No. of Recommendations: 2
"about 18 months ago, I opined berk should buy Intel....after all its manufacturing though with frequent and high capital outlays,but it was last man standing for US Foundry ops so had a national security massive tailwind. happy to say I am up 260% on it right now, its of course still volatile , but gelsener's tech roadmap was faultless, it just too Tan to operationalize it, which he seem to be doing. It was a buy and hold for me, longterm,but i hope still for a reentry point to add more.
GLTA"
I remember! I can't remember who said what first but I had mentioned my reason for adding it as a long term holding. The difference? I sold!!! I basically sold at par but I finally threw in the towel. Kudos to you and I'm happy it's panned for you!
