re: Is Intel dead money?

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It’s the ATT of the chip world.

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Very good analogy.

Another poster was talking it up a few months back because of the CHIPS Act and onshoring of production. And while that’s all well and good, their primary issues are more to do with their products, not where they’re produced. And tax breaks can’t fix that issue either.

I don’t follow NVDA that closely, but when AMD was in the 50-60 range a little while back, that was a Black Friday price range.

Disclaimer: AMD has been good to me over the years. I don’t recall that I’ve ever been long INTC, other than maybe some options plays.