Subject: Re: OT, markets rise
about 18 months ago, I opined berk should buy Intel....after all its manufacturing though with frequent and high capital outlays,but it was last man standing for US Foundry ops so had a national security massive tailwind. happy to say I am up 260% on it right now, its of course still volatile , but gelsener's tech roadmap was faultless, it just too Tan to operationalize it, which he seem to be doing. It was a buy and hold for me, longterm,but i hope still for a reentry point to add more.
GLTA