Directional takes judged by each stock's move since this episode aired.
Friedberg flags Intel as 'imploding' and unable to manufacture, casting doubt on whether CHIPS Act investment in Intel can succeed even with government incentives.
Meanwhile, Intel is imploding, you know, they can't manufacture.” ⚑
Sacks notes Uber's stock has rallied significantly (referencing $80/share price), implying a positive directional view on the stock's performance.
Uber rallied to— what's the, what's the price now? $80. For $60, you're gonna get a much different answer.” ⚑