Do you still think my selling INTC shares to buy large amounts of MSFT and NV is too naive? Don't always rush into investing; be cautious. If you sell at the peak, you'll regret it. I'm starting to feel that way now. Wafer fabs can only increase margins after they improve capacity and yield. Don't overhype them overnight; the semiconductor industry takes ten years of hard work before a single big win. However, after pouring cold water on this, let's give INTC a boost. "Long runway, deep snow"—in five years, you'll see a different landscape in the semiconductor industry, and INTC will be a crucial part of that.

Don't panic, I plan to pick it up around 36.