What was the Intel thesis that made it one of the best performers of the year? @bubbleboi: "Everyone else went fabless from AMD to NVIDIA, but Intel still kept onto their fabs, while Intel used to be on the forefront, they were mainly focused on their own internal products." "It was never really about Intel leapfrogging TSMC on their photolithography or their logic nodes." "The main theme that is all over the semiconductor industry is that we're going from shrinking transistors to packaging…