Month: April 2026

Intel ($INTC) 1Q ’26 Results

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Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was also above analyst estimates.   On the conference call, there was positive discussion regarding yields improving faster than expected in the 18A plant, a key part … Read more

The Strait of Hormuz Reverse Uno Card

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When Raji Khabbaz and I were running Silver Arrow Investment Management, whenever we were trying to figure out why something happened, he was unsatisfied the explanation that people are sometimes stupid and institutions are often stupid. He correctly thought that people usually have a good reason (at least to them) for doing something even if … Read more

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