Intel has been one of the most dramatic turnaround stories of the year, and the foundry narrative is doing the heavy lifting. It's worth being clear-eyed about what's real and what's still just hope. ...
imagine telling 2025 me that INTC would be the foundry comeback story of 2026. wild 😮💨
INTC small position, holding for the foundry optionality. not chasing, not selling 💤
INTC still holding up after that Google TPU foundry order. the turnaround is finally getting real customers 💪
INTC ran huge YTD on the foundry story. is the Google TPU deal enough to justify it or is this priced to perfection now? 🙏
INTC page views 697 UV on the board, retail attention is high. foundry narrative pulling people back to a name everyone wrote off a year ago 👀
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve seen in years. The last ti..........................................................................................$Cadence Design(CDNS.US) | Stifel maintains 𝐁𝐮𝐲 on 𝐂𝐚𝐝𝐞𝐧𝐜𝐞 𝐃𝐞𝐬𝐢𝐠𝐧𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟑𝟐 𝐟𝐫𝐨𝐦 $𝟑𝟗𝟓
Analyst sees the expanded $Intel(INTC.US) Intel Foundry collaboratio...
The STI remains rather resilient, recovering most of what it lost on Friday. Although the Singapore Market is often labelled as "boring" and "slow investment", volatile periods show the true strength ...
bought INTC at the bottom out of pure spite and now pretending it was a thesis 😎📸