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Cake day: June 24th, 2025

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  • @cm0002 You know about one cookie / two cookie children, those who are willing to delay gratification for a larger long term reward? Intel has always been a two cookie company, their investment in high numerical aperture extreme ultra violate fabs being a case in point. This is going to make them competitive with ASML and domestically to boot which means if China does take over Taiwan they’ll be in an extra good place, not that I believe this is likely. But I believe this investment will serve them well in the long term even if it means some short term pain.