$Intel(INTC)$ What people often miss is Intel's massive total addressable market. TSMC is worth $2T today. Intel is pushing quickly into that space. Nvidia is valued at $4T now. Intel has plans to improve Gaudi 3, but more importantly, to produce Jaguar Shores and other AI rack options to better compete with Nvidia. Remember, Intel being behind in advanced process nodes hurt its design business. As 18A and 14A ramp up, the design side gets more competitive too. Intel is also stopping the market share losses in server CPUs to AMD. So, Intel is unique in that it plays in TSMC, Nvidia, AMD, robotics, specialized packaging, and the custom chip space. The TAM is extremely high. They don't have to be a leader in any one of them. If they are viable
$Intel(INTC)$ INTC is blasting off into the stratosphere. SpaceX is going public soon, and it'll be fabbed by Intel Foundry. Apollo's purchase has been finalized to speed up Intel's manufacturing ramp. One small step for Intel, one giant leap for Intel Foundry.
$Intel(INTC)$ Recall that AMD, NVDIA, Tesla, and Apple were on the verges of bankruptcies at one point. They all persevered and clawed back to dominance. Intel's epic turnaround is no exception.
$Intel(INTC)$ Mr. Lip Bu Tan is shaking hands with the richest person on the planet, who has decided to use Intel for his ambitious SpaceX corporation. Wow, that's quite something!