@Alex_Intel_ Avatar @Alex_Intel_ Alex

Alex posts on X about $intc, ai, tariffs, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks #3387 technology brands 28.9% finance 20.23% countries 15.03% fashion brands 2.89% automotive brands 1.73% currencies 1.16% social networks 1.16% events 0.58%

Social topic influence $intc 34.1%, ai 9.25%, tariffs 9.25%, in the 7.51%, we are 5.78%, taiwan #465, this is 5.78%, market 5.2%, china #4413, chip 5.2%

Top accounts mentioned or mentioned by @dreadybear @tdevilfish @aratavittorio @insaneanalyst @jukan05 @pythiar @mch2024 @zephyrz9 @gelsingerintc @walnutavevalue @intelpromultra @himotheebuckets @magicsilicon @tbu12345678 @cousingraig @xyang2023 @eding421 @anipddu @icompassoftime @icnewer

Top assets mentioned Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) IBM (IBM) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory. https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-03T23:32Z [----] followers, 27.9K engagements

"A lot of people are asking me does Broadcom have a moat Does Nvidia have a moat But Intel actually has one in Oregon"
X Link 2025-12-15T16:20Z [----] followers, 190.4K engagements

"@proxietuna @realmemes6 @fabknowledge Intel can ramp supply in 12-18 months cuz they are swimming in shell space TSMC needs more shells. Meaning it's more like 3-4 years and AMD has fight everyone for N2 supply since all ASIC'S in [--] and Nvidia in [--] are N2 or A16"
X Link 2026-02-02T15:42Z [----] followers, [---] engagements

"@D_K_Rajasekar @DreadyBear AMD can shift to DC like Intel (Q1 is qoq growth for DC CPU) But AMD is just shifting chairs on a deck If Apple can't get supply how can AMD ramp overall supply significantly"
X Link 2026-02-04T00:02Z [----] followers, [--] engagements

"When you read "Information Technology" for $EWJ We are not the same (These companies are really manufacturers with the label of info tech)"
X Link 2026-02-04T01:20Z [----] followers, [---] engagements

"Google going full bore LOL TPU to the moon *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL"
X Link 2026-02-04T21:03Z [----] followers, [----] engagements

"@insane_analyst OMG Qualcomm is fucking dead"
X Link 2026-02-04T21:04Z [----] followers, [----] engagements

"@Gaurab There is already [--] very large domestic chip manufacturers. The leading player (Intel) and trailing edge player (Texas Instruments) You know that right"
X Link 2026-02-05T13:08Z [----] followers, [---] engagements

"@jukan05 Panther Lake gonna boom"
X Link 2026-02-05T14:14Z [----] followers, [----] engagements

"Dylan mentions Google is looking into a heavy SRAM and a 3D stacked (SRAM) TPU variants for low latency workloads Mhh I wonder who recently knocked on Lip-Bu Tans door for 18AP (18AP-T will be the industry's first backside power base die for 3d stacking) FULL INTERVIEW: @dylan522p joins TBPN at the Cisco AI summit to discuss data centers in space the limits of todays AI hardware and how chips power and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and https://t.co/o7EytLzOz3 FULL INTERVIEW: @dylan522p joins TBPN at the Cisco"
X Link 2026-02-05T14:46Z [----] followers, 10.6K engagements

"@jukan05 Time stamps are sorta wrong on the vid. He gives more details much earlier than the time stamp Maybe [--] mins in"
X Link 2026-02-05T22:32Z [----] followers, [---] engagements

""Until recently most companies building computers or other systems usually picked their semiconductors from a list of standard off-the-shelf products.. But in recent years new design technologies have enabled engineers at just about any company to design their own.""
X Link 2026-02-07T04:17Z [----] followers, [----] engagements

"@aphysicist"
X Link 2026-02-07T22:20Z [----] followers, [---] engagements

"@insane_analyst Do you think hyper scalers try a groq copy cat or just SRAM-heavy to offer low-latency token generation"
X Link 2026-02-08T01:12Z [----] followers, [----] engagements

"Lip-Bu Tan at Cisco event talked about how Intel must be ready to support mobile IP for customers on 14A (compared to how 18A went) Wonder who that might be. Meanwhile [--] guy on SemiAnalysis mobile will never work with BSPD With copycat articles Let's see how that take ages At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation with my good friend @jpatel41. Look forward to working closely with @Cisco to build compute infrastructure for the AI era https://t.co/3fKJUNXo6A At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation"
X Link 2026-02-09T04:52Z [----] followers, [----] engagements

"@IntelProMUltra AMD can switch some desktop tiles to server but they are simply moving chairs on a deck. Those client CPUs would already sell. Probably with better margins than server tbh AMD can't get more total wafers until Blackwell deramps in 2027"
X Link 2026-02-09T04:58Z [----] followers, [---] engagements

"@insane_analyst Looking forward to this I did see Dylan Patel mention Google is looking into a 3D Stacked TPU for low latency workloads Said on a podcast recently"
X Link 2026-02-09T05:27Z [----] followers, [---] engagements

"@IntelProMUltra @gustavokov Apple: Can't enough capacity Nvidia: Can't get enough capacity Google/AWS: Can't get enough capacity Meanwhile AMD investors so you see we have no capacity issues. Uh ya sure buddy"
X Link 2026-02-09T15:03Z [----] followers, [---] engagements

"@kayliatyyy It's fun Some hedge fund probably got margin called and had alot in their basket"
X Link 2026-02-09T15:06Z [----] followers, [---] engagements

"@insane_analyst It's funny cuz if they didn't make the base die in house They would have more clean room space to make dram and profits would be even higher"
X Link 2026-02-09T15:39Z [----] followers, [----] engagements

"I'm glad SemiAnalysis finally leaked 18A-U Now I can talk about it lol. Anyway 14A is coming earlier than [----] guys but keep believing Lip-Bu sandbagging"
X Link 2026-02-09T18:27Z [----] followers, 11.1K engagements

"@eding421 https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ"
X Link 2026-02-09T19:01Z [----] followers, [----] engagements

"@sameerdesai592 @eding421 In general the paid newsletter doesn't drop much alpha The paid section had charts where they gave Intel low chances of landing apple (5%) Despite everyone knowing how deep apple is commiting to Intel right now lol"
X Link 2026-02-09T20:07Z [----] followers, [---] engagements

"@OmerCheeema I believe they are extrapolating R&D cost to fix 10nm that got slapped onto its depreciation curve Intel spent years trying to get it to work. Some of that cost is depreciated over the life of the node. So that cash cost was already burned. Same thing for tool depreciation"
X Link 2026-02-09T21:46Z [----] followers, [----] engagements

"It was a fantastic article Lip-Bu certainly has been on a lucky streak. CPU demand turn is happening now. TSMC underinvestment is driving customers to him etc Shipping non-competitive CPU's and the market will eat it up at least through the end of next year (EMR GNR DMR) Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V"
X Link 2026-02-09T23:08Z [----] followers, [----] engagements

"@Anipddu AMD will take share in higher end enterprise. Intel is gonna drop prices for GNR. So we'll see how things pan out Overall my thesis is Intel can ride the demand wave through this year and next. Maybe there's a bit of a hole in late [--] or early [--]. Before coral Rapids hits"
X Link 2026-02-09T23:16Z [----] followers, [---] engagements

"@IntelProMUltra turbo cells too"
X Link 2026-02-10T00:02Z [----] followers, [---] engagements

"@HimotheeBuckets Dave hinted that Intel will see above seasonal rest of the year. CPU demand flip can't turn prices like memory can because both have OEM's to support. Not a pure commodity But it should play out with higher prices each quarter and better rev as supply ramps"
X Link 2026-02-10T04:38Z [----] followers, [---] engagements

"@HimotheeBuckets I don't think you'll see Intel post memory like EPS But supportive rev growth with foundry customers in back half is a good setup"
X Link 2026-02-10T04:39Z [----] followers, [---] engagements

"Lip-Bu Tan: Fine I'll do it myself Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC"
X Link 2026-02-10T04:45Z [----] followers, [----] engagements

"@JacquesLeChan Can't do the voice Copy right lol @magicsilicon"
X Link 2026-02-10T05:01Z [----] followers, [---] engagements

"@TamerAm48431889 Sounds like meh product But meh is good enough in the current demand environment"
X Link 2026-02-10T13:56Z [----] followers, [--] engagements

"@jukan05 Ibiden and Intel are very close Makes sense Google would have a new supply chain partner for Substrate. I bet the prepay lip bu mentioned is to them"
X Link 2026-02-10T14:07Z [----] followers, [----] engagements

"@PythiaR Uncle Xi can turn your investment into a zero"
X Link 2026-02-10T17:45Z [----] followers, [----] engagements

"@PythiaR 50% More like 5% currently and 10% by end of the decade"
X Link 2026-02-10T17:53Z [----] followers, [---] engagements

"@MCH2024 @PythiaR Short and medium term pain for whole industry no doubt Can't control what a dictator does with nobody to advise him anymore"
X Link 2026-02-10T18:07Z [----] followers, [---] engagements

"@Arronwei3n No we sell Intel on EMIB booming and CPU shortage from agents"
X Link 2026-02-10T22:57Z [----] followers, [---] engagements

"@jukan05 How much Chinese capacity is coming online"
X Link 2026-02-11T01:51Z [----] followers, [----] engagements

"Either that or Optane is coming back Take your pick"
X Link 2026-02-11T13:24Z [----] followers, [----] engagements

"@zephyr_z9 U might find this interesting"
X Link 2026-02-11T14:47Z [----] followers, [---] engagements

"@PythiaR @c0n5tantinople The problem is the fabs lose all terminal value. Since they will never get upgraded You can do some math and assume something like a 3x wafer hike with 80% gross margin Over [--] years the [--] fabs (30k WSPM each) generate $320B. Then you will see it taper off as supply comes"
X Link 2026-02-11T15:15Z [----] followers, [---] engagements

"@PythiaR @c0n5tantinople They'll be treated like a bond essentially Plus their some risk that TSMC during an invasion burns it's cash pile and some of that will be needed to pay off debts of TSMC Additional risk of course is USG nationalizes the site or forces some kinda merger"
X Link 2026-02-11T15:17Z [----] followers, [---] engagements

"@insane_analyst GFS tho"
X Link 2026-02-11T16:42Z [----] followers, [----] engagements

"@zephyr_z9 @insane_analyst What did u think of Intel canning the tower 65nm deal"
X Link 2026-02-11T16:55Z [----] followers, [---] engagements

"@insane_analyst @zephyr_z9 That's what I guessed Intel is willing to throw probably couple hundred million into the toilet to use the clean room space for EMIB Even tho Malaysia is yuge"
X Link 2026-02-11T17:02Z [----] followers, [---] engagements

"@Midnight_Captl Now this I agree with haha I think he'll attempt to buy Intel when he realizes the difficulty"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements

"@Midnight_Captl He might try and license a process node from IBM Like Rapidus in japan But who knows if it's even manufacturable Samsung had thousands of engineers and whole fab to develop theirs and it took [--] years to fix While IBM had there's developed in a rent a fab from a university"
X Link 2026-02-11T21:17Z [----] followers, [---] engagements

"@icompassoftime Optane's R&D and R&D related manufacturing took place in New Mexico"
X Link 2026-02-11T21:20Z [----] followers, [---] engagements

"@Arronwei3n What about the broadcom Trainium"
X Link 2026-02-12T01:44Z [----] followers, [---] engagements

"@TBU12345678 People won't panic over an AI Chinese EDA tool imo (Chinese coding models haven't panicked market) Personally I think it'll come out of a startup or Google (this is why it's sorta out of left field) since cdns/snps programs are well known"
X Link 2026-02-12T15:14Z [----] followers, [---] engagements

"@CousinGraig @TBU12345678 Google has yes. I mean a 'claude code' moment for chip design. Agents capable of doing more than current small scale wire optimization Effect on fabless is players up the supply chain can in source more effectively. Google/AWS close the gap Industrial companies in source etc"
X Link 2026-02-12T16:11Z [----] followers, [---] engagements

"@TBU12345678 @CousinGraig Agreed EDA guys have a nice moat. It's cheaper for Google to pay out the ass for training data then avoid them https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why I'm not saying this isn't bad for the EDA guys (not fully convinced tho). They have a yuge portfolio of IP that might make their offering really competitive Chip design is a verifiable problem so data is less important than say a LLM tho https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why"
X Link 2026-02-12T16:22Z [----] followers, [---] engagements

"@zephyr_z9 Shin Etsu management"
X Link 2026-02-12T16:38Z [----] followers, [---] engagements

"18A-P and 18A-U for fast inference ASIC's Gonna be booming Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD"
X Link 2026-02-12T19:02Z [----] followers, [----] engagements

"@mweinbach Prefill and decode"
X Link 2026-02-12T19:03Z [----] followers, [---] engagements

"@jukan05 If Rapidus has good yields they'll get alot of customers Main issue is IBM hasn't had a node enter any volume since 14nm. I doubt it's going to work it was developed with a skeleton crew with no R&D fab"
X Link 2026-02-12T23:54Z [----] followers, [----] engagements

"@jukan05 Fab is actually pretty big tbh Samsung spent [--] years fixing their GAA. Whole time before that they had a full R&D fab to develop it too. IBM shares space in a university fab. They haven't had any real learnings on the node IBM 2nm is very dense too yields will doom it IMO"
X Link 2026-02-12T23:59Z [----] followers, [---] engagements

"@jukan05 PDK specs have IBM 2nm at similar density or higher density than TSMC 2nm Much more dense than Intel (w/BSPD) or Samsung SF2 It's gonna be a nightmare"
X Link 2026-02-13T00:01Z [----] followers, [---] engagements

"@DueCalligrapher Tariff situation endend up being very disappointing. Intel for whatever reason couldn't lobby like the domestic autos I would think about instead as Lutnick leaning on companies to use them. Compared to using tariffs themselves. There won't be any tariff on TSMC products"
X Link 2026-02-13T13:39Z [----] followers, [---] engagements

"@zephyr_z9 Isn't Amazon still using Intel for Trainium racks tho"
X Link 2026-02-13T14:26Z [----] followers, [---] engagements

"@PAULLEUNG71287 @DueCalligrapher Not the case. Big tech lobbying is just very powerful I think we are just lucky lip-bu has gotten Intel into good shape and the logic shortage is driving customers to Intel. Along with some assistance from Lutnick"
X Link 2026-02-13T14:55Z [----] followers, [--] engagements

"@TDevilfish AMD is cooked in laptop and soon to be on desktop"
X Link 2026-02-13T16:43Z [----] followers, [---] engagements

"@Lukateake @GoogleDeepMind Any verifiable problem will absolutely be dominated by AI. Chip design is a verifiable problem Scaling issue currently. EDA market is small little effort went into it But if you are paying $50B a year in profit to Nvidia. Cost savings to Google and others etc becomes obvious"
X Link 2026-02-13T17:59Z [----] followers, [----] engagements

"@bwwgpro1 @DylanOnChips Intel has the exact opposite problem They have a bunch of empty steel buildings"
X Link 2026-02-13T19:12Z [----] followers, [--] engagements

"@TDevilfish @DreadyBear On desktop Intel's main issue is performance. Arrow Lake gap is horrible Nova Lake will be much better. On mobile Intel e core saves their ass on battery life. They'll take share with better graphics and better battery life"
X Link 2026-02-13T19:52Z [----] followers, [---] engagements

"@TDevilfish @DreadyBear Battery life is teams word Internet browsing and YouTube That's low power island or e cores"
X Link 2026-02-13T19:55Z [----] followers, [--] engagements

"@icnewer @ns123abc It's not the United states government policy to kill it's opposition If you want someone other than the CCP you will be jailed. In the US you can elect a Democrat socialist like mamdani/aoc or a populist like Trump. Republicans will judged by the people in November"
X Link 2026-02-13T20:29Z [----] followers, [---] engagements

"@zephyr_z9 Nvidia is one company People are smart and will build racks in south east Asia within months probably sourcing parts from china Good luck with fab capacity when the tools are shutdown"
X Link 2026-02-14T11:43Z [----] followers, [---] engagements

"$INTC Great presentation you can see his passion for the company which is amazing. I think attracting new talent is a key point to revive GPU/AI side of company. Line that stuck out to me was Lip-Bu said Trump administration asked what they can do to help Intel"
X Link 2025-03-31T21:43Z [----] followers, [----] engagements

"Bechtel is the construction company used for Intel Ohio. They signed an MOU with the commerce department. Japan Fund - Fund Intel Ohio shell expansion via cheap lease back agreements. Intel WACC is 6% rn. Lease back could be 2% $INTC https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/ https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/"
X Link 2025-11-04T16:45Z [----] followers, [----] engagements

"Today's Intel Pump is because Real Men Have Fabs Have a nice weekend everyone"
X Link 2025-11-07T14:52Z [----] followers, [----] engagements

"If you are a hyperscaler and don't know where you can secure your SRAM for a new low-latency ASIC to chase Nvidia and Sam Altman Call the toll-free number below 1-800-Lip-Bu @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B"
X Link 2026-01-15T02:04Z [----] followers, 10.9K engagements

"Happened to miss event from last year Lip-Bu views his time at Intel to be [--] years Had a [---] hour meeting with a customer now become a strategic partner Everyone should be in Intel for the long haul so much opportunity in front of us https://www.blackrock.com/us/individual/insights/the-future-of-semiconductorshl=en-US#::text=I%20told%20my%20wife%2C%20youTranscript https://www.blackrock.com/us/individual/insights/the-future-of-semiconductorshl=en-US#::text=I%20told%20my%20wife%2C%20youTranscript"
X Link 2026-01-29T03:38Z [----] followers, [----] engagements

"EMIB demand must be off the charts for Intel to want out of the tower agreement "Intel signed a contract with Tower to manufacture 300mm wafers for Towers customers in Intels NM facility. Recently Intel has expressed its intention not to perform under the agreement.""
X Link 2026-02-11T13:24Z [----] followers, [----] engagements

"@BaldingsWorld I've tried to say this to many tech people They don't understand"
X Link 2026-02-14T15:52Z [----] followers, [---] engagements

"@danactivatted @Interestingna11 @insane_analyst I sorta thought the same thing But any verifiable task with enough compute on the RL side has been conquered I don't think the EDA guys have poured probably billions needed in compute needed"
X Link 2026-02-14T17:35Z [----] followers, [---] engagements

"@PrefFalsifier @danactivatted @Interestingna11 @insane_analyst I'm not saying anything about people getting fired or anything. Great engineers will remain It's more about closing the gap of top tier design firms vs let's say the hyper scalers. Allowing firms up the chain to design chips (industrial and manufacturer)"
X Link 2026-02-14T17:45Z [----] followers, [---] engagements

"@GelsingerINTC @BaldingsWorld They want the island even if it was just farmers and a swamp. Idea is hard coded into every party leader"
X Link 2026-02-14T18:24Z [----] followers, [--] engagements

"@DeItaone @insane_analyst SRAM bros winning"
X Link 2026-01-14T20:12Z [----] followers, 12.1K engagements

"Next 18-24 months someone will announce a breakthrough AI EDA tool Then we'll panic and rerate all fabless companies without IP walls (AI doesn't have an IP wall like ARM/x86/Modems etc) Will the tool work idk. But the rush to physical assets companies will come to chips too"
X Link 2026-02-12T15:05Z [----] followers, [----] engagements

"You build in America If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do"
X Link 2026-02-14T01:43Z [----] followers, 29.8K engagements

"Produce domestically Rely on our own industry My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read. My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read"
X Link 2026-02-15T19:30Z [----] followers, [----] engagements

"@beaversteever Ricursive and AlphaChip aren't LLM wrappers tho"
X Link 2026-02-15T22:53Z [----] followers, [---] engagements

"@walnutavevalue @beaversteever I sorta think judge cost as 'nvidia tax' If you buy $50B of GPU's You are paying $30B in margin to Nvidia yearly. So does paying cadence $5B per year for their massive IP portfolio for training worth it Probably"
X Link 2026-02-15T23:18Z [----] followers, [---] engagements

"@aleabitoreddit CPU is to weak on raspberry pi's to use local tools and code gen/compilation You'll probably see companies just buy desktops and run Linux vm's"
X Link 2026-02-16T16:09Z [----] followers, [----] engagements

"SemiAnalysis confirmation of MI400 series delay "low volume production of AMDs first rack scale MI455X UALoE72 system will be in H2 [--] while due to manufacturing delays the mass production ramp and first production tokens will only be generated on an MI455X UALoE72 by Q2 2027" InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX GB300 NVL72 MI355X B200 H100 Disaggregated Serving Wide Expert Parallelism Large Mixture of Experts SGLang vLLM TRTLLM https://t.co/TG9lBwL6iL InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX GB300 NVL72 MI355X B200 H100"
X Link 2026-02-16T17:45Z [----] followers, 49.3K engagements

"$INTC David Faber on CNBC said Yeary is doing all split/M&A talks himself. And there is little momentum at the moment. This is good news government so far isn't buying his BS"
X Link 2025-02-18T14:57Z [----] followers, 16K engagements

"$INTC Something alot of people missed and as been a factor I've been mentioning. Zisner on Q1 call mentioned government knows Intel R&D is in the US. And the importance of Oregon TD. Government is not going to waive a wand and destroy that without Yeary spinning a great story"
X Link 2025-02-18T15:03Z [----] followers, [----] engagements

"$INTC Personally I wish Intel would hold off selling any Altera stake until any potential tariff announcement. Us is like 50% of fpga market. Altera products are made in Arizona. Could be a nice boost next year customers would take a bit to switch due to nature of fpga's"
X Link 2025-02-18T20:31Z [----] followers, [----] engagements

"$INTC Trump reiterated tariffs on semiconductors by April period or even sooner Right now in the FII PRIORITY Summit"
X Link 2025-02-19T23:27Z [----] followers, [----] engagements

"$INTC Non zero chance Intel buys Tenstorrent for @jimkxa to be CEO Maybe [--] billion You get Jim and a couple hundred employees to help out on product side. It is little odd Jim keeps tweeting about it. And it's a good exit for the company in a very competitive environment"
X Link 2025-02-20T18:21Z [----] followers, [----] engagements

"Jesus Christ these people never stop. Panther Lake can't be yielding that low even with [---] D0. @IanCutress said 18A yields well with data he has. Never ending FUD. Intel stated 18A is HVM ready and doing tool installs. The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC ODM/EMS makers. My early [----] industry survey showed 18A yields below 20-30% so theres still a lot of room to step upwhich doesnt bode well for Intels goal of The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC"
X Link 2025-02-24T16:12Z [----] followers, 10.4K engagements

"$INTC Reuters has been out to get Intel with misleading claims about yield and now implies 18A is delayed. Intel is getting new IP verification done for 18A to be able to satisfy new customers. 18A is still ramping this year for PTL. And always 2H [--] volume for external"
X Link 2025-03-03T12:24Z [----] followers, [----] engagements

"$INTC Panther Lake yields ahead of meteor lake at this time Please people STFU on 18A MS Conference"
X Link 2025-03-05T21:58Z [----] followers, 11.1K engagements

"If I was Intel trying to pitch white house. Just put Wei comments in big bold text and show them to trump. "Real R&D" & "80% production in Taiwan" I mean it's literal gold exposing what they actually think. Then contrast that to Intel 100% US R&D 90% US production $INTC CC Wei says: The real R&D of developing next-generation manufacturing technology would remain at the global R&D centre in Taiwan [--] times the size of the US unit with [-----] engineers. https://t.co/MwFJzQzSyL CC Wei says: The real R&D of developing next-generation manufacturing technology would remain at the global R&D centre"
X Link 2025-03-07T22:45Z [----] followers, [----] engagements

"$INTC US falling into a recession with no semi tariffs bad for Intel Meeting tmrw of Intel CEOs and Trump is important. Should be a easy sell to tell trump we just need tariffs to save X jobs and explain Ohio/Az fabs. Won't matter if rev falls if 18A is booked out due to tariffs"
X Link 2025-03-09T22:22Z [----] followers, [----] engagements

"$INTC CNBC said both Intel co CEOs are at meeting. Closed press but could open. Top of mind is tariffs but with HP and dell there it's likely alot about china/mexico tariffs. Chips Act being discussed. Augmenting it with tariffs pls Trump's favorite word. Hope they suggest it"
X Link 2025-03-10T18:46Z [----] followers, [----] engagements

"$INTC Together we will work hard to restore Intels position as a world-class products company establish ourselves as a world-class foundry and delight our customers like never before. Thats what this moment demands of us as we remake Intel YES https://www.intc.com/news-events/press-releases/detail/1732/remaking-our-company-for-the-future https://www.intc.com/news-events/press-releases/detail/1732/remaking-our-company-for-the-future"
X Link 2025-03-12T21:11Z [----] followers, [----] engagements

""We evaluate their foundry technology on a regular basis and we are ongoing in doing that he said adding that We look for opportunities to be a customer of theirs. I have every confidence that Intel has the ability to do it" Jensen $INTC https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985 https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985"
X Link 2025-03-20T03:25Z [----] followers, [----] engagements

"$INTC I circle back to market has fears around tariffs yet sells Intel. Intel is only net beneficiary of semiconductor tariffs. Since they have spare leading edge capacity in US Their competitor on product side $AMD has no fab capacity from TSMC I am long staying long"
X Link 2025-03-26T16:08Z [----] followers, [----] engagements

"$INTC Last tweet for a while. But if semi-tariffs go as I expect @PGelsinger will have made one of the smartest bets ever. Intel will have capacity for years while AMD struggles with tariffs on 2nm in Taiwan and fabless customers fill the 'wasted capacity' analysts hated"
X Link 2025-04-02T23:39Z [----] followers, [----] engagements

"Lip-Bu's statement is what matters. A targeted management collapse not a headcount goal. $INTC Q1 was swapped with Q2 not much else. I'll be listening on the call for foundry interest. UMC said customers want Intel [--] faster. I expect the same for 18A https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward"
X Link 2025-04-24T20:55Z [----] followers, 21K engagements

"$INTC "Trump officials have floated seeking a bigger Emirati investment in Intel the struggling American chipmaker at the center of the US governments effort to make more semiconductors on American soil." Nice to see. They should just buy the stock https://www.bloomberg.com/news/articles/2025-05-01/us-weighs-easing-nvidia-chip-curbs-on-uae-as-trump-plans-visitembedded-checkout=true https://www.bloomberg.com/news/articles/2025-05-01/us-weighs-easing-nvidia-chip-curbs-on-uae-as-trump-plans-visitembedded-checkout=true"
X Link 2025-05-02T15:36Z [----] followers, [----] engagements

"Did some hedge fund finally read all my posts about Semiconductor tariffs benefiting Intel $INTC jk"
X Link 2025-06-10T17:41Z [----] followers, 10.5K engagements

"Good sign that Intel is adopting High NA for 14A This would be their 3rd machine First [--] were research units Intel believes High NA will be more cost effective due to being BSPD only node. They have relaxed pitches compared to A14 from TSMC allowing direct print 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in 2H25 but #Intel also steals the spotlight its reportedly the first to get #ASMLs EXE:5200💡More on where the foundry giants stand in the High-NA EUV race: https://t.co/qHIiWghONs 🔗 https://t.co/LhR5IrQb4m 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in"
X Link 2025-07-17T15:29Z [----] followers, [----] engagements

"I think at a bare minimum when semiconductor tariffs are announced 25% global semi tariff 15% for countries that have a deal (EU and Japan) Rate should ramp overtime US fabs will face 0% tariffs on SME Intel Foundry is structurally advantaged at a rate 25% and higher $INTC"
X Link 2025-07-27T21:09Z [----] followers, [----] engagements

"Tan is an American citizen and lives in Piedmont California with his wife Ysa Loo. They have two grown children. A Christian he adheres to Presbyterianism.Tan has also been an elder at the First Presbyterian Church of Berkeley since the 1990s Dumb R's: He's clearly a spy"
X Link 2025-08-07T18:38Z [----] followers, [----] engagements

""Tan and some Intel directors have disagreed in his first months in the role about questions as central as whether the company should stay in the manufacturing business or exit it entirely according to people familiar with the matter." I guess some directors want to exit now"
X Link 2025-08-07T23:12Z [----] followers, 13.8K engagements

"Lip-Bu and Lutnick have been speaking $INTC "Tan and some Intel directors have disagreed in his first months in the role about questions as central as whether the company should stay in the manufacturing business or exit it entirely according to people familiar with the matter." I guess some directors want to exit now "Tan and some Intel directors have disagreed in his first months in the role about questions as central as whether the company should stay in the manufacturing business or exit it entirely according to people familiar with the matter." I guess some directors want to exit now"
X Link 2025-08-08T00:08Z [----] followers, [----] engagements

"Why splitting IFS is hard option 1) Buyers would probably need to pony up 50B to buy fabs 2) Then do a cash injection of 30B 3) Then place 30B of orders (over years) Talking 110B in capital Or the of buyers can just place 30B in orders and IFS works immediately $INTC"
X Link 2025-08-08T18:31Z [----] followers, [----] engagements

"$INTC Make Intel Great Again Make American Semiconductor Manufacturing Great Again TSMC will have [--] fabs in US by [----]. Taiwan has [--] TSMC has no R&D in US The next move in the chess game has been played. https://t.co/VLyVDH8GUO $INTC $TSM https://t.co/WVbx7kEj8j The next move in the chess game has been played. https://t.co/VLyVDH8GUO $INTC $TSM https://t.co/WVbx7kEj8j"
X Link 2025-08-10T21:36Z [----] followers, 15K engagements

"Its [----] Intel Products is doing 15B in Operating Income (From trailing [----] billion currently) Foundry is running [--] billion in operating income Az is full Ohio and Israel are getting tooled/Ramped. Intel trades at 30x (due to AI/Foundry) Pick a discount rate $INTC"
X Link 2025-08-11T22:02Z [----] followers, [----] engagements

"If they are discussing an Ohio acceleration or expansion That means there has to be a lot of customers. No way to fill the fab otherwise (Lip-Bu wouldn't do it without it) People are gonna be forced to sign up. Apple Nvidia Qualcomm etc We are going to $60 $INTC $INTC Trump Admin. Reportedly Discussing US Taking Stake In Intel - Talks Follow Meeting Between Trump And Intels CEO - US And Intel Are Discussing Plan That Would Bolster Expansion In Ohio $INTC Trump Admin. Reportedly Discussing US Taking Stake In Intel - Talks Follow Meeting Between Trump And Intels CEO - US And Intel Are"
X Link 2025-08-14T19:49Z [----] followers, [----] engagements

"Lip-Bu Tan will go down as the one to save the company But ultimately Pat Gelsinger will be a unsung hero. He stopped Swan's plan to sell the fabs. Got process technology back on track. Ohio Fab will looks like a genius idea. Total political leverage Thank you @PGelsinger"
X Link 2025-08-14T21:24Z [----] followers, 29.8K engagements

"Dam I am pretty good at this People seeing this as a negative are extremely brain dead. Trump is going to love to brag about stake Only reason Lip-Bu does this deal and accelerates Ohio is knowing customers will be there. Companies valuation is low. Limit dilution $INTC @PetGelsinger I don't buy rumor I think it's more likely we see forced orders. And Intel gives a stake in exchange for rest of chips $ That's $5B (probably what Lip-Bu wanted with WS raise) Intel gives up maybe 10% of all of Intel. And Intel Foundry gets Az full and Ohio orders @PetGelsinger I don't buy rumor I think it's more"
X Link 2025-08-18T16:48Z [----] followers, 10K engagements

"I reread the statement by Softbank/Intel I wouldn't read this as a capital raise for money (infact Lip-Bu doesn't even mention use of $) But it's typical/traditional that Japanese companies take a stake in each other's companies as a business practice when partnering $INTC"
X Link 2025-08-19T03:10Z [----] followers, 10K engagements

"Interesting not first lie admin has told Lutnick has said that you have to sign an agreement with commerce department to avoid tariffs that has an onshoring plan. Defacto work with Intel since TSMC US capacity is tight But certainly interesting Bessent said that $INTC Bessent Clarifies No Plans To Force Companies To Purchase From Intel Bessent Clarifies No Plans To Force Companies To Purchase From Intel"
X Link 2025-08-19T13:05Z [----] followers, 10.7K engagements

"The smile of a man who knows those big beautiful fabs will be filled with customers to avoid tariffs Intel has an empty Israel Fab. Intel can earn an exemption IMO so we really have [--] big fabs that can do 14A in [----] High single-digit billion IFS profit 20B OI in [--] $INTC"
X Link 2025-08-22T20:56Z [----] followers, [----] engagements

"Hot takes on Intel w/ zero semiconductor knowledge are wild. 95% monopoly TSMC Intels only 15% behind on PPA Moore's Law dictates that you can never stand still. Gov support is about overcoming the monopoly by directing orders to them. Intel led before and they will again Hot off the presses my @washingtonpost take on why Trump's "dangerous" Intel deal risks serious harm to Intel's competitors & potential customers other US companies in "strategic" industries US tech leadership the US economy & even Intel itself: https://t.co/Y531xrbRMZ https://t.co/veosbmXUqs Hot off the presses my"
X Link 2025-08-24T23:38Z [----] followers, [----] engagements

"There we go boys THEY ARE GONNA GIVE US THE CUSTOMERS Fill the fabs $INTC https://www.wsj.com/tech/inside-intels-tricky-dance-with-trump-c03f729cmod=e2tw https://www.wsj.com/tech/inside-intels-tricky-dance-with-trump-c03f729cmod=e2tw"
X Link 2025-08-25T02:16Z [----] followers, 14.1K engagements

"Trump post + Plus this clip "I will also help those companies that make such lucrative deals with the United States States." Tells you everything that USG is going to do for them. Stay long this is just the beginning $INTC The Art of the Deal: Intel. https://t.co/JZk8AKmT2I The Art of the Deal: Intel. https://t.co/JZk8AKmT2I"
X Link 2025-08-25T13:23Z [----] followers, [----] engagements

""We need hundreds of billions of dollars of semiconductor investment in America; we are going to bring that home." Amen $INTC "We need to make semiconductors in America. We need to make antibiotics in America. We need the rare earths in America and that's exactly what the Trump Administration is all about" says Sec. @howardlutnick. "You watch us do it we're going to bring it home." https://t.co/bGWMzGoCed "We need to make semiconductors in America. We need to make antibiotics in America. We need the rare earths in America and that's exactly what the Trump Administration is all about" says"
X Link 2025-08-26T00:34Z [----] followers, [----] engagements

"Securing the U.S. Industrial Base in Semiconductors: Investing in a National Champion (Intel) CSIS ♥ $INTC https://www.csis.org/analysis/securing-us-industrial-base-semiconductors-investing-national-champion https://www.csis.org/analysis/securing-us-industrial-base-semiconductors-investing-national-champion"
X Link 2025-08-27T17:46Z [----] followers, [----] engagements

"Since someone else published a long forum substack post. I thought I would post my thoughts. The Intel Opportunity Amid U.S. Reshoring How Chipzilla can raise again to reclaim it's crown with the help of Uncle Sam $INTC Thanks https://alexintel.substack.com/p/the-intel-opportunity-amid-us-reshoringutm_source=%2Finbox%2Fpost%2F172278571&utm_medium=reader2 https://alexintel.substack.com/p/the-intel-opportunity-amid-us-reshoringutm_source=%2Finbox%2Fpost%2F172278571&utm_medium=reader2"
X Link 2025-09-01T05:13Z [----] followers, [----] engagements

"Why America Needs Intel as a National Champion: Surging Chip Imports and Accelerating Job Losses. These pressures will only worsen unless action is taken soon or we risk repeating the China shock. $INTC https://open.substack.com/pub/alexintel/p/why-america-needs-intel-as-a-nationalr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alexintel/p/why-america-needs-intel-as-a-nationalr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-07T01:38Z [----] followers, [----] engagements

"Just wanna come back to point that Naga has the most ridiculous title lmao He will be Intel Foundry CEO IMO He's a great operator and will lead America's comeback in Semiconductor Manufacturing. IFS has more employees currently than TSMC US will have in 2030's by 8x $INTC"
X Link 2025-09-15T16:18Z [----] followers, [----] engagements

"If we are playing stupid game of licenses to sell B30 or H20 to 'addict them to American stack' Why can't this reasoning be used for Intel to sell 18A/14A wafers to likes of Alibaba/Baidu We are 'addicting them to American Foundry' creating actual manufacturing job $INTC"
X Link 2025-09-15T16:36Z [----] followers, [----] engagements

"Intel likely sells 18A at 23k per wafer Chinese customers have low yield SMIC 7nm. Granting Intel a license for 18A China could easily pay 30k+ per wafer High GM China would rebuild US chip manufacturing Does admin prioritize Nvidia buyback or US domestic manufacturing If we are playing stupid game of licenses to sell B30 or H20 to 'addict them to American stack' Why can't this reasoning be used for Intel to sell 18A/14A wafers to likes of Alibaba/Baidu We are 'addicting them to American Foundry' creating actual manufacturing job $INTC If we are playing stupid game of licenses to sell B30 or"
X Link 2025-09-15T18:32Z [----] followers, [----] engagements

"This is just the beginning guys Even though the Nvidia deal doesn't include Foundry orders. This is just the first ask by Trump admin. Other companies are going to sign on. They need US production to avoid tariffs Nvidia will be a foundry customer. So happy for everyone $INTC"
X Link 2025-09-18T11:27Z [----] followers, [----] engagements

""other countries are building things like chips fabs and new energy production much faster than we are and we want to help turn that tide. Over the next couple of months well be talking about some of our plans and the partners" Mhhh. "Other" aka Taiwan. So Intel Sam $INTC Abundant Intelligence: https://t.co/sVOhzBeE3A Abundant Intelligence: https://t.co/sVOhzBeE3A"
X Link 2025-09-23T15:09Z [----] followers, [----] engagements

"Dumb math. Government ensures Intel Foundry runs at near max capacity. Intel has [--] empty shells for 14A 2*25000 WSPM * $31000 per wafer 12 Months0.4 GM = $7.4B + (packaging revF62) $9.4B [----] exit Products are $12.7B now some share + AI gains$15B $25B Total $INTC"
X Link 2025-09-25T00:08Z [----] followers, [----] engagements

"Intel is such an easy long The US government is literally out their peddling customers to them Next up is Lutnick and Intel sign a deal to create shells in Ohio using $550B Japan Fund Yet analysts still don't realize it $INTC"
X Link 2025-09-25T21:16Z [----] followers, 10.8K engagements

"ITS HERE BOYS Intel is fucking set The semiconductor tariff and import plan $INTC https://www.wsj.com/economy/trade/trump-chip-tariffs-exemptions-90fa2ab3gaa_at=eafs&gaa_n=ASWzDAhrR4V6kX8KxX44Wgve79uCvwhKGsytEsHHJKU4qUfhGoSsRMsoSTP1_1IWHfk%3D&gaa_ts=68d6160e&gaa_sig=39vpWMMaUzJ39ktsBavEpbqWLhrVcIkLBfm3lfAAcLciS4oKyYegOXuk5xl9WpqkMw0tqEMOvTadewGc9kVb8w%3D%3D"
X Link 2025-09-26T04:12Z [----] followers, [----] engagements

"Not to take a personal victory lap This tariff has not been implemented yet But if it is. This is exactly what I laid out in my substacks/posts. Companies will sign agreements with Lutnick to a roadmap with less imports Intel with spare capacity will get massive share $INTC"
X Link 2025-09-26T04:31Z [----] followers, [----] engagements

"NY Times confirming the WSJ report about Semiconductor tariffs. Lutnick told semiconductor executives last week about buying domestic chips to offset the tariffs on foreign chips $INTC https://www.nytimes.com/2025/09/26/us/politics/trump-tariffs-supreme-court.html https://www.nytimes.com/2025/09/26/us/politics/trump-tariffs-supreme-court.html"
X Link 2025-09-26T19:59Z [----] followers, 37.8K engagements

"If America wants Semiconductor independence like China has with SMIC (market cap $100B) and it's ecosystem Intel is America's only solution for a end to end ecosystem. R&D fabrication and packaging. They were world leader in process nodes until [----]. And they'll do it again Bullish $INTC Taiwan will not agree to 50-50 chip production deal with US negotiator says https://t.co/jYCjyTznbO Bullish $INTC Taiwan will not agree to 50-50 chip production deal with US negotiator says https://t.co/jYCjyTznbO"
X Link 2025-10-01T01:20Z [----] followers, [----] engagements

"AMD being a foundry customer not on my bingo card But they need it to avoid tariffs lmao Scoop: Intel in early talks to add AMD as foundry customer @semafor $INTC $AMD https://t.co/sSkfJfifld Scoop: Intel in early talks to add AMD as foundry customer @semafor $INTC $AMD https://t.co/sSkfJfifld"
X Link 2025-10-01T18:00Z [----] followers, 13.5K engagements

"If AMD is being forced to signup for Intel Foundry Literally every company is going to have to chip in to fill domestic fabs They have biggest reason or excuse not to. Yet they are negotiations rn Just crazy AMD being a foundry customer not on my bingo card But they need it to avoid tariffs lmao AMD being a foundry customer not on my bingo card But they need it to avoid tariffs lmao"
X Link 2025-10-01T18:10Z [----] followers, [----] engagements

"Intel's US Fabs run 24/7 [---] days a year The idea that somehow this is a 'lost skill' is an attack against US manufacturing excellence Intel manages to train and staff their fabs without huge discrimination lawsuits and turnover. Maybe TSMC can learn something about that $ARM CEO on the All-in Podcast: "It is a mindset. TSMC is a 24/7 operation where if a line goes down or a customer has a problem not only do the technicians need to be ready to go the engineers need to be ready to go. That is something that I think weve lost the muscle $ARM CEO on the All-in Podcast: "It is a mindset. TSMC is"
X Link 2025-10-03T16:56Z [----] followers, 16.5K engagements

"AMD/OAI deal is the break they needed on GPU Did have to offer 10% of company (if goals are meet) to OpenAI for them to close the deal lol Having gigawatt scale with help mature the stack AMD likely hasn't booked the capacity in TSMC Az. Little funny people sold Intel on news"
X Link 2025-10-06T11:25Z [----] followers, [----] engagements

"Top end clocks aren't going to be amazing (10% single thread uplift is still decent tbh) But the belly of curve Intel 18A is a very power efficient jump vs TSMC N3B Nice job guys $INTC"
X Link 2025-10-09T13:12Z [----] followers, 23.7K engagements

"Reuters rn BUT BUT 18A yields are shit. 18A performance must be bad right. Oh wait it's 10% or more single thread uplift vs TSMC N3B. Power efficiency jump is massive in belly of voltage/frequency curve INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY FROM JAN [----] PANTHER LAKE DELIVERS OVER 50% FASTER CPU PERFORMANCE VS PREVIOUS GENERATION PLANS TO LAUNCH CLEARWATER FOREST BRANDED INTEL XEON INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY"
X Link 2025-10-09T13:15Z [----] followers, 11.2K engagements

"The market rn Wait what Intel 18A yields are very good. 18AP (4Q26 Node) with a 8-10% uplift means it's in 6% deficit to N2P (3Q26 Node) Intel is half node off in performance and [--] quarter off vs TSMC But anyway Intel sucks it's 10nm all over again. 'Struggling' $INTC 18A yields updated at the US Tech Tour with D0 now at [----] targeting [----] for HVM in Q4. 18A yields are reaffirmed to match or exceed the processes in the past [--] years. However while D0 reflects functional yields parametric yields are more critical for product-level perf. https://t.co/kRgGyeXscF 18A yields updated at the US"
X Link 2025-10-10T13:35Z [----] followers, 11K engagements

"Someone is getting forced liquidated AH on $INTC IMO We had big swoon on April 2nd. Intel is now a SOE US company If Intel gets targeted by china. Lip-Bu calls Trump and says we don't have funds for foundry. Trump calls up fabless and finally gets foundry deal across the line"
X Link 2025-10-10T21:34Z [----] followers, [----] engagements

"You can just do things (Intel R&D site in Oregon the only leading-edge R&D site left in the USA) True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities. True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities"
X Link 2025-10-11T17:38Z [----] followers, [----] engagements

"People don't remember but Q1 call Vivek (BofA) decided to use his question as a rant that Intel was still pursuing Foundry. Almost to the point of implying Lip-Bu was a moron for it 🤡 Analysts continue to underestimate power and the will of the administration to reshore $INTC BofA Securities Downgrades $INTC to Underperform from Neutral Maintains PT at $34 Analyst comments: "In our view the recent $80 billion jump in INTCs market cap more than reflects its improved balance sheet and (external) foundry potential. Meanwhile INTCs competitive BofA Securities Downgrades $INTC to Underperform"
X Link 2025-10-13T11:36Z [----] followers, [----] engagements

"Pat Gelsinger did a CNBC interview this morning Pat said the strong hand of government is needed to force customers to Intel. Apple Qualcomm and Nvidia must use Intel's fabs Amen. @PGelsinger continues to advocate for America's Semiconductor Manufacturing future"
X Link 2025-10-13T13:05Z [----] followers, [----] engagements

"As a reminder before Sam Altman went to TSMC who they are using for current OpenAI ASIC process node He said the following about Intel. Implying if broadcom worked with Intel they could work something out. Since it's in the US interest. More in article https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-building-a-consumer-tech-company/ https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-building-a-consumer-tech-company/"
X Link 2025-10-13T18:45Z [----] followers, [----] engagements

"As a reminder earlier this year Intel had Jaguar Shores marked as middle of [----]. Crescent Island is almost certainly 18AP due to sample late [----]. Volume [----] Possible JGS is being redesigned under Lip-Bu for A16/N2P. But timeline also works for 18AP $INTC"
X Link 2025-10-15T14:34Z [----] followers, [----] engagements

"$INTC Palmer Luckey on China Anduril has an internal policy called China [--] the idea is that anything we are investing in needs to be built with the assumption that sometime in [----] China is going to move on Taiwan. From JRE podcast episode [----]. https://t.co/yuq3LbePaQ Palmer Luckey on China Anduril has an internal policy called China [--] the idea is that anything we are investing in needs to be built with the assumption that sometime in [----] China is going to move on Taiwan. From JRE podcast episode [----]. https://t.co/yuq3LbePaQ"
X Link 2025-10-17T03:34Z [----] followers, 23.3K engagements

"Lip-Bu to Sam Altman rn Let's do [--] gigawatts of ASIC production out of Intel Ohio $INTC @magicsilicon "If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about the project as a whole. From a process "If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about"
X Link 2025-10-17T14:09Z [----] followers, 15.6K engagements

"Just wanna add @dylan522p had Microsoft AI accelerator using Intel Foundry rumour this summer I do hope this 'big' customer is not just a recycle of Pats original 18A order with Microsoft. Anyway bigger customers matter more than Maia [--] AI taking over smartphone https://t.co/UvH70xfIXK AI taking over smartphone https://t.co/UvH70xfIXK"
X Link 2025-10-17T14:51Z [----] followers, 60.2K engagements

"Lip-Bu Tan of Intel just called to thank me for putting tariffs on Chips Their stock has gone through the roof. Without Tariffs it would be a very hard long slog for Intel. I told Lip-Bu its very simple this is a National Security matter Pls @LipBuTan1 @magicsilicon $GM $F Trump; Mary Barra of General Motors and Bill Ford of Ford Motor Company just called to thank me for putting Tariffs on Mid Size and Large Size Trucks. Their Stock has gone through the roof They told me that without Tariffs it would be a very hard long slog for https://t.co/VB2dDMOALz $GM $F Trump; Mary Barra of General"
X Link 2025-10-22T17:07Z [----] followers, 12.6K engagements

"Just for fun before earnings Intel's last all time high was $75.81 August 27th [----] Bets on when Lip-Bu Tan breaks it"
X Link 2025-10-23T16:21Z [----] followers, [----] engagements

""AI is accelerating demand for compute and creating attractive opportunities across our portfolio including our core x86 platforms new efforts in purpose-built ASICs and accelerators and foundry services" No CAPEX guide is very bullish don't guide on the call Dave $INTC"
X Link 2025-10-23T20:31Z [----] followers, [----] engagements

"Intel is going after Broadcom and Marvell as an ASIC design partner. $INTC"
X Link 2025-10-23T21:11Z [----] followers, 32.7K engagements

"Omg what Dave just said is so bullish for Intel Data center CPU THEY JUST SAID CUSTOMERS WANT A LONG TERM SUPPLY AGREEMENT I WONDER WHO THAT MIGHT BE $INTC"
X Link 2025-10-23T21:26Z [----] followers, [----] engagements

"Intel's New ASIC Business Analyzing the secret weapon to help Intel Foundry https://open.substack.com/pub/alexintel/p/intels-new-asic-businessr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alexintel/p/intels-new-asic-businessr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-24T15:57Z [----] followers, 44.6K engagements

"Who is the chairman of SambaNova Let's get our first Intel ASIC Customer. I think line might be long Exclusive: Oracle is considering acquiring SambaNova to strengthen its in-house chip capabilities sources Source: Own $ORCL Exclusive: Oracle is considering acquiring SambaNova to strengthen its in-house chip capabilities sources Source: Own $ORCL"
X Link 2025-10-26T16:46Z [----] followers, 38K engagements

"Still an underrated story that Wall Street analysts have missed about Intel 1) Trump admin is committed to help Intel get Foundry customers (That's why Lip-Bu thanked Lutnick/Trump for his trust to lead Intel on the call) 2) Promised financial support by Lutnick ($550B Fund) Lost in the noise: WSJ reports that the Trump administration has committed to help Intel "find new customers to bolster the foundry business." $INTC $NVDA $TSM https://t.co/E73Oh1Yywz Lost in the noise: WSJ reports that the Trump administration has committed to help Intel "find new customers to bolster the foundry"
X Link 2025-10-26T19:13Z [----] followers, 12.2K engagements

"Qualcomm rallying on this is hilarious Has anyone even tried AI [---] I have they were given away to government linked entities for free lmao Meet Qualcomm AI200 and Qualcomm AI250rack-scale inference solutions built for the #AI era. Launching in [----] and [----]. Learn more here: https://t.co/cPjXY2fuuV https://t.co/emnuR5J6DS Meet Qualcomm AI200 and Qualcomm AI250rack-scale inference solutions built for the #AI era. Launching in [----] and [----]. Learn more here: https://t.co/cPjXY2fuuV https://t.co/emnuR5J6DS"
X Link 2025-10-27T14:07Z [----] followers, 30.6K engagements

""He said other AI chip companies such as Nvidia or AMD could even become clients for some of Qualcomm's data center parts such as its central processing unit or CPU." Qualcomm rallying on this is hilarious Has anyone even tried AI [---] I have they were given away to government linked entities for free lmao Qualcomm rallying on this is hilarious Has anyone even tried AI [---] I have they were given away to government linked entities for free lmao"
X Link 2025-10-27T14:10Z [----] followers, 14.9K engagements

"Lip-Bu is Thanos collecting all the stones of former Intel employees who went to TSMC Kevin Zhang is next. Then we have Jun He for packaging then Ray Chuang for operations Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is"
X Link 2025-11-01T00:22Z [----] followers, 38.9K engagements

"I do find it a bit funny Jensen goes on about AI replacing x86 CPU Same time we are on a massive CPU cycle rn due to agentic AI and RL environments sucking down compute and AI video sucking down DRAM and NAND Intel taking down 7nm capacity in Q4 24' seems to have been a mistake I've just become enlightened I realized that my environment needs a giant cluster of CPUs not GPUs if I really really wanted to scale it up to an absurd amount I've just become enlightened I realized that my environment needs a giant cluster of CPUs not GPUs if I really really wanted to scale it up to an absurd amount"
X Link 2025-11-04T03:49Z [----] followers, 10.5K engagements

"AI CPU demand cycle is only starting tbh Intel's CPU pricing is very suppressed very helpful First Foundry customers will be on CPU side. TSMC takes up wafer pricing 25% over [--] years. All hyper scaler wafers will be for ASICs while CPUs on 18AP look very attractive for $ $AMD CEO says CPU TAM increasing due to Gen AI. "Many customers are now planning substantially larger CPU build outs over the coming quarters to support increased demands from AI serving as a powerful new catalyst for our server business." $AMD CEO says CPU TAM increasing due to Gen AI. "Many customers are now planning"
X Link 2025-11-04T22:19Z [----] followers, 10.2K engagements

"Lisa's answer for how AMD wins AI GPU is pretty bad roughly "Demand is so high we can fit in the market" Does Lisa realize shes just using the same TSMC capacity that Nvidia and ASIC's could use lol"
X Link 2025-11-04T22:57Z [----] followers, [----] engagements

""The one area where we have discussed loan guarantees is as part of supporting the buildout of semi fabs in the US. Idea there has been ensuring that the sourcing of the chip supply chain is as American as possible" TSMC doesn't need loan guarantees from USG. It's Intel $INTC I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers and that taxpayers should not bail out companies that make bad business decisions or I would like to clarify a few things. First"
X Link 2025-11-06T19:52Z [----] followers, 13.7K engagements

"Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer Musk: Tesla may build its own semiconductor fab. Musk: Tesla may build its own semiconductor fab"
X Link 2025-11-07T00:51Z [----] followers, [----] engagements

"Intel 7nm now Intel [--] was delayed for [--] years mid [----] Intel's management knew they had a big hole in roadmap coming Swan massively underinvested in EUV shells What does he decide to do Load up on debt buyback stock with all of the free cash flow. Swan was a disaster @hmph29759351 @Silicon_Fly People then just loved lying about Bob Swan. It was depressing but I learned a lot about human social structure and the dangers of agenda through it. When the truth comes out about what Bob did and didn't do he will be regarded as the greatest Intel CEO since Andy Groove. @hmph29759351 @Silicon_Fly"
X Link 2025-11-09T23:23Z [----] followers, [----] engagements

"Idk how to think about this Intel's AI lead Sachin Katti went to OpenAI Welcome @sk7037 to OpenAI Incredibly excited to work with him on designing and building our compute infrastructure which will power our AGI research and scale its applications to benefit everyone. https://t.co/GkZ5yHctBO Welcome @sk7037 to OpenAI Incredibly excited to work with him on designing and building our compute infrastructure which will power our AGI research and scale its applications to benefit everyone. https://t.co/GkZ5yHctBO"
X Link 2025-11-10T22:30Z [----] followers, 20.7K engagements

"This pretty much cements that Intel and Lip-Bu will be buying SambaNova Intel losing their AI lead and their CTO to OpenAI Some possible upsides of Katti is leaving on good terms for potential OpenAI x Intel deal Executive team of SambaNova will be new leadership team Idk how to think about this Intel's AI lead Sachin Katti went to OpenAI Idk how to think about this Intel's AI lead Sachin Katti went to OpenAI"
X Link 2025-11-10T22:36Z [----] followers, 10.7K engagements

"Good luck AMD Lmao"
X Link 2025-11-11T18:42Z [----] followers, 27.3K engagements

"Dylan Patel "If Taiwan is cutoff TSMC Arizona is not replacing any real fraction of the production. Sovereignty is a scam" Luv u @dylan522p [--] hour [--] minutes https://youtu.be/8-boBsWcr5A https://youtu.be/8-boBsWcr5A"
X Link 2025-11-12T18:11Z [----] followers, 48.6K engagements

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