$Intel(INTC.US)Intel raising capital at elevated levels is a classic case of long-term good news becoming short-term bad news. Expanding capacity and strengthening its foundry ambitions could be positive over several years, but issuing shares at this stage creates immediate dilution and gives the market another reason to question valuation. The bigger issue is timing: investors are being asked to absorb more supply before the additional capacity has translated into meaningful profits. So while the strategic direction may still make sense, the near-term reaction is understandable. It’s a reminder that even a good investment plan can become a headwind when the market is already pricing in a lot of future success.
@Captain's Treasure
