$Intel(INTC)$ I know $Advanced Micro Devices(AMD)$ ’s been making waves and stealing some of Intel's market share, but honestly, I still think Intel has the upper hand in the long run. The sheer size of the consumer market means there’s room for both CPU giants to coexist. Sure, the spotlight's on GPUs right now, and everyone’s chasing those, but I still believe in Intel’s fundamentals. They’ve got the experience, the infrastructure, and let’s be real, their position in the market is hard to beat. The company’s debt isn’t that high, so they’re not in a dangerous spot, and that gives me some confidence. I’ve decided to take a small position in Intel, betting on a potential rebound. If they can turn things around, there’s no reason they can’t keep cranking out solid profits. With a long-term view, I don’t see $10 billion in net profit each year being a stretch, and at a 10x PE, it feels like there's room for some decent returns. It might take time, but I’m holding for the ride.
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