$Intel(INTC)$ is my stock in focus today after its shares jumped about 10% following CEO Lip-Bu Tan’s meeting with former President Trump. The move highlights a clear shift in U.S. government sentiment toward Intel and reinforces its role as a key player in domestic semiconductor manufacturing.
What’s encouraging is the mix of policy support and execution. The U.S. government’s $8.9B investment is now deeply in the money, and Intel has started shipping its first major 18A-based product, the Core Ultra Series 3 CPU—an important milestone for its manufacturing roadmap.
While challenges remain, the combination of government backing, new leadership, and visible progress in advanced process technology suggests the market is beginning to reprice Intel beyond a simple turnaround story. Near term, upcoming earnings and foundry updates will be key catalysts to watch.
@TigerStars @Tiger_comments @TigerClub
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