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One platform for global traditional assets
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Launch
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1. Is Intel super stupid? Yes, they have 11.6 billion in inventory of consumer-grade CPUs, while server CPUs are sold out with no stock available, low yield, and production capacity not improving. 2. Will Intel go to zero? Probably not, they will continue to hire TSMC engineers to improve yield. 3. Future catalysts for Intel's stock price? Orders from Apple/NVDA, but reaching a new high for the year is difficult. Chen Liwu has been CEO for less than a year, with weak strategic execution.