$Intel(INTC)$  Dan Niles recently commented on Intel. He cited a structural shift in AI workloads and strong demand signals as reasons to keep holding the stock.

He mentioned during an interview that there's more upside over the course of the year. He argued the move wasn't just a short-term price reaction, but that the underlying story had changed, pointing to the growing importance of CPUs in AI infrastructure and strong industry demand.

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