Discussion about this post

User's avatar
Neural Foundry's avatar

The Intel section captures the right tension - its high stakes execution but also high upside if they pull it off. The foundry bet matters way more than people realize becasue if they can actualy compete with TSMC on advanced nodes, that restructures the entire chip supply chain geopolitics. I saw some analyst notes last week suggetsing the 18A yields are better than expected which, if true, changes the risk/reward significantly. The $45-46 range feels like a coiling point where the market is waiting for proof of concept on the manufacturing turnaround before committing either direction.

No posts

Ready for more?