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Investment Strategies / Falling Knives❤
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Author: ajm101 ✧🐝🐝🐝🐝  😊 😞
Number: of 577 
Subject: Intel (INTC)
Date: 08/05/2024 3:07 PM
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No. of Recommendations: 2
I don't have much to say here, but they are down 60% from their 52 week high in Dec 2023.

I find it difficult to make a case for them, personally. The have been gutted like a fish in high end compute workload budgets by NVIDIA and they have gotten bad press with issues in gen 13, 14 cpus related to power levels (though they've stated a patch is expected this month)

Their foundry assets are attractive, and a geopolitical hedge against a Taiwan war.

I don't know how much is fund driven liquidation of positions because of the dividend suspension.
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