$Intel(INTC)$ —Gaudi lackluster sales
—Granite rapids is at a higher price point than Turin
— no gpu products for AI training and inference
— compromising products and building high cost fabs
— no whale customer for fab in sight and will make loss till 2027
— net asset value 200b on paper
— GM and OM poor
All these metrics point to Intc stock to fall. [Sad][Sad][Sad]
This will be better only if the Leadership team is changed with business focused leaders.
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