What a great gift

Everyone is calling $PYPL dead money. I disagree. In fact, I made it my #1 largest holding. I spent weeks creating a 38-page Deep Dive to justify that conviction, analyzing 10 key areas the market is missing. It’s completely FREE. The link is in the very next post! ➡️

While I do expect $INTC foundry to get some AI accellerator deals, even though I still question the sustainability of everyone making custom ASICs, if they become the foundry of choice for CPU designs, that is still good money and a growth area. More on that next week.

静静地等看着开吹CPU，我认知太早有时也会亏钱 过几天“嘴资们”就要正式开吹，请务必遵循我心法： 要么别信、要信早信； 开始没信、坚决不信。 去年底，行内就都知道了。等大家建仓七七八八了，“买方僚机”们才出来 我想问：滑稽~为什么新易盛的话都信，就是不信老黄/INTC财报？4Q报都明确说了CPU缺

$AMD up 6% $INTC up 7% The CPU shortage is starting to become mainstream There’s a high likelihood the bottleneck extends from memory and energy to the entire supply chain this year Position accordingly

Bingo Import scheme is what matters for Intel. It's all tied together Buy Intel Foundry wafers to offset your tariff bill

When Lip-Bu said he was expanding talent, I didn't expect him to land Eric Demers. Looks like intel GPUs aren't dead after all. Mega bullish for $INTC

Intel is about to become a MONSTER. With the success of the almost sold out 18A fabrication, Intel has attracted Apple, who will reportedly use Intel's fabs to make their low-end M chips in 2027, as well as 14A to make low-end iPhone chips in 2028. This means massive profits

I might not win the $1 million prize for this article, but if you actually use this advice, it could be worth $1 million to you.

The 26 year comeback to All Time High's: $INTC Intel When narrative, technicals, and earnings converge, the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must pay attention to. When

Ask these 7 questions if you really want to know what's on your child's mind.. 🧵

Zephyr I'll be covering Intels WSPM capacity in an article But if this is true. Intel only has 1 fab left of capacity. Will be adding more shells soon

YOUR KIDS WILL THANK YOU ONE DAY IF YOU TEACH THEM THESE LIFE RULES: Must read thread 🧵 (Everyone deserves to know this )

Intel has won a major U.S. Department of War contract, with a company executive announcing that Team Blue is now the chip supplier for the SHIELD program. wccftech.com/intel-wins-us-…

$INTC | 𝐈𝐧𝐭𝐞𝐥: Seaport upgrades to 𝐁𝐮𝐲, sets 𝐏𝐓 𝐚𝐭 $𝟔𝟓 Analyst sees Panther Lake momentum, IFS traction, and 18A process launch as signs Intel is 𝐛𝐚𝐜𝐤 𝐨𝐧 𝐭𝐫𝐚𝐜𝐤 in PC and manufacturing competitiveness

$INTC 2H Technicals 🚀 - Bouncing off 61.8% Fib level - Strong bounce off 20MA - All MAs trending upwards, all against golden crosses - Narrative is shifting positively - Institutional upgrades over the last 3 weeks - Earnings this Thursday This is by far the most bullish chart

The $intc bull case

Woah. Apple & Intel are about to become best friends.

$INTC "I have heard on the street the top 10 are again looking at Intel Foundry as an alternative to TSMC N3/N2" "Lip-Bu Tan is making a big difference and the tight capacity at TSMC is helping but I have also heard good things about Intel 18AP." semiwiki.com/forum/threads/…

Has anyone quantified how much server CPU demand will go up? It's easy to see that if you deploy tens of millions of agents that are using servers, databases, code compilation way faster than a human CPU demand can grow in multiples from here. But how much tho