At the time of writing, Intel is up 24% after Nvidia announced a $5 billion investment and a partnership to build custom CPUs for AI data centers and new PC processors with Nvidia graphics built in.

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Intel has been publicly traded since 1980, with an adjusted all-time high of about $62 in 2021. It’s the type of company we look for: long-standing businesses that have fallen out of favor but still hold critical assets.

Earlier this year, President Trump announced the U.S. government would take a 10% stake in Intel to strengthen domestic chip manufacturing. That deal closed — and now Nvidia has stepped in with a major investment of its own.

We bought Intel back in April at an average price of $17.85. With today’s move, the stock is up 76% since our entry. Now we wonder if it’s time to take profits.

Historically, Intel’s average stock price looks to be in the $30–$40 range, suggesting it’s currently trading near fair value. But Nvidia’s success shows how powerful AI can be in driving growth. With Intel now positioned in multiple large partnerships, its future is harder to predict.

We’re going to continue to hold. The current price may not remain steady, but we believe Intel is a long-term play worth being in. The upside from AI makes the possibilities far greater than where shares sit today.