07709 Return Rate
BRK.B Option"Don't be blinded by Intel's ugly earnings report. 'Delivery difficulties' are happy troubles—this shows that under the multiple pressures from Microsoft, Amazon, the U.S. Department of Defense, and its own AI PC chips, Intel's 18A capacity has become a scarce resource in the eyes of Silicon Valley and Washington.
While everyone is laughing at its insufficient yield, smart money has already seen: once the yield crosses the 80% red line in the second half of 2026, Intel will complete a stunning reversal from 'beggar' to 'banker'."$Intel(INTC.US)
Intel 逻辑重构：被大众错杀的 “主权 AI” 唯一底牌
Saw a Weibo post that was very enlightening, and realized that my perspective on Intel needs to be re-examined. So I discussed the post's viewpoint with AI. (Last night, I already bought a small amount of stock and one call option. Recently, Intel has been widely mocked, but if we only focus on short-term financial reports and stock price fluctuations, we might miss the most hardcore geopolitical logic for U.S. stocks in the next decade: Semiconductor Sovereignty. 1. The shift of the moat: from "commercial leadership" to "sovereign security" The public mocks Intel for its lagging technology...
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