$Intel(INTC)$ 🍀🥮🧧Turns out my mooncake came with a surprise filling…not red bean, not yolk, but a $107B semiconductor heavyweight. $INTC showed up at the Mid-Autumn feast like the quiet guest with a 10-year comeback plan. 🥮✨ While the market feasts on momentum favourites, Intel sits in the corner quietly sharpening its edge. Revenue climbed from $38.8B in 2005 to $79B by 2021 before the downturn, but the strategic turnaround is taking shape. With AI manufacturing ambitions, a $8.9B policy boost from the U.S., and an undervalued base, the setup is less sugar rush, more slow-cooked conviction.
The CAGR may only be 1.6%, but this isn’t about nostalgia. It’s about retooling leadership in CPUs, data centres, and foundry services to meet the AI decade head-on. I’m positioned for the long game here.
Tagging a few Tiger friends to join in the mooncake 🥮 surprise stock flavour reveal… let’s see what you all get ✨
@SPACE ROCKET @nomadic_m @Hen Solo @Tui Jude @Cool Cat Winston @1PC 🍀