Multiple ways to win w/ $INTC. 1) GPU:CPU ratio from 8:1 to 4:1/1:1 w/ Agentic AI, 2) potential $AAPL foundry ramp before YE, 3) Billion $ packaging deals likely coming, 4) EV/Sales ~20-35% below $TSM & $AMD 5) -23% from 5/11 pk to 5/19 trough removes overbought technicals.
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