Cramer's Mad Dash: Intel

Government Funding & Investment - The government provided Intel with $85 billion and loaned $11 billion, raising concerns about the effectiveness of government investment choices [2] - The report questions whether providing funding to Intel was the right decision, given perceived past missteps [4] Intel's Performance & Strategy - Intel's previous leadership under Kelzinger faced severe criticism for expansion decisions [1][3] - Intel's CEO Lip Bhutan is making significant changes to address issues within the company, but the turnaround is expected to take a considerable amount of time [2][3] - Intel was criticized for making an expansion where there should have been no expansion, building a giant facility hoping people would come [3] Competitive Landscape - Intel made critical remarks about TSM's Arizona fab, suggesting it might only supply 7% of US demand [3] - There are suggestions that figures related to investments, possibly from Japan, may be exaggerated [3]