The US government just made $7 billion in a single day from their $INTC investment.
Apple announced a major deal with Intel this morning.
Intel ripped 18% on the news.
That single move added $7 billion to the value of the federal government's stake in Intel.
In August 2025, the Trump administration converted $8.9 billion in CHIPS Act grants into equity in Intel.
The government bought 433.3 million shares at $20.47 per share.
Intel is now at $124.
That position is worth $56.5 billion today.
A $47.6 billion unrealized profit in less than 8 months.
That's a 535% return on what was originally just grant money handed to Intel for free.
The deal also includes a 5-year warrant for another 5% of Intel at $20 per share.
Whatever you think about the politics, this might be the most asymmetric trade any government has ever made on a public company.
We will keep tracking their moves. Every time they make a new investment, we will break it down here.
Turn on notifications so you don’t miss the alert, this is VERY important.
A lot of people will wish they followed us sooner.
