$Intel(INTC)$ Just a reminder,

$Intel(INTC)$ Just a reminder, Intel has ALREADY spent a massive $121 billion over the past five years on its fab capacity, and that's the crucial point.

On one hand, you could argue the return on such a huge investment isn't visible yet. On the other hand, as an investor in 2026, you essentially get to enjoy all the benefits of that investment for free.

Think of it this way: while everyone is scrambling to invest now to catch the AI supercycle, Intel already spent $121 billion in hard cash over the last five years.

Now, add in near-shoring, China-Taiwan risks, and the CPU renaissance driven by agentic AI—what's stopping Intel from becoming the most valuable semiconductor company, as Trump mentioned?

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