44675965

[1] https://news.ycombinator.com/item?id=44676641


Replies

j_walteryesterday at 7:16 PM

Some people also thought Gamestop was a good deal at $400 after 50x-ing...but when you look at fundementals, earnings and actual projected growth and not just the hype, you see the stock for what it really is. At $20 it was a good deal because of the possibilities of long term success (which we haven't seen any actual evidence of yet), but at $125 it is way overpriced.

Another way to look at it. TSMC profit in 2025 was equivalent to Intel revenue (both about $55B), but Intel made zero dollars profit, yet somehow their market cap is now half of TSMCs.

show 1 reply
ryandrakeyesterday at 8:20 PM

Intel is the Chrysler of chipmaking. It's only alive because the USA strategically needs a USA company to be able to make and design at least some kind of chips.

wmfyesterday at 7:09 PM

18A was Schrodinger's fab: we didn't know if it was alive or dead. Now we know it's alive.

Detrytusyesterday at 8:10 PM

I actually owned quite a bit of Intel stock bought at $19, but was forced to sell it. Then I bough some for $45 last year, and sold couple weeks ago for $60, just a day or two before it took off. Lucky me....