It is significantly less risky if you assume, safely I think, that the US will funnel subsidies towards Intel in an effort to redomesticate semiconductor manufa

It is significantly less risky if you assume, safely I think, that the US will funnel subsidies towards Intel in an effort to redomesticate semiconductor manufacturing. Even more so if you believe, again rightly I think, that the US will deem Intel a national security asset and too important to fail. I think Intel has some rough times ahead, but there are extra-market forces at work.