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Jack of All Trades: High Stakes 01.23.2026

Jan 23 repriced patience. Intel asked for it and lost 17% — foundry losses too large, guide too weak. P&G asked politely and earned a JPM upgrade. ALK delivered on integration and let the Boeing order speak. Credibility determines whether the market waits. Intel hasn't earned it yet.

Jack of All Trades: High Stakes 01.23.2026
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