By skyforbes This thing can and, if macro allows, will go a lot higher. We have CES 2026 coming up early January where the Panther Lake chips will be fully revealed on 18A and benchmarks are already promising, then we have rumors about incoming foundry deals and lately a lot of demand for EMIB which is specialized chip packaging. Also Intels discrete GPU division is also looking better than ever (note on this is that we do have to find out how nvidia deal will affect this in the future).
Currently Intel is at only ~60% of AMD's market cap while making over two times their revenue. When more of Intels in house chips move to in-house fabbing margins will increase a lot because they don't have to pay TSMC 50% profit margins anymore. Flight potential for this stock is absurd and insanely assymetrical, even after the jump over the past few months.
In nana we trust.