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Get what investors say about INTC next
20 new calls on INTC this week are not on this page yet. Follow INTC free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what INTC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about INTC
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-20 | Phil Blancato | Bullish | Fox Business (uncut) | At-home desktop AI is the next computing wave where Intel has a structural advantage, supported by federal… |
| 2026-10-13 | Anni SenManaging partner, Blubird Capital | Bullish | Fox Making Money (playlist) | Intel looks attractive at current price levels following its $22 billion capital raise, offering a re-entry… |
| 2026-10-12 | Charles LemonidesFounder & CIO, ValueWorks | Bullish | Monetary Matters | Intel benefits from both the CPU trade and as one of the only companies globally with real, ramping foundry… |
| 2026-07-28 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Claman Countdown | Intel at $85 is going lower as it remains part of the crowded, cyclical semiconductor complex with ongoing… |
| 2026-07-14 | Michael StrainDirector of Economic Policy Studies, American Enterprise Institute | Bearish | Wealthion | Government designation of Intel as a national champion forces it to prioritize political considerations over… |
| 2026-06-17 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Varney & Co | Intel has run significantly from their entry ($19–21 to $96–97 exit) and much of the good news is now priced… |
| 2026-04-23 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Bloomberg The Close | Lip-Bu Tan's proven turnaround track record (68-bagger at Cadence), surging CPU demand driven by the agentic… |
| 2025-11-05 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Claman Countdown | Intel is a cheap way to play the AI revolution as the government-backed domestic chip manufacturer that will… |
| 2025-10-15 | Peter TchirHead of Macro Strategy, Academy Securities | Bullish | Wealthion | Trump's 10% stake in Intel and desire to win the chip competition means the administration will actively… |
| 2025-06-17 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Intel has been range-bound between $18–$21 since August 2024 with no remaining sellers, and a large unfilled… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-03-29 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Intel has significantly underperformed in the semiconductor space and the long underperformance sets up a… |
| 2021-05-07 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Think Invest | Intel has lost its way and its x86 data center market share will collapse from 92% to 27% by 2030 as ARM and… |
| 2021-02-21 | Cathie WoodCEO & CIO, ARK Invest | Bearish | samlyn | Intel has lost its way in processor innovation, and ARM/RISC-V architectures will displace its x86 dominance… |
| 2013-07-24 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | Fortune Magazine | iPad and tablet adoption will progressively displace notebooks while cloud migration reduces desktop demand… |
| 2013-03-28 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bullish | Morningstar, Inc. | Data center business (25% of operating profits) growing at mid-teens while PC decline is overstated, and a… |
Next report: 20 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | after the close | 0.52 vs 0.40 | +0.1% |
Notable options days
Sessions in the last 120 where INTC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
| 2026-09-21 | ||||||
| 2026-09-17 | ||||||
| 2026-09-08 |
INTC on the Wheel
INTC passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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