$Intel(INTC)$ If and when market makers and mutual funds actually execute their buys, this could really take off. I don't think Intel is going anywhere, and it should stay relevant for quite some time. I'm comfortable holding regardless of the short-term fluctuations. That said, I personally would not attempt to short this. It feels like playing hot potato with a lit stick of dynamite.
$Intel(INTC)$ Loaded up at $119. Thanks to the bears and shorts for the contribution. It is in a hurry-up and wait phase now, so just taking it easy. Cheers all.
Comparing two of the top female CEOs in tech: Dr. Lisa Su at $Advanced Micro Devices(AMD)$ and Jayshree Ullal at ANET. Jayshree Ullal started at Crescendo Communications, which became Cisco's first-ever corporate acquisition. She spent over 15 years at $Cisco(CSCO)$ , rising to Senior VP and building their Data Center & Switching division into a $10B+ revenue business. In 2008, she became CEO of Arista Networks when it had roughly 50 employees and zero revenue. She has since built Arista into a $250B+ AI/cloud networking company, taking significant market share from her former employer $Cisco(CSCO)$ , and became one of the most successful self-
$Intel(INTC)$ Efficiency and volume in Intel's fabs need to pick up as they bring AI and robots into the fabs. Is it time for another round of large layoffs?
$Intel(INTC)$ A couple years ago, I was surprised when Lip-Bu said Intel might drop 14A if there wasn't external customer demand. I was less surprised when he said CapEx spending and buildout would only happen if there was sufficient demand, and projects like the Ohio fab were put on the back burner. Now that Intel is running full throttle to get more manufacturing capacity and accelerating 14A production, it's pretty obvious that demand is through the roof. Shorts may make some money in the short run, but they are playing with fire. It's not a matter of IF but rather WHEN Intel capitalization is in the Trillions.