Creator was wrong about INTC's turnaround but now sees it as too late to invest.
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Intel stock is testimony that it takes time for an investing thesis to pan out. Sometimes.
Dividend Compounders with CheeseApr 24, 2026
The creator admits they were wrong about Intel's turnaround story a couple of years ago, initially doubting their pivot to foundry manufacturing and dividend cut. However, after a recent earnings report showing a 29% after-hours surge, the creator is now bullish on Intel's business model. Despite this, they believe the opportunity to invest has passed and will stick to investing in high-quality compounders with strong fundamentals.
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