Intel reported a supply-constrained first quarter, with improvements not expected until Q2. Despite healthy demand, stock fell after disappointing earnings. Revenue for Q4 was $13.7 billion, down 4% YoY, with EPS at $0.15. Supply shortages will impact Q1 results. AI and data center revenue rose 9% YoY to $4.7 billion. Market cap at $230 billion after stock pullback. Expectation for improved supply and robust demand growth priced in. Stock Advisor analysts recommend 10 other stocks over Intel.

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