Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search FK
Shrewd'm.com Merry shrewd investors
Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search FK

Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (2) |
Author: YoungandOld ✹  😊 😞
Number: of 759 
Subject: Re: INTC
Date: 09/18/2025 2:42 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
Two years and a quarter after the original post, even after the pop over the last two months driven by USG and NVDA investment, INTC is still below the $34 share price I wrote about. But it’s the first serious sign that the thesis of a critical need for a US owned and based semiconductor company is playing out. INTC is the most credible option for that and there should be much further upside to the stock if business is directed to their foundry. The most challenging risk (customer willingness to sign on)now seems substantially mitigated. Technical risk on whether they can deliver chips needed to compete remains. But it feels like a much better time to take another look at INTC.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds