$Intel(INTC.US)INTC’s recent action lines up with the macro shift. Yields have cooled a bit, which takes pressure off cyclical tech and turnaround names. At the same time, markets are rotating out of crowded AI trades and into laggards with reset expectations. Intel fits that theme. It’s not being priced as a high-growth story, so downside feels more defined. In this macro setup, stability plus policy support keeps it relatively resilient.

@Bridge Buzz SG

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