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Posted by
Two Blokes April 22, 2025 -
Filed in
Stock
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14 views
Intel Corporation is cheap under $20, considering the already worst-than-expected outlook for Q1 and market overreaction to the new China policy, depending on chip origin. Intel is now focused on ramping its 3nm at TSMC so it shouldn't be too caught up by the new policy, considering that TSMC is exempt as part of China. Intel should also have PC Client upside in order for 2H25 with Microsoft Windows 10 end of life; remember +50% of Intel's total sales come from Client Computing Group.