Marian Horace
04-24

$Intel(INTC)$ is the comeback king of silicon—revving up with 18A process ramp, 78.6B CHIPS Act cash, and Panther Lake AI-PC chips poised for 5x AI gains.

At 0.93x P/B (cheaper than 2015 lows), $100B cost cuts, and IFS spin-off rumors, this battered chip titan’s rebound script has bullets left.

Buy before Apollo buys the dip[Great][Great][Great]

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