I'm buying in now as the Google fab announcement and apple fab partnership are incoming going to send it to 200 easy

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The bubble where they are the only major Fab player in America and everyone else outsources to TSM. Intel is in full control

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Doing it aswell going to 200 after the Google packaging and apple fab announcement

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Reasonable given AMD make betters processors and Nvidia make better GPUs. You couldn't have known how politics would drive one failing companies stock so hard.  Intel have the most advanced fab outside of Taiwan. That means everything now but for a few votes 18 months ago it might have meant nothing.

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Not true, you seem to have forgotten there was also the possibility Gelsinger over played his hand and took on more costly fab construction than Intel's cash flow could sustain and the company falls apart under the weight of its own ambition. By the the way the fabs aren't built yet and this nightmare scenario could still happen (less likely than when Gelsinger was in charge but still possible).

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Even if they didn’t intel would have been fine. They’re the most sophisticated fab in the world outside of tsmc and they’re in NA with a couple new fab projects halfway done. It was always going to end this way.

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prob best to buy leaps and just let it ride out, either way this will rip. EU Defense contracts, NVDA/NOK partnership, photonics, fab facility opening up in 2027 in San Jose, 6G leadership, data center switching, etc. This is bound to rip at anytime, just currently hidden.

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