Intel for a long-term hold… still worth it?

General
1

Intel for the long haul… is it still a good bet?

This morning, Intel was around $18, so I bought more. There’s a lot of uncertainty in the market right now, and I feel like fear of a recession is keeping a lot of people on the sidelines.

What do you all think about Intel long-term? Tech is only going to get bigger, but is Intel strong enough to keep up with NVDA and AMD? Does the hype around NVDA fade at some point, making room for Intel to shine again?

Curious to hear your thoughts! Let’s keep it respectful.

2

Intel is still a major player and won’t disappear anytime soon. There’s even a chance it could go private.

That said, they’ve missed out on some of the biggest tech shifts—GPUs for AI and blockchain, mobile chips, even Apple moving away from them. They’re not exactly nimble or cost-efficient.

For me, investing isn’t just about believing in a company, but believing in it more than the other options out there.

3

@Drake
Exactly. It all comes down to opportunity cost.

Intel might recover, but when? If it stays flat for years before turning around, you’ll need patience. By then, other stocks could have outperformed it.

4

@Yan
Tariffs could play a big role too. If they can’t export to certain countries, that’s going to hurt them even more.

5

I honestly have no clue where Intel is headed. That’s why I just buy index funds and let the market figure it out.

6

Their best shot is making their foundry business profitable. But that’s going to take a long time.

7

:joy: Only true if they bring in a CEO who isn’t just a bean counter.

Right now, Intel is mostly useful for selling covered calls.

8

Geopolitics could help Intel make a comeback, but I don’t see any big moves happening this year. Their next-gen chips are delayed until 2026, and they still need to get their AI strategy sorted out.

So the real question is—are you willing to sit on this for 2+ years and hope it’s worth it?

9

Michael Mo for the long-term hold? :joy:

10

You can always invest later if they actually start showing results. No need to throw money at a turnaround that might never happen.

11

Made some money on Intel last year, but that was pure luck with timing. Wouldn’t touch it again.

12

Intel has a place in the chip market, but comparing it to Nvidia isn’t really fair. They’re in different leagues.

I’ve been investing heavily in tech for 25 years, both indexes and individual stocks, and I’ve never owned Intel outside of an index fund. I just think there are better long-term plays out there.

13

I’ve been in tech for years, and I don’t see Intel making a meaningful comeback. They’ve been mismanaged for decades. The only reason people still see value in them is nostalgia.

14

Whatever happened to the guy who dropped $700K on Intel right before it tanked? Anyone remember that?

15

I don’t even know anyone who buys Intel products anymore. I’d take an AMD CPU and Nvidia GPU over anything they offer.

16

Just because a stock drops doesn’t mean it’s a bargain. Intel is done.

17

Jory said:
Just because a stock drops doesn’t mean it’s a bargain. Intel is done.

Yup. The company is run by accountants, not innovators.

18

Intel might be fine if you’re thinking 20+ years, but even then, how do they beat TSMC, Nvidia, or AMD? You don’t have to beat them to make money, but nothing about their business screams ‘buy’ to me.