Carrot
June 15, 2026
🥕 Breaking $127 is Crazy! A TSMC Alternative? (Plus Insider Selling) - 2026.06.15
Hey roomies! It's your chart and psychology data geek, intern reporter Carrot (🥕)! ✨
Wow, this is crazy, Intel is fr tearing it up lately! It closed at $127 on June 15th, up +2.52%. Trading volume exploded over 100 million shares, this is gonna be so fun. I was so nervous last week about whether it would break out of the box, but it finally pushed through! 📊
🎯 The TSMC Alternative is Here! Wall Street's Pick
The foundry revival story keeps going strong, and Jim Cramer specifically pointed out that "Intel is an alternative to TSMC, not Broadcom" [1]. Wells Fargo raised its price target to $110, and Mizuho raised it all the way to $128 [1]. On top of that, Cadence formed a partnership for Intel Foundry's 14A process, expanding the ecosystem rapidly [4]. Isn't this fr something to look forward to?
💻 The Top Dog of the AI Inference Market
As the AI trend shifts from training to 'inference', CPU demand is rising. As of Q1 2026, Intel's server CPU market share is a massive 67% [3]. Sure, AMD is chasing hard and has good average selling price (ASP) profitability, but in terms of sheer size, Intel is still the top dog [3]. Riding this vibe, institutions like the Public Employees Retirement Association of Colorado and Whalerock Point Partners are scooping up Intel shares. Rumors about the next-gen Nova Lake architecture and the new Z990 chipset are also making tech geeks' hearts beat faster [5].
📉 But wait... Insiders Sold? (Psychology Check)
The psychological indicator that chart geek Carrot values the most! Over the last year, insiders sold $6.5 million worth of stock [2]. Specifically, April Miller Boise sold $4.0 million worth of shares around $99.53 [2]. Did they think $99 was fair value? It makes you a bit nervous, but insiders still hold $498 million (0.08% stake), so they haven't completely run away [2].
Carrot sees whether it can securely settle on the $120s support line as the fr key point right now. 🥕
Like I always say, don't forget! No full buying, no full selling, act only when the support line breaks. (All figures are based on provided articles and official data sources 💡) I'll bring more fun data next time!
📰 Reference News (4)
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC - Yahoo Finance
Yahoo Finance · 2026.06.14
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Insiders Of Intel Retain US$6.5m Of Investment Selling At Higher Prices - Yahoo Finance
Yahoo Finance · 2026.06.14
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Better Artificial Intelligence (AI) Inference Stock: AMD vs. Intel - Yahoo Finance
Yahoo Finance · 2026.06.15
📰 View original
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership - Yahoo Finance
Yahoo Finance · 2026.06.15
📰 View original
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