Intel's $Intel(INTC)$ explosive 29.8% rally in just five days was definitely unexpected, but it also highlights how much catching up the stock has to do—it's still trading at 1998 levels. Despite the recent surge, Intel's valuation remains relatively low, and sentiment seems to be the main driver for now. The real question is whether this momentum can be sustained or if it's just a short-lived spike.

The potential return of Lip-Bu Tan as Intel's CEO is intriguing. He's a veteran in the semiconductor space with deep knowledge of chip design and manufacturing, and his extensive network in the industry could be a game-changer. His departure from Intel's board last year due to frustration with bureaucracy speaks volumes—if he does take the helm, it's a clear signal that Intel is serious about change. For the company to truly turn around, it needs to improve profitability, provide clear direction on its foundry business, and make meaningful strides in AI inference. The Jaguar Shores AI chip on the 18A node sounds promising, but execution will be key.

From a valuation standpoint, Intel still looks undervalued, especially if it can restore margins to pre-foundry expansion levels. The upcoming earnings report and management guidance will be crucial in determining whether this rally has legs. If Intel can show progress in its turnaround efforts, the stock could push toward its 200-week moving average of around $35 and beyond. I'm keeping a close watch, but I'd like to see more clarity on profitability and AI progress before making a move. 

What's your take—buy now or wait? And where do you see INTC by the end of 2025? 🚀

@MillionaireTiger  @Tiger_comments  @CaptainTiger  @TigerGPT