I always thought that Intel was what kept AMD in place being a cool producer of linux-friendly components, so I pretty much dread the day AMD gets to be free from the shackles of competition.
this post was submitted on 02 Nov 2026
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I'm keeping an eye on the RISC-V space. Not far off now... I hope
Unrelated to the topic discussed, but I absolutely hate that GIF's ability to spike my anticipation and never pay it off.
You have to watch just a little longer - trust me!
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Pretty far off but China has some nice manufacturers...or they would if AI didn't exist.
This is generally the problem with ISAs.
ARM has had decades in the oven, x86 has had almost half a century, while RISC-V manufacturing and ISA development has been generally available only a couple of years.
The fact is if there isn't a big push by some major vendor - or some nation state, then chances are it'll develop slower than the previously mentioned ISAs.
From design, to testing, to prefab, to packaging, it's all combined just a single step of the journey to improving yield and performance.
ARM is unfortunately the current trajectory, with Qualcomm, Apple and now NVIDIA leading the charge - which doesn't bode well, simply because you won't know what the hell the firmware do.
We could truly use some market disruption in this space and RISC-V, being an open ISA, would be the safest bet for digital sovereignty and user autonomy - but apparently those things are only important on paper.
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Sorry, but AMD stopped pretending to be giving any fucks about the little guy. Lisa has been visiting those Trump AI dinner events. AMD is all in on producing AI hardware first and consumer hardware second.
As an European I'm ashamed that we have 0 presence in this market
It's okay. Your continent's specialty is cheesemaking. And bread. You guys make good bread.
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Not true. The Netherlands has ASML, sort of a monopoly on the manufacturing of semiconductor machines.
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A factory accident in Israel has shut production long enough to dent server chip shipments, while soaring memory prices are squeezing PC demand. The 28.6% drop erased about $140 billion in value and triggered a wave of downgrades. The stock is still up sharply for 2026, but has now given back about half its value since its June peak.
I love the idea that the deregulation installed by the slopper barons might also lead to their own uninstallation.
factory accident
Fuck Around, Find Out
is the bubble finally bursting? i thought it would be way higher than 29%
Intel stock is up over 200% over the last 2 years (even with this 29% drop) so it's way too early to say it's popped.
The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.
I agree that Intel is overvalued. My point is that you need to zoom out to get a better picture. And a stock that's up 200% over 2 years is doing really well. It's funny because your point about percentages was reflected this morning, Intel has slid another 6% so now it's only up 175% over the past 2 years.
Yeah it came right down to <$20 at one point. I bought a fair bit in 2025 when it first did, and sold most of it at $100. So you know, I'd not mind if it came back down again to repeat the exercise. Although when I got it 2 years ago, I thought "Not even Trump would let Intel fail" and to be fair, he did authorise a cash boost.
I am not completely sure that would be true again. I'd probably still take the punt at $20 again though.
This is a weird one though, because they've not even been the biggest name behind AI by anyone's estimation. Why they took the biggest hit goes beyond AI I think.
I was in at 24-28 and sold at 58-62, definitely okay with a round 2 attempt if it gets back into the mid 20s.
Randomly another stock ive played the yoyo with is Boeing - BA
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Wait a couple more hours for the trading to open back up and watch what happens to the other tech stocks, they're either gonna bounce or the floor is gonna fall out of under them.
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in one day
I just invested a lot of money and reallocated my entire portfolio, so probably.
(Not in Intel, not in us stocks)
Why'd intel crash before Nvidia tho
Another way to say that stock had become extremely overvalued and may be getting back to reality?
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RISC-V is becoming closer to an alternative to AMD and Intel.
https://homebox.software/en/quick-start/install/ application for example has an experimental build for RISC-V.
They were at 20 dollars a share 2 years ago, so, like, still a 3x increase in value since then. Just, dumping all the “Unga bunga! Datacenter carpeting planet!” Over hype valuation
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Intel stock is up 66% YTD.
Yeah but that's not an inflammatory headline!
Well, was 66%. Now its up 21%.
Edit: got it wrong, 21% is for last 5 years. YTD is 53%
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Time to buy. Or not. WHO KNOWS.
Their recent laptop chips have been pretty decent though.
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Waaa.
Next! 🤩✊🏼
R.I.P Intel
Not really. They just climbed easily and fell back but they're still up overall.
Donald bought the US stake at $20.47. I don't know under what conditions we can sell any of our 433 million shares but it would be nice to capture some gain.
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Typical Intel.
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