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Intel: Setup for Success
Why Intel might be re-priced upwards.
·1 min read·50 views
Very likely candidate to be re-priced upwards.
- Nvidia investment gives the "green light" ($5b)
- Notable growth in foundry and especially advanced packaging
- Captures TSMC overflow on advanced packaging
- Can capture positive tailwinds from the shift to ASIC's and shifts towards AI inference workloads
- Geopolitically US-based (market loves US $$)
I think sooner or later, Intel is being set up into a position where it will succeed. They have new leadership & if you think they're in a position to win, good to pick up some before the prices go crazy.