You're living in a bubble if you think the biggest money printer in the world actually cares about the historical performance of your cherry-picked stock comparisons.
Why are my stock comparisons cherry-picked? The companies I listed make money from chips. Besides - any investor can compare any two companies for market cap, revenue, and profit, even if one makes chips and the other sells sugary drinks.
The money printer I'm alluding to is the US federal government. They own the proverbial money trees that $8.5B in grants will be plucked from.
The US federal government is also the investor. They couldn't care less that the companies you're attempting to compare against "make money from chips". If the government wants money, they print it, end of story. Furthermore, these irrelevant companies aren't getting $8.5B big bucks for the simple reason that they don't have the independent capacity to make their own semiconductor products...they're fabless design houses, dependent on other companies' infrastructure and processes...more specifically, a certain most excellent company whose bleeding edge infrastructure and processes are physically located at the doorsteps of its greatest economic adversary.
What the US federal government more immediately cares about are sufficiently advanced fab owner operators, more specifically, those rooted deeply in domestic soil...and who better to incentivize than a domestic former alpha dog who ate his own breakfast. Intel isn't leading at the margins anymore, but they're certainly not out of the game.
If you're still not seeing the bigger picture, then I'd recommend reading this recently discussed[1] short story by Arthur C. Clarke to get a relevant feel for the underlying threat landscape.
Reiterating, the money printer doesn't give a flying fuck about stock price trends.