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Posted by
Two Blokes Apr 15 -
Filed in
Stock
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6 views
I reiterate my buy opinion on Intel, despite recent market and tariff turbulence, with the stock outperforming the S&P 500 and potential JV with TSMC as a catalyst. INTC's strong core business, economic nationalism trends, and new CEO Lip-bu Tan's aligned incentives support a potential turnaround and undervaluation. INTC's valuation is rock bottom, with its CPU business alone justifying a higher market cap, and the foundry business holds significant untapped potential.
