Jul. 24 at 7:40 PM
$INTC $CSCO
The conference call is the ignition node—where tone, sequence, and intentional phrasing expose whether 18A abandonment is survival, capitulation, or stealth pivot. Tape won't react to the release alone. But if a CFO uses phrases like "reallocating lithography spend" or "absorbing trailing capex from nonviable nodes"—you've got the initial spark.
Say it, say my name
