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Been watching Intel closely into this print. Consensus has revenue at $14.42B, up 12% YoY, but honestly the top line is almost a distraction at this point. The real question is whether gross margins can clear 39.5% non-GAAP. DCAI was …
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Exited my Lucid position a while back and then watched it start moving. Classic. Ngl it still feels kinda good seeing it push higher even from the sidelines. No position, no skin in the game, just... Weirdly proud of a …
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