Intel is searching for a new CEO, and rumors are swirling about which company the new leader might come from. However, let's consider this from a CEO's perspective.
Imagine receiving a signing bonus, a salary, and stock options. Wouldn't it be more incentivizing for a CEO to join when the company's stock is at its lowest?
Lisa Su joined AMD when the company was near rock bottom. AMD sold off its buildings and foundry business, laid off employees, focused on the new Zen Architecture, and regained market share in budget-friendly GPUs and CPUs. In the end, a GREAT CEO was born.
Now, fast forward to Intel: foundry rumors, massive layoffs, selling a few buildings and leasing back the space, using TSMC (to explore how an external foundry can support chip design), and introducing new architecture. From what I understand, this looks like a power play.
Remember Unity? When Unity lost its CEO, they had a few interim CEOs, and the stock hit rock bottom. Look at it now—I wouldn't be surprised if it shoots past $50 next year.
Update: I've been buying shares and options every day since this dip. Let's go!
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