What "made" Intel miss the AI boom was hubris and lack of insight ,(there's plenty of stories out there about Intel engineers wanting to design and build high-end GPUs, with the management telling them NO, we're going to integrate all our graphics chips into the CPU). Fortunately for Intel, AI is still in its infancy and there's plenty of time to catch up if they're smart enough to design and build high end CPUs, GPUs, quantum computing and the software to integrate all of them. All play different role in AI compute power. The sooner Intel figures that out and better off they'll be.
Wrong ai is a sham and they correctly didn't buy into the nonsense. This is driven by a global slow down, ai stocks are gonna get what is coming when they plunge 90bpercent because of lack of an ROI in companies.
there is a big problem with 13 and 14th gen processors.. they lost the desktop for the next few years. they are screwed. your analyst is smoking something
That's a strange remark from the expert. Because Intel has a lot of imports from Taiwan semiconductors their input costs are high. But reshoring to the US won't make it cheaper, I think, because costs of fabrication in the US are still a lot higher than in Taiwan.
Vivek is on spot on. INtel should spinoff their fab business instead of FPG's. Also Intel should look at their employees who is helping and who is taking care of their personal business, I have seen employees spending at ball games of their grand children with a laptop on them !!!
Good question! Government help, usually doesn’t help. Throwing money at a problem doesn’t translate to a problem being fixed. Use a million dollars cash to put out a house fire, see what happens to the money and the fire
@@theditto69 i mean... i can understand why American government gave the most subsidy to Intel ---- Intel is the only chip company with the ability to manufacture chip in USA. But what makes me confused is .... what Intel is doing (outsourcing chip manufacturing to TSMC, laying off employees.. mostly are manufacturing workers i assume, and cutting off the future spending... this might include the RD department )is not fitted to this reason!!! i don't understand this part!!!
- None of these people talked about the hardware or software problems with the CPUs, be it for individual users or server companies. Now to be fair, tech outlets (like Gamers Nexus) did not talk about the factors these people did mention ... because they were not expected to. - They are still calling AI 'important', 'in high demand', and present Nvidia as far-sighted ...
Uh.. when you have 4.7B in gross profit, I hate to tell them this, but that's a wildly successful company. The casino dropped the price by almost 30% overnight because that's how they steal money from the public. They don't steal it on the way up, they steal it on the way down. The public doesn't know what the difference is between a 91B company and a 123B company, well by casino rules, the difference is 1 day.
Intel had such a headstart , it could have been bigger than Nvidia , but the company is going the Nokia way … destroyed by a management which is now behind the curve , this stock may not be worth buying even at 10 bucks , as the business is suboptimal
More plunges are coming. You’ve been warned. Those who keep up with this space know something big is coming down the pipe. Mainstream business news will report in a month or two once they learn about the issues that have been debated the last few months.
all intel 14 gen chips are fried like eggs, lol. biggest intel crisis in history. your foudary business will lose 20 billion next year. what else do you expect. buy nvidia, buy visionary instead of snake oil sales man
What "made" Intel miss the AI boom was hubris and lack of insight ,(there's plenty of stories out there about Intel engineers wanting to design and build high-end GPUs, with the management telling them NO, we're going to integrate all our graphics chips into the CPU). Fortunately for Intel, AI is still in its infancy and there's plenty of time to catch up if they're smart enough to design and build high end CPUs, GPUs, quantum computing and the software to integrate all of them. All play different role in AI compute power. The sooner Intel figures that out and better off they'll be.
Wrong ai is a sham and they correctly didn't buy into the nonsense. This is driven by a global slow down, ai stocks are gonna get what is coming when they plunge 90bpercent because of lack of an ROI in companies.
there is a big problem with 13 and 14th gen processors.. they lost the desktop for the next few years. they are screwed. your analyst is smoking something
Vivek is seldom wrong. He hit the nail on the head here
That's a strange remark from the expert. Because Intel has a lot of imports from Taiwan semiconductors their input costs are high. But reshoring to the US won't make it cheaper, I think, because costs of fabrication in the US are still a lot higher than in Taiwan.
Intel not able to compete with AMD. Wow that would be laughed at 10 years ago
Vivek is on spot on. INtel should spinoff their fab business instead of FPG's. Also Intel should look at their employees who is helping and who is taking care of their personal business, I have seen employees spending at ball games of their grand children with a laptop on them !!!
Question from Taiwan: Why can this company get the biggest share of the subsidy from the Chips Act? and plan to lay off 15% employees?
Good question! Government help, usually doesn’t help. Throwing money at a problem doesn’t translate to a problem being fixed. Use a million dollars cash to put out a house fire, see what happens to the money and the fire
@@theditto69 i mean... i can understand why American government gave the most subsidy to Intel ---- Intel is the only chip company with the ability to manufacture chip in USA. But what makes me confused is .... what Intel is doing (outsourcing chip manufacturing to TSMC, laying off employees.. mostly are manufacturing workers i assume, and cutting off the future spending... this might include the RD department )is not fitted to this reason!!! i don't understand this part!!!
Does the CHiPs act have any clawback provisions? This should be the POA for the government!! 😂
- None of these people talked about the hardware or software problems with the CPUs, be it for individual users or server companies. Now to be fair, tech outlets (like Gamers Nexus) did not talk about the factors these people did mention ... because they were not expected to.
- They are still calling AI 'important', 'in high demand', and present Nvidia as far-sighted ...
Uh.. when you have 4.7B in gross profit, I hate to tell them this, but that's a wildly successful company. The casino dropped the price by almost 30% overnight because that's how they steal money from the public. They don't steal it on the way up, they steal it on the way down. The public doesn't know what the difference is between a 91B company and a 123B company, well by casino rules, the difference is 1 day.
I’ll buy at $5
😂
$0.50
9 is fine value
Intel had such a headstart , it could have been bigger than Nvidia , but the company is going the Nokia way … destroyed by a management which is now behind the curve , this stock may not be worth buying even at 10 bucks , as the business is suboptimal
More plunges are coming. You’ve been warned. Those who keep up with this space know something big is coming down the pipe. Mainstream business news will report in a month or two once they learn about the issues that have been debated the last few months.
so....buy?
A clue
Like the guy said it’s likely to get better by 2026 so INTC is a 2 year play
Bank of A should apology for giving a price target of $35.
hmmmm..... Intel gets $8 billion in Chips Act money, but lose $30 billion in market cap......
I don't think Intel can pull it off. The fastest chips? They got a lot of gov money but that does mean they have the research chops tp pull it off.
good news
™️🥷 Monday is Funday 🌙
Sorry Vivek, but Intel does not have a good brand name anymore.
Joke of the century 😂
all intel 14 gen chips are fried like eggs, lol. biggest intel crisis in history. your foudary business will lose 20 billion next year. what else do you expect. buy nvidia, buy visionary instead of snake oil sales man
This just means things are going to get much worse
AMD makes more sense to play this.
@@diamondlion47u haven't done your research
Tech stock topped when nVDA reached bubbly market cap king. Did you noticed?😊😮😮Semi stocks will crash.
its really hard to understand this guy blah blah...
Did this guy downgrade after the stock fell or was he ahead of the curve? lol.
Will Intel Be the Next Nokia??
Why not down grade 2 weeks ago
Sounds like a $hit company now...
I'm surprised this garbage didn't plunge 50%.
😂
Intel is finished
Bidenomics can be funny
Didn't know Biden was CEO of Intel
@@diamondlion47 Trump 2024 : New Order
@@grandmiserthe3rd434 Nah, nobody wants a dinosaur too afraid to debate.
@@diamondlion47 Da Comrade
@@diamondlion47 He already did. Then he was forced to withdraw from the race. Lol.