My sense is that Intel was not going to be able to meet the requirements to receive the rest of the CHIPS money, so this is how they got it (not that the CHIPS Act allows for it of course).
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Where do you see that Intel was not going to meet the requirements? I mean if that were true it would mean Intel really is getting something valuable but I don't see that in the statement.
aug 23, 2025, 1:28 am • 8 0 • view
Their last 10-Q, regarding their A14 process which is tied to the CHIPS money, and is at risk if they can’t find a customer for it.
aug 23, 2025, 1:34 am • 11 1 • view
Page 41 here www.sec.gov/ix?doc=/Arch...
aug 23, 2025, 1:36 am • 4 1 • view
I read that as a standard risk factor not a disclosure of a real problem. I mean maybe I'm wrong but that doesn't read like much beyond your usual boilerplate. Esp given that the press release doesn't suggest anything like that.
aug 23, 2025, 1:39 am • 10 1 • view
the press release is a PR document; they're going to put the best possible spin on everything there. read between the lines, you can smell the desperation in the coffee
aug 23, 2025, 3:17 am • 0 0 • view
Given how bad their earnings were, and the fact they raised $2 billion just earlier this week, I think things were a bit more precarious than they’ve let on (so far). Still not legal for Trump to do it of course.
aug 23, 2025, 1:42 am • 9 0 • view
There will be shareholder lawsuits because of the dilution.
aug 23, 2025, 3:46 am • 1 0 • view