/biz/ - Business & Finance

[Anonymous No.58865357]

Intel's Lunar Lake is launching in September. It's going to dominate the laptop market and their stock is at bargain bin prices right now. Literally free money.

[Anonymous No.58865366]

>>58865357
why?

[Anonymous No.58865371]

>>58865366
It's a radical new design rather than an incremental upgrade and it's going to outperform anything their competitors are offering + make gaming more viable on laptops and mobile devices.

https://www.forbes.com/sites/moorinsights/2024/07/03/intels-lunar-lake-changes-everything-about-x86/

Buy low, sell high.

[Anonymous No.58865372]

>>58865366
because... because I said so ok?

[Anonymous No.58865386]

>>58865372
This is the greatest opportunity in years you're blind if you don't see it. The US government is doing everything in its power to help Intel dominate the market. The share price is just low right now because people panic sold during a period of high R&D and manufacturing investment (subsidized by the Department of Defense).

[Anonymous No.58865408]

bumping4intrest

[Anonymous No.58865412]

>>58865371
if it didn't make gaming more viable, would you still say their stock is still at "bargain bin prices"?

[Anonymous No.58865417]

>>58865371
does lunar lake come to desktop soon?

[Anonymous No.58865431]

>>58865412
The company is backed by the US government which sees moving semiconductor manufacturing out of Taiwan as a high priority matter of national security, so I don't think the company is going to go bankrupt at least. It's relatively low risk/high reward potential.

>>58865417
Arrow Lake will be their desktop CPU, they're also getting into the dedicated GPU market with Battlemage in an attempt to compete with Nvidia.

[Anonymous No.58865750]

i consider myself one of the useless eater masses
my first thought about this "lunar lake" is that it'll have hardware issues. if i'm thinking it so are the other cattle.

[Anonymous No.58865773]

>>58865431
> The company is backed by the US government
true
> also getting into the dedicated GPU market
and that's the problem, this is retarded, they cant compete with amd or nvidia not just cause hardware is shit but no sane dev gonna support incel chips.

[Anonymous No.58865782]

It's going to shit the bed
Mark my words. Intel stock is kill forever

[Anonymous No.58865907]

>>58865782
The government won't let it fail, they'll bail it out if they need to. There's bipartisan support for this because moving chip production to the US is an essential part of the country's long-term geopolitical strategy.

I'm telling you, the price now is the lowest it's been since the '90s because people panic sold over one bad generation after Intel was the market leader for decades. This is the cheapest shares will ever be.

[Anonymous No.58865922]

>>58865907
I’ll buy it at $2 like AMD.

[Anonymous No.58865947]

>>58865922
It's never going to drop that low, this is pretty much the lowest it'll get. Lunar Lake launches in about a month and will blow their competitors who invested into ARM chips outta the water. The design is really revolutionary, it'll be the first truly next-gen chip. Then the desktop version, Arrow Lake, will come out another month after that. This shit is as low risk/high reward as you're going to get.

[Anonymous No.58865978]

>>58865431
I was just asking because I don't think anyone really gives a shit about traditional video games anymore. It's all about mobile games now

[Anonymous No.58865992]

>>58865978
>It's all about mobile games now

That's why Lunar Lake (and the mobile version Panther Lake) is exciting. It's not an incremental update to an old design. It's a radical new design that will make it the most efficient x86 chip on the market. Its integration of AI tech makes it the first truly nex-gen chip. All the improvements to efficiency basically mean it'll be way more powerful while using way less energy, so devices can have drastically longer battery life and such. It'll revolutionize mobile, handheld, and laptop gaming.

Intel's 18A nodes are also ahead of schedule and by 2025 they'll have more advanced chip manufacturing capabilities than Taiwan. Seriously buy the dip.

[Anonymous No.58865993]

>>58865357
Most top analysts are saying Lunar Lake will be a flop. Shorting this is literally generational wealth.

[Anonymous No.58866001]

>>58865993
Nah ARM chips are finished. Intel was undervalued just because they had one bad generation, but they were always the industry leader and their investments over the past few years are finally going to pay off.

https://www.forbes.com/sites/davealtavilla/2024/06/03/intel-lunar-lake-set-to-fuel-the-next-wave-of-ai-pc-revolution/

[Anonymous No.58866019]

>>58865992
How heavy are your bags?

[Anonymous No.58866024]

>>58866019
I only just bought in today because I'm pretty confident this is the floor. Intel shares will be back to $30 within a month, they could be up to $100 by 2025.

[Anonymous No.58866054]

intel/amd are pretty cyclical, and historically buying them at a discount is easy money within a few years
so intel may rebound in the x86 space, but the problem is x86 is dying
zero presence in phones
near zero presence in tablets
more desktop/laptop computing tasks being shifted to gpu's, where intel is behind
existing applications and pc games aren't really cpu limited, you can have a 4-5 year old cpu and play 99% of games perfectly fine

[Anonymous No.58866193]

>>58866024
they have to execute PERFECTLY for the next 5 years to fail...much less increase the stock price

[Anonymous No.58866199]

>>58865371

The "mobile gaming" thunder has been lost to the Steam Deck nigger

[Anonymous No.58866200]

>>58865357

Intel is dead, invest in ARM

[Anonymous No.58866206]

>>58865357
it is a high risk move
but it is also high reward
will be keeping an eye on it

[Anonymous No.58866216]

>>58865907
TSMC is the US's golden ticket in the chip and processor political war. Intel lost.

[Anonymous No.58866220]

>>58865357
>intel is THE dividend stock to own for 20+ years
>intel down 40%+ on earnings
>intel cuts dividends to $0
>"guys intel is gonna be a growth stock now, bargain prices!"

[Anonymous No.58866226]

>>58865357
No thanks, I don't want a defective shit that will quite LITERALLY burn itself. Intel must've taken housefire inside, toaster etc. jokes too seriously. Also, you must be crazy for saying that intel's stock prices are going to increase just after all this shitshow about the chips cooking themselves.

[Anonymous No.58866246]

>>58866226
They had one bad generation but in a few weeks they're launching the next gen cards that use a radically different architecture involving AI.

[Anonymous No.58866251]

Intel will probably get bailed out, but they'll still have to hire pajeets which means this generation and the next could be flops.

I lost 50% in Intel literally bought near the top, and I don't think I'll buy anymore until things change.
Maybe I'll lose 100% lol

[Anonymous No.58866259]

>>58866251
Just hold it. Lunar Lake is so much better than what their competitors have and Intel 18A is ahead of schedule which means next year they'll have more advanced chip manufacturing capabilities than TSMC.

[Anonymous No.58866272]

>>58865357
>intel
we will see

[Anonymous No.58866277]

>>58866259
It's probably just 1-2 nm smaller with chabad tunneling architecture

[Anonymous No.58866282]

>>58866246
"Muh AI". Intel is a day late and a dollar short for the AI gravy train. They're never going to catch up to their competitors when their DEI hires cant even manufacture hardware anymore. Even if they do manage to make something half decent they'll have to throttle it into the Windows XP paperclip to stop the chip burning itself out. Go back to throwing rocks at Palestinians, Chaim.

[Anonymous No.58866343]

How rich am I going to be?

[Anonymous No.58866362]

>>58866282
>They're never going to catch up to their competitors

Intel and TSMC are the only companies in the world that can produce advanced chips. AMD completely depends on TSMC to exist. And then what happens if there's a war or China gets cocky? Intel is too important to fail.

[Anonymous No.58866364]

>>58866362
can you check my call options above and tell me if you think I'm going to be rich? Just need some more convincing so I don't tweak out and cancel my orders

[Anonymous No.58866373]

>>58866364
Not rich but you'll make some money. I think there'll be a rally starting in September when Lunar Lake comes out and a bigger rally in 2025 when their fabs start becoming operational. Intel will have the most advanced fabs anywhere in the world outside of Taiwan. They're arguably going to become the most strategically important company in the entire Western hemisphere.

[Anonymous No.58866424]

>>58866362
TSMC has already set up manufacturing in the Phoenix area as a provision for chink invasions in the case it happens.

[Anonymous No.58866449]

>>58866424
TSMC doesn't have any bleeding edge nodes in the US like Intel is building. All their fabs are one or two nodes behind. 18A will be better than anything TSMC has.

[Anonymous No.58866473]

>>58865947
Just set my buy for 2 dollars on binhood.

[Anonymous No.58866645]

>>58866362
>Intel and TSMC are the only companies in the world that can produce advanced chips
>coveniently disregards samsung
>AMD completely depends on TSMC to exist. And then what happens if there's a war or China gets cocky?
TSMC is being transferred to arizona for that exact reason.

[Anonymous No.58866659]

>>58865357
It's a pajeet central, I am not buying this peace of shit.

[Anonymous No.58866758]

>>58866449
intel only has euv in oregon right now and its an r&d fab that maybe shits out a few chips at extremely low yields. how well do you think a fab serviced by people from fucking portland runs?

[Anonymous No.58866814]

>>58866246

That's what you get when the previous CEO was a beancounter and fired real engineers for innovation. the fab business is money hungry and the competitors are generations ahead 4nm and lower Intel still on 10nm and maybe 7.

Desktop 13th and 14th Gen frying themselves is very bad news.

[Anonymous No.58866822]

>>58866473
based

[Anonymous No.58866841]

>>58865357
kek, shut up kike, Intel is gone

[Anonymous No.58866848]

>>58866645
>TSMC is being transferred to arizona for that exact reason.
OP is a retard but it hasn't been mentioned here that the factory in Arizona is making chips compatible with the Iphone 3 only, literally 10 years out of date due to the government stalling it for so long. It's literally a government cheese project created to fail so a senator can line his pockets.

[Anonymous No.58866893]

>>58865371

In the article:

"Moor Insights & Strategy provides or has provided paid services to technology companies, like all tech industry research and analyst firms. These services include research, analysis, advising, consulting, benchmarking, acquisition matchmaking and video and speaking sponsorships. Of the companies mentioned in this article, Moor Insights & Strategy currently has (or has had) a paid business relationship with AMD, Arm, Intel, Microsoft, Nvidia and Qualcomm."

Whole article is paid ad.

>>58865386
>>58865431

Intel stock tanks because bad earnings. 3 Qs, profit margin tanking every Q. Now badly negative + bad reputation on 13/14th instability and warranty disaster. Plus their AI ships are still shit. Losing CPU race to AMD (Intels new server CPU are shit compared to AMD price/performance). Thing is that people are starting to worry if Intel can survive the storm before they get theis new fabs into production. Also losing share in CPU market to AMD year by year...etc.

So there is a lot going on why people "panic sell" Intel. There is a lot of reasons to think that this stock has been overvalued.


Intel is not going to zero or die. But is this the stock bottom? I don't think so. Market will tank when they see Q3 earnings and problems in 13/14th gen start to really hurt theis sales. Q4 is going to be (probably) even worse.

I think this whole thread OP is paid ad.

[Anonymous No.58867335]

>>58866893
>I think this whole thread OP is paid ad.
either that or its pic related himself

[Anonymous No.58867415]

>>58865357
I asked ChatGPT about this and it told me it was too risky. I'll pass.

[Anonymous No.58867786]

>>58866893
>>58866814
Kids, will you shut the fuck up about your gayming cpus?
Intel makes the vast vast majority of its money from data centers, not fat idiots who play video games on their desktops.
Nobody cares about muh 3 year old cpu not run bideo game anymore, most of which is made up anyways

[Anonymous No.58867862]

>>58865357
Agreed. I felt this earlier this year and got in then, which in retrospect was probably a little early but I still think it was the right choice. Looking forward to it.