really? intel a sideways stock from the 70s is the best long you found in the entire planet? out of all the financial instruments and all the markets and all the categories u actually believe that’s the best pain to gain ratio play
They have their own fabs, a new GPU line, and they're national security critical. they also make pretty good CPUs even if they aren't the best value/$.
Intel literally cant fail because of national security. The government will continuously bail them out which I think is a pretty big advantage, giving them time to figure something out. Theyre cheap as fuck too so tons of upside
Well, I'm betting on Gelsinger's plan to launch Intel 18A process, and regaining process lead - this should bring Intel's stock price from current $31 to at least $70. Also, it's a hedge against China invading Taiwan and blowing up TSMC, in which case it would probably skyrocket to $100+. In the meantime Intel pays nice dividends.
MSFT went sideways for like a decade too. Who knows... Intel is doing something the others aren't with building its own fabs. Which arguably carries a lot of risk but it could pay off.
