Intel still a massive turnaround story that got 'way over its skies', says Bernstein's Stacy Rasgon

Let's get one top analyst take right now who last night said, "What happened?" Stacy Rasgot is managing director and senior semi- analyst at Bernstein Research. You've got a market perform $36 price target, but Stacy, I I just want to make sure everyone's understand there's some stocks that are more emblematic, right. Nvidia tells us a lot about the AI trade.I'm not sure if Intel is telling us anything other than what's going on with Intel, which right now seems to be like to your question, why is there all ...