Intel down 39% this week.
Q4 guidance: $15-16B revenue (missed by $1-2B). PC market dead until 2027. Free cash flow stays negative through 2027. Worst single-day drop since 1974.
Markets don't reward slow-moving companies that rely on government handouts and multi-year turnarounds. Capital flows to execution, not promises.
This is what happens when you need permits, subsidies, and patience in a world that demands speed and results.
Q4 guidance: $15-16B revenue (missed by $1-2B). PC market dead until 2027. Free cash flow stays negative through 2027. Worst single-day drop since 1974.
Markets don't reward slow-moving companies that rely on government handouts and multi-year turnarounds. Capital flows to execution, not promises.
This is what happens when you need permits, subsidies, and patience in a world that demands speed and results.
