Creative Strategies CEO and principal analyst Ben Bajarin joins Asking for a Trend to discuss Intel (INTC) CEO Pat Gelsinger's leadership and some catalysts for the company ahead.

While many investors have their doubts about CEO Pat Gelsinger, Bajarin says, "I've never doubted Pat's ability to lead this company." He continues, "I think holistically, the timeline and the cost to do so was extremely hard, right? They went through an extremely ambitious undertaking to regain process leadership. And we'll see if it sounds like they'll do that and we'll see if they do this for product leadership as well."

Bajarin explains that producing five new chip production nodes in five years is very difficult and "monumentally expensive." Meanwhile, he notes that the entire industry is facing technological hardships.

"I think having somebody like Pat Gelsinger, who is at his heart a technologist and very good and has a history of solving those technology problems with Intel, is the right person to get over what our technological hurdles going forward as well as some economical ones," he adds.

Moving forward, Bajarin sees several catalysts for Intel that investors should keep on their radar. First, he points to the launch of its Lunar Lake-powered laptops as a way the company can regain some product leadership. These laptops will have better performance per watt and battery life while maintaining a thin design. He also highlights that Intel is committed to prioritizing more wafers for Lunar Lake than they originally intended. In addition, he believes that investors should watch Intel's process leadership.

For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend.

This post was written by Melanie Riehl