To The Moon

$Intel(INTC)$

The new management team consists of a bunch of tech heavyweights. Intel is huge. It will take a little time to correct. The layoffs may sound harsh but they are necessary.

On the products side things are already looking up on various CPU’s. Intel is becoming more and more competitive. The GPU’s also looks promising. Launching a discrete line of GPU’s is an enormous task in this day an age. In time it will grow very big. Furthermore the somewhat successful IPO of MobilEye. MobilEye is an absolute gem and I expect them to grow substantially.

But the main reason I hold Intel is for IFS. IFS - Intel Foundry Services will restore Intel to greatness. Customers are lining up to source from a western foundry. There is political instability galore. China and Taiwan have become too unstable. Nvidia already expressed interest. I think the line of customers will be very very long. IFS will be a massive success.

As I see it Intel is a no brainer. The turnaround is real, the share price very reasonable and we get a fat dividend while we wait for Intel to become a rebooted tech juggernaut yet again.