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3 comments
486DX266
2021-05-06 at 18:06 (UTC 2) Link to this comment
RE: 33:35 – Most companies are overvalued. Intel is currently trading with a 12.78 P/E and 54% gross margin. Also pays a 2.45% dividend. And we're in a semiconductor shortage that is expected to last for years. I don't see Intel as overvalued.
Colt Seavers
2021-05-07 at 03:15 (UTC 2) Link to this comment
Intel and its X86 tech is obsolete. Arm Neoverse cores being used by Apple, nVidia, Amazon, Google both in devices and the data center will be a fatal blow.
486DX266
2021-05-06 at 18:13 (UTC 2) Link to this comment
RE: 36:52 – You got a sneak peek of the Peleton earnings? Thanks for the heads-up. I just shorted the stock and bought some puts. They don't report until after the close today. They dropped hard yesterday on treadmill recall, not earnings.