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r/wallstreetbets
I bet Trump is in Intel becaus…
Investor summaryBullish
Speculative thesis that Trump holds INTC to justify neglecting Taiwan, predicting INTC will surpass AMD amid geopolitical conflict.
Bull points
- Potential for increased US domestic semiconductor manufacturing subsidies under protectionist policies.
- Geopolitical instability could force supply chain reshoring, benefiting US-based foundries like Intel.
Bear points
- Thesis relies on illegal insider trading assumptions and extreme geopolitical escalation scenarios.
- Intel currently lags significantly behind TSMC and AMD in technology and market share, making overtaking unlikely short-term.
- War in Taiwan would likely disrupt global tech supply chains, hurting all semiconductor stocks including Intel.
Post body
Then he care less about Taiwan? Did you ever think like that ? Intel will be bigger than amd soon once Taiwan is taken
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