Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Intel Q2 2026. Doubling Down On 14A, But Is It Too Little, Too Late?

Intel Q2: The $1.40 EPS Kicker and the 18A Margin Illusion

AMD Must Show How Helios Moves From Customer Interest to Revenue

Intel Q126. Soaring On Multiple Tailwinds

The ChatGPT Moment for a 60-Year-Old Company

Intel Q1 Checkpoint: 18A Metrics, Foundry Equipment Ramps, and Options Market Positioning

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Intel crushed consensus with a $0.42 EPS and $16.1B revenue print, effortlessly clearing our 38-cent preview hurdle on pure fundamental strength, not accounting optics.</li>
<li>A glaring dichotomy has emerged post-earnings: analysts are protecting prior scepticism with "Neutral" ratings while quietly their price targets significantly higher.</li>
<li>Even resolute bears like JPMorgan are doubling their targets. As the old $150 ceiling shatters, pure target math will force the consensus mean violently higher.</li>
</ul>


Intel crushed consensus with a $0.42 EPS and $16.1B revenue print, effortlessly clearing our 38-cent preview hurdle on pure fundamental strength, not accounting optics.
A glaring dichotomy has emerged post-earnings: analysts are protecting prior scepticism with "Neutral" ratings while quietly their price targets significantly higher.
Even resolute bears like JPMorgan are doubling their targets. As the old $150 ceiling shatters, pure target math will force the consensus mean violently higher.


Intel Earnings Expose the Street's Stealth Upgrade Cycle

Intel Corp

Intel Earnings Expose the Street's Stealth Upgrade Cycle