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← @inversorperga

$INTC

BEARISH2026-07-24
Price around the call
↓ 2026-07-24
By horizonMaturing · ~20 trading days to go
1d
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5d
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21d
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Original post
Inversiones Pergamino · 2026-07-24

El dato más importante de la presentación de $INTC no fue solamente el fuerte beat, sino el avance de Foundry. Ingresos por USD 5.800 millones (+31% interanual) y reducción de la pérdida operativa desde USD 3.200 millones hasta USD 2.100 millones. Además, la producción en 18A creció más de 50% trimestral, con mejoras en yields y costos. La demanda de IA amplía el ciclo más allá de las GPU hacia CPU, ASIC, packaging y fabricación. Intel todavía debe sumar grandes clientes externos, pero Foundry comienza a pasar de promesa a ejecución. El turnaround gana consistencia.

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