$Intel(INTC)$
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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