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# GF Tech on Intel Report date: April 24 Raise TP to $94.2: Many view the call as materially constructive than a typical Intel update. Indeed, there were brokers’ upgrade to catch up, as the thesis is shifting from “turnaround survival” to “AI beneficiary + external foundry optionality”. In general, we believe Intel’s bread and butter CPU business will continue to be strong, while the key to watch is the supply tightness from substrate and Si-cap, and the foundry wins & execution has been tracking ahead per our consistent report updates. We revise 2026E/2027E/2028E EPS to $1.5/$2.4/$3.1, and lifted TP from $78.5 to $94.2, now based on 3.5x 2027E BVPS.

In 1995, 45% of British milk was delivered to the doorstep before seven in the morning by a milkman in an electric float. In 2026, it is 3%. The milkman has been effectively abolished inside one human generation. The supermarket walked in, undercut the cost by a few pence per pint, and the daily ritual of British household life, glass bottles clinking on the step at half past six, was gone by the time the children of 1995 had finished secondary school. The cost to the customer was a few pence per pint. The cost to the system was, in rough order: the glass bottle that was washed and reused hundreds of times, replaced with a plastic bottle that is used once and recycled imperfectly. The local dairy that supplied one town, replaced with a national processor that supplies half the country. The milk that arrived four hours after milking, replaced with milk that arrived three days after milking after a journey of 200 miles. The conversation on the doorstep, replaced with a self-checkout beep. The milkman himself, incidentally, had the lowest recorded rate of heart disease of any male occupation in Britain. He walked approximately 12 miles a day, finished work by 10am, and ate a cooked breakfast. He has been replaced, in the same delivery role, by a zero-hours Amazon Flex driver sitting in a Ford Transit. A small piece of British daily infrastructure was quietly demolished. Nobody was consulted. The milk is still being produced. It is just being produced further away, transported further, kept in plastic, and sold at a different margin, by a different business, to a customer who never sees who milked the cow. The milkman knew your name. The self-checkout does not.

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Is this fair?

Is this fair?

No. I don’t think pensioners should have to sell their houses to retire

Imagine earning 200k, paying eye‑watering income tax, and then reading that Britain now spends MORE on welfare than it raises in income tax. You’re not ‘middle class’. You’re a mug with a direct debit to a benefits system that’s grown bigger than the tax base that funds it.

Dear boomers, can you afford to buy the house you live in currently with the wage you used to earn before you retired? If you can’t, then that’s the whole housing problem in a nutshell. It really is that simple to understand.