is Intel a deep value stock?

Ойын-сауық

NVIDIA has been dominating the AI market with their AI accelerators, but Intel’s Gaudi accelerators hope to steal some of their market share at a much lower price point. The problem? Intel’s foundry revenues are operating at a massive loss and are not growing. Intel is also seeing weakness in their FPGA and autonomous driving solutions. Can Intel turn things around and recover, or is the stock best avoided?
00:00 INTC at 5-Year Lows
00:30 What Does Intel Do?
01:22 Intel Products
02:44 Intel Foundry & Other
04:53 Intel Business Segment Performance
06:21 Can Intel Recover?
07:28 INTC Stock Analysis
09:02 Is INTC a Buy?
$INTC $NVDA $AMD

Пікірлер: 26

  • @cagrialpar3026
    @cagrialpar302614 күн бұрын

    I was bought intel shares on june 2024. I want buy each month with my saving. my biggest affair this stock already bought by vaguard blackrock & state street. My orhers affair is intel company has not financial discipline. However intel is too much potantial. good video ty.

  • @actualinvesting

    @actualinvesting

    13 күн бұрын

    I agree they have great potential. Thank you! Good luck to you :)

  • @bryanhilfiger2842
    @bryanhilfiger284212 күн бұрын

    At the moment I am up on intel 13% and I’ll most likely sell around $40, I remember making a report on them during college and they were sitting at $50 5 years ago, so will I take the risk and sell on $50 probably not

  • @actualinvesting

    @actualinvesting

    12 күн бұрын

    Fair enough! You got a good price it sounds like. Out of curiosity, what was the report about?

  • @bryanhilfiger2842

    @bryanhilfiger2842

    11 күн бұрын

    @@actualinvesting my college report? Haha so the professor has a portfolio but one man can only know so much so every year he gives a assignment to write on a company that isn’t on his portfolio, this guy in my group was really into pc components and a fan of intel, so he really wanted intel and went with that but in the end we have to give our personal opinion if we’d personally invest and after looking at their P/E ratio, gains quarter reports, etc said no, and glad I said no because I’d be down if I invested 5 years ago

  • @user-wb7tr3sw8o
    @user-wb7tr3sw8o14 күн бұрын

    Подскажите следует ли сейчас заходить в INTC ?

  • @actualinvesting

    @actualinvesting

    14 күн бұрын

    Depends on your goals and tolerance for risk. Do you look for stable and steady returns, or are you looking for a potential big winner? I think Intel would be a good buy if you can handle some risk and you’re looking for a bigger reward. It looks cheap, but only because they have a lot of uncertainty.

  • @nickjerrat
    @nickjerrat14 күн бұрын

    I looked closely into Intel and decided not to invest. Of course the reason being that TSMC is a possible supply chain issue due to it's location. Intel's foundries are already well advanced and not doing very well, and there are lots of other foundries in the US, not just Intel to compete with on the AI boom. Intel are getting lots of government incentives and still can't make it work. Hopefully Intel will do well but I'm not going to risk it either, despite the drop to 5 year lows.

  • @h.b.9694

    @h.b.9694

    14 күн бұрын

    is this sector it takes years to work out building such high end facilities in Ohio and Europe will be key. this is a true long term value play. buffett's saying be greedy when others are fearful fits perfectly (July/2024).

  • @goldenstars5181

    @goldenstars5181

    14 күн бұрын

    @Nickjerret... Did you intentionally leave out TSMC receiving $$$$BILLIONS, around $10+ BILLION free money from USA, EU, Japan etc.. and TSMC is bla foreign company..

  • @h.b.9694

    @h.b.9694

    14 күн бұрын

    The West does not want to rely on one Taiwanese chip company. Especially with the risk of being take over by China. They want to diversify and more or less control the production in their western territory. The market is and will be big enough for several players in this space.

  • @Diamond_Hanz
    @Diamond_Hanz15 күн бұрын

    Going to $69

  • @actualinvesting

    @actualinvesting

    15 күн бұрын

    $69.420 actually

  • @MattReadReview
    @MattReadReview15 күн бұрын

    They have lost all ability to attract the top talent in the industry. It's hard to catch up against companies that only execute at the highest of level, with the highest talent. If you are the best young talent in photolithography, you are not choosing intel over ASML. If you are a promising young talent and interested in semi manufacturing and design, will you choose TSMC... Applied Materials... ARM? Intel laughed at AMD spinning off their foundry operations in 2009... who is laughing now. It is hard to play catch up when the other team has thousands of Tom Brady clones further advancing at the same time.

  • @actualinvesting

    @actualinvesting

    15 күн бұрын

    Well said. It’s hard to see this turnaround story working out in Intel’s favor. But their current valuation does reflect a lot of pessimism, so even slightly decent execution might lead to a rising share price. But I agree, they lost their edge completely.

  • @molikoli9802

    @molikoli9802

    14 күн бұрын

    ​@@actualinvestingI don't think you can just say they choose TSMC considering you would basically have to move to Taiwan.

  • @LandonDean-zk4wn

    @LandonDean-zk4wn

    14 күн бұрын

    Intel's foundry business is now a huge tailwind as it's a national security risk to rely on TSMC. Intel will catch up and become the second biggest player in the world.

  • @MattReadReview

    @MattReadReview

    14 күн бұрын

    @@LandonDean-zk4wn Intel's main goal is to eventually become number 2 in the space. They have 2% of the market. Samsung is in second with 11%. Their goal is to surpass a business that has 11% of a market. If companies are accepting, they cannot compete with TSMC, then maybe... the security risk is overblown. China will not cut themselves off of the semi supply chain. They've invested billions in doing so and still cannot.

  • @user-bk5sp1cn1w
    @user-bk5sp1cn1w14 күн бұрын

    I’m going to withdraw my 401k and put it all on August Calls

  • @actualinvesting

    @actualinvesting

    14 күн бұрын

    Please don’t do that 😂

  • @actualinvesting

    @actualinvesting

    14 күн бұрын

    Or, if you do, make sure to post it on WallStreetBets and get some karma out of it, haha

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