Intel: $20 Billion Bought Time, Not A Customer (NASDAQ:INTC)
· seekingalpha.com
Intel priced a $20B stock raise, boosting dilution as capex outpaces foundry revenue and customer wins remain unproven.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...