The former Chip King is cutting again in hopes of finding a path to sustainable growth.

Tim Beyers and Jose Najarro discuss:

- Intel’s big restructuring plans.
- Predictions for when Intel Foundry may finally be profitable.
- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!

Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX

Host: Tim Beyers
Guests: Jose Najarro
Producer: Anand Chokkavelu
Engineer: Adam Landfair

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Episode 107 - I'm With Stu-Pod