Ivan Feinseth

is as planned.

I mean, they are well positioned to benefit from AI data center demand, AI computer demand, their partnership with Intel, money from the US government.

So they are plenty flush to invest in all of their key growth initiatives.

Well, it's everything.

First of all, it's President Trump's push on what's sold here, is made here, investing in U.S.

semiconductor manufacturing capacity here, expanding the Intel foundry business, as well as the growth of data centers, the growth of AI-enabled PCs.

So they are positioned, I think,

perfectly to benefit from what was in the early innings of what was going to be a long game of the AI-driven growth in both the tech sector and the U.S.

and the global economy.

It doesn't.

But it's really funny that President Trump wanted to go from deporting the guy to giving the guy money.

Well, it highlights Trump's perspective on driving the U.S.

manufacturing infrastructure.

U.S.

leadership in all key areas and semiconductors is a very important area, especially that Intel makes semiconductors for the defense industry.

Absolutely.

Hey, there's no better partner.

One, a number one partner.

I don't, well, it could be a tie US government and Nvidia.

Okay.