Portfolio Change: I'm buying more Intel $INTC

Jan 21, 2025

Moving a little extra cash to increase INTC from ~17% to ~20%

2 Comments

Mar 11, 2025

Interested to read more about the case for Intel! Makes sense in the context of moving off of $TSM and America First kinds of policies. Thank you Michael

Thank you for reading!

It's my biggest holding so expect more about INTC soon.

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Walsh Investment Strategy

Portfolio Change: I'm buying more Intel $INTC