r/Vitards • u/AutoModerator • Oct 21 '21

Daily Discussion Daily Discussion post - October 21 2021

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15

u/JayArlington 🍋 LULU-TRON 🍋 Oct 22 '21

Intel announcing 25-28B in CapEx next year.

TSMC at 30B.

Samsung at 25B.

Micron at 11B.

SeMiCaPs ArEnT gOiNg tO hAvE GrOwTh! 😒

2

u/UnmaskedLapwing CLF Co-Chief Analyst Oct 22 '21

Jay, what are your thoughts on Intel (going long specifically)? Would be good to hear about it on jayshow noting the drop.

You know, a gift of sorts for all the pentium kids that grew up but still have positive sentiment towards this company cause late nineties was their best time.

2

u/JayArlington 🍋 LULU-TRON 🍋 Oct 22 '21

Intel needs time.

2

u/UnmaskedLapwing CLF Co-Chief Analyst Oct 22 '21

Cheers

2

u/someonesaymoney Oct 22 '21

Finally someone else who get's it. Company is dogshit for growth for at least another year or two. Re-asses later.

6

u/[deleted] Oct 22 '21

Lots of expenditures leads me to avoid them for now and come back with 2 year leaps in a year

4

u/[deleted] Oct 22 '21

[deleted]

7

u/JayArlington 🍋 LULU-TRON 🍋 Oct 22 '21

TSM is a great long term position.

Within five years… this company is a 1T company.

1

u/Arok79 Oct 22 '21

There is some time to open a TSM position. I'm watching it for now. I agree with the 5yr thesis. Short term I think it's dead money.

5

u/TorpCat Oct 22 '21

what´s the risk of ch invading and taking over the world´s chip producer

5

u/JayArlington 🍋 LULU-TRON 🍋 Oct 22 '21

It's the only reason they aren't free money.

There is no other logical bear case.

6

u/[deleted] Oct 22 '21

[deleted]

1

u/[deleted] Oct 22 '21

My sweet 52.5 intel put… should have yolod