$Intel(INTC)$ 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.
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