u/kftnyc

Forget technical stock analysis. We know the products are as good as anything on the market, and they are expanding to manufacture as many as possible. We know the company financials are stable and improving.

To anyone who asks, “Should I invest in Intel?,” I present only two questions:

1. Does fabless NVDA still deserve to be worth 15x INTC?

2. How will the importance of Intel change when the PLA invades and Taiwan’s fabs are destroyed?

Intel is a critical strategic US asset, and—until the Terafab is complete—one that is unique. Not long from now, we will look back in disbelief that Intel’s market cap stayed below $1T so long into the race toward the Singularity.

Cramer bullish. We had a good run.