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This Beaten-Down Company Might Be America’s Secret Weapon
This isn’t a typical deep dive — it’s a thesis for a high-upside idea that I’m watching closely.
Let me be real with you upfront.
I’ve hated this company for a long time.
Poor execution. Missed roadmaps. Falling behind competitors. It’s been a frustrating ride for investors and one of the most disappointing stories in the semiconductor space.
But here’s the thing about investing.
Sometimes, the best opportunities don’t come wrapped in a pretty package. Sometimes, they come from ugly charts, bad headlines, and companies everyone’s written off.
And right now, I believe Intel might be one of those opportunities.
Yes, that Intel. The one that’s been getting crushed by TSMC and NVIDIA for years.
But something big just happened that could flip the script. And if I’m right about what comes next, Intel could be sitting on a massive turnaround story. One that’s tied directly to national security, global manufacturing power, and a very important signal from Washington.
Let me walk you through it.
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