$Intel(INTC)$ Back in March, I thought $75 by year-end was optimistic. Now, I feel $200 is too low. Intel is selling every chip they can make, everything they can package, and every substrate they can manufacture. Demand is so strong they have pricing power and are even selling binned parts at full price that would have been discarded before. Regardless of geopolitical concerns around Taiwan, demand for foundry capacity will outpace supply for years.
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