John Coogan

I mean, just today, if it's up 20%, and he must have seen a big growth in that position since then.

So just today, probably a one or $2 billion print.

And so the reporting here in the journal says that the Trump administration was actually key in bringing Apple to the table, putting pressure on sort of both sides to say, hey, let's think about the future of American manufacturing, resiliency, reducing Taiwanese dependence on a foreign supply chain, and giving Intel a real shot at underwriting the next big fad that they want to build.

That's not bad at all.

The guy really needed it.

He paid for grok with that.

That's pretty sick.

Oh, yeah.

He just paid for grok perfectly.

Yeah, he's like, I'm up.

I got gains.

I need to offset these.

So Commerce Secretary Howard Lutnick has met repeatedly over the last year with high-ranking Apple officials, including CEO Tim Cook, as well as SpaceX Chief Elon Musk, NVIDIA Chief Jensen Wang, to try and convince them to get into business with Intel.

There was a discussion about should NVIDIA dual-source the Grace CPUs from Intel, SpaceX, and Elon's been with Samsung for a lot of Tesla chips, but there's been discussion there.

There was that rumor about global foundries, and Elon's always been in and around the fab

world, and he's obviously going a lot deeper with the long-term TerraFab project.

So Commerce Secretary Howard Letnick was trying to convince them to get into business with Intel.

Some of the people familiar with the matter said, with the Apple deal, Intel has now signed partnerships with all three.

So over the last decade, Intel fell badly behind rivals, this is from the Wall Street Journal, such as TSMC and Samsung Electronics.

After a series of technical mishaps, leadership changes, and failed attempts at consolidation led outside founder customers to pull or curb their businesses.