The market isn’t forgiving—shares fell nearly 7% yesterday, wiping out earlier gains. Investors worry about dilution and doubt whether new funds will drive real progress in Intel’s foundry push. Leadership changes with Lip-Bu Tan offer promise, but political noise around him adds uncertainty.
To me, Intel is high-risk, high-reward. If they secure capital, win foundry customers, and lean on U.S. support, the upside could be big. But until execution improves and AI positioning is clearer, I’d rather watch closely than chase.
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- SiliconTracker·2025-08-21TOPSmart move holding cash mate - their foundry roadmap's still foggy as hell1Report
- longlive100·2025-08-21TOPIncredible insights on Intel's situation! [Gosh]1Report