Bloomberg TerminalBaFin - Managers' transactionsHeavy Moat InvestmentsHeavy Moat InvestmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBejaminAIAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetBase Hit InvestingBeyondSPXCapital AllocatorsCapital AllocatorsAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetBizTocFresh InvestFresh InvestEquity MatesEquity MatesAlphaSenseBamSECAmibrokerAcquiredAcquiredCapital CyclistsCapital CyclistsFoundersFoundersBloomberg NewsAtom FinanceAsian Century StocksAsian Century StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness BreakdownsBeehiivCompound & FireBloomberg TerminalBaFin - Managers' transactionsHeavy Moat InvestmentsHeavy Moat InvestmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBejaminAIAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetBase Hit InvestingBeyondSPXCapital AllocatorsCapital AllocatorsAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetBizTocFresh InvestFresh InvestEquity MatesEquity MatesAlphaSenseBamSECAmibrokerAcquiredAcquiredCapital CyclistsCapital CyclistsFoundersFoundersBloomberg NewsAtom FinanceAsian Century StocksAsian Century StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness BreakdownsBeehiivCompound & FireBloomberg TerminalBaFin - Managers' transactionsHeavy Moat InvestmentsHeavy Moat InvestmentsCapital Employed FMCapital Employed FMForward GuidanceForward GuidanceBejaminAIAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetBase Hit InvestingBeyondSPXCapital AllocatorsCapital AllocatorsAlluvialAlluvialBehind the Balance SheetBehind the Balance SheetBizTocFresh InvestFresh InvestEquity MatesEquity MatesAlphaSenseBamSECAmibrokerAcquiredAcquiredCapital CyclistsCapital CyclistsFoundersFoundersBloomberg NewsAtom FinanceAsian Century StocksAsian Century StocksThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness BreakdownsBeehiivCompound & Fire

$INTC

Intel

83 articles

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We've curated 83 independent analyst write-ups on $INTC from newsletters and Substacks — sorted by date.

Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?

Intel ($INTC) • By SemiAnalysis • 2026-06-14

Intel Should Raise Capital

Intel ($INTC) • By SemiAnalysis • 2026-06-11

Intel’s Real Moat That Nobody Talks About: STCO

Intel ($INTC) • By Damnang's Substack • 2026-05-04

Intel is still cheap on price/book value.

Intel ($INTC) • By Irrational Analysis • 2026-04-24

EMIB: Intel Foundry's Best Hope

Intel ($INTC) • By Damnang's Substack • 2026-03-19

Intel Foundry: A Last Chance

Intel ($INTC) • By Damnang's Substack • 2026-03-16

Deep|INTC: Intel’s "Capacity Reallocation Logic" Amid Supply Constraints

Intel ($INTC) • By FUNDA • 2026-02-04

Stock of the Week: Intel - Risky Bet or Turnaround Opportunity?

Intel ($INTC) • By Quality Stocks • 2026-01-27

Intel's Agentic Dumpster-Fire

Intel ($INTC) • By Irrational Analysis • 2026-01-23

Deep|ASML: Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery

Intel ($INTC) • By FUNDA • 2026-01-22

Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry

Intel ($INTC) • By Irrational Analysis • 2025-11-28

Stock of the Week: Intel - Rise of the Phoenix

Intel ($INTC) • By Quality Stocks • 2025-09-23

Nvidia & Intel’s Ripple Effect On AI Chips

Intel ($INTC) • By The Pragmatic Optimist • 2025-09-21

Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal

Intel ($INTC) • By Irrational Analysis • 2025-09-19

Intel got Everything Except what it Really Wanted.

Intel ($INTC) • By Semiconductor Business Intelligence • 2025-09-19

Why we need Intel foundry spin-off, funded by a mag7 consortium

Intel ($INTC) • By MBI Deep Dives • 2025-09-15

Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys

Intel ($INTC) • By Irrational Analysis • 2025-09-10

Update on Intel Headcount

Intel ($INTC) • By Semiconductor Business Intelligence • 2025-08-27

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

Intel ($INTC) • By SemiAnalysis • 2025-07-21

Marvell and Intel Catch-Up Note

Intel ($INTC) • By Irrational Analysis • 2025-07-06

BaFin - Managers' transactionsFoundersFoundersBeyondSPXThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlluvialAlluvialBejaminAICompound & FireBizTocAsian Century StocksAsian Century StocksA Peek Behind the NumbersEquity MatesEquity MatesAtom FinanceChit Chat StocksChit Chat StocksBehind the Balance SheetForward GuidanceForward GuidanceCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBusiness BreakdownsBusiness BreakdownsBloomberg TerminalAlphaSenseBase Hit InvestingAmibrokerHeavy Moat InvestmentsHeavy Moat InvestmentsBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredRhinoInsightRhinoInsightFresh InvestFresh InvestBaFin - Managers' transactionsFoundersFoundersBeyondSPXThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlluvialAlluvialBejaminAICompound & FireBizTocAsian Century StocksAsian Century StocksA Peek Behind the NumbersEquity MatesEquity MatesAtom FinanceChit Chat StocksChit Chat StocksBehind the Balance SheetForward GuidanceForward GuidanceCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBusiness BreakdownsBusiness BreakdownsBloomberg TerminalAlphaSenseBase Hit InvestingAmibrokerHeavy Moat InvestmentsHeavy Moat InvestmentsBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredRhinoInsightRhinoInsightFresh InvestFresh InvestBaFin - Managers' transactionsFoundersFoundersBeyondSPXThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlluvialAlluvialBejaminAICompound & FireBizTocAsian Century StocksAsian Century StocksA Peek Behind the NumbersEquity MatesEquity MatesAtom FinanceChit Chat StocksChit Chat StocksBehind the Balance SheetForward GuidanceForward GuidanceCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBusiness BreakdownsBusiness BreakdownsBloomberg TerminalAlphaSenseBase Hit InvestingAmibrokerHeavy Moat InvestmentsHeavy Moat InvestmentsBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredRhinoInsightRhinoInsightFresh InvestFresh Invest