SemiAnalysis(@SemiAnalysis_):Intel actually breaks out the "mark to market losses on Escrowed Shares" to the U.S. Department of Commerce. The way to read that is that is the mark to market of Trump's investment in Intel. Last quarter it was just a measly billion dollars, now it's 13. Hats off to the finance (and gov relations) team for this interesting disclosure. $INTC (1/2)🧵

2026.07.23 20:26

Intel actually breaks out the "mark to market losses on Escrowed Shares" to the U.S. Department of Commerce. The way to read that is that is the mark to market of Trump's investment in Intel. Last quarter it was just a measly billion dollars, now it's 13. Hats off to the finance (and gov relations) team for this interesting disclosure. $INTC (1/2)🧵