Q: Given all the negative news and the recent "retirement" of the CEO, what are your thoughts now on INTC? Has the last shoe finally dropped or can it get worse? Hard to believe the US gov would let the company dissolve given its desire to maintain leadership in chip design and production (although INTC has not been a leader in either for some time). Is this stock worth buying as a (gradual) recovery play or as a takeover target? Thanks.

Q: Hi 5i,

Currently hold shares of INTC at a loss and have held the stock for a few years.

Purchased the stock on the thesis that Pat Gelsinger would potentially execute his his plan to build additional foundry's in North America as an alternate to TSMC. Tailwinds of "on shoring" government incentives and the growing "AI boom" market lead me to believe that this was feasible.

Given Pat Gelsinger is now retiring and INTC execution issues I no longer believe that will be the case. I have held on to the stock for now due to the low valuation and the potential that it would be broken up and sold off.

Would appreciate you thoughts on whether or not it makes sense to hold onto.

Would also appreciate your thoughts on potentially switching from INTC to ASML.

Thank you,

Greg C.

Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?