$200B INTC ISSUE — CEO DROPS $120M OF HIS OWN CASH. THAT'S CONVICTION 🏭💪
Entry: $95 🎯
Target: $136 📈
Talk about skin in the game. Intel upsized its raise to $200B, and CEO Pat Gelsinger didn't just cheer — he and his family subscribed to roughly $120M directly. That's management conviction in cold hard cash. 🏭
Institutions came in hot too — demand pushed past $100B, the issue priced at $95, and oversubscription rights were fully exercised. Guosen holds a Buy rating with a $136 target while raising 2026 and 2027 EPS estimates. 🔥
Foundry breakeven is projected for Q4 2027, 18A yields sit near 80%, and AWS, Google, and Microsoft are lining up EMIB adoption. The fight ahead: can bulls defend $95 and make $136 look conservative? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #INTC #Intel #Semiconductors #Foundry #Earnings
💪🔥
Entry: $95 🎯
Target: $136 📈
Talk about skin in the game. Intel upsized its raise to $200B, and CEO Pat Gelsinger didn't just cheer — he and his family subscribed to roughly $120M directly. That's management conviction in cold hard cash. 🏭
Institutions came in hot too — demand pushed past $100B, the issue priced at $95, and oversubscription rights were fully exercised. Guosen holds a Buy rating with a $136 target while raising 2026 and 2027 EPS estimates. 🔥
Foundry breakeven is projected for Q4 2027, 18A yields sit near 80%, and AWS, Google, and Microsoft are lining up EMIB adoption. The fight ahead: can bulls defend $95 and make $136 look conservative? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #INTC #Intel #Semiconductors #Foundry #Earnings
💪🔥