Rod Harte
10-17

Got in at $23 average, will keep loading the boat if it dips. $Intel(INTC)$  remains the only foundry operating $ASML Holding NV(ASML)$ 's cutting-edge machines right now - market's sleeping on this golden goose. $Taiwan Semiconductor Manufacturing(TSM)$  ordered same tools but their production line won't hum until 2028. Both Dems and GOP are shilling $Intel(INTC)$  hard, with CHIPS Act subsidies and profit-sharing mandates. Political circus with guaranteed paychecks.

Intel Beats Sales! Above $40, Smooth Sailing Ahead?
Intel reported better-than-expected third-quarter sales, signaling that demand for its core x86 processors for PCs has recovered.Revenue: $13.65 billion versus $13.14 billion estimated EPS: 23 cents, adjusted, not comparable to analyst estimates The report is Intel’s first since the U.S. government became the company’s top shareholder in August with a 10% stake.
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