@Mar364503 Avatar @Mar364503 MQ

MQ posts on X about $intc, ai, target, china 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 91% technology brands 31% countries 15% finance 12% automotive brands 3% social networks 2% financial services 2% currencies 2% celebrities 2% cryptocurrencies 1%

Social topic influence $intc #14, ai 16%, target 15%, china 10%, $amd #92, ceo #3792, in the 7%, taiwan #1694, $nvda #1004, bytedance #66

Top accounts mentioned or mentioned by @youtube @jumboshrimp787 @christophauto @alexintel @firstsquawk @grok @icompassoftime @treasureh8nter @bithunters @rudraan1 @stock_exch @gelsingerintc

Top assets mentioned Intel Corporation (INTC) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) QUALCOMM, Inc. (QCOM) Apple, Inc. (AAPL) Amkor Technology Inc (AMKR) ASE Technology Holding Co., Ltd. (ASX)

Top Social Posts

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

"$INTC: Huatai Securities maintains a 'Buy' rating for Intel with a target price of $71.5"
X Link 2026-01-26T08:20Z [---] followers, 10.3K engagements

"$INTC: Citic Securities Upgrades Intel to Buy From Hold Adjusts Price Target to $60.30 From $38.90"
X Link 2026-01-26T11:41Z [---] followers, 13.7K engagements

"Intel Panther Lake laptop CPU review: call it a comeback The Verge $INTC https://www.theverge.com/tech/867214/intel-core-ultra-x9-panther-lake-388h-laptop-cpu-review https://www.theverge.com/tech/867214/intel-core-ultra-x9-panther-lake-388h-laptop-cpu-review"
X Link 2026-01-26T14:03Z [---] followers, [---] engagements

"This news came out a few days ago. 510mm x 510mm is huge. The slide is below $INTC Intel stated at NEPCON Japan [----] that it achieved a key milestone in its glass substrate development. More specifically SeWaRe (micro-cracks) caused by stress differences between the core layer and the build-up layers has been one of the major challenges for glass-core Intel stated at NEPCON Japan [----] that it achieved a key milestone in its glass substrate development. More specifically SeWaRe (micro-cracks) caused by stress differences between the core layer and the build-up layers has been one of the major"
X Link 2026-01-29T12:23Z [---] followers, 11.2K engagements

"Why is it so hard to just admit that $INTC PowerVia is a better technology that at the moment not even TSMC can master 18A has been in mass production now and we dont see anything indicating that it requires liquid cooling. And it is for mobile chips not HPC. These are facts. Jukan's Commentary: The reason TSMC emphasized that A16 is HPC-exclusive is that implementing BPD requires a specific process step that must be performed during the wafer flip and that step significantly degrades the heat dissipation (thermal spreading) performance of backside Jukan's Commentary: The reason TSMC"
X Link 2026-02-01T23:51Z [---] followers, 19.2K engagements

"Xeon is currently in huge demand. $INTC will not miss this wave New #IntelXeon [---] Processors for Workstation pack up to [--] cores [--] memory channels and [---] PCIe [---] lanes. Click to learn about how theyre optimized for professional workloads like AI development engineering financial services and more: https://t.co/hKKVlyCKL8 https://t.co/1wxVL4hq7t New #IntelXeon [---] Processors for Workstation pack up to [--] cores [--] memory channels and [---] PCIe [---] lanes. Click to learn about how theyre optimized for professional workloads like AI development engineering financial services and more:"
X Link 2026-02-03T00:35Z [---] followers, [----] engagements

"Sure $INTC can supply SRAM " The ChatGPT makers search for GPU alternatives since last year focused on companies building chips with large amounts of memory embedded in the same piece of silicon as the rest of the chip called SRAM" https://t.co/51hTVBzQcL " The ChatGPT makers search for GPU alternatives since last year focused on companies building chips with large amounts of memory embedded in the same piece of silicon as the rest of the chip called SRAM" https://t.co/51hTVBzQcL"
X Link 2026-02-03T00:56Z [---] followers, [----] engagements

"$INTC: UBS Maintains Intel With Hold Rating Raises Target Price to $51 from $49"
X Link 2026-02-03T01:02Z [---] followers, [----] engagements

"$INTC: Daiwa Securities Adjusts Price Target on Intel to $50 From $41"
X Link 2026-02-03T11:05Z [---] followers, [----] engagements

"$INTC CEO: Couple customers have knocked on our door saying our 18A is doing well. So we will likely have customers for 18A 18A-P and 14A"
X Link 2026-02-03T20:24Z [---] followers, [----] engagements

"AMDs guidance is weak. Again $AMD is not able to take more shares of server CPU despite the shortage and surging demand. The reason is simple - AMD does not have flexibility in fab supply while $INTC is ramping up fabs to produce more server CPUs"
X Link 2026-02-03T22:01Z [---] followers, 16.4K engagements

"Lip bu Tan said today that advanced packaging is really now the bottleneck. I bet $INTC is now sitting on large demand of advanced packaging orders https://x.com/jukan05/status/2018816016600666306 https://x.com/jukan05/status/2018816016600666306"
X Link 2026-02-03T22:41Z [---] followers, [----] engagements

"The way that $SNDK Samsung SK Hynix and $MU recently played in hiking the prices shows that the companies do not think in the long term. OEMs felt robbed by the memory chip makers. Once the memory demand cools down (just a matter of time) these companies will be put back to the places where they were yesterday. $AMD says total addressable PC market decline in [----] due to high inflationary memory pricing. This is dangerous signal that $SNDK $MU raising prices hurting into their own long term prosperity. $AMD says total addressable PC market decline in [----] due to high inflationary memory"
X Link 2026-02-04T01:39Z [---] followers, [----] engagements

"This makes sense. $INTC has been packaging front end wafers from TSMC for a long time as it has been outsourcing certain dies to TSMC. Being able to package wafers from different fabs into one chiplet is a differentiator for IFS (TSMC only packages TSMC wafers). As I said previously we will see meaningful fab revenue from advanced packaging way earlier than people expected. I dont know how he came to the conclusion that Intel packaging capacity is 3x of that at TSMC but with Malaysia packaging facility operating Intel does have a lot of room to fill in between Malaysia and New Mexico sites."
X Link 2026-02-05T08:23Z [---] followers, [----] engagements

"So Google could be also a $INTC fab customer not just for packaging Interesting 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) https://t.co/huxACNwNZS 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"
X Link 2026-02-05T15:08Z [---] followers, [----] engagements

"$INTC support nodes from any foundry through flexible advanced packaging technologies. Its essentially saying that any TSMC customers can take your TSMC wafers to Intel for packaging. Intel will become a packaging giant and packaging is now a key enabler for AI chiplets. Intel Foundry Advanced System Assembly & Test services support nodes from any foundry through flexible advanced packaging technologies. Read the blog: https://t.co/nSydCMQTcs #IntelFoundry #Semiconductors https://t.co/VDKKy3XAgO Intel Foundry Advanced System Assembly & Test services support nodes from any foundry through"
X Link 2026-02-06T01:59Z [---] followers, [----] engagements

"$INTC hiking server cpu price shows its pricing power in China where Intel controls more than 70% of server CPU market. The demand will not cool down for several years as confirmed by Intel CFO during Jan earnings call. People narrowly focused on GPU/TPU but havent realized that CPU is also an integral part of the rack and its ratio to GPU is higher for inferencing workloads https://twitter.com/i/web/status/2019650458537849080 https://twitter.com/i/web/status/2019650458537849080"
X Link 2026-02-06T05:52Z [---] followers, [----] engagements

"Wonder why the lead time for $INTC CPUs is much longer than $AMD ones while $INTC also raised CPU prices Because most server customers in China only want Intel CPUs. Its a simple force of supply and demand. * Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months. * Reuters: Intel raised prices for server CPUs sold to China by 10%. * Reuters: AMD said lead times for some of its products have extended to [---] weeks. $AMD $INTC https://t.co/T0i9NrwXNH * Reuters: Intel told customers in China that lead times for its server CPUs could be as long"
X Link 2026-02-06T06:10Z [---] followers, [----] engagements

"$INTC hiked server CPU prices generally by more than 10% subject to individual contracts. This means for certain customers who are willing to pay a higher than 10% price hike will apply"
X Link 2026-02-06T06:33Z [---] followers, [----] engagements

"$INTC Here is an overview of server CPU price hikes over the last [--] days in China based on info from channel distributors in Shenzhen"
X Link 2026-02-06T09:16Z [---] followers, [----] engagements

"Well this means Japan now can revise their constitution to make the country more militarily aggressive. I hope not but China may have conflict with Japan earlier than with Taiwan. *TAKAICHI'S PARTY SET TO WIN 2/3 SUPERMAJORITY IN JAPAN: NHK *TAKAICHI'S PARTY SET TO WIN 2/3 SUPERMAJORITY IN JAPAN: NHK"
X Link 2026-02-09T04:37Z [---] followers, [--] engagements

"MediaTek will be a customer driving volumes to $INTC MediaTek x $INTC an under the radar partnership opportunity. For all the talk of $INTC partnerships & customers with hyperscalers including $AVGO $QCOM and $AAPL - my friend @christophauto highlights MediaTek as an underrated potential billion dollar opportunity for Intel. https://t.co/Hvx8DTW1UJ MediaTek x $INTC an under the radar partnership opportunity. For all the talk of $INTC partnerships & customers with hyperscalers including $AVGO $QCOM and $AAPL - my friend @christophauto highlights MediaTek as an underrated potential billion"
X Link 2026-02-09T13:49Z [---] followers, [----] engagements

"Unbelievable. ByteDances own AI model Doubao calculated that ByteDances AI chip to be manufactured by Samsung will only cost RMB [----] which is only about 5% of H100 price. If calculating the cost per TOPS it is still less than 25% of A800. Could ByteDance follow Google to sell its chips if SeedChip is successful $NVDA"
X Link 2026-02-11T12:26Z [---] followers, [---] engagements

"This shows how big the ASIC market will be as more and more tech companies decide to pursue their own AI chips instead of paying the significant margin to $NVDA. Will $INTC ASIC business take off by capturing this trend Unbelievable. ByteDances own AI model Doubao calculated that ByteDances AI chip to be manufactured by Samsung will only cost RMB [----] which is only about 5% of H100 price. If calculating the cost per TOPS it is still less than 25% of A800. Could ByteDance follow Google to https://t.co/GjrJcmkg4z Unbelievable. ByteDances own AI model Doubao calculated that ByteDances AI chip to"
X Link 2026-02-11T12:31Z [---] followers, [---] engagements

"No its not with $AVGO Bytedance ASIC is designed by $AVGO Plans 100k to 300k units this year Bytedance ASIC is designed by $AVGO Plans 100k to 300k units this year"
X Link 2026-02-11T15:12Z [---] followers, [--] engagements

"This robot gonna be powered by $INTC chip right Meet Chip From detecting anomalies to keeping technicians out of harms way Chip is boosting safety data quality and efficiency across our fabs. See how: https://t.co/4SDLewNuiY #IntelFoundry #Semiconductors https://t.co/1KTbh6jdQY Meet Chip From detecting anomalies to keeping technicians out of harms way Chip is boosting safety data quality and efficiency across our fabs. See how: https://t.co/4SDLewNuiY #IntelFoundry #Semiconductors https://t.co/1KTbh6jdQY"
X Link 2026-02-11T15:34Z [---] followers, [---] engagements

"@Alex_Intel_ After AI reaching the recursive self improvement stage (likely within [--] months) designing a chip will soon not be a moat. Even ByteDance now has the ability to design an AI accelerator. But AI development will amplify the value of manufacturing which AI will hardly replace"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements

"$INTC: DA Davidson Initiates Intel at Neutral With $45 Price Target"
X Link 2026-02-13T14:04Z [---] followers, [---] engagements

"$INTC EMIB can make ultra large chiplets and Intel is leading in using large glass substrate. 14A + EMIB + large glass substrate = return of semi king https://t.co/mdmxKPUXNr https://t.co/mdmxKPUXNr"
X Link 2026-02-15T03:34Z [---] followers, [----] engagements

"Ive never seen $INTC CEO LBT being so bullish before. As the CPU demand persists Intel will do price hikes regularly. Raising prices directly improve margins. This is the pricing power enjoyed by any company in a near monopoly market. As Intel ramps up its server CPU productions we will see it gradually reclaims back the lost market share from $AMD. Being able to control ones fab production allocation is a huge upside than one that does not. $INTC CEO on cimpute demand: "Almost every CEO they call me Lip-Bu can I have more I'm your friend. I'm your customer the most important customer I want"
X Link 2026-02-09T07:08Z [---] followers, [----] engagements

"Another customer for $INTC 14A Intel get 14A and advanced package outsource customer for mobile chip : MediaTek Intel get 14A and advanced package outsource customer for mobile chip : MediaTek"
X Link 2026-02-09T11:32Z [---] followers, [---] engagements

"This reminds me of ARM investing billions in $INTC. Maybe the talk started back then 14A rumor for MediaTek 1)IFS get from Arm POP (Processor Optimization Package) and (PDK+SDC+LEF 2)ARM pass verification for IFS 14A corner model 3)Arizona Fab [--] run finished first MPW (Multi-Project Wafer) test chip 4)Support 2.5D Co-EMIB and Foveros Direct in Malaysia 14A rumor for MediaTek 1)IFS get from Arm POP (Processor Optimization Package) and (PDK+SDC+LEF 2)ARM pass verification for IFS 14A corner model 3)Arizona Fab [--] run finished first MPW (Multi-Project Wafer) test chip 4)Support 2.5D Co-EMIB and"
X Link 2026-02-09T13:51Z [---] followers, [----] engagements

"Thats an impressive pull up by $INTC"
X Link 2026-02-09T16:11Z [---] followers, [---] engagements

"People who believe TW is willing to voluntarily submit 40% of its chip supply chain to US probably clearly do not fully understand the geopolitical situation around TW strait. TW is playing with Trump. They will drag the promise till the next president and re-evaluate the pros and cons. But I guess Trump will soon find it out. $INTC 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 2026-02-10T08:00Z [---] followers, [----] engagements

"Yes advanced packaging is according to $INTC CEO the real bottleneck now. People will be surprised at how much money Intel can make from offering EMIB Between this and $AMKR earnings I am convinced that both CoWos and EMIB capacity is probably completely booked until 2027-2028 . Packaging companies will become very critical piece in the supply chain $INTC $TSM $ASX Between this and $AMKR earnings I am convinced that both CoWos and EMIB capacity is probably completely booked until 2027-2028 . Packaging companies will become very critical piece in the supply chain $INTC $TSM $ASX"
X Link 2026-02-11T01:40Z [---] followers, [----] engagements

"All AI infrastructure companies will develop their own AI chips instead of buying GPU from $NVDA or $AMD. This is the trend. Future ASIC service businesses will go to those that have fabs and packaging capabilities like $INTC not $AVGO ByteDance developing proprietary AI chip reportedly in talks with Samsung for manufacturing ByteDance developing proprietary AI chip reportedly in talks with Samsung for manufacturing"
X Link 2026-02-11T04:58Z [---] followers, [----] engagements

"I thought the commercial prototype of ZAM memory was scheduled by [----] and mass production in [----] or after Well the earlier it got commercialized the earlier $INTC can receive patent fees. Intel Showcases Its ZAM Memory Prototype for the First Time Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance https://t.co/WOVnIrqpBI https://t.co/WOVnIrqpBI Intel Showcases Its ZAM Memory Prototype for the First Time Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance https://t.co/WOVnIrqpBI https://t.co/WOVnIrqpBI"
X Link 2026-02-11T09:46Z [---] followers, [---] engagements

"$INTC advanced packaging revenue will be in billions. As Korean Memory makers continue to ship both mainstream and high-end memory to Taiwan and China we are also monitoring an uptick in exports to Malaysia a likely read across for $INTCs Advanced Packaging capacity ramp in that locale. (1/2)🧵 https://t.co/BflospfbmI As Korean Memory makers continue to ship both mainstream and high-end memory to Taiwan and China we are also monitoring an uptick in exports to Malaysia a likely read across for $INTCs Advanced Packaging capacity ramp in that locale. (1/2)🧵 https://t.co/BflospfbmI"
X Link 2026-02-11T15:02Z [---] followers, [----] engagements

"Just so you know Unitree uses $INTC CPU in these robots Kung Fu Robots Take the Stage 🤖 One year after dancing Chinas humanoid robots return to the Spring Festival Gala with breathtaking kung fu. Precision power and perfect balancetradition meets the future. https://t.co/lYvgQ2aXWK Kung Fu Robots Take the Stage 🤖 One year after dancing Chinas humanoid robots return to the Spring Festival Gala with breathtaking kung fu. Precision power and perfect balancetradition meets the future. https://t.co/lYvgQ2aXWK"
X Link 2026-02-17T01:02Z [---] followers, [----] engagements

"$INTC: Evercore ISI Adjusts Price Target on Intel to $45 From $41.10 Maintains In Line Rating"
X Link 2026-01-23T12:20Z [--] followers, [---] engagements

"I have to say part of the reason is $INTC received investment from government NVidia and SoftBank. But great to see some results from the restructuring layoffs and financial discipline $INTC IT'S CRAZY HOW QUICKLY INTEL SHIFTED THAT BALANCE SHEET. Just [--] quarters ago Intel had more than 2X Debt vs Cash now it's getting closer (not there yet though) to a 1:1 Ratio. Lip-Bu Tan has focused on not overinvesting in CAPEX until customers are lined up. The https://t.co/CYITXYQcce $INTC IT'S CRAZY HOW QUICKLY INTEL SHIFTED THAT BALANCE SHEET. Just [--] quarters ago Intel had more than 2X Debt vs Cash"
X Link 2026-01-23T14:20Z [--] followers, [---] engagements

"$INTC: Truist Raises Price Target on Intel to $49 From $39 Keeps Hold Rating"
X Link 2026-01-23T14:52Z [--] followers, [----] engagements

"Todays plunge proves again that $INTC is volatile stock. That is not necessarily a bad thing for a large cap because unlike small caps volatility in large caps shows potential. See the historical charts of Tesla for example. Some people strongly believe in it. Some dont and then the stock prices were determined by the market of people mostly sitting on the fence. If you believe in Intels future (which is the future of US semiconductor manufacturing) you should hold. Good things will happen in the next few months and few years. https://twitter.com/i/web/status/2014904010583769444"
X Link 2026-01-24T03:32Z [--] followers, [---] engagements

"$INTC It is confirmed by Chinese state media that top military officers have been detained for investigation. It is a rumour that those military officers were opposing taking military actions against Taiwan in the near term"
X Link 2026-01-24T09:16Z [--] followers, [--] engagements

"US must have done it on purpose. Bringing semi manufacturing onshore is a prerequisite of not defending Taiwan. Taiwan knows the importance of silicon shield so Taiwan gov will do their best to block TSMC from moving to US. At end of day $INTC is the only US fab that can be trusted by US companies. BREAKING: Taiwan is not mentioned in the Pentagon's newly released National Defense Strategy. The document calls for expanded mil-to-mil channels with China to support stability while building a defense along the First Island Chain to reinforce deterrence by denial and prevent BREAKING: Taiwan is"
X Link 2026-01-24T09:35Z [--] followers, [----] engagements

"This clearly shows who is innovating. $INTC $AMD RDNA3.5 forever https://t.co/YBn1cVKB1M https://t.co/awYhdMOs5P RDNA3.5 forever https://t.co/YBn1cVKB1M https://t.co/awYhdMOs5P"
X Link 2026-01-24T13:46Z [--] followers, [----] engagements

"$INTC: Northland Securities Adjusts Intel Price Target to $54 From $46 Maintains Outperform Rating"
X Link 2026-01-24T14:56Z [--] followers, [--] engagements

"On Jan. [--] $INTC had the largest short volume and the largest change in short volume with an increase of [----] million shares in short sale volume and a total short volume of [-----] million shares which is an increase of 20.66% compared to the previous trading day. The short volume ratio reached 7.55%. https://twitter.com/i/web/status/2015077267018584199 https://twitter.com/i/web/status/2015077267018584199"
X Link 2026-01-24T15:00Z [--] followers, [--] engagements

"This news now makes perfect sense in light of $INTC Q4 earnings call. Intel is outsourcing mature nodes to increase output https://money.udn.com/money/story/5612/9283255 https://money.udn.com/money/story/5612/9283255"
X Link 2026-01-24T15:24Z [--] followers, [----] engagements

"$INTC: End of life notification for Sapphire Rapids (4th Gen Xeon)"
X Link 2026-01-24T15:42Z [--] followers, [--] engagements

"$INTC PTL wins on AI graphics but somehow lost on gaming to $AMD Ryzen AI [---] and [---] Also need to read carefully the footnote to Expected Performance - Based on AMD internal estimates. So the comparison is based on estimates not actual performance Anyone can make some kind of estimates nowadays lets wait for third party reviews then https://twitter.com/i/web/status/2015106110865522705 https://twitter.com/i/web/status/2015106110865522705"
X Link 2026-01-24T16:55Z [--] followers, [---] engagements

"If think AI is a bubble watch this. If you still think AI is a bubble after watching it watch it again. Watch: Anthropic CEO Dario Amodei From World Economic Forum WSJ via @YouTube https://www.youtube.com/live/K7F6ohcBJussi=a-ZR8I-0Zl0ppo65 https://www.youtube.com/live/K7F6ohcBJussi=a-ZR8I-0Zl0ppo65"
X Link 2026-01-25T04:13Z [--] followers, [--] engagements

"$INTC delivered 18AP PDK [---] at end of [----] so in 2H [----] we may not only hear 14A commitment but also news about 18AP customers. Probably 18AP customers will come first. I dont think the market has fully priced in these catalysts yet"
X Link 2026-01-26T01:08Z [--] followers, [----] engagements

"$INTC: Citi has lowered its target price to $48 and maintained a "Neutral" rating"
X Link 2026-01-26T05:25Z [--] followers, [---] engagements

"Guess why China is suddenly accumulating so much gold"
X Link 2026-01-26T07:15Z [--] followers, [---] engagements

"The Intel Foundry Opportunity: Two Paths to Anchor Customer Scale $INTC https://thediligencestack.com/p/the-intel-foundry-opportunity-twoutm_medium=ios&triedRedirect=true https://thediligencestack.com/p/the-intel-foundry-opportunity-twoutm_medium=ios&triedRedirect=true"
X Link 2026-01-26T08:39Z [--] followers, [----] engagements

"Asus Zenbook Duo (2026) review: Premium Panther Lake Tom's Hardware $INTC https://www.tomshardware.com/laptops/gaming-laptops/asus-zenbook-duo-2026-review https://www.tomshardware.com/laptops/gaming-laptops/asus-zenbook-duo-2026-review"
X Link 2026-01-26T14:05Z [--] followers, [---] engagements

"@FirstSquawk @grok what are the key suppliers of GM from chips to major parts"
X Link 2025-11-12T09:23Z [---] followers, [--] engagements

"Due to capacity shortages major 8-inch wafer manufacturers such as SMIC Hua Hong Semiconductor (HHGrace) Vanguard International Semiconductor (VIS) Powerchip Semiconductor Manufacturing Corporation (PSMC) and DB HiTek have announced price hikes of 510% for the first quarter of [----] Seems like the AI chip demand of basic materials has pushed up costs for the overall semi industry. $TSM $INTC https://twitter.com/i/web/status/2004910586635976972 https://twitter.com/i/web/status/2004910586635976972"
X Link 2025-12-27T13:41Z [---] followers, [--] engagements

"I really like these words: At Intel weve not only brought back bleeding edge semiconductor manufacturing to the US and are now giving the Pentagon something theyve NEVER had with electronic systems Great to see $INTC is innovating. Something something memory crunch. Someone smart please explain the implications. $INTC https://t.co/D3NuYlccxJ https://t.co/C2w8tMDShk Something something memory crunch. Someone smart please explain the implications. $INTC https://t.co/D3NuYlccxJ https://t.co/C2w8tMDShk"
X Link 2026-01-20T06:36Z [--] followers, [----] engagements

"$INTC Morgan Stanley released a latest report on January [--] pointing out that in the current complex semiconductor cycle Intel is facing an extremely unique situation: although the supply shortage in the server CPU market has temporarily driven up stock prices and may lead to better-than-expected performance this phenomenon of undersupply conceals deeper concerns about capacity constraints and loss of market share which may not support its long-term valuation re-rating. The direct impact of this situation on investors is that while tight supply has supported Intel's stock price performance in"
X Link 2026-01-20T14:05Z [--] followers, 12.5K engagements

"$INTC: Intel Price Target Maintained With a $30.00/Share by Wedbush Oh well hope you got your short interest covered"
X Link 2026-01-20T15:51Z [---] followers, [---] engagements

"$INTC: UBS Raises Target Price to $52 From $49"
X Link 2026-01-23T11:13Z [---] followers, [----] engagements

"$INTC: BNP Paribas Exane Adjusts Price Target on Intel to $34 From $30 Maintains Underperform Rating"
X Link 2026-01-23T11:46Z [---] followers, [---] engagements

"Yes $1 billion run rate is just a start for $INTC ASIC services. Intel is eating Broadcoms lunch and will be doing so aggressively The underappreciated business of $INTC is the ASIC business. I would bet $GOOG is one of the customers which would be a continuation of the SmartNIC program. $AMZN could be another for custom Xeon. Intel has so many great IPs that are worth monetizing The underappreciated business of $INTC is the ASIC business. I would bet $GOOG is one of the customers which would be a continuation of the SmartNIC program. $AMZN could be another for custom Xeon. Intel has so many"
X Link 2026-01-24T16:15Z [---] followers, [---] engagements

"The trend of Claude and Clawdbot demonstrates the future of AI agent with deployment of sandbox. These agents will be primarily demanding CPUs. $INTC"
X Link 2026-01-26T03:17Z [---] followers, [----] engagements

"$INTC: JP Morgan raised Intel's target price to $35 from $30"
X Link 2026-01-26T08:19Z [---] followers, [----] engagements

"$INTC: New Street Adjusts Price Target on Intel to $50 From $40 Maintains Neutral Rating"
X Link 2026-01-26T11:42Z [---] followers, [----] engagements

"Intels Panther Lake Chips Arent Just GoodThey Beat Apple's M5 WIRED $INTC https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/ https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/"
X Link 2026-01-26T13:56Z [---] followers, 14.8K engagements

"$INTC Is BACK BABY - Asus Zenbook Duo [----] Review via @YouTube https://youtu.be/X9eYQTkzxqUsi=WY0rJDk03-0KAZ_L https://youtu.be/X9eYQTkzxqUsi=WY0rJDk03-0KAZ_L"
X Link 2026-01-26T14:02Z [---] followers, [----] engagements

"Asus Zenbook Duo (2026) review: twice as nice for a price The Verge $INTC https://www.theverge.com/tech/867548/asus-zenbook-duo-2026-intel-panther-lake-review https://www.theverge.com/tech/867548/asus-zenbook-duo-2026-intel-panther-lake-review"
X Link 2026-01-26T14:06Z [---] followers, [---] engagements

"Intels Core Ultra Series [--] (Panther Lake) represents a major leap in integrated graphics performance with PCWorld reporting the flagship X9 388H rivals discrete Nvidia GeForce [----] GPUs. The chip combines powerful gaming capabilities with exceptional battery life maintaining strong performance on battery power unlike previous generations. AI frame generation technology significantly boosts gaming performance enabling playable framerates in demanding titles and pointing toward a future where integrated graphics compete with discrete gaming cards. $INTC Intels Panther Lake chip shows integrated"
X Link 2026-01-26T14:17Z [---] followers, [----] engagements

"Fully agreed. As AI moves onto agents and involves more tools CPU demand will surge at a much larger scale than what we see re GPUs. $INTC ChatGPTClaude CodeAIGPUscale AIagentLLMtool useAI agentGPUAI ChatGPTClaude CodeAIGPUscale AIagentLLMtool useAI agentGPUAI"
X Link 2026-01-27T08:46Z [--] followers, [----] engagements

"$INTC provides the cost-efficient advanced packaging options for large chiplets. AI & HPC demand smarter siliconnot just smarter software. Chiplets AI-enabled design and advanced packaging are redefining how high-performance systems scale. See how: https://t.co/decUXexB46 #IntelFoundry #Semiconductors https://t.co/C8YfB3s8Tk AI & HPC demand smarter siliconnot just smarter software. Chiplets AI-enabled design and advanced packaging are redefining how high-performance systems scale. See how: https://t.co/decUXexB46 #IntelFoundry #Semiconductors https://t.co/C8YfB3s8Tk"
X Link 2026-01-27T19:08Z [--] followers, [---] engagements

"If the $INTC CFO is personally buying the dip what are we waiting for Intel $INTC CFO steps in with a $250k dip buy after the earnings dip https://t.co/sVgDLuIn4D Intel $INTC CFO steps in with a $250k dip buy after the earnings dip https://t.co/sVgDLuIn4D"
X Link 2026-01-27T23:59Z [---] followers, [----] engagements

"Intel "returning" to DRAM $INTC https://longbridge.com/en/news/273851864 https://longbridge.com/en/news/273851864"
X Link 2026-01-28T00:45Z [--] followers, [----] engagements

"Intel and Sandia National Laboratories have made significant progress in memory technology successfully transforming DRAM research and development results into a new type of memory technology aimed at addressing memory bandwidth and latency issues. $INTC Intel "returning" to DRAM $INTC https://t.co/V8cXEqdKWE Intel "returning" to DRAM $INTC https://t.co/V8cXEqdKWE"
X Link 2026-01-28T00:46Z [---] followers, [----] engagements

"So we have two customers for $INTC 14A Apple and NVidia As regards with INTCs 14A NVDA has further committed AI GPU adoption (likely Feynman in 2H28) in addition to its gaming GPU adoption https://t.co/YHbyhfxAE9 As regards with INTCs 14A NVDA has further committed AI GPU adoption (likely Feynman in 2H28) in addition to its gaming GPU adoption https://t.co/YHbyhfxAE9"
X Link 2026-01-28T01:53Z [---] followers, [----] engagements

"If NVidia and Apple have faith in $INTC 14A there is no reason why Google Broadcom AWS Meta Tesla etc. would not. No one will want to be left out for advanced nodes. Superior node means superior chip which further means superior products/services. Any customer facing giants will not want to lose competitiveness because of not securing capacities for advanced nodes. The first domino tile has been flipped for Intel foundry. https://twitter.com/i/web/status/2016352509229727817 https://twitter.com/i/web/status/2016352509229727817"
X Link 2026-01-28T03:27Z [---] followers, [----] engagements

"The market definitely has not priced in Apples equity investment in $INTC. If this news is confirmed I would expect at least 15% jump Apple is a done deal I figured a lot of people in the know have heard about it last year. So market has probably priced that in to some degree already Apple is a done deal I figured a lot of people in the know have heard about it last year. So market has probably priced that in to some degree already"
X Link 2026-01-28T04:13Z [---] followers, [----] engagements

"NVidia chips granted approval in China means even severer demands for $INTC CPUs because Intel has 70% of sever CPU market in China"
X Link 2026-01-28T07:27Z [--] followers, [---] engagements

"$INTC: Tigress Financial Maintains Intel With Buy Rating Raises Target Price to $66 from $52"
X Link 2026-01-28T15:42Z [---] followers, [----] engagements

"Time for Tesla to take a 10% stake of $INTC to secure some priority for capacities Circle back to this for Elon's Tera Fab Need a process Tesla can't create one Circle back to this for Elon's Tera Fab Need a process Tesla can't create one"
X Link 2026-01-28T23:51Z [---] followers, [---] engagements

"Elon understands the strategic value of $INTC and soon everyone will do as well "You know. There's so many companies out there that are asleep at the switch with regard to geopolitical geopolitical risk. Or they just have their head in the sand and hope nothing bad will happen. I'm way more paranoid than that. I always think of Andy Grove's famous "You know. There's so many companies out there that are asleep at the switch with regard to geopolitical geopolitical risk. Or they just have their head in the sand and hope nothing bad will happen. I'm way more paranoid than that. I always think of"
X Link 2026-01-29T00:38Z [---] followers, [----] engagements

"Elon highlighted the geopolitical risks on chip supply chain and pointed out that many people are asleep on this issue. Where do you think he got the relevant information to form the accurate understanding of the Taiwan risk It must be the US government or even Trump himself. Its a good thing to be close to government officials so that you have a much clearer picture of where things will go. All CEOs of fabless chip designers should listen to Elon. It is a real existential risk. $INTC https://twitter.com/i/web/status/2016692690218516651 https://twitter.com/i/web/status/2016692690218516651"
X Link 2026-01-29T01:59Z [---] followers, [----] engagements

"$INTC: CLS January [--] - Jensen Huang CEO of NVIDIA stated that NVIDIA is collaborating with Intel to develop a custom X86 processor"
X Link 2026-01-29T06:38Z [---] followers, [----] engagements

"Here it begins. Surging server CPU demands will supercharge $INTC Intel Xeon [---] Granite Rapids workstation CPU series leaked: Xeon 698X features [--] cores and costs $7699 https://t.co/riiizZUyus Intel Xeon [---] Granite Rapids workstation CPU series leaked: Xeon 698X features [--] cores and costs $7699 https://t.co/riiizZUyus"
X Link 2026-02-03T00:33Z [---] followers, [----] engagements

"I thought OpenAI already got $AMD as backup If in that case OpenAI is still looking for alternatives it just indicates that GPUs are not satisfied no matter it is $NVDA or $AMD. REUTERS: "OpenAI is unsatisfied with some Nvidia chips and looking for alternatives sources say" https://t.co/cEaSO1mpPS REUTERS: "OpenAI is unsatisfied with some Nvidia chips and looking for alternatives sources say" https://t.co/cEaSO1mpPS"
X Link 2026-02-03T02:53Z [---] followers, [---] engagements

"$INTC CEO: advanced packaging is really becoming the bottleneck"
X Link 2026-02-03T20:39Z [---] followers, [---] engagements

"$INTC CEO: we are doubling down on glass substrate"
X Link 2026-02-03T20:40Z [---] followers, [---] engagements

"@JumboShrimp787 Server CPU shortage is now well known. If $AMD really catched substantial market share from $INTC it would not have given such weak guidance for Q1. The yield gap on mature nodes between Intel and TSMC is smaller than you expected"
X Link 2026-02-04T02:09Z [---] followers, [---] engagements

"@JumboShrimp787 Unfortunately this revenue comparison is pointless. Server CPU accounts for majority of AMDs DC revenue and yet its guidance for future quarter is less. That says all"
X Link 2026-02-04T02:26Z [---] followers, [---] engagements

"@icompassoftime Right but doing this will never change the label of memory being treated as commodity. This current cycle is really an opportunity for the memory chip makers to alter that label and yet they just wanted to make up what they lost in the past"
X Link 2026-02-04T02:32Z [---] followers, [--] engagements

"Scaling back to inferencing and agentic AI $MSFT $NVDA Microsoft reportedly scales back AI strategy after billions spent as Anthropic's focused tools gain traction $MSFT $NVDA Microsoft reportedly scales back AI strategy after billions spent as Anthropic's focused tools gain traction"
X Link 2026-02-04T03:43Z [---] followers, [---] engagements

"$NVDA Huang: okay what do you want this time boss Trump: come to my office asap Huang: will do sir NVIDIA AI CHIP SALES TO CHINA STALLED BY US SECURITY REVIEW- FT NVIDIA AI CHIP SALES TO CHINA STALLED BY US SECURITY REVIEW- FT"
X Link 2026-02-04T07:02Z [---] followers, [---] engagements

"14A packaged on glass core substrate with EMIB = ultra large chiplet $INTC CEO linked 14A with glass substrate suggesting that this combination may be the ultimate pathway to bring leadership to IFS"
X Link 2026-02-04T08:42Z [---] followers, [---] engagements

"I predict that Taiwan will be traded during the April summit in Beijing. China state media published an article for yesterdays call between Xi and Trump. Unlike Trumps note mentioning several things Chinas article focuses only one thing and that is Taiwan. $INTC"
X Link 2026-02-05T04:56Z [---] followers, [---] engagements

"@treasureh8nter Why do you think Intel is hiking prices while AMD does not If AMD products are in higher demand than Intel it should be AMD to hike prices right Simple economics"
X Link 2026-02-06T07:07Z [---] followers, [---] engagements

"@Bithunters Thanks. In [----] Intel has 70% market share"
X Link 2026-02-06T12:36Z [---] followers, [---] engagements

"0 to [--] is hard. [--] to n is easy. $INTC is now at critical moment of [--] to 1: it is now for the first time of the past many years gaining leadership in advanced nodes and it is now for the first time of the past many years securing major foundry customers. Any of the two will make Intel great again and Intel is doing both. Once Intel achieved the both milestones expanding capacities by building more fabs and improving yields is just a matter of time"
X Link 2026-01-24T03:44Z [---] followers, [---] engagements

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