Chit Chat Stocks Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META
Sep 19, 2025
This week’s discussion dives into Nvidia's $5 billion investment in Intel and the challenges in the semiconductor supply chain. The hosts highlight Airbnb's innovative growth strategies and dissect Mark Zuckerberg's staggering $600 billion commitment. The Federal Reserve's interest rate decisions are adding tension to the market, while fraud investigations surrounding Trevor Milton and RCI Hospitality keep investors on edge. Plus, Remitly introduces an intriguing new subscription model, sparking debate on the future of fintech.
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Big Tech Backs Intel To Reduce Taiwan Risk
- Nvidia's $5B stake in Intel signals big tech's push to diversify chip supply away from TSMC and Taiwan risk.
- Splitting Intel's design and foundry businesses could remove conflicts and attract customer funding to scale manufacturing.
Split Intel To Unlock Private Funding
- Split Intel into separate design and manufacturing public companies to remove conflicts and attract strategic investments.
- Let Meg7 customers fund the foundry instead of relying solely on government capital to align incentives.
TSMC Lead Was An EUV Bet, Not Decades Ahead
- TSMC's lead came from early adoption of ASML's EUV tools rather than decades of head start.
- Catching up requires large capital plus execution, not just money alone.
