Aug. 20 at 12:22 PM
$INTC Everyone wants Intel to succeed right now...
$2BLN from SoftBank, chatter of the U.S. government even considering an equity stake. That’s not just noise but conviction.
It’s worth remembering that during the 2008–2009 crisis, several banks were backstopped with capital and went on to become absolute behemoths...IE;
$JPM,
$C,
$BAC all came out far stronger than anyone imagined at the time. Investors who stepped in at those uncertain prices ended up with generational wins.
Intel is in a very similar moment. A strategic national asset, real money flowing in from major backers and trading at prices we’ll look back on and wonder why more wasn’t bought. This is one of those rare windows where sentiment is lagging reality imo and those who back it now will be glad they did.
This is also separate from the LBT's Inference AI strategy, AI accelerator, Neuromorphic computing initiatives and cost cutting. Perhaps another Lisa Su similar moment:)
