Intel Doesn’t Need Qualcomm, The Amazon Partnership Is More Important

Summary:

  • Intel’s share price has plummeted, but I believe it has bottomed and presents a value opportunity for patient long-term investors.
  • The Amazon deal solidifies Intel’s standing in the AI chip market, signaling its competitiveness and potential to attract other major clients.
  • Intel’s upcoming catalysts include the Windows 10 upgrade cycle, AI computing advancements, and the buildout of AI infrastructure, all of which could drive profitability.
  • Despite past failures and competition, Intel’s cost reduction plans and strategic investments could restore its profitability to over $10 billion annually.
Intel Headquarters

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Intel Corporation (NASDAQ:INTC) has brought nothing but pain and frustration to its shareholders over the past several years. While their valuation has been chopped in half, Advanced Micro Devices (AMD) has closed the gap on desktop


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