1. Kyndryl Holdings has underperformed in 2025 but shows potential for a turnaround with accelerating contract signings (40%+ growth) and a shift to high-margin work. 2. The company maintains positive revenue growth and is valued attractively at a P/E of 15x, with a projected 60% medium-term earnings CAGR and 7% forward FCF yield. 3. Technical indicators suggest support levels, and the company is actively repurchasing shares, signaling confidence in its recovery.

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.