To The Moon

$Intel(INTC)$   Intel popped after a White House sit-down between CEO Lip-Bu Tan and President Trump. That is a big mood swing from last week when Trump publicly called for his resignation. The market liked the photo-op and the possibility of friendlier policy for Intel’s factories. Under the hood, the story is still a tug of war. What’s bullish?? • Government support talk is back on the table. Any carrots for U.S. fabs would help margins and sentiment. • Q2 showed pockets of life. Data Center and AI revenue grew while Foundry revenue edged up. Not a blowout, but not a collapse. What’s tricky?? • 18A yields are the elephant in the room. Reports point to low yields that threaten profitability for the coming Panther Lake chips. If 18A slip

$Intel(INTC)$   Intel just reported a flat revenue quarter and a small loss, but that is not the real story. The real headline is a company hit with painful yet necessary restructuring that is now facing a clean slate. Under new CEO Lip Bu Tan, Intel is slashing costs, shelving expensive fab projects, and trimming 15% of its workforce. This is corporate decluttering at a serious scale. The political spotlight is intense. Trump has publicly called for Tan’s resignation and the White House is involved. Intel now sits at the center of the U.S. chip sovereignty agenda. Billions in CHIPS Act funds are already flowing, which could be a catalyst for a stronger turnaround. Analysts are looking at a rebound to $22–$28, a

$Intel(INTC)$  Can't stop laughing. Didnt US media been bitching about how China govt attacks their local companies and all the communist shit. So what's the difference with USA now? So americans where are all your democracy shits now?

$Intel(INTC)$   Intel popped after a White House sit-down between CEO Lip-Bu Tan and President Trump. That is a big mood swing from last week when Trump publicly called for his resignation. The market liked the photo-op and the possibility of friendlier policy for Intel’s factories. Under the hood, the story is still a tug of war. What’s bullish?? • Government support talk is back on the table. Any carrots for U.S. fabs would help margins and sentiment. • Q2 showed pockets of life. Data Center and AI revenue grew while Foundry revenue edged up. Not a blowout, but not a collapse. What’s tricky?? • 18A yields are the elephant in the room. Reports point to low yields that threaten profitability for the coming Panther Lake chips. If 18A slip

$Intel(INTC)$   Intel just reported a flat revenue quarter and a small loss, but that is not the real story. The real headline is a company hit with painful yet necessary restructuring that is now facing a clean slate. Under new CEO Lip Bu Tan, Intel is slashing costs, shelving expensive fab projects, and trimming 15% of its workforce. This is corporate decluttering at a serious scale. The political spotlight is intense. Trump has publicly called for Tan’s resignation and the White House is involved. Intel now sits at the center of the U.S. chip sovereignty agenda. Billions in CHIPS Act funds are already flowing, which could be a catalyst for a stronger turnaround. Analysts are looking at a rebound to $22–$28, a

$Intel(INTC)$  Can't stop laughing. Didnt US media been bitching about how China govt attacks their local companies and all the communist shit. So what's the difference with USA now? So americans where are all your democracy shits now?