← @danieltniles

$INTC

BULLISH2026-05-20
Price around the call
2026-05-20
By horizonMaturing · ~8 trading days to go
1d
+0.7%
5d
-5.1%
21d
Original post
Dan Niles · 2026-05-20

Multiple ways to win w/ $INTC. 1) GPU:CPU ratio from 8:1 to 4:1/1:1 w/ Agentic AI, 2) potential $AAPL foundry ramp before YE, 3) Billion $ packaging deals likely coming, 4) EV/Sales ~20-35% below $TSM & $AMD 5) -23% from 5/11 pk to 5/19 trough removes overbought technicals.

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