Intel just pulled off the biggest comeback in chip history.
A year ago, Intel traded at $19. Today: over $95. +357 percent in 12 months.
The Story Behind It
Intel powered the world with processors for decades. Then came the fall: TSMC took over chip manufacturing, Apple switched to in-house chips, Nvidia dominated AI.
Until the U.S. government bought 10 percent of the company in August 2025. Then came new CEO Lip-Bu Tan. And then came the deal: Apple is working with Intel again.
President Trump posted last week: Apple has agreed to work with Intel to design and build its Chips in America. Intel will manufacture chips for Apple devices — using the new 18A process.
What It Means for You
If you put 1,000 euros into Intel a year ago, you would have 4,570 euros today.
But — Intel is no longer a safe bet. The stock shot from $19 to $95. Every mistake gets punished hard. HSBC analysts say the valuation is thin — trading at 120x estimated earnings.
Pros are buying anyway. Why? Because Intel is the only major U.S. company that can produce chips at TSMC levels — that is national security for America.
How Pros Are Reacting
Retail investors poured $706 million into Intel in the last 5 days. Bank of America raised its price target to $96: if the Apple deal fully ramps, it will bring $10 billion in annual revenue by 2030.
Intel beat the market by 10.84 percent yesterday.
First Steps for Beginners
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Understand what happened: Intel was nearly bankrupt. The U.S. government intervened because chips are national security.
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The risk is massive: +357 percent also means: every mistake gets brutally punished.
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Pros are playing long-term: Bank of America says: if Intel delivers Apple chips by 2030, revenue doubles. But 2030 is far away.
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Learn from my mistake: I watched Deutsche Telekom stock fall from 100 euros to 8 euros in 2000 because I followed hype. Intel today is not hype — it is a strategic comeback. But even comebacks fail.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
