Executive Summary
Intel's stock plunged 15% after CEO Pat Gelsinger delivered lackluster guidance, but analyst Angelo Zeno reveals a counterintuitive dynamic: the company is finally seeing improving demand but cannot meet it due to supply constraints. This represents a fundamental shift from Intel's historical demand problem to an execution problem. The company was 'caught flat-footed' without adequate inventory to meet higher expected demand in the first half of 2026. The critical inflection point centers on Int...
Key Investment Opportunity
Intel Foundry Turnaround Play
Supply constraints masking demand recovery create contrarian opportunity if 18A node yields improve
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