Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story
· seekingalpha.com
Intel vs. Navitas: why INTC’s IDM 2.0 turnaround and improving guidance beat NVTS’s pricey AI power thesis with falling revenue—read the analysis now.
All I can see in the chip market today is a choice between a battered giant one finally starting to wake up or a tiny specialist whose shares look top priced fo...