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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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Intel's Q2 results revealed strong revenue growth and productivity gains, despite a surprise loss and margin contraction that spooked the market. Management's aggressive headcount reduction and asset restructuring are set to drive significant productivity and margin improvements, mirroring Broadcom's successful playbook. Current market pessimism overlooks Intel's cash generation and efficiency focus, creating an attractive buying opportunity as the stock trades below book value.