Prof G Markets Is Breaking Up Intel The Right Move? + The New Gold Rush
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Feb 24, 2025 
Josh Brown, Co-founder and CEO of Ritholtz Wealth Management, shares insights on the potential breakup of Intel and its leadership challenges. He emphasizes the need for visionary leadership in the tech industry. The conversation also tackles the recent surge in gold prices amid geopolitical tensions, with a critical look at whether gold is a smart investment compared to stocks. Josh highlights the risks of companies adopting Bitcoin strategies and the implications for the housing market.
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Bitcoin as a 'Get Out of Jail Free Card'
- Several struggling companies are copying MicroStrategy's Bitcoin investment strategy, potentially as a way to boost valuations.
- Examples include Semler Scientific, a chronic disease detection company, and Metaplanet, a former Japanese hotel developer.
MicroStrategy's Bitcoin Strategy
- Michael Saylor's MicroStrategy, which holds 2.28% of all Bitcoin, leverages its Bitcoin holdings to issue bonds and buy more Bitcoin.
- This strategy's success depends on Bitcoin's price increasing and demand outpacing supply.
Intel's Downfall
- Intel's decline is attributed to leadership struggles after the 2018 CEO resignation, a misguided focus on the foundry business, and failure to anticipate the shift toward parallel processing and GPUs.
- This mismanagement led to missed opportunities in emerging technologies like AI, AR, and VR, unlike competitors such as NVIDIA.