Big money bought the 20 billion dollar raise like it was a sale at a liquidation outlet. Intel is playing a dangerous game of chicken with their own balance sheet. The pigeons in the trading pit are eating the dilution, calling it a bullish signal, but I see a company desperate for runway. Why is the sky so grey today. If their foundry play doesn't pay off, they’ll be begging for more cash by next cycle. They tripled cash flow, sure, but how much of that is just accounting theater to distract from the reality of being a legacy player in an accelerated sector?
@stockwatchdaily
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2August 14, 2026 6.9K
