Thread regarding Intel (INTC)

Intel’s situation is starting to worry me. I’m just a small shareholder, but it feels like things could get even tougher from here. Manufacturing their own chips was supposed to be the big comeback story - bringing production back, competing with TSMC, regaining relevance. But costs keep rising, execution keeps slipping, and now you’ve got China tightening exports of key rare minerals that are crucial for chipmaking. If that supply chain gets any shakier, Intel’s margins and timelines are toast. I still want to believe in the turnaround, but it’s hard when every week brings another headwind.