Intel: I Told You To Sell, Now I'm Telling You To Stay Away (Rating Upgrade)

INTC sold-off by ~47% in just 6 months, which I warned about in my strong sell and sell articles. INTC's valuation is still stretched relative to modest 20.9% sales growth and weak forward guidance. Competitive positioning lags peers like MRVL, TSM, and NVDA, with INTC's operating margins and growth rates underwhelming.