$Intel(INTC)$ I really loved Lip-Bu Tan’s presentation – the guy is just oozing passion for the company. You can tell he really believes in what he's doing, and that energy is contagious. One line that really stuck with me was when he mentioned how the Trump administration actually reached out to ask how they could help Intel. That just shows how much of a big deal Intel is to the whole tech ecosystem.

He made it clear that the key to Intel's revival, especially on the GPU and AI side, is all about attracting top talent. His strategy of driving a client-first approach for high-quality products, focusing on engineering, and securing big clients for IFS is spot on. I also loved his emphasis on supply chain diversification – that’s crucial in today’s market. Overall, it was an awesome speech, and it’s clear Lip-Bu is bringing all the right moves to turn things around. I’m excited to see where it goes!

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