$Intel(INTC)$ I keep wondering how long US companies will put adversary nations' interests ahead of US national interest and help them bash INTC using US-based propaganda press and US-based fabless chipmakers. Even when the press recognizes that distributed AI demand puts CPU demand ahead of GPU, they first assign the benefit to AMD, then mention ARM, and only at the far end hint that INTC may also get some benefit. But right after that, they bring up the foundry making huge losses. Meanwhile, INTC leadership is making solid progress on both the design and fab side, and doesn't bother chasing false press or making negative comments about adversaries. That makes INTC look very different from companies that shower the US government with presents and spend more time promoting Taiwan's interests than caring about US vulnerability in having top secret weapon system chips made by a foreign country in a very dangerous geographic location. I hope the US government has competent decision makers to assess the situation and do what is needed to protect national interest.
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