Intel stock is up 66% YTD.
this post was submitted on 02 Nov 2026
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Well, was 66%. Now its up 21%.
Intel started the year trading at $41. It's currently at $60
Yeah but that's not an inflammatory headline!
They were at 20 dollars a share 2 years ago, so, like, still a 3x increase in value since then. Just, dumping all the “Unga bunga! Datacenter carpeting planet!” Over hype valuation
Something that could be said after Black Tuesday in 1929: The DJIA was under 200 2 years ago, so, like, still a 25% increase in value since then.
One of the unspoken secrets of the Great Depression. The rich guys still only got richer, even as unemployment skyrocketed and public amenities were gutted.
The worst years for Wall Street were between the 1940s and 1960s, when the public sector surged and Americans saw the biggest increases in quality of life.
Kind of glad I timed my sale of tech sector index funds right at the peak of this bullshit.
You remember when they were the bad guys
They still are the bad guys. But can you remember when they were the good guys? Me neither.
Time to buy. Or not. WHO KNOWS.
Their recent laptop chips have been pretty decent though.
Well, if the real problem is RAM price, and I'm not convinced it is, more fabs are due to come online late next year. Ram and disk prices will come down eventually. Might be a year or two.
I'd be more worried that AMD is eating their lunch and will start on their dinner and breakfast before the prices drop again.
AMD can't compete with overall demand. They might be a marginal preferred vendor, but there's still enormous demand in excess of their production capacity.
A factory accident in Israel has shut production long enough to dent server chip shipments, while soaring memory prices are squeezing PC demand. The 28.6% drop erased about $140 billion in value and triggered a wave of downgrades. The stock is still up sharply for 2026, but has now given back about half its value since its June peak.
factory accident
Fuck Around, Find Out
I love the idea that the deregulation installed by the slopper barons might also lead to their own uninstallation.
I always thought that Intel was what kept AMD in place being a cool producer of linux-friendly components, so I pretty much dread the day AMD gets to be free from the shackles of competition.
The competition has been a boon for us plebe users. And I would expect AMD to continue be Linux friendly if for no other reason it costs them very little to nothing. And they aren't as intertwined with Microsoft as Intel has been for decades.
I'm keeping an eye on the RISC-V space. Not far off now... I hope
Unrelated to the topic discussed, but I absolutely hate that GIF's ability to spike my anticipation and never pay it off.
You have to watch just a little longer - trust me!
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Sorry, but AMD stopped pretending to be giving any fucks about the little guy. Lisa has been visiting those Trump AI dinner events. AMD is all in on producing AI hardware first and consumer hardware second.
As an European I'm ashamed that we have 0 presence in this market
At least Arm is British. Their instruction sets keep getting more popular.
Though I admit, it's a little hard for me to estimate how much of a contribution the Arm intellectual property makes to something like an Apple M5 CPU, or Nvidia Grace CPU.
Not true. The Netherlands has ASML, sort of a monopoly on the manufacturing of semiconductor machines.
Yeah but no actual semiconductors made here.
Well yeah because that is a near monopoly in Taiwan with TSMC. It is a supply chain and every part in that chain is just as valuable. There is a serious presence of Europe/The Netherlands in the form of ASML in the chip market. It is one of the bargaining chips of the Dutch government when it deals with the United States.
Isn't that just cope, to an extent? Yes, ASML is key to advanced semiconductors, but in a conflict or crisis that disrupts supply chains, who is going to run dry quicker - the ones able to build the thing that's needed for building fabs, or the ones who actually operate working fabs? My money is on the latter :/
Also, just because ASML is currently the only one capable of building EUV systems, does not mean it's guaranteed to stay that way forever. The Chinese sure are trying to follow suit…
These are valid worries, never claimed those weren't the case. However, saying Europe has "no presence in that market" is also not true, the presence is significant.
Strategically it would be smart to have working fabs in Europe too, it would just take a lot of time and investment. America already started working on it (if I remember correctly) and China is already closing in…
Fair, the world is rather nuanced after all. And you're right, there is indeed some presence there. I'm not convinced every part of the supply chain holds equal value, but that's subjective, I suppose.
Strategically it would be smart to have working fabs in Europe too, it would just take a lot of time and investment. America already started working on it (if I remember correctly) and China is already closing in…
Yeah, I wish. Our (=German) previous minister of economic affairs tried doing that, but a combination of Intel (maybe not the best choice in hindsight, but I don't blame him for that) and the government getting replaced by the current one lead by our beloved Friedrich Merz (yay Neoliberalism) put a stop to that for the foreseeable future. At least we still have some semiconductor manufacturing in Europe, that should make any potential catching up much easier than it otherwise would be.
In the case of a war, it would take just one drone to stop production for a very long time in one factory. Factories are big fat juicy targets that can't move.
a) I seriously doubt it would be that simple, factories typically don't stop production like that after a single hit (Perun talked about it recently). And even if a semiconductor fab was that brittle in and of itself, sophisticated air defense and a location deep inside, say, European or Chinese mainland might disagree with this notion. And if one really wanted to, it would be possible to move production underground.
b) 'Conflict' is what I wrote, not (hot) war. Owning and running semiconductor fabs domestically might well be indispensable in a cold/trade war.
There ain't no difference between the smell of dead bodies in the sun in a "conflict" or a "war".
And yes infrastructure IS that brittle. Just ask the Russians about Ukrainian drone attacks. And there is NO place on this earth that a missile can't reach.
You're right, how could I forget all those who gave their lives in the Chinese-American trade war? Or those who instantly dropped dead when Trump put tariffs on whatever country, followed by even more dead bodies when the retaliatory tariffs hit? Oh how the world mourned these tragic deaths!
Do me a favor and troll elsewhere
It's okay. Your continent's specialty is cheesemaking. And bread. You guys make good bread.
Good bread can be had anywhere. Even in your own kitchen. The best bread I ever had was baked under the crudest of conditions with the barest of utensils and then baked on a hot rock heated in a fire.
Now cheese on the other hand.......
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Another way to say that stock had become extremely overvalued and may be getting back to reality?
More that they lost an enormous amount of Capex to the Iran War all of a sudden.
is the bubble finally bursting? i thought it would be way higher than 29%
Intel stock is up over 200% over the last 2 years (even with this 29% drop) so it's way too early to say it's popped.
The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.
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