I may play $INTC on earnings.
-Orange admin will eventually push out Powell, Bessent as one of people discussed (rofl)
-FED already stepped in overnight REPO operations, canary for cuts imo
-In 25' Lip-Bu Tan came to lead Intel & to turn around the giant. In $CDNS he did wonders
https://pbs.twimg.com/media/GwFQ58NXIAAEJGP?format=jpg&name=large