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Is Intel Making a Comeback? Nvidia’s $5 Billion Bet Explained · Earn Your Leisure

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  Speaker 1: to you by P and C Bank. A lot of
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  Speaker 1: people think podcasts about work are boring, and sure they
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  Speaker 1: definitely can can be, But understanding of professionals routine shows
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  Speaker 1: us how they achieve their success little by little, day
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  Speaker 1: after day. It's like banking with P and C Bank.
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  Speaker 1: It might seem boring to safe plan and make calculated
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  Speaker 1: decisions with your bank, but keeping your money boring is
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  Speaker 1: what helps you live or more happily fulfilled life. P
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  Speaker 1: and C Bank brilliantly boring since eighteen sixty five. Brilliantly
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  Speaker 3: All right, so let's talk about Intel U. Intel stock
• 2:40
  Speaker 3: ones up after Nvidia announced the five billion dollar investment
• 2:46
  Speaker 3: and a struggling chip maker. So is this the lifeline
• 2:51
  Speaker 3: that Intel needed or is it just a flash in
• 2:54
  Speaker 3: the pan moment.
• 2:56
  Speaker 4: Woo doo, all your crew, who do you do? I
• 3:04
  Speaker 4: know for some reason people want Intel to thrive, but
• 3:09
  Speaker 4: it is an inferior ship maker if you look at
• 3:13
  Speaker 4: the class of chip makers, and Video's business is to
• 3:16
  Speaker 4: make sure that they are operating at the highest level.
• 3:20
  Speaker 4: And one way to do that is to build remote
• 3:22
  Speaker 4: and we saw with Elon going to tell Trump, I
• 3:26
  Speaker 4: miss you in that suite. It's better to have a
• 3:28
  Speaker 4: great connection with the president than not. So the investment
• 3:32
  Speaker 4: into Intel is a hedge to make sure that Nvidia
• 3:36
  Speaker 4: stays in the lead. Also, a term that many people
• 3:40
  Speaker 4: need to learn mean reversion. So it got up to
• 3:43
  Speaker 4: thirty two dollars and thirty nine cent. It is curly
• 3:46
  Speaker 4: at twenty eight dollars and seventy six cent. I think
• 3:48
  Speaker 4: it would drop back to twenty four within the next
• 3:51
  Speaker 4: month and a half. Does it breed some life into it, Yes,
• 3:57
  Speaker 4: but only because of the United States government has an investment
• 4:00
  Speaker 4: in Intel were wise enough to invest into an American investment,
• 4:05
  Speaker 4: while they for the moment have lost the investment into China.
• 4:10
  Speaker 2: So this was a hedge.
• 4:11
  Speaker 4: Is Intel better than Video, No better than AMD, no
• 4:14
  Speaker 4: better than other chip makers in their class.
• 4:17
  Speaker 3: No.
• 4:17
  Speaker 4: So I know some of you think that I have
• 4:19
  Speaker 4: a personal vendetta against Intel. I don't. I think they
• 4:23
  Speaker 4: just have lost their way, and even though in Video
• 4:26
  Speaker 4: is investment into them, it does not make them a
• 4:28
  Speaker 4: world class company.
• 4:32
  Speaker 2: I agree with you.
• 4:33
  Speaker 1: I'm going to take your quote and I'm going to
• 4:35
  Speaker 1: say this that everybody in your space is your competition.
• 4:40
  Speaker 2: Yep. And I'm going to take a little different approach
• 4:43
  Speaker 2: because I do agree with you.
• 4:44
  Speaker 1: I think it's both a hedge and I think it's
• 4:45
  Speaker 1: both a way to keep give them a lifeline. We've
• 4:48
  Speaker 1: seen this now three times over the past two years,
• 4:50
  Speaker 1: with Intel getting lifelines, first with the Infrastructure bill and
• 4:55
  Speaker 1: then being the largest application for.
• 4:57
  Speaker 2: That infrastructure bill.
• 4:58
  Speaker 1: Then we saw the government saying that they're going to
• 5:00
  Speaker 1: take ten percent of that company, and now we've seen.
• 5:05
  Speaker 2: Right and that exact.
• 5:08
  Speaker 1: So this is three lifelines that has been given. This
• 5:12
  Speaker 1: is bigger than an Intel situation. When we talked about
• 5:15
  Speaker 1: Intel and who their direct competitors were, it wasn't a
• 5:18
  Speaker 1: GPU market we were talking about. It was a CPU market,
• 5:21
  Speaker 1: and we told about AMD being the new leader inside
• 5:24
  Speaker 1: the CPU market, And so does that hurt their business? Well,
• 5:29
  Speaker 1: if in Video is helping it from an infrastructure standpoint,
• 5:32
  Speaker 1: yeah it could.
• 5:32
  Speaker 2: It could hurt AMD slightly.
• 5:35
  Speaker 1: But what it does say is like that second place
• 5:37
  Speaker 1: spot in GPUs that was also a MD right, and
• 5:40
  Speaker 1: so if I want you to focus on something another
• 5:43
  Speaker 1: core piece of business, I'm gonna help with your competitor
• 5:45
  Speaker 1: to make sure that you stay in that spot and
• 5:47
  Speaker 1: you never crash the market ship that we have, which
• 5:51
  Speaker 1: is now up to ninety percent, I believe.
• 5:53
  Speaker 2: And so I think it's a it's one of those things.
• 5:55
  Speaker 1: Let me hurt my competitors in terms of A and
• 5:57
  Speaker 1: D when I'm talking about in video family time.
• 6:00
  Speaker 2: So it's really interesting. I think the part and.
• 6:02
  Speaker 1: I got a lot of text messages Troyes are trying
• 6:04
  Speaker 1: to invest in Intel. Troyes and time to invest Intel.
• 6:06
  Speaker 1: I know you guys saying it's dead, it's on a lifeline.
• 6:09
  Speaker 1: I'm not invested in Intel. The major thing that I
• 6:11
  Speaker 1: said about Intel, and I'll repeat it, and I still
• 6:14
  Speaker 1: didn't hear an answer, even with the five billion dollar allocation,
• 6:17
  Speaker 1: is who is going to solve the manufacturing gap that
• 6:20
  Speaker 1: Intel has?
• 6:23
  Speaker 5: No one right If all these other semi conductors are
• 6:30
  Speaker 5: downsizing to seven animeter, five animeter, three animeter and.
• 6:35
  Speaker 1: You're still at ten, who is helping that manufacturing gap
• 6:39
  Speaker 1: and how fast can they make that happen.
• 6:42
  Speaker 2: I didn't hear one thing about that.
• 6:44
  Speaker 1: Perhaps that's what Nvidio has now come on board for,
• 6:47
  Speaker 1: but that is going to take some time, especially with
• 6:50
  Speaker 1: a company like this, And as you're trying to get better,
• 6:53
  Speaker 1: companies are already here and they're better, and they're going
• 6:56
  Speaker 1: to get better. So it's a tough proposition. I'm not
• 7:00
  Speaker 1: I'm not sold on Intel. I won't be sold on Intel.
• 7:02
  Speaker 1: There's too many opportunities, too many companies that are ahead
• 7:06
  Speaker 1: of it right now and that are going to thrive
• 7:08
  Speaker 1: for me to say let me move money here and
• 7:11
  Speaker 1: allocation here and hopes that it catches up.
• 7:14
  Speaker 4: TSM is better, AMD is better, and video is better. Also,
• 7:18
  Speaker 4: we told you Total is better, all common is better,
• 7:23
  Speaker 4: Meta is better. It's just a it's thirty or forty
• 7:27
  Speaker 4: companies that are better than Intel. I also told you
• 7:29
  Speaker 4: a few months ago that they were going to invest
• 7:31
  Speaker 4: into Intel as a hedge. And if you look from
• 7:34
  Speaker 4: an operational standpoint, like from a brand strategy standpoint, not
• 7:37
  Speaker 4: only do they have the best product, but one way
• 7:39
  Speaker 4: to eliminate competition is to also invest into you in
• 7:43
  Speaker 4: case you do well. Microsoft did. This is what Apple
• 7:46
  Speaker 4: when Apple was on their deathbed as well. The difference
• 7:49
  Speaker 4: is Jensen isn't going to take his eye off the
• 7:52
  Speaker 4: ball and isn't going to give up a lead the
• 7:55
  Speaker 4: way Balmber did when he took the rains over a Microsoft.
• 8:01
  Speaker 4: And the other issue you're going on to workout for
• 8:03
  Speaker 4: you lose COI for the record, so I know everyone
• 8:08
  Speaker 4: wants like yo, Intel has a chance. Intel is PS
• 8:12
  Speaker 4: four When we're going into PS six generational type run,
• 8:17
  Speaker 4: they won't be able to catch up really quick. For
• 8:21
  Speaker 4: everyone out there who has a computer, do you have
• 8:23
  Speaker 4: an Intel anything in your computer right now?
• 8:27
  Speaker 2: Right?
• 8:28
  Speaker 1: And there isn't a business switch yet right like we
• 8:32
  Speaker 1: literally watch Oracle change their business structure right, Like, we're
• 8:36
  Speaker 1: watching Dell fundamentally change their bits.
• 8:39
  Speaker 2: The structure is better.
• 8:42
  Speaker 4: So you can name a bunch of companies who are
• 8:45
  Speaker 4: just outperforming at scale and don't think that in video
• 8:51
  Speaker 4: with investment because the bad part about our competitor investments
• 8:55
  Speaker 4: and business, they get to see some of the operational
• 8:57
  Speaker 4: systems that you have in placed. Don't think that they're
• 9:00
  Speaker 4: not coming for the CPU market. It's like you want
• 9:04
  Speaker 4: to put the pillo over your face when you're on
• 9:05
  Speaker 4: life support. Give it to years and Video is going
• 9:08
  Speaker 4: to get that CPU market as well.
• 9:12
  Speaker 1: Yeah, player sign and we saw that when they had
• 9:16
  Speaker 1: their announcement. I think it might have been right after
• 9:18
  Speaker 1: GtC when they had those core CPU processors. We're like, damn,
• 9:23
  Speaker 1: they're back in this space again. Like there's really no
• 9:26
  Speaker 1: letup from them. So yeah, this is one of those
• 9:29
  Speaker 1: situations where it's like, all right, I see the competition.
• 9:31
  Speaker 1: We're already leading here. We watched them take their lead.
• 9:35
  Speaker 1: Let's go get some market shit over there too.
• 9:38
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