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How Intel's turnaround strategy could create a 'monopoly'

Daniel Nenni

Admin
Staff member
Intel Monopoly 2025.jpg


Intel's (INTC) government-backed turnaround strategy has investors paying closer attention to the company. Thomas Hayes, Great Hill Capital chairman and managing member, joins Market Domination to discuss why he's bullish on CEO Lip Bu Tan's leadership and on the future of Intel.

Video Transcript​

Talking head #1: Let's talk about a name you do like, uh, Intel. Um, so I, I'm just curious what you make of this whole situation because there's, there's two tracks. You've got the fundamental, like, what's going on with the company? Can Lip-Bu Tan turn this thing around and now the government's, you know, 9.9% passive equity holder, yeah, so allegedly passive, um, formally passive, let's say, so we can get, have the ideological argument.

Talking Head #2: Should the government be a stakeholder? Should they not? Should the taxpayers be a stakeholder? Should they not The fact of the matter is they took our money we should get something, OK? So, so now existential risk is off the table, which means if I'm a potential client, we saw Nvidia's earnings. Nvidia's growth deceleration, massive growth deceleration in terms of sales growth, it's not for lack of demand, it's for lack of supply. That 18A node in Arizona is gonna get done and on the back of the government's investment you saw who, uh, Masayoshi Son. SoftBank said, Oh, government's in. I'm in. Here's $2 billion.

Let's go. I believe Intel can be an advanced chip designer. And then lastly, you're betting on the jockey. Lip-Bu Tan is a rock star. He came into Cadence Design Systems when the stock was down 86%. Over the next 14 years, if you had invested with him, you got a 68 bagger. $1 million became $68 million. I'm not saying that's gonna happen with Intel, but if they get this fab right.

Uh, you know, here's the thing, AMD, Nvidia, Uh, Vargo, all of them, they are designers, Arm Holdings, they design, they don't produce, so they rely on the kindness of strangers. If Taiwan Semiconductor goes away tomorrow, they're out of business. They desperately need Intel to succeed and once Intel succeeds, where are they going to direct their orders?

They want an ear in Washington. They're going to direct them to Intel. If they want to spread their risk, they're going to direct them to Intel. It's going to be a monopoly. Let's call it a duopoly. It's gonna be a very good thing and Lip-Bu Tan's going to be a hero.

Talking head #1: All right, Tom, stick with me.


Thomas J. Hayes is the Founder, Chairman, and Managing Member of Great Hill Capital, LLC, a New York City-based long/short equity hedge fund focused on serving accredited investors, high-net-worth individuals, family offices, and institutions. His firm employs a concentrated equity strategy, modeled after Warren Buffett’s early partnerships, charging no management fee and earning a performance fee only after clients profit, with a recommended three-year investment horizon for aligned partners.

Hayes has built a significant presence in the financial media, frequently appearing on outlets like Fox Business, CNBC, Bloomberg, Yahoo! Finance, and others, including The Wall Street Journal, Barron’s, Reuters, and MarketWatch. He is also the creator of Hedge Fund Tips, a platform launched to share actionable investment insights, tips, and research for hedge funds, institutions, and individual traders. His weekly “Hedge Fund Tips with Tom Hayes” VideoCast and Podcast, started around 2022, is top-ranked in the hedge fund category by Feedspot, covering stock market commentary and investment strategies.
 
Last edited:
His weekly “Hedge Fund Tips with Tom Hayes” VideoCast and Podcast, started around 2022, is top-ranked in the hedge fund category by Feedspot, covering stock market commentary and investment strategies.

Feedspot knows what they are talking about! :ROFLMAO:

Feedspot ranked the Semiconductor Insiders podcast as one of the top semiconductor podcasts to follow in 2025. According to Feedspot's "15 Best Semiconductor Podcasts You Must Follow in 2025," published on August 5, 2025
 
His weekly “Hedge Fund Tips with Tom Hayes” VideoCast and Podcast, started around 2022, is top-ranked in the hedge fund category by Feedspot, covering stock market commentary and investment strategies.

Feedspot knows what they are talking about! :ROFLMAO:

Feedspot ranked the Semiconductor Insiders podcast as one of the top semiconductor podcasts to follow in 2025. According to Feedspot's "15 Best Semiconductor Podcasts You Must Follow in 2025," published on August 5, 2025

@Daniel Nenni,

I create a list with the help from ChatGPT:

Here’s a carefully considered Top 10 websites for semiconductor investors list, putting SemiWiki at #2 (per my request, to be humble) and leaving #1 for another strong resource. I’ll balance industry depth, financial focus, and global coverage. Hope this list is correct. :)

Top 10 websites for semiconductor investors

1. EE Times (eetimes.com)

  • A long-standing electronics and semiconductor industry news site.
  • Deep technical + market analysis.
  • Great for staying ahead on trends, M&A, and ecosystem shifts.
2. SemiWiki (semiwiki.com)
  • Community-driven, highly respected within the industry.
  • Offers detailed insights on semiconductor design, EDA, foundries, and packaging.
  • A must-read for investors who want technical + strategic perspectives.
3. Semiconductor Engineering (semiengineering.com)
  • Excellent for deep-dives into process nodes, advanced packaging, and materials science.
  • Frequently features experts from fabs and EDA companies.
4. IC Insights (icinsights.com)
  • Market research firm dedicated to semiconductors.
  • Subscription-heavy, but free insights give investors valuable forecasts.
5. TrendForce / DRAMeXchange (trendforce.com)
  • Focused on memory, foundries, and consumer electronics demand.
  • Good source for supply-demand balance and pricing trends.
6. The Information Network (theinformationnet.com)
  • Dr. Handel Jones’ market research and commentary.
  • Useful for investors seeking forecasts and capex tracking.
7. Market Realist (marketrealist.com/semiconductors)
  • Investor-focused analysis of semiconductor stocks.
  • Accessible for those without a technical background.
8. Seeking Alpha – Semiconductors Section (seekingalpha.com/market-news/semiconductors)
  • Investor-driven commentary and earnings breakdowns.
  • A mix of bull/bear perspectives; useful for stock sentiment.
9. AnandTech (anandtech.com)
  • Primarily product/tech reviews, but deep semiconductor insights.
  • Excellent coverage of CPUs, GPUs, and process nodes relevant to stock investors.
10. Nikkei Asia Tech / Financial Times (asia.nikkei.com, ft.com/technology)
  • Strong Asia-focused reporting, especially on TSMC, Samsung, and supply chain.
  • Covers geopolitics, supply constraints, and strategic investments.
 
@Daniel Nenni,

I create a list with the help from ChatGPT:

Here’s a carefully considered Top 10 websites for semiconductor investors list, putting SemiWiki at #2 (per my request, to be humble) and leaving #1 for another strong resource. I’ll balance industry depth, financial focus, and global coverage. Hope this list is correct. :)

Top 10 websites for semiconductor investors

1. EE Times (eetimes.com)

  • A long-standing electronics and semiconductor industry news site.
  • Deep technical + market analysis.
  • Great for staying ahead on trends, M&A, and ecosystem shifts.
2. SemiWiki (semiwiki.com)
  • Community-driven, highly respected within the industry.
  • Offers detailed insights on semiconductor design, EDA, foundries, and packaging.
  • A must-read for investors who want technical + strategic perspectives.
3. Semiconductor Engineering (semiengineering.com)
  • Excellent for deep-dives into process nodes, advanced packaging, and materials science.
  • Frequently features experts from fabs and EDA companies.
4. IC Insights (icinsights.com)
  • Market research firm dedicated to semiconductors.
  • Subscription-heavy, but free insights give investors valuable forecasts.
5. TrendForce / DRAMeXchange (trendforce.com)
  • Focused on memory, foundries, and consumer electronics demand.
  • Good source for supply-demand balance and pricing trends.
6. The Information Network (theinformationnet.com)
  • Dr. Handel Jones’ market research and commentary.
  • Useful for investors seeking forecasts and capex tracking.
7. Market Realist (marketrealist.com/semiconductors)
  • Investor-focused analysis of semiconductor stocks.
  • Accessible for those without a technical background.
8. Seeking Alpha – Semiconductors Section (seekingalpha.com/market-news/semiconductors)
  • Investor-driven commentary and earnings breakdowns.
  • A mix of bull/bear perspectives; useful for stock sentiment.
9. AnandTech (anandtech.com)
  • Primarily product/tech reviews, but deep semiconductor insights.
  • Excellent coverage of CPUs, GPUs, and process nodes relevant to stock investors.
10. Nikkei Asia Tech / Financial Times (asia.nikkei.com, ft.com/technology)
  • Strong Asia-focused reporting, especially on TSMC, Samsung, and supply chain.
  • Covers geopolitics, supply constraints, and strategic investments.
Anandtech is defunct unfortunately. I would include subtracks from experts like Dr. Ian Cutress and others.
 
@Daniel Nenni,

I create a list with the help from ChatGPT:

Here’s a carefully considered Top 10 websites for semiconductor investors list, putting SemiWiki at #2 (per my request, to be humble) and leaving #1 for another strong resource. I’ll balance industry depth, financial focus, and global coverage. Hope this list is correct. :)

Top 10 websites for semiconductor investors

1. EE Times (eetimes.com)

  • A long-standing electronics and semiconductor industry news site.
  • Deep technical + market analysis.
  • Great for staying ahead on trends, M&A, and ecosystem shifts.
2. SemiWiki (semiwiki.com)
  • Community-driven, highly respected within the industry.
  • Offers detailed insights on semiconductor design, EDA, foundries, and packaging.
  • A must-read for investors who want technical + strategic perspectives.
3. Semiconductor Engineering (semiengineering.com)
  • Excellent for deep-dives into process nodes, advanced packaging, and materials science.
  • Frequently features experts from fabs and EDA companies.
4. IC Insights (icinsights.com)
  • Market research firm dedicated to semiconductors.
  • Subscription-heavy, but free insights give investors valuable forecasts.
5. TrendForce / DRAMeXchange (trendforce.com)
  • Focused on memory, foundries, and consumer electronics demand.
  • Good source for supply-demand balance and pricing trends.
6. The Information Network (theinformationnet.com)
  • Dr. Handel Jones’ market research and commentary.
  • Useful for investors seeking forecasts and capex tracking.
7. Market Realist (marketrealist.com/semiconductors)
  • Investor-focused analysis of semiconductor stocks.
  • Accessible for those without a technical background.
8. Seeking Alpha – Semiconductors Section (seekingalpha.com/market-news/semiconductors)
  • Investor-driven commentary and earnings breakdowns.
  • A mix of bull/bear perspectives; useful for stock sentiment.
9. AnandTech (anandtech.com)
  • Primarily product/tech reviews, but deep semiconductor insights.
  • Excellent coverage of CPUs, GPUs, and process nodes relevant to stock investors.
10. Nikkei Asia Tech / Financial Times (asia.nikkei.com, ft.com/technology)
  • Strong Asia-focused reporting, especially on TSMC, Samsung, and supply chain.
  • Covers geopolitics, supply constraints, and strategic investments.
Techinsight is missing
 
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