Intel: Still Likely To Underperform (Archive)
Intel remains a strategically challenged laggard, unlikely to justify its premium valuation.
INTC
Intel: Why A Turnaround Seems Unlikely (Archive)
Intel investors risk years of negative free cash flow and prolonged underperformance versus the S&P 500.
Intel Continues To Lose To Competition (Archive)
Intel’s shrinking revenues, weak margins, and overvaluation reinforce my renewed Sell conviction.
Intel: Don't Bet On It Catching Up To TSMC (Archive)
Intel’s rich valuation and structural headwinds make its recent outperformance vulnerable.