ELON’S FINAL ACT
SOCIAL SECURITY BOMBSHELL
Dear Reader,
After shaking up the federal government…
Most people heard that Elon Musk’s work with DOGE came to an end…
And that his public spat with President Trump did away with his ambitious plans to fix our bloated and corrupt bureaucracy.
But today, I'm here to break wide open an unknown story…
It’s a shock to the system unlike anything else … that will surprise and anger more folks in the establishment and mainstream press than anything he’s done before.
Because this time…
I believe the entire Social Security system will be disrupted, down to the bare bones…
Any day now, I believe we’ll see a major government announcement…
A NEW Social Security Upgrade.
I call it “Social Security X.”
I put all the details of this incredible story here.
Sincerely,
Addison Wiggin
Best-Selling Financial Author and Stock Market Expert
Wall Street Has Left Intel for Dead—Here's Why You Shouldn't
Written by Jeffrey Neal Johnson. Published 8/8/2025.
Key Points
- Intel's foundry business is gaining significant credibility by securing major, multi-year commitments from top-tier industry leaders for its advanced technologies.
- The company is launching a pragmatic and aggressive assault on the enterprise AI market with a competitively priced accelerator that is gaining early adoption.
- A revitalized core business is now delivering critically acclaimed PC processors that lead in efficiency and on-device AI performance, driving a resurgence.
The market landscape seems rocky and challenging for investors, considering Intel Corporation (NASDAQ: INTC). The stock is trading near the low end of its 52-week range, with an analyst consensus rating of Reduce.
This widespread pessimism, fueled by past manufacturing delays and market share losses, has pushed the company’s valuation to a significant discount, with a price-to-book ratio (P/B) of approximately 0.80, suggesting the market values Intel at less than the stated worth of its physical assets.
This negative perception, however, is creating a classic contrarian opportunity. While the market focuses on Intel’s past struggles, it largely overlooks three mighty, forward-looking pillars of a turnaround already delivering tangible results.
For long-term investors, the disconnect between Intel’s analyst community and the reality of Intel's progress may represent a compelling entry or accumulation point.
Pillar 1: The Foundry
Intel’s most ambitious long-term strategy, its foundry business, is rapidly moving from a theoretical plan to a commercial reality. Anchored by multi-billion-dollar support from the U.S. CHIPS Act, Intel Foundry is positioned as a strategic, onshore manufacturing partner in an increasingly complex geopolitical world.
More importantly, the business is now being validated by major industry leaders who are committing to use its most advanced technology, providing tangible proof that its roadmap is competitive.
Recent cornerstone commitments include:
- A Hyperscale Leader: Microsoft (NASDAQ: MSFT) has signed a multi-year agreement to use Intel’s advanced 18A process for a future custom chip, a massive vote of confidence from one of the world's largest chip buyers.
- An AI Ecosystem Leader: Memory giant SK hynix will partner with Intel to use its advanced packaging technology. This involves precisely stacking SK hynix's critical High Bandwidth Memory (HBM) directly with processors, a technique essential for high-performance artificial intelligence (AI) systems. This partnership inserts Intel directly into the broader AI supply chain.
- A Fabless Design Leader: Broadcom (NASDAQ: AVGO), a premier designer of high-end chips, has also committed to using the 18A process for a custom AI accelerator and networking chip.
For investors, securing commitments from this caliber of industry leaders significantly de-risks the foundry execution story.
These are concrete business deals that powerfully validate Intel’s technology and demonstrate a clear path to the long-term, high-margin revenue that the market is currently discounting.
Pillar 2: The AI Challenge
While building its foundry for the future, Intel is simultaneously launching an aggressive and pragmatic assault on the lucrative AI accelerator market. The company is directly challenging NVIDIA's market dominance with its Gaudi 3 AI accelerator, built on a clear and compelling value proposition of elite performance at a competitive price.
With an 8-accelerator kit priced at approximately $125,000, Gaudi 3 is positioned as a powerful alternative for enterprise customers struggling with the high cost and limited supply of competing solutions.
This value-focused strategy is already gaining commercial traction. Reports of early adoption by major industrial and enterprise companies indicate that a viable market exists for a strong second-source supplier in AI hardware.
To support this push, Intel's venture arm, Intel Capital, has also launched a new $500 million fund to invest in AI software startups. This is a strategic long-term play to build out a software ecosystem around its hardware, encouraging development and fostering wider adoption.
For investors, this multi-pronged strategy establishes a credible beachhead in the enterprise AI market and creates a new, high-growth revenue stream.
Pillar 3: The Core Resurgence
While pursuing future growth engines, Intel is also successfully revitalizing its core, revenue-driving PC business. The recent official launch of laptops featuring the new Lunar Lake processors marks the first major product victory under the company's renewed focus on execution.
The consensus from independent reviewers has been overwhelmingly positive, highlighting two key breakthroughs that directly address past criticisms.
First, Lunar Lake delivers class-leading power efficiency, resulting in what many are calling "all-day battery life" in premium thin-and-light laptops. This success makes Intel highly competitive in the most profitable segment of the PC market.
Second, the chip's powerful on-device Neural Processing Unit (NPU) for AI tasks establishes Intel's leadership in the emerging AI PC category. This market, driven by new AI-powered features in operating systems like Windows, is expected to fuel the next major computer upgrade cycle.
For investors, it is tangible proof that the company's design and engineering excellence have returned. This success can drive market share gains and a higher-margin product mix in what remains the company's largest revenue segment.
Seeing Value Where Others See History
The story around Intel has been heavily shaped by its recent difficulties. Still, a look ahead shows a company built on three strong pillars of growth: a foundry business proven by top-tier clients, an aggressive AI plan that is gaining commercial success, and a revitalized core product line that is again delivering highly praised products.
This mountain of real progress sharply contrasts with the company's current stock valuation.
The prevailing negative market sentiment is creating a significant disconnect between perception and reality.
For investors with a long-term time horizon, this gap between the company's demonstrated progress and Intel’s current stock price may represent a compelling opportunity to invest in a turnaround that is already well underway.
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