tupungato
- Intel’s revenue reached $35.9 billion YTD 2024, growing 6.2%, while operating margins rose to 27%, showing cost management improvements.
- Core Ultra 200V and 200S processors address AI demand in mobile and desktop markets, with a projected 100 million AI PCs by 2025.
- The x86 Ecosystem Advisory Group boosts software compatibility, accelerating the adoption of AI-compatible Intel-based systems.
- Intel’s independent foundry unit targets new clients backed by AWS investments and U.S. government funding.
- Intel faces intense competition from Nvidia, production delays, and financial strain from workforce cuts and unproven foundry ventures.
Investment Thesis
Intel Corporation (NASDAQ:INTC) is stepping up its game with a powerful combination of AI-driven innovations, bold alliances, and strategic shifts in chip manufacturing. With its Core Ultra processors and partnerships like the x86 Ecosystem Advisory Group, Intel is doubling.
Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: We focus on GARP/Value stocks—high-quality, reasonably priced businesses with strong moats and significant growth potential. We prioritize fundamentals and seek stocks trading at a discount to intrinsic value, with a clear margin of safety. Our long-term approach (5-7 years) aims for wealth accumulation through compounding while emphasizing downside protection and sometimes taking contrarian views during market uncertainties.
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