Q: Hi team,
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
Q: Dear Peter:
Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?
QCOM offer seems to have faded!
Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!
As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.
It is struggling to stay above 20$. Where is the floor?!
Any words of wisdom?
Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?
QCOM offer seems to have faded!
Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!
As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.
It is struggling to stay above 20$. Where is the floor?!
Any words of wisdom?
Q: Given all the negative news and the recent "retirement" of the CEO, what are your thoughts now on INTC? Has the last shoe finally dropped or can it get worse? Hard to believe the US gov would let the company dissolve given its desire to maintain leadership in chip design and production (although INTC has not been a leader in either for some time). Is this stock worth buying as a (gradual) recovery play or as a takeover target? Thanks.