Huh, I'm used to "stock collapses" headlines being a 2% daily fluctuation. Actually down 50% over the past month. But then again, up 50% over the past year. Sure is great when stocks of companies that are foundationally important to the world economy are being traded like meme stocks.
Yup we live inside an ever growing noise factory thanks to modern news/social media attention harvesting dynamics. All sides are using it on autopilot.
The systems are optimized for pumping more and more bits out. Not to measure/reduce noise and increase signal.
Individually its easier to tune it out.
Intel was at 15 bucks for multiple years post its peaks.
Anyone remember when a college student invested $700,000 of his grandmother's inheritance into Intel back in August 2024? He was a huge meme at the time; I bet he was singing a different tune a few weeks back!
Im still bullish on them at this price though. The terafab (already under construction) collab with Elon and 14A being the most powerful chip when they get it right has a lot of potential.
I'm still salty at them for fumbling Optane, Gaudi, Altera and the Xeon Phi. the company seems like it's full of talented engineers working under terrible leadership.
Intel bring the knowledge but doesn't operate and it's not the only partners in talk. They are not tied into the production at any step beyond the blueprints.
Nah they've been "out of fashion" for 5+ years, and in that time AMD took their datacenter crown, which was also encroached on by various ARM hyperscaler systems.
PCs are like 5% of computing devices. Very important for business offices but not outside of that niche. And mass amounts of servers can be adapted to whatever is cheapest. Google wouldn't insist on AMD64 - they'd port to ARM if ARM was cheaper. And if you do want AMD64, AMD currently makes better AMD64 chips.
That's just one small event along the way, one that occurred many years after Intel started slipping enough for long enough that an iPhone was more powerful than an Intel laptop and after Intel's fabs failed to produce a useful new generation many generations in a row and after Intel acquired many companies just to spin down their products and after...
The big question I have, why isn't Nvidia's stock falling quickly ? Nvidia's GPUs are the most in demand chip for AI. Seems Nvidia stock is also falling, but not as much. I would think it would fall almost as quickly as Intel.
Apple Silicon launched in Mac, the first couple iterations worked/sold great. By the launch of M3 market realized it wasn't a fluke and that x86 was dead but still fundamental due to deployment at the time
Flash forward a couple more years to now it's all about efficient model training which sucks on generic CPUs so everyone is buying and designing other chips
Two big consumer pivots over 4-5 years and boom ...they're IBM and handed lifelines to shore up chip manufacturing in the US for strategic reasons but Intel essentially manufactures rotary phones right now. Maybe the fab biz will get modern designs right. We'll see
I understand nothing but I want to join the conversation.
It seems to me that nvidia bubble is still to burst.
There is a trust me bro circle where Nvidia somehow sold GPU to itself so it can host someone else's models.
Maybe three years ago or a little more they announced they plan to move away from consumer end and focus on cloud. Back then it did not make much sense because everybody though "how the f Nvidia will manage clouds like AWS?" And their business model seems to me that it is a shared risk model where Nvidia don't "own" the cloud but pay for its GPU to have that market share.
I think it would make much sense if the thin layer those, how did the greedy musk said, neocloud/cloudfronts or whatever, were not so brittle due to the lack of market demand.
I have the impression they had a gold strategy for them but for some reason they rushed it too much and now they broke the market before they could profit from it.
I can imagine that if they didn't hoard their own resources to create scarcity artificiality, they would possibly have a stronger position in the market.
I can only think they did this because (A) they know the current government will bail them out and (B) someone was worried that China could hoard those GPUs first.
But as I said, I don't understand much of the topic, but it seems to me they are try to get as much money as soon as possible and that looks scam-ish to me. They all put investment rounds too close to each other, started creating concerning stories and "rogue" AIs at the same time. Maybe I'm being too paranoid, but so far those guys have been pulling some hat tricks and I think I know who will pay the bill
Edit:
Also I think the big ones artificially produced better numbers by doing massive layoff rounds. Depending on how those happen, it produces almost an immediate loss that can be smoothed, and then a peak on profit, and then we will see if their numbers keep up 2 or 3 quarter after that.
Maybe I have trust issues, but man, this does smell weird.
Nvidia is still the only game in town for training at scale, and the fastest for inference (plus, at scale, the cheapest for inference, as hard as that sounds to believe)
Intel, like Boeing cannot fail. If you believe they can, you better start searching for a bunker.
Advanced chip manufacturing is so incredibly hard. The finance bozos are clueless, again.
Huh, I'm used to "stock collapses" headlines being a 2% daily fluctuation. Actually down 50% over the past month. But then again, up 50% over the past year. Sure is great when stocks of companies that are foundationally important to the world economy are being traded like meme stocks.
Considering they were $17/sh in Nov 2024 and $36/sh in Nov 2025, today's price of $67.50 seems like a huge return in just two years.
Yup we live inside an ever growing noise factory thanks to modern news/social media attention harvesting dynamics. All sides are using it on autopilot.
The systems are optimized for pumping more and more bits out. Not to measure/reduce noise and increase signal.
Individually its easier to tune it out.
Intel was at 15 bucks for multiple years post its peaks.
Anyone remember when a college student invested $700,000 of his grandmother's inheritance into Intel back in August 2024? He was a huge meme at the time; I bet he was singing a different tune a few weeks back!
I'm not sure it's quite like a meme stock, it's dropping because their earnings were below what was expected.
Im still bullish on them at this price though. The terafab (already under construction) collab with Elon and 14A being the most powerful chip when they get it right has a lot of potential.
I'm still salty at them for fumbling Optane, Gaudi, Altera and the Xeon Phi. the company seems like it's full of talented engineers working under terrible leadership.
It's a little odd they are completely missing the ddr5 gold rush when they are sitting on fabs.
Fabricating memory requires different techniques than logic, and it would take Intel several years to develop a commercially useful DRAM process.
Memory fabs and logic chip fabs are quite different.
Intel bring the knowledge but doesn't operate and it's not the only partners in talk. They are not tied into the production at any step beyond the blueprints.
Intel isn't important though.
It only runs, what, 90% of PCs, laptops, and servers in the world?
Maybe a decade ago, but they have lost market share every year since and currently sits around 60% and it still decreasing.
The entire consumer laptop market is about four data centers
Which one would the world miss more if disappeared overnight?
Nah they've been "out of fashion" for 5+ years, and in that time AMD took their datacenter crown, which was also encroached on by various ARM hyperscaler systems.
PCs are like 5% of computing devices. Very important for business offices but not outside of that niche. And mass amounts of servers can be adapted to whatever is cheapest. Google wouldn't insist on AMD64 - they'd port to ARM if ARM was cheaper. And if you do want AMD64, AMD currently makes better AMD64 chips.
Any company with advanced fabs is important now. We've got shortages of CPUs, GPUs, RAM, etc. Many of these shortages will persist till 2030.
id argue leading edge fab and packaging capacity is importantish
I really want to see how all the people freaking out at a 1.5% market "rout" will react when an actual correction happens.
Where are you seeing 1.5%? I see 8% in the last 24 hours, 35% in the last week, and 49% in the last month. You don't think this qualifies as a "rout"?
The genesis of this is when Apple moved from Intel to their own chips.
That's just one small event along the way, one that occurred many years after Intel started slipping enough for long enough that an iPhone was more powerful than an Intel laptop and after Intel's fabs failed to produce a useful new generation many generations in a row and after Intel acquired many companies just to spin down their products and after...
I guess Trump is going to have to stop bragging now about the US government buying Intel stock.
Definitely, because his shtick falls apart without his legendary consistency and accountability.
The big question I have, why isn't Nvidia's stock falling quickly ? Nvidia's GPUs are the most in demand chip for AI. Seems Nvidia stock is also falling, but not as much. I would think it would fall almost as quickly as Intel.
I wonder if something else is happening to Intel
Nvidia Stock:
https://finance.yahoo.com/quote/NVDA/
Intel Stock:
https://finance.yahoo.com/quote/INTC/
Apple Silicon launched in Mac, the first couple iterations worked/sold great. By the launch of M3 market realized it wasn't a fluke and that x86 was dead but still fundamental due to deployment at the time
Flash forward a couple more years to now it's all about efficient model training which sucks on generic CPUs so everyone is buying and designing other chips
Two big consumer pivots over 4-5 years and boom ...they're IBM and handed lifelines to shore up chip manufacturing in the US for strategic reasons but Intel essentially manufactures rotary phones right now. Maybe the fab biz will get modern designs right. We'll see
Because people are buying Nvidia products way more than Intel products, one would think. Nvidia owns the whole AI movement. Intel doesn't.
A better comparison is probably AMD, since they also make server CPUs.
https://finance.yahoo.com/quote/AMD/
I figured the current owners of INTC stock are betting on the success of their fab business.. I think that's still to play out.
I understand nothing but I want to join the conversation.
It seems to me that nvidia bubble is still to burst. There is a trust me bro circle where Nvidia somehow sold GPU to itself so it can host someone else's models. Maybe three years ago or a little more they announced they plan to move away from consumer end and focus on cloud. Back then it did not make much sense because everybody though "how the f Nvidia will manage clouds like AWS?" And their business model seems to me that it is a shared risk model where Nvidia don't "own" the cloud but pay for its GPU to have that market share. I think it would make much sense if the thin layer those, how did the greedy musk said, neocloud/cloudfronts or whatever, were not so brittle due to the lack of market demand.
I have the impression they had a gold strategy for them but for some reason they rushed it too much and now they broke the market before they could profit from it.
I can imagine that if they didn't hoard their own resources to create scarcity artificiality, they would possibly have a stronger position in the market. I can only think they did this because (A) they know the current government will bail them out and (B) someone was worried that China could hoard those GPUs first.
But as I said, I don't understand much of the topic, but it seems to me they are try to get as much money as soon as possible and that looks scam-ish to me. They all put investment rounds too close to each other, started creating concerning stories and "rogue" AIs at the same time. Maybe I'm being too paranoid, but so far those guys have been pulling some hat tricks and I think I know who will pay the bill
Edit: Also I think the big ones artificially produced better numbers by doing massive layoff rounds. Depending on how those happen, it produces almost an immediate loss that can be smoothed, and then a peak on profit, and then we will see if their numbers keep up 2 or 3 quarter after that. Maybe I have trust issues, but man, this does smell weird.
the markets that Intel focuses on have larger/easier freedom of choice for the consumers, for one.
things are changing but there is a sort of "no one ever got fired for using nvidia for inference." thing going on.
Nvidia is still the only game in town for training at scale, and the fastest for inference (plus, at scale, the cheapest for inference, as hard as that sounds to believe)
I think both Google and AMD both prove this is not true anymore.
To use Google chips you have to be Google, and AMD continues snatching defeat from the jaws of victory with almost every executive decision.
No. This is also not true anymore. In fact they are even letting other cloud providers buy them like Oracle.
https://www.oracle.com/news/announcement/ai-world-oracle-bri...
Anthropic and OpenAI both use large numbers of Google Tensor chips.
Unless your town is in China
Black Friday this week!