• The rebound in Intel is driven by strategic deals, capital injections, and the ambition to become a serious foundry/compute player again.
• Buying at ~$30 is risky — it’s not obviously undervalued by consensus. It’s more of a speculative bet on the turnaround.
• $40 is a bold target. It’s possible in a “bull case” scenario, but it’s not what most analysts expect.
• Yes, there is a good chance more giants will partner with Intel — particularly if Intel can show that it can deliver scale, reliability, and value to those partners.
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