$Intel(INTC)$ I loaded up at $100. This should go much higher after earnings. Lip-Bu Tan has cut even more dead weight managers at the company, 18A is the best chip out there right now, and 14A is around the corner. Intel is taking over the handheld gaming market too — the 18A chip with built-in graphics chiplet runs much longer than AMD's Made-in-China chips, with much better performance as well. The foundries are booked solid to the point where companies are paying for reject chips with only a single working processor. Intel must have converged on the best possible yield rate by now. America First.
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