Episode 08: Intel Outside

Dec 30

Written By Brian O'Neill

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In this episode, we unpack the latest developments at Intel following the sudden resignation of CEO Pat Gelsinger.

In this Theory Of The Trade (TOTT) episode, we recount why Mik initially started investing in Intel when Pat Gelsinger rejoined the company (~ February 2021) and why he is now cutting his exposure to the stock, given the uncertainty overhang after Pat’s departure.

We explore Intel’s storied past—from the 386/486 “glory days” to missed opportunities in mobile—and dissect whether Intel can reclaim its position as a leading-edge semiconductor manufacturer or if this is the beginning of the end of this legendary American Silicon Valley company.

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Brian O'Neill

Episode 08: Intel Outside

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