$Intel(INTC)$ Will be interesting to see how the market digests comments from the AI Infrastructure Summit. Given recent comments from CFO Dave Zinsner and CEO Lip Bu Tan, could a material revenue beat be in the cards for Q3? Perhaps in the range of $17.3B to $17.8B vs $16.3B midpoint guide. Intel has surpassed its internal guide for seven consecutive quarters, including a $1.8B beat last quarter. Additional output on yield and TPT as well as mix/pricing should be a tailwind. Top concern is sufficient substrates.
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