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INTC

+59 pts



A "Historic" Miss

By Thomasidea on July 30, 2022, 8:50 a.m.
Tagged topics: semiconductors

Views: 24, Votes: 3, Responses: 0, Attachments: 1
INTC

+37 pts



$INTC Intel sees a major inventory correction 2q/3q

By realmomobags on July 29, 2022, 4:02 a.m.
Tagged topics: earnings results

Views: 16, Votes: 4, Responses: 0, Attachments: 1
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+43 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 46, Votes: 6, Responses: 1, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 28, Votes: 4, Responses: 0, Attachments: 1
SNPS , CDNS , NVDA , AMD , INTC , AVGO , MRVL

+42 pts



Semiconductors Chip Design Software Outlook Solid on Increasing Chip Design Activity and Expanding Customer Base; SNPS and CDNS Winners

By scorpioduck on June 21, 2022, 3:20 p.m.
Tagged topics: semiconductors

Views: 173, Votes: 6, Responses: 0, Attachments: 1
INTC

+35 pts



$INTC 2Q Tracking Behind

By labjordan on June 10, 2022, 1:27 p.m.
Tagged topics: analyst lowers estimates

Views: 22, Votes: 5, Responses: 0, Attachments: 1
INTC

+32 pts



Intel Takes AI Leadership From Nvidia (Seeking Alpha Article)

By beat_the_street on May 21, 2022, 3:30 a.m.
Tagged topics: AI

Views: 25, Votes: 3, Responses: 0, Attachments: 0
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 40, Votes: 4, Responses: 0, Attachments: 1
AMD , INTC , NVDA , MRVL , AVGO , ANET , JNPR , FFIV

+18 pts



The high level play on Intel is that it is aiming to become, for lack of a more American term, a national champion. Gelsinger has...

By wineced142@azteen.com on May 9, 2022, 9:04 p.m.
Tagged topics: analyst checks

Views: 36, Votes: 7, Responses: 0, Attachments: 0
AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 57, Votes: 5, Responses: 1, Attachments: 1
INTC

+34 pts



$INTC PC Headwinds Lead to 2Q Miss, Bar Raised for 2H

By josiebe on April 29, 2022, 3:11 p.m.
Tagged topics: earnings results

Views: 26, Votes: 2, Responses: 0, Attachments: 2
INTC

+37 pts



$INTC Intel mixed quarter, as PC weakness weights on 2q

By realmomobags on April 29, 2022, 4:08 a.m.
Tagged topics: earnings results , semiconductors

Views: 26, Votes: 4, Responses: 0, Attachments: 1
AMD , INTC

+48 pts



$AMD - analysts see continued share gains as 'inevitable' given $INTC roadmap through 2024

By bbern3 on April 25, 2022, 1:11 p.m.
Tagged topics: market share gains , table pounding buy

Views: 166, Votes: 6, Responses: 1, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 40, Votes: 7, Responses: 0, Attachments: 0
TXT , INTC , BAX , TWLO , PYPL , RNG , LEN , MHK , GM

+37 pts



Factor volatility rises to all-time-high; Tactical Trades: TXT, INTC, BAX

By ethonomics on April 13, 2022, 4:22 p.m.
Tagged topics: tactical trades

Views: 29, Votes: 3, Responses: 0, Attachments: 1
AMD , INTC , XLNX , LSCC

+34 pts



2022 China Semi Expert Series - FPGA/CPU/GPU Localization

By realjoe on April 11, 2022, 12:21 p.m.
Tagged topics: analyst checks

Views: 32, Votes: 3, Responses: 0, Attachments: 1
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 76, Votes: 6, Responses: 1, Attachments: 1
MU , JBL , AAPL , AVT , CSCO , NOK , INTC , MRVL , NVDA , QCOM , Semiconductors

+61 pts



Semiconductors - analysts say we may be 6 months away from an industry downturn

By bbern3 on April 4, 2022, 2:08 p.m.
Tagged topics: analyst checks , deep dive

Views: 257, Votes: 13, Responses: 0, Attachments: 1
INTC , AMD , NVDA

+50 pts



$INTC $AMD $NVDA - Asia supply chain checks indicate strong demand for server, weakness for consumer PCs

By bbern3 on April 1, 2022, 11:17 a.m.
Tagged topics: analyst checks

Views: 192, Votes: 6, Responses: 1, Attachments: 1