WOW. There it is: As we predicted in this thread less than 4 days ago, Intel, INTC, will be the next company to make a "trade deal" with President Trump. The Trump Administration is NOW reportedly in talks with Intel to have the US take a stake in the company, per Bloomberg. This comes just 7 days after President Trump said Intel's says CEO “must resign immediately" due to his ties to China. And, it comes 4 days after Nvidia and AMD made a deal to provide 15% of revenue from chip sales in China to the US. Intel's CEO met with Trump on Monday following the Nvidia and AMD news. Intel stock, INTC, is up +10% on this report. As we stated on August 11th, company-specific tariffs and trade deals have arrived.(The Kobeissi Letter)