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$INTC move today (up 10%) was more love than substance. I expect Apple to add at best a couple of billion in revenue to Intel starting in 2028. That’s adds about 4% to the business if it landed today. Likely 2% in 2028.

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"Intel wants a seat at the big person table," says @munster_gene of @deepwatermgmt on what the new partnership with Apple could mean. $INTC $AAPL https://t.co/HEXJQ6BEV6

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