1. Intel's revenue and margins suffered from 2011-2024 due to production technology challenges starting in the mid-2010s; 2. The author initially sold 35% of INTC shares after CEO Pat Gelsinger's exit but reinvested heavily as 18A technology's potential exceeded expectations; 3. A major 18A contract with a leading tech giant positions Intel for a strategic turnaround, marking a critical inflection point.

1. INTC's turnaround strategy has failed to execute, leading to a 30% stock pullback and a $39B market cap loss. 2. The company faces challenges including underwhelming financial results, dividend suspension, and significant layoffs. 3. INTC's future hinges on its ability to innovate and compete in a highly competitive semiconductor industry.