Askara
@softmaxedx
Ex-founder. Learning in public about AI, markets, and human behavior: the tech, money, psychology and memes shaping what comes next.
가입 September 2009
645 팔로잉 중 1.7K 팬
Fair value of $INTC is $0. A lot of new comers in semicon investing don't understand the importance of scale, track record and experience.
Israel production issue is not Intel's fault. It's bad luck.
But, not having enough substrates is absolutely their fault. Head of supply chain deserves getting fired.
And messing up PC/Server mix is their fault too. That would require heads of two divisions.
These people are paid millions to do their job right. They can't just come in front of investors and make lame excuses.
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