$Intel(INTC)$ “A great investment opportunity occurs when a marvelous business encounters a one-time huge, but solvable problem.” - Buffet
Will the world’s requirement for the thing’s Intel makes increase ? Yes ✅
Can current manufacturing sustain this growth ? No ✅
Is Intel positioning to add to this world capacity requirements ? Yes ✅
Sure, they have a lot of problems, but they are literally now in an equivalent position as a defence contractor with a no fail mission for US Gov DoD!
Intel is the BOEING of Semis, I know that’s not saying much given Boeing’s recent BS, but Boeing and Intel will both recover
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