X @Ansem

RT CryptoCondom (@crypto_condom)Not many wanted to touch @intel when it was at book value of $18 2y ago. Meat of the move is done but everyone is horny at $80+.FWIW, IMO, $LPTH is where $INTC was 2y ago. It is my largest FA bet since Intel.The thesis is simple: Trump is nationalizing the supply chain of semis via $INTC just like he is for drones and drone components. $LAC, $INTC, etc....all the companies the gov took a stake in were for nationalization purposes against ChinaCompanies that are US based, with ...