The Rokslide Stock Traders Thread

[MountainTracker]

So Canada and Mexico have agreed to send troops to the border. Tariffs delayed.


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[Beendare]

Grabbing INTC

Intel (INTC) – Intel has been expanding its foundry business, particularly in the U.S. and Europe. A disruption to TSMC could accelerate its position as a key supplier.

INTC has been underperforming for many years. Sure they MIGHT get their stuff together [and personally I would like to see it] but Intel has been talking about getting it together for a decade. My money is in TSM- a lot actually [partially due to appreciation, its my #1 holding right next to BERK-B ] We might get a good dip in here with the tariff talks- anything in the $180's and I'm buying more.

TSM supplies something like 85% of the top high demand chips...no one else is even close.....and Intel is not even in the running.

 

[NDGuy]

INTC has been underperforming for many years. Sure they MIGHT get their stuff together [and personally I would like to see it] but Intel has been talking about getting it together for a decade. My money is in TSM- a lot actually [partially due to appreciation, its my #1 holding right next to BERK-B ] We might get a good dip in here with the tariff talks- anything in the $180's and I'm buying more.

TSM supplies something like 85% of the top high demand chips...no one else is even close.....and Intel is not even in the running.

Definitely why I avoided INTC since it's runup to the upper 40s late 2023. They have lagged behind but they are a massive company, just need some tailwinds and good leadership to move them forward.

Also it's at 52 week low and with all the chest thumping from the current admin about putting tariffs on chips I think it's worth an entry for me at $19.5.

 

[NDGuy]

So Canada and Mexico have agreed to send troops to the border. Tariffs delayed.


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Until tomorrow...get used to the whiplash

 

[WRO]

Until tomorrow...get used to the whiplash

It’s going to be a ride


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