Substack · 👀📈 CEOWatcher · CEO Watcher
CEO Watcher Q2'26 Insider Trading Report
Software insider purchases have been paying off and four industries to watch in Q3
US · 16 entries · 10 publications
INTC
Intel
- Entries
- 16
- Bullish
- 0
- Bearish
- 0
- First
- Jun 29, 2025
- Latest
- Oct 23, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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1Timeline
Newest to oldest- October 2026 1 entry
Substack · Business Model Mastery · The Antifragile Investor
Nvidia stock analysis: 75% gross margins, but who profits when AI chips become obsolete?
TSMC earns 59% operating margins, Broadcom’s AI chip business grew 221%, and Intel’s foundries lost $2.1 billion. The difference is who must pay to keep up.
Since publication INTC +4.0% α +3.3 pp vs S&P 500 · USD
- July 2026 5 entries
Substack · Old Money Investing
Welcome to Earnings Intel
How we turn thousands of earnings releases, market expectations, competitor results, and options prices into a short list of the earnings events that actually matter.
Since publication +10.5% α +5.6 pp vs S&P 500 · USD
Substack · Alex_Intel_
Intel and SK Hynix Ohio Rumor Confirmed by Ohio Senator
Similar to TeraFab, there is a lot to this JV/Partnership, and I go over my different scenarios with their pros and cons.
Since publication INTC −1.3% α −4.9 pp vs S&P 500 · USD
Substack · MetaMacro · Ridwan Adetu
Intel and IMAX Q2'26 Earnings Review
Neutral on INTEL; Moderately Bullish on IMAX
Since publication −2.0% α −5.6 pp vs S&P 500 · USD
Substack · Alex_Intel_
Intel's Long-Term Earnings Power Remains Underestimated
As Pat Gelsinger said during the 2024 financial recast, Intel Foundry only generated enough cash to cover CAPEX during the best days of 14nm. Going forward, Intel Foundry will be much more profitable.
Since publication −19.6% α −21.4 pp vs S&P 500 · USD
Substack · Suiman's Insights · Suiman Aimam
Intel’s Historic Peak: A New Dawn or a Dot-Com Echo?
The semiconductor sector is no stranger to wild valuations, but what is happening with Intel (INTC) right now is truly historic.
Since publication −17.9% α −20.5 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · ACCE Investments
The Reshoring Premium Is Real. The Question Is Who Actually Captures It.
The Apple-Intel chip announcement this week crystallized something that has been building for three years: American manufacturing policy is no longer a political talking point.
Since publication INTC −35.8% α −38.5 pp vs S&P 500 · USD
- April 2026 4 entries
Substack · Alex_Intel_
Intel Earnings + CPU Market 2027/Diamond Rapids Delay + Intel 'Bear Case'
Mixed jumble of thoughts: Why Diamond Rapids delay is bullish Intel profits and not engineering driven (Maybe ?)
Since publication +7.0% α −0.5 pp vs S&P 500 · USD
Substack · Chief Strategist · Evelio Silvera
The Re-Industrialization Trade Just Printed
Anchored by Intel Q1 2026 blowout and the $1.595T re-shoring tracker print
Since publication +9.6% α +2.5 pp vs S&P 500 · USD
Blogs · r/SecurityAnalysis · /u/investorinvestor
Intel's 1Q26 Earnings: The CPU Thesis Arrived; The Foundry Thesis Didn't
submitted by /u/investorinvestor [link] [comments]
Since publication +9.6% α +2.5 pp vs S&P 500 · USD
YouTube · El Señor del Portafolio
Invertir en semiconductores: ¿Oportunidad o Burbuja?
- February 2026 1 entry
Substack · Alex_Intel_
1 Year of Lip-Bu Tan
The semiconductor market is heading Intel's way
Since publication +98.8% α +87.3 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · Alex_Intel_
Intel Post Earnings
I’m gonna be lazy and not cite sources, but if you call me out on a claim, I will find a source and prove you wrong.
Since publication +100.7% α +89.7 pp vs S&P 500 · USD
- December 2025 1 entry
Substack · Alex_Intel_
Intel year-end wrap-up
Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory.
Since publication +106.7% α +94.7 pp vs S&P 500 · USD
- October 2025 1 entry
Substack · Alex_Intel_
Intel's New ASIC Business
Analyzing the secret weapon to help Intel Foundry
Since publication +136.3% α +123.3 pp vs S&P 500 · USD
- June 2025 1 entry
Substack · Applied Conjectures · LG
TSMC: And Then There Was One
Why out-year AI CapEx projections are likely too low, and why Intel is unlikely to disrupt the TSMC monopoly
Since publication +303.9% α +280.2 pp vs S&P 500 · USD
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