Intel could rise by another 50%, say Northland analysts. Here’s why!

Our US model portfolio stock Intel (i) is over 170% in book profit. The story is unfolding, and just in the last few days, the stock has surged again. While the first phase of the Intel rally was primarily driven by operational turnaround, the special position is now coming into focus. Intel benefits doubly: on one hand from the "CPU renaissance", where AI agents strongly stimulate demand for computing power, allowing for supply shortages that enable price increases of up to 15%. On the other hand, it plays a role as an enabler for Elon Musk's...