Some companies don’t win by telling new stories—they survive for a long time because “you can’t get around them.”
I get that feeling when I look at $INTC .
As I understand it, Intel’s main direction is still the kind of company focused on chips and the underlying compute infrastructure.
The characteristic of this kind of track is that people often complain that it’s old-fashioned in normal times. But once the market starts re-examining the basics of infrastructure again, it gets pulled back up and priced seriously.
Honestly, I’m more bullish on it—not because it’s especially sexy.
Rather, it’s because people’s patience for compute, endpoint devices, data centers, and similar directions is returning now. And when these established brands come back into focus, their flexibility may not be worse than that of new names.
I think there are two things that stand out.
One is its industry position.
When many people think of old companies, they assume they’re slow. But in the business of core hardware, if you can stay on the table for the long term, it basically means you’ve accumulated something.
Brand recognition, supply chain, technical path, customer relationships—none of that can be swapped out casually.
The other is that the runway isn’t finished.
Whether it’s AI or enterprise compute, in the end it all has to land on chips and foundational hardware—it can’t stay only at the level of emotions.
Daytime, I draw diagrams and change requirements until I want to cry. At night, I watch the market while eating cold takeout alone—and now I’m increasingly concerned about this kind of “not the hottest, but always has a place” target 😅
And it’s not like nobody’s watching it.
Today it’s ranked fairly high on Binance’s US stock perpetuals list by trading volume. In the past 24 hours, it traded 143.39M USDT, which shows the attention is real.
With the price at $106.1, it’s still up 4.50% during the day—so it’s not in a state where there’s absolutely no capital behind it.
But I’m not rushing in blindly either.
The issue with this kind of stock is that people will watch it with higher expectations. As long as the pace is a bit slow, the market can get impatient.
Also, at this level, it isn’t far from the intraday high of $107.75. Personally, I’m more inclined to wait for a pullback before looking further—I don’t want to chase too urgently.
So my stance is very clear: I’m bullish overall, but I prefer it to play out as “repeatedly raising the cost basis,” not to blast up too hard in one go.
If you really want to trade it, you also have to accept that it’s not the kind of stock that instantly makes people get excited.
That’s my view—your money, you decide. $INTC #美股
I get that feeling when I look at $INTC .
As I understand it, Intel’s main direction is still the kind of company focused on chips and the underlying compute infrastructure.
The characteristic of this kind of track is that people often complain that it’s old-fashioned in normal times. But once the market starts re-examining the basics of infrastructure again, it gets pulled back up and priced seriously.
Honestly, I’m more bullish on it—not because it’s especially sexy.
Rather, it’s because people’s patience for compute, endpoint devices, data centers, and similar directions is returning now. And when these established brands come back into focus, their flexibility may not be worse than that of new names.
I think there are two things that stand out.
One is its industry position.
When many people think of old companies, they assume they’re slow. But in the business of core hardware, if you can stay on the table for the long term, it basically means you’ve accumulated something.
Brand recognition, supply chain, technical path, customer relationships—none of that can be swapped out casually.
The other is that the runway isn’t finished.
Whether it’s AI or enterprise compute, in the end it all has to land on chips and foundational hardware—it can’t stay only at the level of emotions.
Daytime, I draw diagrams and change requirements until I want to cry. At night, I watch the market while eating cold takeout alone—and now I’m increasingly concerned about this kind of “not the hottest, but always has a place” target 😅
And it’s not like nobody’s watching it.
Today it’s ranked fairly high on Binance’s US stock perpetuals list by trading volume. In the past 24 hours, it traded 143.39M USDT, which shows the attention is real.
With the price at $106.1, it’s still up 4.50% during the day—so it’s not in a state where there’s absolutely no capital behind it.
But I’m not rushing in blindly either.
The issue with this kind of stock is that people will watch it with higher expectations. As long as the pace is a bit slow, the market can get impatient.
Also, at this level, it isn’t far from the intraday high of $107.75. Personally, I’m more inclined to wait for a pullback before looking further—I don’t want to chase too urgently.
So my stance is very clear: I’m bullish overall, but I prefer it to play out as “repeatedly raising the cost basis,” not to blast up too hard in one go.
If you really want to trade it, you also have to accept that it’s not the kind of stock that instantly makes people get excited.
That’s my view—your money, you decide. $INTC #美股