Why focus on Intel? It's not about profitability, but national strategy—it's the chicken-and-egg dilemma. For Intel, it's first the pie, then the money, then the chicken, and finally the egg! Right now, it's the pie stage, a crucial part of the U.S. manufacturing reshoring! It might not be entirely correct, but the direction is right. Ignore all metrics—just look at the government's support and determination! $Intel(INTC.US) is somewhat like SMIC's role in China's semiconductor industry! The road is tough, but unavoidable. Still, TSMC stocks should be positioned—no question about that! Using TSMC's profits to subsidize Intel isn't a bad idea either.