I think Intel stock is a good buy now to hold for 3-5 years now. I think the shakeup under way and engineering leadership will most likely bring it back. Not financial advise lol.
In particular, you need to be somewhat optimistic that whatever happens to Intel at the end of the road will go in favour of the shareholders. Whether it's split into foundry and design, or acquired by someone who wants the fabs, or stolen by the government on national security grounds. I don't know whether any of those exits result in shareholders gaining money. It seems unlikely that any involve shareholders gaining 50% or so.
Or you could bet on one of their competitors who seem to know what they're doing. Superficially I like global foundry as a US centric manufacturer of semiconductors.
> "Last fall, a Wall Street analyst called AMD “un-investable,” following the announcement of its terrible Q3 2012 numbers and the sudden loss of its CFO."
How times have changed!
If they managed to allow consumer Arcs to vfio it would be huge in the homelab market