Lots More on the Ongoing Mess That Is Intel

Bullish:

• $TSM - TSMC is outperforming competitors in executing their roadmaps, suggesting strong potential in the semiconductor industry.

  • “Of those 3, only really TSMC is is hitting out of the park on on in terms of executing to their road maps.”

    Stacy·12:05
• $NVDA - NVIDIA is well-positioned in the AI revolution, a key growth area in the semiconductor industry.

  • “They've completely missed the AI revolution, which is one of the few areas of semiconductors today that's actually really on fire, and they effectively have nothing to show in in that”

    Stacy·3:04

Bearish:

• $INTC - Intel faces significant challenges with its risky, capital-intensive strategy and deteriorating core business, potentially impacting its future performance.

  • “They're in a tough spot. Right? I mean, they are embarking on a very risky and capital intensive strategy.”

    Stacy·3:01

  • “The core business that was supposed to support them as they rolled that strategy out is no longer really sufficient to support it anymore, but they may be too far along their path to stop.”

    Stacy·3:04