Intel(US:INTC) From The Desk Of Anthony Pompliano·2025-09-01 18:45Government Intervention & Equity Stakes - The US government received 10% ownership in Intel in exchange for previously awarded funds from the CHIPS Act and the DoD secure enclave program [1][4][5] - Critics argue the government's equity stake resembles a communist state, but this ignores historical precedents [2] - The government has a history of taking equity stakes in companies during crises, such as the 2008 financial crisis (TARP program) and the 2020 COVID pandemic (CARES Act) [2][3][4] - In 2009, the government owned 60% of GM, helping control its restructuring and board appointments before eventually selling its shares [3] Industry Impact & Future Outlook - The Intel deal is not an isolated incident, but part of a pattern of government intervention in unique situations [4] - The US government is not expected to take equity positions in private sector companies all the time [5] - The government has a history of getting paid for stepping in to help in unique situations [5]