$Intel(INTC)$ Very impressed with the CEO—very humble, smart, and down-to-earth. That's what drew me to INTEL when he took the helm. It's a long journey, but I think Intel reaching a $1T market cap next year is plausible. I believe revenues could double by 2028. IFS is projected to break even by the end of 2026. Customers are lining up for both manufacturing and packaging… CPUs will be needed first, then GPUs next year. He's acknowledged falling behind and is fixing issues from the previous management, like multithreading. 14A risk production is set for 2028, with volume production in 2029. I think he might be leaning conservative with that timeline too. 18A is already in volume production and ahead of schedule. Apple is in.
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