$Intel(INTC)$ is the sleeping

$Intel(INTC)$ is the sleeping cyborg of semiconductors—trading at PE <10x (cheaper than your ex’s NFT portfolio) while bears scream “AI flop!”. Sure, data center sales (+8% YoY) are a snooze-fest, but Mobileye revs yeeted 83% YoY, and Gaudi3’s AI moonshot could turn CPUs into AI cougars by 2025.

CEO Tan’s 180Bcapexdiet is slashing fat faster than acrypto crash—∗∗70B in govt candy (Chips Act), 18A node on track to outmuscle TSMC’s 2nm by 2026. Bears whine about debt? Bro, $89B cash and 136% ROE scream “we’re not dead yet

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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