$Intel(INTC)$ While people argue about elections on here, sovereign U.S. silicon is 100% bipartisan. Intel looks like the most undervalued big tech stock on the Nasdaq, and it's one of only two companies on Earth with leading-edge fabs and High-NA EUV lithography—already paid for, already absorbing GAAP depreciation, and ramping into production ASAP. With 256-core Diamond Rapids (18A-P) sampling now for 2027 and Coral Rapids (14A) right behind it in 2028, every chip rolling off those already-paid-for lines turns straight into gross margin expansion.
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- tigerclub·11-05 23:32Thanks for sharing your thoughts. For short term I think intel will still decline and cover the small gap at 44 dollars plusLikeReport