I've been thinking: Buffett has a ton of cash on the sideline. He is known for investing in national infrastructure plays. He has invested in TSMC previously but got out because of the geopolitical risk – meaning he does see the value in foundries. But at the same time he's said he's not so keen on turnaround stories.
Admittedly, I am believer in the Intel turnaround story – due to the national security angle/belief that foundry is the right play. Because of that this definitely might be wishful thinking on my part as an Intel investor, but anyone else think there might be a possibility he swoops in?
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