$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Apple(AAPL)$ Food for thought for my fellow bulls. We know so far there’s no disruption to NVDA or AAPL due to the recent earthquake in Taiwan, but I guarantee you Tim and Jensen both had a thought about setting something up with INTC to manage such a risk. The new fabs that are being built have ARM capabilities. Jensen already publicly stated hed like another foundry partner and INTC has produced a test chip to their satisfaction. A 15bil deal with MSFT is on the books as well. Don’t forget all these things when they roll out all this negative press and FUD propaganda and these analysts and their bearish hyperbole.
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