$Intel(INTC.US)Intel is in the middle of a multi-year turnaround — new fabs, government subsidies, and the push to regain leadership in advanced chips. The semiconductor cycle is also highly volatile, so short-term option drawdowns are part of the game.

What many investors forget is that Intel is becoming one of the only Western alternatives for advanced chip manufacturing, especially with the geopolitical tension in the Middle East and ongoing global supply chain risks. Governments want semiconductor independence, and Intel is a key piece of that strategy.

On top of that:

• Massive CHIPS Act funding

• Foundry business expansion (IFS)

• AI and data center demand still growing

• Strategic importance to the US and allies

Turnarounds take time. The market often prices the recovery before the financial results fully show up.

For this position, patience is key. If Intel executes on its roadmap, sentiment can shift quickly. #TradeShowcase @Bridge Buzz SG