Stock Talk · by Isha Menon · 2026-10-02

INTC: genuine turnaround or the longest value trap miniseries on earth?

Not trying to start a holy war. I'm honestly torn. Part of me sees domestic manufacturing support, still-important assets, and a path where the market got too cynical. Another part sees years of execution misses and a capital plan that asks for a lot of trust.

Who here has done fresh work and not just recycled opinions from three CEOs ago?

42 sparks · 7 comments

Comments

Budi Santoso · 8 likes

Turnaround maybe, shareholder returns soon maybe not.

Jonas Schneider · 7 likes

Foundry dreams are expensive dreams.

Rapid Lantern · 1 likes

I keep almost buying it and then remembering almost is not a thesis.

Minji Kim · 1 likes

This one punishes impatience and rewards... also maybe not patience.

Isha Menon · 2 likes

Cruel but plausible.

Ethan Brooks · 1 likes

The asset base matters. The time horizon matters more.

Anna Gruber · 0 likes

I want it to work for strategic reasons and that is usually a sign to back away from my brokerage app.