u/2443222

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Intel is the primary choice for military and intelligence agencies requiring custom chip fabrication—a status that aligns perfectly with the current administration's stance.

Looking ahead, the President may soon require that critical hardware—including CPUs, GPUs, and all essential machine components—be manufactured by American companies as a prerequisite for winning federal contracts. While this is currently an ambitious goal, it is a logical direction for the USAG to take. The world is shifting toward a reality where future conflicts will be fought and won by machines. In a "Machine vs. Machine" era, the smarter system will naturally prevail. Consequently, nations will rise or fall based on their technological edge, making it vital to have a domestic power like Intel handling fabrication.

AI machines are the nuclear weapons of the modern era. Just as uranium is to a nuclear bomb, Chips is to AI machine. It is VERY IMPORTANT that the USA doesn't lose that capabilities of fabricating chips at the leading edge and doesn't ever fall behind again.

People think that Fabs are just fabs. NO! it is a AI manufacturing factory.

It might be true fabs are useless, before the rise of AI, when all we do is use chips to make PowerPoint slide and watch funny cat videos, but NOT ANYMORE, it is actually the most critical part of the supply chain, if a national want to safeguard their sovereignty.

This is just the beginning for Intel.

While every other semiconductor stock is up 500–1,500% from their pre-AI highs, Intel is only 50% higher from pre AI, intel was around $70 around 2020-2021. Intel is a bigger AI play than people can ever imagine. It is also a more sustainable, long-term investment because they control their entire supply chain, without begging on their knees for more wafers, they can simply make it. Unlike other companies that does one thing like the memory, intel is diversified across the entire AI stack, which is a better long time investment.

AI is still not priced in for Intel. Fab is only 1-5% priced in (It was negative before, yes, it was actually punished heavily for building out fabs before this year that was why it went down to $20)

Intel have 50 years of R&D, IP, and expertise that they have spend over $300 billion on smart ass PhD that they can use to create the entire AI hardware stack. Now it is finally time to unleash all of them when the world needs it the most.

Intel started turning silicon into chips 50 years ago, and after many years of stagnant slumber is finally waking up to take back its rightful throne. They just need an innovative leader that is not afraid of the challenges ahead to utilize every resources they have and try to create the best of the best product at scale all the time without holding back and becoming complacent again.

Intel is vital to Western sovereignty as the only leading-edge foundry in the West. In the future, when chips are in your brain, you’ll want a trusted company making them. During wartime, you need those fabs located at home, or your robot army and drones won't operate.

Just saying, Intel is kinda IMPORTANT folks.

What is required by every machine in the future? Chips.

Who can manufacture these chips at the leading edge? Three companies TSMC, Samsung, Intel.

Who is the only leading fab owned by a USA company? Intel

Who started the entire chip industry 50 years ago? and the reason why silicon valley is called silicon valley? Intel

Which company have the IP to make the entire AI tech stack (chips, dram, SSD, GPU, AI accelerator) all the way from R&D->design->fab->end product: Intel

Short answer: INTEL HAVE ULTIMATE MOAT. A unicorn among horses.

Another leading edge fab will never emerge ever again in our lifetime, unless there is a great cultivation reset like WW4.

Not selling a single intel share until market cap is over a trillion dollar and beyond.