INTC | SOURCE: TIKTOK SEALS DEAL TO OPERATE IN THE US AFTER YEARS
Jan 23, 2026 IC-REF: 6c32a8c7

INTC: Valuation Sensitivity to Macro Regimes

Executive Thesis: Intel represents a classic turnaround story where demand recovery is being offset by operational execution risk, particularly around 18A node yields and inventory management.


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