1) I don't see the word $Xilinx(XLNX.US)$anywhere. Nor do I see an acknowledgement of the reality that server CPUs, unless they're highly differentiated, are under growing pressure from the in-house CPUs at the hyperscalers like Graviton 2 at AWS. There are more and more of those. (I'm not sure the other Arm-based CPUs in server will get but so much traction, even if they're superior, because the hyperscaler gets better margins on the in-house-developed parts.)
2) To me it very much remains to be seen whether the foundry services business becomes significant and successful. Likewise with the autonomous driving segment -- will they be also-rans?
3) "Intel has hinted that Granite Rapids (scheduled for 2023 after the aforementioned delay) will contain 2x as many cores as Sapphire Rapids, which means that Intel could leapfrog $Advanced Micro Devices(AMD.US)$(which will have a 96-core CPU then) with a 112-core CPU." in an age of efficiency cores, and one with 3D VCache on the AMD side there are limits to what core count really tells you.
I think Intel will fight hard, I just don't think I'd pin my hopes on them returning to CPU dominance in the markets that have the best margins, and I don't think I'd expect them to establish dominance in the other spaces they're trying to play in. They will probably not be irrelevant in the next 10-20 years but they're now just a large dog instead of being The Big Dog.

$Tesla(TSLA.US)$ Sometimes the early bird catches the worm; sometimes the second mouse gets the cheese. We can give Tesla the credit for clearing the minefield.

I am very long Intel. I have made great money with $Advanced Micro Devices(AMD.US)$. But right now it makes more sense to own $Xilinx(XLNX.US)$to play AMD, if you believe the merger goes through.
Either way, I am very excited about Pat at the helm of $Intel(INTC.US)$. He is an original. Very well respected and knows both hardware and software. This will be a huge advantage for Intel in foundry business.
People act like AMD shot to $100 per after Lisa was announced CEO. It took time. Pats’s been there what, 9 months? He has already made strides.
Completely changed course from what Swan was talking about (outsourcing to TSM for most new products) and moving away from manufacturing. Pat immediately reversed course and tripled down on Intel’s manufacturing scale.
Then he introduced an aggressive new product roadmap, which so far (very early) seems to be on track.
Immediately stopped share buybacks to invest heavily in R&D.
Facts are, AMD is a great company and at it’s current valuation, can’t have any missteps. Priced for near perfection. Intel is in “prove it mode”.
Will continue to add aggressively to Intel, shares and ITM leaps, and continue to nibble Xilinx shares along the way.

The EV hyper-bubble is going to blow.
$Tesla(TSLA.US)$ has 50% of the industry market cap.
If $Lucid Group(LCID.US)$ surpasses Tesla...
Tesla + Lucid = > 100%
The math doesn't foot!
That is, it doesn't foot unless Tesla's market share collapses.
Of course, we're forgetting...
EVERY OTHER CAR MANUFACTURER ON THE PLANET!
30 companies, all rolling out EV.
Oh...Also, $Apple(AAPL.US)$, $Alphabet-C(GOOG.US)$, $Amazon(AMZN.US)$!!
Tesla will never have > 5% global market share, but it's priced at 50%.
90% downside
Only the timing is uncertain.

No service network. No charging network. A single $170,000 product with zero track record. $Tesla(TSLA.US)$ was struggling to survive when the $80,000 Model S was their only offering because it was so expensive that only a small % of buyers could consider it. Musk was sleeping on the factory floor as the Model 3 was entering into production and the company barely survived the launch of the $35,000 car (now $40,000+). The Lucid product is more than double that price.
Will $Lucid Group(LCID.US)$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $Ford Motor(F.US)$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$ and $General Motors(GM.US)$ on the lower end of the market? Maybe, I suppose anything is possible.

$Advanced Micro Devices(AMD.US)$ The fact is, and based on what we have been seeing for the last few years is that, AMD' stock price is heading to $300, and Intel's is heading to $30, as an investors will continue to invest in AMD, who cares about the BS, let the dinosaur rest in peace ..

So much silly hate for $ARK Innovation ETF(ARKK.US)$ as usual and most commenters probably haven't even looked at their list of holdings. What exactly is wrong with the likes of
$Tesla(TSLA.US)$, $Block(SQ.US)$, $Shopify(SHOP.US)$, $Teladoc Health(TDOC.US)$, $Coinbase(COIN.US)$, $Twilio(TWLO.US)$, $Unity Software(U.US)$ etc? These companies are leaders in their field with billions in revenue while growing in a parabolic way. Many are already EPS positive.
Sure they may be out of favor this year, but ARKK's five year return is over 400% (beating $SPDR S&P 500 ETF(SPY.US)$ by 4x!). Is that not enough of a return for long term investors in her fund? Who exactly was expecting these stocks to go up in a straight line? I'd love these haters to post their 5 year return so we can compare performance ;)

$Apple(AAPL.US)$ One of the PRIMARY reasons for using Apple products is the "walled garden" and a higher degree of safety.
You wanna side-load get a Android......!!!