T
Tonc

$Intel(INTC.US)INTC has fallen all the way back to where this rally started. I’m still hoping to get another entry around 60, but I’m also considering redirecting my regular Microsoft DCA into Intel instead.

The hardware correction probably isn’t over yet, but software hasn’t offered many exciting opportunities either. With AI spending still concentrated in infrastructure, Intel’s turnaround story is becoming more interesting to watch as the stock gives back its recent gains.

I’m not ready to chase the dip blindly, but I may start shifting my accumulation toward names where expectations have already come down. The challenge is figuring out whether this is a genuine opportunity or just the beginning of another leg lower.

@Captain's Treasure

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