$Intel(INTC)$ For those still focused on the P/E ratio and scratching their heads over Intel's share price, here's what you might be missing. Combining the last four earnings reports, Intel has beaten earnings predictions by over 5X. Those of us who are bullish are looking beyond analyst forecasts, focusing on the level of AI spending, the products themselves, and the manufacturing deals.
When someone claims Intel can't compete with AMD, I'd like to know where exactly. Performance, power consumption, core count, graphics? Today's products are not last year's products.
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