00:02Yeah, I thought the numbers looked pretty good, Romain.
00:05I mean, overall, the results were a bit better than expected in terms of Q3.
00:10I think, you know, more importantly was that Q4 guide.
00:13And, you know, when you strip out the fact that they are getting rid of or have, you know, sold Altera at this point in time,
00:19you back that out and essentially is in line to relatively where we were looking and the street was looking at.
00:25So I think overall, you know, there was maybe some fear about tariff uncertainties as well as potential pull in demand for PCs and what have you.
00:35But overall, the Q3 numbers look good.
00:37The Q4 numbers also look solid.
00:39So I think very encouraging for investors out there.
00:42When you look at the run up that we've seen in the shares, I mean, 60 plus percent, I think, just over the last three months alone.
00:48Obviously, a lot of that is tied to, I guess, a sentiment shift given the investments that have come into this company.
00:53How much further does that carry this?
00:57I mean, that was the easy part, right, is a lot of that news flow is really kind of what's driven the momentum here for the stock and the multiple expansion.
01:06I think at this point in time, you really need to see for you to see more momentum in the shares here and some follow through.
01:12You need to see them execute.
01:14And, you know, I think what really everybody is interested in hearing on this call is, you know, what does the strategic direction look like for foundries?
01:22Have we seen any momentum in terms of new external customers, especially with the fact that now you have the administration, NVIDIA, SoftBank, all kind of contributing here, you know, on the capital side of things.
01:35So, you know, I think that's kind of first and foremost.
01:37And then we also want details in terms of, you know, what does the product pipeline look like on the AI side of things?
01:44Again, that partnership with NVIDIA was definitely, you know, a positive sign.
01:48But there's still questions on how much momentum and how much of a contributor that is going to be to the top line and bottom line looking ahead.
01:55So a lot of questions, you know, still to be answered from Intel here.
Be the first to comment