bearish

Intel Corp

Intel 4Q21: Our Capex Is More Valuable than TSMC’s

242 Views27 Jan 2022 23:14
Intel's coming Analyst Day must have an earnings reset. Heightened spending and capex will remove buyback support for EPS growth and the longer term model will have structurally lower margins.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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