Episode Details

Intel just delivered a classic "good news, bad news" quarter—and the market definitely chose the bad news.

Susie and Miro break down why INTC stock tanked 11% after hours despite beating Q4 expectations. The headline? A shocking Q1 guidance of literally $0.00 EPS. 📉

We dig into the "hand-to-mouth" supply crisis that’s leaving revenue on the table, the critical milestone of 18A finally shipping, and the strange reality where Nvidia is funding Intel’s survival.

Plus, we analyze management's new "Show Me the Money" foundry strategy: no customers, no new equipment. Is this extreme capital discipline the turnaround signal we’ve been waiting for, or is it just surgery without anesthesia? 🏥