Intel -- INTC -- Friday, January 26, 2024

Locator: 46649INTC.

We're going to start slow this morning. So much news starting at 4:30 a.m. this morning -- it's just overwhelming. So instead of trying to catch up, I'm just going to go slow and get moving later.

But to start, the two big stories in business / investing this past three months: Hertz and Intel.

OMG. [Note: this is not a ticker symbol.]

And both stories were 1000% predictable. 

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Reminder: I am inappropriately exuberant about the US economy and the US market.

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Intel -- INTC

I do not know if the following is real, fake, parody, AI-generated, deep-fake, or Jensen Huang's commentary, but it is what it is over at twitter. It is from a very, very credible source, "Earnings Whispers."

From Barron's:

We'll get the CNBC blurb later today but based on the live commentary, it's going to be awful.

I've blogged about Intel for at least a year, but this might be as good as any from the past: 2 nm chips by 2026.  AAPL and TSM. Intel gave up at 10 nm.

Going forward, Intel's self-acknowledged "bar to beat": AMD. 

So, a year or two from now, we can compare INTC with AMD.

And, oh by the way, I forgot that INTC cut its dividend by half (?) a year ago.

Jim Cramer on iNTC recently.