Portfolio Update
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$INTC
Portfolio Update and New Position Writeup
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5 Things to Know in Investing This Week – The It Doesn’t Matter What Warsh Said Issue
I’m still in Antigua, Guatemala where the weather is beautiful and I was woken up at 1am by the second earthquake in two weeks here. If one of you has upset a volcano, please apologize. The Federal Reserve kept the fed funds rate unchanged. Many expressed concern regarding the three dissenters who wanted a 25bp … Read more
Portfolio Update
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5 Things to Know in Investing This Week – The It’s All About Semiconductors Issue
Intel crushes estimates and raises guidance. Results in the 18A plant are ahead of expectations. They increase the cap-x budget to meet profitable demand. Yet the stock fall. We explain. In recent weeks, we’ve taken on the issue of personal ownership of purchased goods. President Trump is addressing the right to repair issue in favor … Read more
A Repetitive Thought on Today’s Trading
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Intel ($INTC) – 2Q ’26 Results
Intel announced fantastic 2Q results after the close today. Revenue of $16.1B was up 25% and crushed analyst estimates of $14.5B. Prior guidance had been for $13.8B – $14.8B. Adjusted EPS of $.42 was also far above analyst estimates of $.22. Prior guidance had been for $.20. Gross margin of 40.4% was above last year’s … Read more
Intel Research Call 3
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Earthquake
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Portfolio Update
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