INTC deep Dive

$AMD is my largest position at ~24%, so I spent a week researching $INTC to stress-test my thesis.

Verdict: the turnaround is real, but at $120 the comeback is already priced in.

Doesn't threaten AMD here.

Full deep dive free on Substack. Not advice, just my research.

https://ashtoninvests.substack.com/p/intc-deep-dive-what-a-635-billion?utm_source=app-post-stats-page&r=4hxpzl&utm_medium=ios

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