Countercyclical Buying Opportunity Thanks to New CEO, TSMC Deal & US Advantage?
Under the new CEO, Intel's focus could shift towards AI, manufacturing restructuring, and job cuts. This combination could create value for investors!
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On April 8th, the stock of Intel Corp. (INTC) fell to its lowest level in more than a decade. Countercyclically, however, the stock could be interesting for patient investors right now. I see three confirming reasons for this assessment: 1. Change in management: Lip-Bu Tan has been the new CEO of Intel since March 18, and he has already announced efficiency measures. This includes a leaner corporate structure, including potential job cuts, to enhance efficiency and competitiveness. 2. Collaborations: A preliminary agreement for the establishment...
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