Any bets on what will come?
IFS 18A write-offs?
NEX divestment
More layoffs?
Sale of business(es)?
TSMC partnership in US?
7 replies (most recent on top)
Expect more details about recent dinners and basketball games
The Major Announcement is that Everything is Awesome!
18A on track.
Costs reduced as previously announced, with IFS losing less due to focus on those layoffs.
Datacenter upside surprise just as is happening with AMD, as companies relent just a bit from AI mania.
Potentially Awesomerererer: Additional asset sales or shutdowns.
Then everyone exits stage left, doing the Lego brick step.
@OP Looks like the Question Troll has more questionable questions.
Indefinite suspension of QPB and APB
Lecture about RTO expectations and consequences for non-compliance
Ugly projections for 2025 and 2026 revenue and earnings
18A write offs, BS corporate speak about why 14A will be better (spoiler alert, it wont)
No meaningful AI strategy update
@OP, Stay humble (and stay in your lane)
OP, potentially everything in your list except the last one "TSMC partnership in US". There is nothing in it for TSMC so why would they risk it. Intel is toxic right now, no one wants to touch it.
LBT has been elevated to an "Exceptionally Humble Man" due to his god like ability to "delight the customer" by the international personhood of previously below amateur sports jocks.