Hold INTC by Jan 20, 2027.

Been watching $INTC grind through this turnaround for a while now, ngl the Q2 numbers were better than I expected. Revenue hit $16.13B, up 25% year over year, beat consensus by almost $2B. DCAI segment alone was $6.3B, up 59% YoY. Gross margin expanded to 40.4%. Foundry losses narrowing too, though external foundry revenue is still tiny at $293M. The bull case is that AI infrastructure demand is finally pulling Xeon 6 hard, and the manufacturing side is slowly cleaning …