Rod Harte
09-15

$Intel(INTC)$ I agree with the calls from major AI leaders to slow down big model development and add safety evaluation, coordination, and boundaries around how fast the most advanced systems are trained and deployed. That is not the same as saying companies should stop using AI or stop building data centers. If anything, this could weigh on GPUs and help CPUs, which could be beneficial for Intel. I would consider today an opportunity to add cheap shares to hold long term. The market was reacting indiscriminately across the entire sector, and Intel should rebound quickly once smart money moves back in. Still long and strong on Intel.

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