Lanceljx
05-06 23:27

$Intel(INTC)$  Intel at US$110 feels like a narrative shift, not merely a short squeeze.


Three things make this turnaround different:


1. Foundry credibility, especially if Apple is genuinely evaluating Intel as a manufacturing partner. That is a major trust signal.



2. Strategic ecosystem relevance, with involvement in Elon Musk’s Terafab consortium.



3. CPU execution improving, giving Intel a healthier core business while foundry scales.




But caution:

Foundry remains capital intensive, margins are still rebuilding, and execution risk is high.


My take:

• Below US$80 was deep value

• US$110 is re-rating territory

• US$140 to US$160 possible if foundry wins are confirmed


Did investors sell too early?

Only if Intel truly becomes a trusted foundry, not just a hopeful one.

Intel Explodes on Terafab & Apple Deal! Did You Sell Too Early?
Intel surged 12.92% to $110. Reports of Apple entering foundry negotiations with Intel Foundry, and Intel joining Elon Musk's Terafab chip manufacturing consortium. An Apple foundry contract, if confirmed, would provide Intel Foundry with its most significant external customer endorsement, marking what analysts call a critical milestone in the new management team's strategic transformation. With three catalysts igniting on the same day, how is Intel's turnaround story different this time — and did you sell too early?
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