Carol Massar

Really appreciate it.

Kathy Wood, of course, be well.

Former founder, CEO, of course, and CIO of ARK Invest joining us

Focusing once again on earnings and Intel certainly on that list as we see it bopping around in the aftermarket.

What does that mean?

We've got Intel shares down about 3.8% as we speak.

And some of it has to do with a weak forecast, supply shortages, hampering sales.

This is not a new story that we've heard around the chip companies.

particularly when it comes to AI.

The demand is there.

They can't meet the demand, which is kind of a good positive story that the demand is still there, but it's not great when you can't meet that, and you're just trying to kind of connect the dots there.

So fundamentally, what's changed, Ivan, when it comes to this company?

You obviously sound really upbeat.

Is it just a case of having the backdrop because, you know, of the United States government?

Is that what's done it?

You know, kind of.

Okay.

But it also shows how quickly things can change, certainly from the White House perspective.

So, okay, going back to Intel, under pressure in the aftermarket, we continue to track the share price, I think down about 4% or 5% as we speak.

The forecast for the first quarter, top and bottom line, disappointing.