INTC - Intel Corporation

Used as a precedent example: the U.S. government bought 10% of Intel at ~$20.47; Intel closed at $104, roughly a 5x. Evidence that government equity stakes can produce large gains.

Intel popped over 9% after reports of ~10% PC processor price increases. A continuation above $106.10 could trigger further upside toward $120. Daily chart shows a forming base near $80-$90 with higher lows.

Pelosi disclosed 10,000 shares and 50 call options. Ross links Intel to U.S. semiconductor policy and AI infrastructure, suggesting the same underlying power/tech thesis but provides less direct analysis than Bloom Energy.

Intel trades at 80x trailing earnings with much slower growth, making it expensive and unattractive relative to peers.

Nancy Pelosi bought 200 call options; US government holds a 10% stake; foundry turnaround gaining traction with AI and data center revenue up 59% YoY; strong backlog of pre-paid customers.

Turnaround story with 25% revenue growth, data center/AI up 59%, CEO bought $10M of stock, US government backing, but foundry still loses money; recommended as smaller position.

Host doesn't follow Intel closely but thinks it will do extremely well as the rest of AI names do well.

Intel will do well as long as it continues to have customers; its recent secondary raise shows it sees higher future demand, similar to the broader AI infrastructure trade.

Down 5% on $15B stock offering despite strong data center sales (+59%); potential growth opportunities ahead.

Intel is a high-risk government-backed turnaround play aiming to become a major global foundry; success could make it an important US-based chip manufacturer.