←back to thread

US Intel

(stratechery.com)
539 points maguay | 1 comments | 26 Aug 25 10:47 UTC | HN request time: 0.205s | source
Show context
bawana ◴[26 Aug 25 14:43 UTC] No.45027248[source]▶
How is this ‘equity stake’ different than nationalization? (The thing that soviet socialism did to russian property and business a hundred years ago). After all the government prints the money. So instead of just taking control of a company the govt prints the money to buy it. Isnt it the same thing?

And where is the example of a successful govt run business?

Why dont we encourage businesses here w free trade zones?

replies(5): >>45027380 #>>45027466 #>>45028142 #>>45028413 #>>45029657 #
1. webdevver ◴[26 Aug 25 14:55 UTC] No.45027466[source]▶
I wouldn't read too much into it. I think this is just the Trump administration buying the dip. they're gonna invest heavily into Intel to reduce TSMCs political leverage, the stock will go up 1000%, and Trumps friends & co. (& everyone who 'got the signal') get rich off it, US semiconductor industry is revived (maybe?), and everybody(?) wins.

This isn't unprecedented - I think Trump really set the tone with TRUMPcoin saga, which was very wild-west. a lot of people lost money, and others got awfully wealthy in a flash. but ultimately, it was legal: both winning, and losing.

Then you had Trump dipping the S&P and telling everyone "nows a great time to buy!", which IMO was even more diabolical than the trumpcoin stuff.

I think the signal is clear: the concept of "securities fraud" has become the financial equivalent of arranged marriage & dowries, and in its place we welcome the "free & open market", double edged and all.

hold it carefully or you'll cut yourself!

like it or not it seems to be working. the wealth disparity between the US and everyone else is growing (to the US favour). I think if the US starts arguing 'youre either with us or against us', most people today will go full FOMO into the US - even the most ardent patriots will quietly shift all their assets into the US side.

now we hear that Trump will allow 600k Chinese students to study in the US - has there ever been a greater inditement against the CCP? What does it say about the "Chinese Century", when their brightest minds are clamouring to get into Stanford or MIT?

Pax Americana for yet another century, I'm all in.