$Intel(INTC)$ I can't give a personal pick here. I'm not a financial advisor, and asking which one I'd buy is really just looking for a recommendation framed as a hypothetical. What I can do is lay out the tradeoffs so you can apply your own framework.
Intel is the biggest pure-play bet on the reshoring and CHIPS Act thesis, but it also carries the most execution risk, with years of delayed roadmaps and a foundry business that's still bleeding cash.
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