$INTC $NVDA $QQQ 🇺🇸 INTEL: AN AMERICAN CHIPMAKER WITH SOMETHING MOST OF ITS COMPETITORS DON'T HAVE There is a part of the Intel story that I think gets overlooked. 🔹Intel is an American company. It was founded in California in 1968, is headquartered in Silicon Valley, and has spent decades developing semiconductor technology and manufacturing capacity inside the United States. Compared with the major fabless chip designers, Intel possesses something strategically different: It has the ability to design leading edge processors AND manufacture leading edge logic chips on American soil using Intel's own manufacturing technology and fabs. Intel actually manufactures leading edge chips in America. 🔹That distinction matters. Companies like NVIDIA and AMD are largely fabless semiconductor companies. They design some of the world's most important chips, but rely heavily on outside foundries to manufacture them, particularly Taiwan Semiconductor. 🔹Intel is different. Intel owns and operates its own semiconductor manufacturing infrastructure and continues developing both its chip technology AND the manufacturing processes used to produce it. Intel's newest leading edge manufacturing technology, Intel 18A, is being developed and manufactured in the United States. Intel's Fab 52 in Arizona is designed for high volume production of these advanced chips. 🔹This isn't some small investment. Intel is investing more than $100 BILLION in U.S. semiconductor manufacturing, with major operations and investments spanning Arizona, New Mexico, Oregon and Ohio. 🇺🇸 Arizona → Leading-edge chip manufacturing 🇺🇸 Oregon → Advanced semiconductor R&D and process development 🇺🇸 New Mexico → Advanced packaging 🇺🇸 Ohio → Future leading-edge manufacturing capacity The U.S. government awarded Intel up to $7.865 billion under the CHIPS program to help expand this domestic manufacturing ecosystem. Intel currently employs roughly 45,000 people directly in the United States, while its investments are expected to create approximately 10,000 additional manufacturing jobs and 20,000 construction jobs, along with supporting tens of thousands of additional supplier and supporting industry jobs. 🔹This is much bigger than simply selling CPUs. You're talking about semiconductor research, process technology, wafer fabrication, advanced packaging, engineering, construction, suppliers and an entire domestic manufacturing ecosystem. Intel still operates globally and uses outside manufacturing partners for certain products and components. At a time when semiconductors are becoming critical infrastructure for AI, data centers, automobiles, telecommunications, defense and national security, domestic manufacturing capacity becomes strategically important. 🔹So when I look at Intel, I'm not just looking at another semiconductor stock. I'm looking at an American semiconductor company rebuilding a domestic manufacturing base that the United States spent decades moving overseas. That's the part of the Intel story I think deserves much more attention. 🔹You're not just investing in a chip designer. You're investing in American semiconductor R&D, American fabs, American engineers, American manufacturing and the infrastructure being built to produce some of the world's most advanced logic chips on American soil. 🇺🇸 And if Intel successfully executes on its foundry strategy, that manufacturing infrastructure could eventually become valuable for other companies that need leading edge chips manufactured in the United States as well. @WhiteHouse