They have dibs on the best chip packing tech for a few years and have cracked their latest node, and next gen by the sounds. Combine that with excellent new mobile cpu designs, revamped x86, and they're pretty much two big tech foundry customers away from the big break (who are all hiring to test intel's production process), along with some foundries coming online next year and a bunch of other things like wafer efficiency upticks and agenic ai cpu usage. Essentially, they've turned a massive corner. Their balance sheets will go from huge capex sinks to profit machines. It's remarkable, and could have went up shits creek if they didn't pull off the current node production.

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Dibs the first day you’re behind the dumpster at Arby’s

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