In a recent post on r/wallstreetbets, monoteapot presented a bullish thesis on Intel Corporation (INTC). As of July 15th, INTC’s share price was $22.92 with a trailing and forward P/E of 88.08 and 88.75, respectively. Meanwhile, Micron Technology (MU) saw a 5% drop. The focus on NVIDIA’s GPU dominance has undervalued Intel, but with purpose-built chips for AI inference, the landscape is shifting. Intel’s Gaudi 3 chips offer better price-performance than NVIDIA’s H100s, positioning them well for the future of AI workloads. Investors may be missing out on a compelling opportunity in the semiconductor space.

Read more at Yahoo Finance: Intel Corporation (INTC): A Bull Case Theory