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INTC Intel has hit its annual ATH already, in just a single week.
Let’s sort out what’s happened recently.
1、The former CEO’s blind, reckless expansion left a mess for Chen Liwu
2、First-quarter earnings guidance fell short of expectations
3、Bought back the previously sold Ireland FAB 34
4、Teamed up with Elon Musk to work on Terafab, verifying the logic that big customers are willing to pay—the customer is still Musk
Earlier than that, there was also an unprecedented capital injection from the U.S. government.
Actually, Chinese people should find it easier to understand Intel. Isn’t this just the U.S.’s “domestic substitution” and “internal circulation”?
The U.S. needs a pure-blood wafer foundry to avoid TSM’s geopolitical crisis.
Intel can’t pull it off! And U.S. semiconductors won’t be able to live either (not)!
I hope to get a cheap enough price so I can buy Intel, with a 3-5 year holding plan.
Someone asked, if you’re holding long term, do you still care about short-term prices?
Bro, if you want to hold a certain asset long term, having a relatively low cost makes it easier and more comfortable to hold.