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← @danieltniles

$INTC

BULLISH2026-08-10
Price around the call
↑ 2026-08-10
By horizonMaturing · ~0 trading days to go
1d
✓ +3.1%
5d
✗ -0.6%
21d
…
Original post
Dan Niles · 2026-08-10

Is $INTC about to be “super successful?” When they were asked on their July 23rd earnings call about the need to raise capital, which they are doing this morning with their $15B common stock offering, this is how the CFO answered: “we feel like we're in a really good place from a balance sheet perspective. We have over $30 billion of cash. We have a $10 billion revolver. So, we've got $40 billion of liquidity… Obviously, the fact that revenue and profitability and EBITDA are all expanding helps a lot in terms of the cash flow that throws off to the business. And additionally, we have… roughly, call it $10 billion of what it's called non-core assets that can still be monetized on the balance sheet… And we have seen, by the way, our customers willing to invest with us. And we've had pre-pays

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