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Luminara Stocks
@_stockResearch
Asymmetric growth bets, laid out in full | Not Financial Advice | DYOR
가입 September 2025
85 팔로잉 중    1.3K
Intel ( $INTC ) just posted the kind of quarter that makes the "legacy chipmaker in decline" narrative look tired. Intel didn't just beat Q2 — they told you why Q3 and beyond should be even better. Revenue: $16.1B vs $14.43B expected. EPS: $0.38 vs $0.21 expected. Fastest revenue growth in 15 years. Beat on every line, and beat big. From $DCG to $CCG to the foundry business — the turnaround has receipts now.
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$INTC earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.
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