$Intel(INTC)$ Intel is the only U.S. strategic supply company getting beaten down the most. Many fabless chip companies saw their stock prices rise 10-fold over the past few years driven by AI, and no one questions that. No one questions Micron's 10+ fold rise either, but everyone questions Intel's rightfully deserved rise, which is still well below the market cap of fabless chipmakers. It's just because Intel chose to invest in advanced chip manufacturing, while all the others chose to outsource that to a foreign country, undermining U.S. capabilities in a technology that's critical for national security, since it's the key capability to produce advanced chips for weapon systems.
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