Re: madness

The week's question

In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Stocks A to Z / Stocks I / Intel (INTC)

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What happens when the CEO is booted out with no successor in place? INTC is in portfolio and has been disappointing me for years now. The logic you wrote is the one I have used to keep and even add to my holdings. I question whether this is one of those cases where the logic seems sound, but the translation to reality is wrong.

I still hold hopes for a 2025 recovery on their technical competitiveness and in their fab business, but that feels less likely with this move. I am surprised that INTC is up today as the CEO resignation is announced. Its hard to take decisive action without a CEO and INTC seems to me like it is in a period where decisive action amongst a set of risky directions the company could go (and they are all risky) is a requirement.

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