INTC Intel Corporation

INTC Intel Corporation

Technology · Semiconductors

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $44.29 · VWAP $79.41 · +9.5% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

10 related campaigns

Watchlists @ai-bottlenecks@ai-infrastructure@ai-scan@insider-universe@semis@tech-insider-buys@thebuildout-advanced-packaging-2d3d-leaders@thebuildout-autonomous-vehicles-self-driving@thebuildout-co-packaged-optics-cpo@thebuildout-custom-ai-silicon-hyperscaler-asics +6

INTC Price Structure

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Peers

Every watchlist INTC belongs to, members best 30-day change first — INTC highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-glass-core-panel-level-packaging
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TSM-6.3% +1.5%1d +1.4%7d ASX-11.9% +2.5%1d -2.1%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d KLAC-22.5% -1.5%1d -12.2%7d AMKRE-26.3% +0.6%1d -6.0%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d
@thebuildout-data-center-switch-nic-vendors
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CSCO+0.1% +1.5%1d -0.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d MRVL-12.4% +2.3%1d +0.3%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d NOK-23.4% +3.3%1d -10.9%7d CLSE-28.1% -3.4%1d -14.4%7d INTC-29.1% +1.7%1d -3.2%7d
@thebuildout-package-substrate-interposer-ecosystem
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SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d MMM+1.9% -1.2%1d +5.3%7d TSM-6.3% +1.5%1d +1.4%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d KLAC-22.5% -1.5%1d -12.2%7d UMC-23.5% +1.9%1d -4.7%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d TTMI-36.3% +8.4%1d -14.7%7d
@thebuildout-data-center-networking-silicon
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CSCO+0.1% +1.5%1d -0.8%7d MCHP-2.0% -0.6%1d +0.3%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d LITE-19.3% +0.5%1d -8.3%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d ALAB-28.7% -0.3%1d -10.0%7d INTC-29.1% +1.7%1d -3.2%7d COHR-30.4% +0.7%1d -10.1%7d
@semis
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TXN+4.4% +1.9%1d +3.0%7d ON-2.5% -1.3%1d +0.3%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d SWKS-8.8% +1.3%1d +4.7%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d SOXX-15.5% +0.5%1d -3.1%7d AMD-15.9% +1.7%1d -2.3%7d AMAT-20.5% +0.4%1d -7.8%7d LSCC-20.9% -0.2%1d -7.2%7d MXL-24.7% -2.8%1d -11.0%7d AMKRE-26.3% +0.6%1d -6.0%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d
@thebuildout-autonomous-vehicles-self-driving
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TXN+4.4% +1.9%1d +3.0%7d ADI+1.5% +1.4%1d -1.1%7d MGA+0.4% -1.2%1d -3.1%7d NXPI-0.2% -1.2%1d +2.4%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d ON-2.5% -1.3%1d +0.3%7d LI-2.6% -0.7%1d +0.4%7d UBER-3.9% -3.4%1d -5.2%7d GOOG-5.3% -1.1%1d -5.8%7d APTV-5.5% -2.6%1d -4.8%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d GM-9.4% -1.7%1d -9.6%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d BIDU-14.0% -1.0%1d -3.7%7d STM-16.1% -0.2%1d -3.0%7d IFNNY-18.7% -2.2%1d -7.0%7d AUR-23.9% -1.0%1d -1.0%7d INTC-29.1% +1.7%1d -3.2%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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MSFT+4.8% +0.7%1d -0.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d GOOG-5.3% -1.1%1d -5.8%7d TSM-6.3% +1.5%1d +1.4%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d META-13.6% -1.0%1d -9.4%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d
@thebuildout-optical-transceivers-modules
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CSCO+0.1% +1.5%1d -0.8%7d TEL-3.0% -0.2%1d -2.2%7d GFS-4.4% +2.4%1d -4.9%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d APH-9.9% +1.4%1d -6.6%7d CIEN-10.0% -0.7%1d -3.8%7d JBL-11.3% +2.5%1d -1.5%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d ANET-15.3% +0.8%1d -2.6%7d STM-16.1% -0.2%1d -3.0%7d LITE-19.3% +0.5%1d -8.3%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d NOK-23.4% +3.3%1d -10.9%7d CRDO-24.0% -9.5%1d -13.2%7d TSEM-27.3% -0.1%1d -14.3%7d INTC-29.1% +1.7%1d -3.2%7d SANM-29.8% +0.8%1d -11.4%7d COHR-30.4% +0.7%1d -10.1%7d AAOI-33.2% -0.8%1d -10.7%7d
@thebuildout-advanced-packaging-2d3d-leaders
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DOW+13.8% +2.5%1d +8.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d MMM+1.9% -1.2%1d +5.3%7d NDSN-0.8% 0.0%1d -1.1%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d QCOM-10.8% +1.8%1d +2.2%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d NVMI-14.9% +0.4%1d -3.1%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d KLAC-22.5% -1.5%1d -12.2%7d UMC-23.5% +1.9%1d -4.7%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d
@thebuildout-co-packaged-optics-cpo
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IBM+8.9% +0.6%1d +9.2%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d CSCO+0.1% +1.5%1d -0.8%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d KEYS-10.9% +1.0%1d -5.0%7d JBL-11.3% +2.5%1d -1.5%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d VIAV-16.4% +0.5%1d -8.8%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d AMAT-20.5% +0.4%1d -7.8%7d TER-20.6% 0.0%1d -5.0%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d TSEM-27.3% -0.1%1d -14.3%7d CLSE-28.1% -3.4%1d -14.4%7d INTC-29.1% +1.7%1d -3.2%7d ONTO-29.6% 0.0%1d -10.0%7d COHR-30.4% +0.7%1d -10.1%7d AAOI-33.2% -0.8%1d -10.7%7d
@ai-infrastructure
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AMT+10.7% +4.1%1d +2.0%7d NTAP+9.8% +1.4%1d +5.7%7d ERIC+9.6% +2.7%1d +1.0%7d TLN+9.2% -1.1%1d -7.6%7d AWK+7.3% -0.3%1d +5.8%7d VMC+7.1% -2.6%1d +1.6%7d NEE+6.6% +0.2%1d +2.9%7d ECL+4.3% -1.3%1d -0.1%7d MLM+3.4% -2.0%1d +1.3%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d XYL+0.1% -0.5%1d +4.5%7d FFIV-0.1% +1.2%1d +3.0%7d EXTR-0.3% -0.3%1d +1.1%7d JCI-1.3% +0.7%1d -1.0%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d CEG-4.0% -0.7%1d -6.6%7d ATEN-4.9% +3.6%1d +4.0%7d DLR-5.0% +0.8%1d -2.0%7d AIQ-5.6% +0.3%1d +0.4%7d GNRC-6.3% -0.6%1d -3.0%7d EQIX-8.0% +0.3%1d -3.1%7d SCCO-8.4% +0.8%1d -7.7%7d APH-9.9% +1.4%1d -6.6%7d FCX-10.2% +0.9%1d -6.3%7d FSLR-10.4% +0.4%1d -0.4%7d SMH-12.3% +0.7%1d -2.3%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d TER-20.6% 0.0%1d -5.0%7d VRT-21.9% -0.7%1d -5.9%7d NOK-23.4% +3.3%1d -10.9%7d CRDO-24.0% -9.5%1d -13.2%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d INTC-29.1% +1.7%1d -3.2%7d NBIS-29.9% -0.3%1d -4.1%7d MOD-30.9% -1.4%1d -10.4%7d OKLO-32.1% -2.4%1d -5.8%7d ICHR-35.0% +0.2%1d -9.9%7d OSS-35.6% 0.0%1d -0.7%7d CRWV-37.6% -2.5%1d -11.7%7d SMR-38.0% 0.0%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d BRUN-56.2% -3.3%1d -18.7%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d 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SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@tech-insider-buys
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ASAN+26.9% +4.5%1d +21.9%7d HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d OKTA+3.7% +5.8%1d +13.8%7d AAPL+3.2% -0.1%1d +1.2%7d PLTR+2.6% +0.3%1d +5.8%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d SMCI-20.5% -2.3%1d +4.1%7d CRDO-24.0% -9.5%1d -13.2%7d IONQ-26.5% +0.3%1d 0.0%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d ARM-36.8% +0.1%1d -7.7%7d
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -1.3% complete
May 23 sell n/a Profit target +14.7% complete

Next earnings INTC reports in 6 days Oct 29

Last report Jul 23

Per secondary coverage — a r/stocks capture dated 2026-07-24, unverified against the filing or an earnings-call transcript — Intel's Q2 print showed revenue of $16.13B (+25% YoY, beating a roughly $14.4-14.45B consensus), non-GAAP EPS of $0.38-0.42 (versus a roughly $0.21 estimate), Data Center & AI segment growth of +59% YoY, and Q3 guidance of $16.3B reven...

full note →

Against street estimates

How INTC's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 23 · projection Oct 23

Result
Jul 23 0.220.42 GAAP ≠ +94.6%Beat
Apr 23 0.010.29 GAAP ≠ +2108.7%Beat
Jan 22 0.080.15+81.5%Beat
Oct 23 '25 0.010.23 GAAP ≠ +3162.4%Beat
Jul 24 '25 0.01-0.10 GAAP ≠ -1169.5%Miss
Apr 24 '25 —0.13 GAAP ≠ +2769.8%Beat
Jan 30 '25 0.120.13+8.7%Beat
Oct 31 '24 -0.03-0.46 GAAP ≠ -1533.5%Miss

Recent news

Headlines about INTC from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

INTC research tape

205 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

earnings INTC earnings — 2026-10-22 scan Tech Insider-Buys Scan — 2026-10-16 scan NVDA Ecosystem Scan — October 16, 2026 scan Insider Activity Scan — 2026-10-16 scan 2026-10-16 AI Scan
Types
Oct 22 Catalyst INTC earnings
INTC
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKREINTCARM +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKREINTCARM +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCAMDAMRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 30 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 21 Article CNBC: CPU stocks rally on agentic demand as oil drops on Iran-talks hopes — article
INTCAMDARMQCOMMETANVDAAVGO
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 17 Scan Monster Discover
AAMIABCLADPTAMCAMDAMLXANFAPA +4 more
Sep 16 pick Reuters — SK Hynix in talks to build memory in the US with Intel for the first time
INTCSKHYMU#memory-supercycle
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Monster Discover
AAMIABCLADPTAEHRAMCAMDAMLXANET +4 more
Sep 11 Scan Insider Activity Scan
ASANINTCTSMLLYPLTRAVGOPANWSNOW +3 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 10 Scan Monster Discover
AAMIABCLADPTAEHRAMDAMLXANFAPA +4 more
Sep 9 Scan Monster Discover
AAMIABCLADPTAEHRAMCAMDAMLXANF +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 8 Scan Monster Discover
AAMIABCLADPTAMCAMDAMLXANFARX +4 more
Sep 4 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 22 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 24 Market Signal Disclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain
NVDAAVGOMRVLAMDMUSNDKLITECOHR#memory-supercycle#optical-supercycle +4 more
Jul 23 Desk Move INTC — pelosi-trades buy
INTC
Jul 23 Catalyst INTC earnings
INTC
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKRE +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 9 Source Jabil as an under-priced 1.6T pluggable-optics maker
JBLAAOIINTC
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 4 Investigation SpaceX (SPCX) original S-1 full read, section by section
SPCXTSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 1 Investigation Trump policy / ticker catalyst event study
PLTRDELLIBMINTCNOK
Jun 1 Analysis Thread: Trump policy / ticker catalyst watch
PLTRDELLIBMINTCNOK
May 29 Source To be fair Trump did tell everyone to buy $DELL, multiple times this year. He di
DELLINTC
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKREAMZNARMASMLAVGOBE +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 28 Desk Move INTC — pelosi-trades buy
INTC
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more
May 5 Source The U.S. government now owns roughly 10% of $INTC. That original ~$9 billion inv
INTC
May 2 Source $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this t
BBNOKNVDAAMDINTCARMQCOMNXPI +1 more
May 2 Source I’m very selective when making long term investments. It’s rare for me to even i
INTC
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKREARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan Tech Insider Buys Scan
AAPLAMDARMASANASMLAVGOCRMINTC +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Source The CPU is the bottleneck in agentic AI, not the GPU. Up to 90.6% of an AI agent
INTC
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKREANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKREAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKREATEYYAXTIBECIENCRS +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKREARMASMLAVGOINTCMRVL +4 more
Apr 10 Scan Monster Scan
AAOIAMATAMKREAXTIBEBWCIENDAWN +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKREARMASMLAVGOINTCMRVL +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Podcast Dumb Money Live — End of War Trades
COPXJETSUAEAMZNHOODSKMBENVDA#war-ends-playbook +4 more
Mar 24 Scan AI Scan
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Mar 20 Scan Monster Scan
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Mar 13 Archive The War Perspective
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Mar 13 Scan Tech Insider Buys
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Mar 13 Scan NVDA Ecosystem
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Mar 12 Scan Tech Insider Buys Scan
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Mar 10 Scan Tech Insider Buys Scan
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Feb 23 Scan Insider Activity Scan
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Feb 9 Scan AI Infrastructure Scan
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Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
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Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
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Feb 2 Scan AI Universe (Expanded)
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Jul 21 '25 Article Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
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