Recommended stocks for the second half of 2023

Intel (INTC)

My investment guidelines are Buffett's 2009 words:

“We have invested a lot of money in the past two years of turmoil. It was an ideal time for investors. A climate of fear is an investor's best friend. People who only invest when the commentators speak brightly will pay a heavy price for meaningless peace of mind.”

In other words, it's time to invest when other people feel afraid of stocks. Conversely, it's dangerous when there are only bright topics.

This is true not only for the stock market as a whole, but also for individual stocks.

Recently, $INTC.US (INTC.US) $, a major US semiconductor manufacturer, was in the red for three quarters, but finally turned into a final surplus. Financial results and earnings forecasts were well received, and stock prices also rose.

There is also a comment from the CEO that they are aiming for the AI market in order to capture the rapid growth of AI in the future, so there is a possibility that business performance will recover further.

I personally think that right now is the perfect time.