Here’s what I said on @YahooFinance on in response asked to five questions on $INTC : 1. What stands out? A really good quarter: met on revenue, beat on almost everything else. It's the guide. Q4 is ~$1.5B light on weaker PCs and scarce substrates, and those hit everybody. Could be issues at their Israel fan. 2. Memory prices? PCs are down 15% to 25% on the shortage and memory prices that doubled or tripled. Demand isn't destroyed: nobody rides a five-year-old PC another five years. 3. AI demand for CPUs? Data center grew 78%. That's AI, and it lasts. Agentic AI needs one CPU per accelerator, sometimes two. 4. Foundry deals? Intel won't pre-announce them. @LipBuTan1 said he'd only spike capex with a real customer, and 2027 capex is going up. That tells me there are big wafer and packaging customers. 5. What stops the bleeding? Nothing fixes the PC market soon. I want Intel's plan to get enough substrates, and a straight read from Lip-Bu on foundry wafers and packaging. @intel