How did Intel get it so wrong

Question

Last year has been good for chipset related industries, leading to massive stock gains (AMD, Nvidia, TSMC, ASML). It seems Intel is alone at losing significant stock value over a year. Why is that and is there anything on the Intel product roadmap that gives you hopes of recovering?

smoldesu · Accepted Answer

Shareholders bought Intel as a continued bet on home computing being relevant. Investors were already wary ever since AMD's Ryzen put them back on the map for x86, but the M1 had a big marketing wave that it demolished confidence in Intel stock. It's not the investment it was 10 years ago, and part of the security is gone.On the other hand though, Pat Gelsinger has done a pretty good job holding the reigns at Intel so far. Their expansion into ARM fabrication, aggressive node timeline and GPU lineup gives me hope for the future, and the datacenter still feels very Intel-oriented from my perspective. It would be very difficult for them to squander every foothold they have today.

kjs3 · Answer

I wish there was an investment vehicle that allowed me to monetize every time in the last 55 years that someone predicts the imminent demise of Intel.