Intel: Enterprise AI, Going Where The Money Will Be

Intel Corporation (NASDAQ: INTC ), one of the leading chipmakers in the world, has been struggling to benefit from the rise of AI. Intel's missteps with GPU development have resulted in Nvidia ( NVDAAs a value investor concentrating on companies with long-term growth potential at a reasonable price, I prioritize those undergoing strategic changes. These changes can activate corrective forces that often return the company to a more appropriate valuation, basically mean reversion. My approach centers on analy ...