$Intel(INTC)$ —Gaudi lackluste

wigglyz

10-14

$Intel(INTC)$ —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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AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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