The Analysts

Call · @alex_intel_ · unranked

@alex_intel_

@alex_intel_ · Thu, Jul 30

Alex@Alex_Intel_
Despite Intel's CAPEX likely going to $30B in 2027 (remember Intel warned that Foundry being successful might push out breakeven), Intel said to Bofa that the 2027 Foundry breakeven was still going to occur. Rapid 18A yield improvements (matching TSMC by YE) and Intel 3 volume
36d agoview on X ↗

tweeted Thu, Jul 30 · counted from Fri, Jul 31 close

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Long INTC · High confidence

Confidence

High0.98

Counted from

Fri, Jul 31 · market close

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