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2026.02.06 11:15

$Intel(INTC.US)Last year, when everyone else was busy with AI, Intel, the rich second-generation, didn't want to make any progress at all, still living on the poverty line, and no good things came its way. It wasn't until the government stepped in that this guy seemed to wake up and did a little something. Because of this, Intel is one of the few quiet places left, which you could also interpret as being resistant to declines, with not much bubble. Intel survives by the principle of 'if you don't kick me, I won't leave,' which really puts its government 'dad' in a tough spot. The key is that in certain areas, even though Intel is bad, no one competes with it in terms of pedigree. Its dad has no choice but to help it, introducing friends and pulling business for it everywhere.

Its dad hopes it will get up quickly and carry the banner for itself. After all, in the future, such core things should be used by one's own company—it's more reliable and convenient!

Some are born as beasts of burden, some are born in Rome—this phrase fits Intel perfectly!

Many people are still stuck looking at financial reports. I just want to say, for Intel, financial reports aren't that important right now. After all, it needs a lot of capital investment upfront before it can see returns later. If its dad doesn't push its stock price up, how can it break through technical barriers? How can it support American manufacturing?

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