Ivan Feinseth
๐ค SpeakerAppearances Over Time
Podcast Appearances
Well, yeah, I think this has helped.
I think this removes concerns, balance sheet concerns, and allows the company and the CEO to focus on business.
A partnership with NVIDIA is great, and a partnership with the US, it opens up doors.
They're back working with Apple.
They're going to be working with everybody.
And I think you're going to see Intel as a major contender as a semiconductor foundry, semiconductor manufacturer to take on Taiwan Semiconductor.
These are different chips, the 14A, the 18A, and the announcements that they made earlier this month at the CES.
They got their latest semiconductors on track to go into production to meet huge demand.
Demand for all semiconductors is outstripping supply.
There's, in fact, concerns of memory shortage and processor shortage.
So they got the demand wind is a tailwind.
And they are back to innovating and developing and winning customers and working with key computer manufacturers, key hyperscaler cloud service providers.
And I think that they got a tremendous tailwind.
The stock ran up a lot.
It went from 20 to 55.
Even if it pulls back to 45, it's a buying opportunity because I think that long term, they are going to be back.
I mean, I don't think even be back to their former glory.
I think they are going to be one of the world's.
leading semiconductor developers, designers, and manufacturers.
It's crucial, but that is the opportunity.