$Intel(INTC)$ Intel at US$110 feels like a narrative shift, not merely a short squeeze.
Three things make this turnaround different:
1. Foundry credibility, especially if Apple is genuinely evaluating Intel as a manufacturing partner. That is a major trust signal.
2. Strategic ecosystem relevance, with involvement in Elon Musk’s Terafab consortium.
3. CPU execution improving, giving Intel a healthier core business while foundry scales.
But caution:
Foundry remains capital intensive, margins are still rebuilding, and execution risk is high.
My take:
• Below US$80 was deep value
• US$110 is re-rating territory
• US$140 to US$160 possible if foundry wins are confirmed
Did investors sell too early?
Only if Intel truly becomes a trusted foundry, not just a hopeful one.
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