Watching it closely till the end of year. I have a feeling it might go down with the AI bubble. If revenue growth rate sticks and if they somehow breakeven (signally a stable business moving forward) it will be a value add

Intel did some promising deals (dc, Europe, arc gpu) but still no real answers to AMD and Nvidia. I pulled out from Nvidia, MSFT and Intel and ramp up AMD. Too much happening for me in the AI space and miss the base that Intel used to have.

How enmeshed are they with the upcoming Nvidia/AI/Hyperscaler implosion?

The more hands off they are, the more likely they are to survive World Depression II