$Intel(INTC)$ For those saying

$Intel(INTC)$ For those saying Intel is priced for perfection right now, here’s my take. It has a $300B market cap that is working on the 1.4nm node, which is the leading edge globally. The high-end node business is a monopoly industry with only 2-3 players and huge barriers to entry. And of those three, Intel is the only one in the Western world. Intel has Jaguar Shores coming to compete in the GPU space. CPU prices have increased 30% and are still rising. Intel has the most advanced packaging on the planet, with glass substrates on the way. Partnerships with Amazon, Google, Microsoft, and Tesla. A small but growing ASICS division aiming to take some share from Broadcom. Mobileye for robotics and driver assist. And it’s working with SoftBank to create an AI Memory Chip that will take at least a small percentage of Micron’s turf. To me, all of this is worth at least $1T now.

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