Hi, ProfiFansettyshire, we do not want you to miss. So type in Profi Markets wherever you get your podcasts

and hit Follow to stay up to date.

This week on Profi Markets,

we spoke with one of our favorite guests,

Professor Aswath Demoderant.

We talked about tech earnings,

what Wall Street thinks of Harris and Trump,

and we spoke about some fallen heroes in the stock market.

Here's a clip.

I think the problem for Intel is they were at the top for so long,

that their story is, where the biggest, where the best.

And when that slipped, they wanted to go back to the top.

I mean, if you think about what they've done over the last 10 years,

it's not that they haven't tried to do the things that would make

them successful. I think they've tried too hard. Tried too hard in what sense? They tried to out TSMC,

TSMC with the Intel Foundry, huge investments in manufacturing chips saying we too can be like TSMC.

They invested, they've invested, I think, after InVideo, perhaps even more than InVidi, they've

thrown in billions of dollars into developing the next AI chip because they're convinced that they can

out-NVIDIA, Nvidia. And I think in the process, they've overreached. I call it me-toism on

steroids, because that's basically what Intel has done for the last five years, is me-too. I can do that, and I can do it five times more expensively than you can.

Now, I remember going into Intel six or seven years ago, I went to their offices, and I was

talking to their, you know, they asked me to come in and speak to their, as a general audience.

...