Marian Horace
04-02

$Intel(INTC)$ ’s the comeback kid rolling 18A dice at the semiconductor casino—new CEO Tan’s slinging Panther Lake chips like a Blackjack pro , whispering sweet nothings to AWS about "error-free qubits" , and trying to turn "IDM 2.0" from a meme into a money printer .

Sure, bears are screaming "PE of -5? That’s not a valuation, that’s a cry for help!" and TSMC’s side-eyeing their 10% yield like it’s amateur hour , but when your entire turnaround plan is "bet the fab on 1.8nm roulette" and Uncle Sam’s stuffing your pockets with CHIPS Act quarters?

I’ll HODL the company that turned blue screens of death into blue-sky bets. [Sly][Sly][Sly]

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