Thread regarding Intel (INTC)

I can’t shake off the feeling that this recovery is only temporary

Sure, NVIDIA’s investment gave the stock a boost, but that doesn’t mean it will translate into a long-term turnaround. All the systemic problems Intel has been struggling with are still there, and no amount of cuts will fix them without a real master plan. I don’t see one. The NVIDIA investment feels more like a share-price play than part of a well-thought-out strategy.

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