Intel: Do You Buy Gelsinger’s Plan?


  • Under current conditions, Intel Corporation’s thesis is largely a CEO Pat Gelsinger thesis in my view.
  • The key dividing issue between bears and bulls is whether his turnaround plan will work (or is working) or not.
  • This article provides my independent and data-driven evaluation.
  • And I will conclude that Gelsinger’s Intel Corporation management team has been effective in executing the plan.

President Biden Speaks On Rebuilding Country"s Supply Chains In U.S.

Chip Somodevilla


The way I see things, the key dividing issue between Intel Corporation (NASDAQ:INTC) bears and bulls is his turnaround plan. More specifically, bulls and bears fiercely debate: A) whether the plan is a sound plan to start with or

Chart Description automatically generated

Source: Fab Forecast 2019-2025 provided by AnySilicon

Chart, line chart Description automatically generated

Source: Seeking Alpha data

Chart, bar chart Description automatically generated

Source: Author based on Seeking Alpha data

Chart, line chart Description automatically generated

Source: Statistica data

Table Description automatically generated


Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.

We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.

Join for a 100% Risk-Free trial and see if our proven method can help you too.

Leave a Reply

Your email address will not be published. Required fields are marked *