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Added to YB: 2026-06-12

Pitch date: 2026-06-10

INTC [bullish]

Intel Corporation

+3.03%

current return

Author Info

No bio for this author

Company Info

Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Market Cap

$542.4B

Pitch Price

$113.52

Price Target

N/A

Dividend

N/A

EV/EBITDA

39.48

P/E

N/A

EV/Sales

10.56

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
INTEL: OUR PICK AS THE SHOVEL

INTC: Author swaps AMD exposure for Intel as 'the shovel' in chip race. Panther Lake on 18A node (15% perf gain, 30% density vs Intel 3) positions Intel as TSMC challenger if yields ramp. Q1 data center rev $5.1B (+22% YoY) defies bears. Govt stake (Trump $20 entry) adds protection. 2-5yr horizon.

Read full article (2 min)