Contrarian play. January 2026 $INTC calls ... purchased at $2.33 Simple thesis being that Intel is going to be in a huge hurry to appease the Trump admin. If I had to guess it will involve either Ohio fab timeline being pulled forward from 2030 to immediately, or a spin out of foundry entirely. No idea of what the actual details will be - but wagering on a positive headline.
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This play is looking quite good at the moment 🎯
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