Added to YB: 2026-01-27
Pitch date: 2026-01-23
INTC [neutral]
Intel Corporation
+0.77%
current return
Author Info
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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
$227.1B
Pitch Price
$44.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.34
P/E
-757.67
EV/Sales
4.70
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Intel's Agentic Dumpster-Fire
INTC (update): Despite datacenter CPU shortage benefiting peers, Intel can't capitalize due to poor chiplet design lacking die reuse/fungibility vs AMD's smart approach. $11.6B inventory but can't ship what customers need. 18A yield issues persist. Low P/B vs TSMC/peers reflects execution problems, not true value.
Read full article (4 min)