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GEBULLINTCBEARMIXEDIn depth · 4/5

Passing on Intel's Pat Gelsinger turnaround

The guest presented a relative case, favoring GE over Intel, based on qualitative concerns about Intel CEO Pat Gelsinger's compensation package and lack of clear early results versus the visible playbook at GE.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE