That being said, I’m not ignoring Xiaomi either. The company’s performance in smartphones and IoT devices will be a good gauge of how Chinese tech demand is recovering. If their earnings beat expectations, it could spark some short-term momentum, but personally, I see Intel as a more interesting long-term play at this moment.
So, I’ll be watching Intel closely to see if SoftBank’s involvement can act as a catalyst for a re-rating in the stock. For me, that’s where the real opportunity lies today. 🚀
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