From which company will you receive your first dividend in 2024? Or have you already received one?
For me, it will be Intel in March with an expected €133.
#intc
5Mon·
Intel is now the second best-performing stock in the Dow Jones since the beginning of the year, ahead of Microsoft and Apple (Salesforce in first place). In February, almost everyone was spitting on Intel shares and Intel CEO Pat Gelsinger was ridiculed as a bungler. At that time, I bought 400 shares at €27.15 each. Currently + 47% / +5,100€ in my portfolio. Intel is back!
1Mon·
Sale Intel with +27% / +€2,933 after 14 months holding period
Intel recently explained the plans for its foundry strategy and stated that it will probably not make money with it for another six years, i.e. 2030. The market sold off the share, causing it to fall 12% last week.
It was actually no surprise, as it is known that Intel is building or expanding many sites in the USA, Ireland, France, Italy, Poland, Israel and here in Magdeburg. New chip factories are expensive and take a long time to build. In Magdeburg there is only the field so far. Everything is actually known, but the market was disappointed and still doesn't trust Intel.
I have always said that Intel is only a turnaround story for very patient investors. I am still quite confident, but in the short term, various crypto stocks in the crypto bull market are more attractive. And as derivatives such as warrants, they naturally perform much better. Hence the shift to a faster horse. You can find out all the details about the new purchases as a patron in the Telegram group (advertising):
https://www.patreon.com/Techaktien
You could certainly hold Intel, but I'm taking a risk. I could well imagine buying Intel back next year, as I did in February 2023. With 1,000 AMD shares, I am still well invested in the semiconductor market. I currently only own four real stocks: AMD, Alphabet, Palantir and Take Two Interactive.
What do you think of Intel shares?
2Mon·
The world's best and newest ASML machine for chip production is now located in Oregon at Intel. Intel will receive six of the first 10 High NA machines and will produce chips for Microsoft, Broadcom, Qualcomm, UMC and Amazon from 2025. Orders worth 15 billion dollars have already been secured. Apple, Nvidia and AMD could also become Intel customers in the future.
The price of this machine is 380 million dollars. The Twinscan EXE:5000 High-NA EUV machine from ASML is indeed absolutely huge. A total of 250 crates are needed to transport the machine, which weighs around 130,000 kilograms.
A cargo plane transported the container in the video from the Netherlands to Portland, Oregon, and then a truck delivered one of the tool's key components. It will take 250 ASML and Intel engineers about six months to fully install the machine.
Intel will use its Twinscan EXE:5000 lithography tool primarily to learn how to use the High-NA-EUV technology. The company plans to test the use of high-NA lithography with its Intel 18A process technology (but not for high-volume production) and eventually adopt it with its Intel 14A manufacturing process for high-volume production.
I bought 400 shares of Intel about a year ago. They are up 46% since then. How many Intel shares do you have in your portfolio? #intel
#asml
#intc
https://youtu.be/3PCtf1ONYMU?si=f2NrOyL81kc2LYX-
www.youtube.comIntel Receives ASML’s First High NA EUV system
5Mon·
Intel - shares hit a new 52-week high yesterday. +49% since the beginning of the year.
Intel was acquired on Wednesday by the investment firm Mizuho Securities on Wednesday as it sees improvements in the PC and data center markets.
Analyst Vijay Rakesh raised his rating for Intel shares from "Neutral" to "buy" and raised his price target from 37$ to 50$ (current price: 41$). He pointed out that the company is likely to launch "significant" new server products and a new foundry customer in the next six months. In addition, Rakesh expects the PC and data center markets to experience an "upswing" in 2024.
And as the upcoming demerger (IPO) of the Programmable Solutions Group will add further 17$ per share, and with 2025 likely to be a "key transition year" for Intel's foundry services business, the stock has an implied total of about 84$.
"Arm is now leveraging its state-of-the-art chip design on Intel 18A (Node) and achieving very good performance results with these designs," said Intel CEO Pat Gelsinger. "I want every licensee of Arm chip designs to become our foundry customer in the future. Therefore, the acquisition of Arm's [IP base] opens up many business opportunities for our foundry."
It could be that in the medium term Intel will present a new major customer every few months or weeks for whom Intel will then build chips such as TSMC and Samsung are doing now. Each time, the share price could then receive a boost.
Furthermore, no subsidy money has yet flowed from the US CHIPS Act. According to the Wall Street Journal Intel is the leading contender for the potential receipt of billion $ in U.S. government funding for secure microchip manufacturing facilities for military and intelligence applications.
Intel is currently up 39% in my portfolio.
>> What do you think of the share? Are you also invested?
1111
5 Comments
5Mon
I picked it up at around €33 because the sell-off made no sense in view of the figures; the next hurdle on the chart is €44.
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33
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9Mon·
Thanks to good results, Intel rose this week by.9%. +31% since the beginning of the year. I (re)bought Intel at 27€ in Q1 and increased the original position. The stock seems to have found its bottom at 23€. Now at 33€. In the CNBC - video, the Intel CEO talked about the Intel Habana Gaudi AI accelerators, which are already long in use at AWS. He also talked about the plan to become a contract manufacturer like TSMC and Samsung.
Intel will get ASML's new High NA - machines first in 2025 before TSMC and Samsung.
What do you think about Intel?
10Mon·
#Intel and the U.S. research laboratory Argonne National Laboratory in Chicago have announced the completion of the Aurora supercomputer. It is the world's first 2 exaflops computer. Aurora comes with 21,248 Intel CPUs and 63,744 Intel GPUs.
