INTC

Short · lags the market Closed

1 week horizon · Technology · submitted Sep 18, 2026, 12:20 PM PT

Tyler Nguyen@tnguyen_trades

Result vs S&P 500

Beat the market

Sep 21, 2026 → Sep 28, 2026

The thesis

1.Margins are expanding faster than the street expects
2.Margins are expanding faster than the street expects

What would prove me wrong: Gross margin comes in below last quarter

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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