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Intel shares dropped from $55 to $42 after earnings. Subscribers are asking: is the turnaround real? Should you buy the dip? I break down my history with this stock (called the top AND the bottom), the bear case on margins and market share, the bull case on foundry and datacenter demand, and why this $200B company could be worth $1 trillion if they nail the next decade. Plus: why I treat Intel like Tesla — a speculative blue chip with asymmetric upside.
Send your questions and topics to: [email protected]
By Colin TedardsIntel shares dropped from $55 to $42 after earnings. Subscribers are asking: is the turnaround real? Should you buy the dip? I break down my history with this stock (called the top AND the bottom), the bear case on margins and market share, the bull case on foundry and datacenter demand, and why this $200B company could be worth $1 trillion if they nail the next decade. Plus: why I treat Intel like Tesla — a speculative blue chip with asymmetric upside.
Send your questions and topics to: [email protected]