Summary
- The author recounts holding Intel (INTC) since 2022, averaging $28/share, based on a turnaround thesis that has now materialized as the stock reaches ~$100 (half-trillion market cap).
- Key milestones cited: Lunar Lake launch (Sept 2024), strong earnings, and a sustained rally that overcame earlier skepticism.
- The post is a retrospective celebration of a successful value investment; it lacks forward-looking analysis or new trade recommendations.
Quality assessment: Anecdotal reflection and sentiment update, not well-researched DD. More noise than actionable insight.