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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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2 views
I am reiterating my "Buy" rating on Intel, believing the market is overly pessimistic. New CEO Lip-Bu Tan is the right leader to execute a successful, sustainable turnaround. Tan's strategy focuses on cutting bureaucracy, selling non-core assets to reduce debt, and fostering an engineer-driven culture that prioritizes R&D to restore Intel's innovation engine. Intel's strategic moves in AI, including the Saimemory partnership and product roadmap, position it well to regain share in key markets.