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@schamorro357 "Remember increased ASML Twinscan EXE:5200 orders is the best indicator of a new Intel Foundry Customer. $INTC $TSM $ASML"
X Link @schamorro357 2025-10-23T17:15Z XXX followers, 1855 engagements

"call buyers for $INTC got rinsed again for premiums. Put buyers will also get farmed. At this point it's better to go shares. The time to have bought calls on Intel was when Trump insulted the CEO"
X Link @schamorro357 2025-10-31T20:14Z XXX followers, 4692 engagements

"Taiwan has already been negotiated. Even if they don't want to say. Trump likes to lie. Of course they decided the fate of the island. Taiwan will be handed over Intel will supercede TSMC so everyone gets what they want: China gets the island USA gets the chips. $INTC $TSM"
X Link @schamorro357 2025-11-01T23:37Z XXX followers, 14.5K engagements

"The Chinese Embassy in the US is laying claim to TSMC R&D Fab XX They rotated the picture but here it is on Google Maps. $INTC $TSM"
X Link @schamorro357 2025-11-01T00:38Z XXX followers, 2745 engagements

"@kakashiii111 The average tariff level in China is still around XX% though. They got the fentanyl tariff reduced but remember that it was originally a XX% fentanyl tariff now 10%. Overall China still has the highest of the Trump tariff rates"
X Link @schamorro357 2025-11-02T08:05Z XXX followers, 2625 engagements

"@TradingsuckerX @chyang888 Yes no invasion. That doesn't mean Taiwan won't join with China against the will of the US. That's what I'm saying is going to happen. A shotgun wedding is not in the interest of everyone but rather a slow and gradual transition"
X Link @schamorro357 2025-11-02T16:48Z XXX followers, XX engagements

"@jay_smith312 Well we had an answer for this a long time ago we had smoking and non smoking sections"
X Link @schamorro357 2025-04-26T06:25Z XXX followers, 86.3K engagements

"Say it with me: "I don't have enough Intel stock" $INTC $TSM"
X Link @schamorro357 2025-10-26T06:10Z XXX followers, 7052 engagements

""nearing completion" "indo-pacific partners" hmm. $INTC $TSM"
X Link @schamorro357 2025-10-26T07:10Z XXX followers, 5320 engagements

"Latest Press Gaggle on Air Force One after being asked about the Hyundai Factory Trump explains the plan for foreign investment. He DIRECTLY alludes here to the plan for TSMC Arizona (although he doesn't name them often uses "the biggest chip company in the world") $TSM $INTC"
X Link @schamorro357 2025-10-27T08:01Z XXX followers, 3289 engagements

"@insane_analyst Intel could acquire Qualcomm soon. How the turn tables"
X Link @schamorro357 2025-10-28T19:34Z XXX followers, XXX engagements

"" Semiconductor tariffs are not part of this deal" @Alex_Intel_ @diamondrapids $INTC $TSM"
X Link @schamorro357 2025-10-30T00:51Z XXX followers, 3707 engagements

"They say you're supposed to make double in about 8-10 years on average in the market (10% annual return minus inflation). $INTC did it in X year. Congrats everyone who had faith in America winning"
X Link @schamorro357 2025-10-24T02:12Z XXX followers, 5404 engagements

"People saying that $INTC is a bubble now are judging the company based on past history. What they don't realize is that it's as if they're judging 2021 Nvidia $NVDA as if the company had been Coca Cola $KO for XX years. Intel became a totally different company August 2024"
X Link @schamorro357 2025-10-28T17:22Z XXX followers, 3583 engagements

"@icompassoftime @DanielNenni The foundry clients will be Intel. Because they'll offer the services directly to the customers of their competitors (the other chipmakers). In other words instead of Intel trying to land Apple or Nvidia they'll go to OpenAI or Anthropic"
X Link @schamorro357 2025-11-01T02:58Z XXX followers, XX engagements

"@IYKbaseball @PatrickMoorhead yes but that's with Intel. Because Intel actually has R&D in the US"
X Link @schamorro357 2025-11-02T01:26Z XXX followers, XX engagements

"why did Trump take a stake in Intel. It clearly wasn't because he forced Lip-Bu Tan to give him shares in exchange for easing on the pressure. Lip-Bu had already clarified the matter with Trump in the meeting but it was only after Lip-Bu explained his plan to bring Intel back did Trump decide he wanted to invest in the company. Clearly he has plans for Intel as a foundry and this is being factored into geopolitics"
X Link @schamorro357 2025-11-02T01:29Z XXX followers, XXX engagements

"@chyang888 Lip-Bu Tan at the Saudi Investment summit said he clarified his ties to China with Trump that they did not conflict with his role as CEO of Intel"
X Link @schamorro357 2025-11-02T01:29Z XXX followers, XXX engagements

"So Trump is going to use Intel to break the myth that TSMC is the be-all end-all for AI chip production. Then that plays into how he treats Taiwan. Remember that Trump has never formally acknowledged he would defend the island; every time he is asked he doesn't answer. Biden said yes"
X Link @schamorro357 2025-11-02T01:31Z XXX followers, XXX engagements

"@ChinaSelect Jensen is incentivized to placate China not only because it's in the best interest of his shareholders but it also keeps his supply chain intact; the less China needs the US the less China needs Taiwan independent (yes to an extent China benefits from the current arrangement)"
X Link @schamorro357 2025-11-02T02:55Z XXX followers, XXX engagements

"@OS3285424257228 Bad idea to bet against America (Intel). Basically betting against Trump too"
X Link @schamorro357 2025-11-02T03:15Z XXX followers, XX engagements

"@MartinShkreli What do you attribute to this disparity If rental prices are dropping but capacity is tight (as we know downstream from TSMC) and more people are using AI"
X Link @schamorro357 2025-10-31T20:55Z XXX followers, 12.7K engagements

"Just to expand on this point the loss of Taiwan should Intel be capable to replace TSMC would not be a loss. It would actually become a justification for the rearmament of Japan and other pacific allies. You see a mirror of this happening in Europe. Instead of the US being the sole provider we're seeing Germany rearm as well. Although the borders may shift those borders will be hardened. The US is transitioning from world police to western hemisphere police (Venezuela Mexico Brazil Colombia Argentina) and world gun store (@PalmerLuckey ). This actually serves US interests because we should"
X Link @schamorro357 2025-11-02T00:07Z XXX followers, 2521 engagements

"@bubblebabyboi Being an $INTC investor at $XX is +15 to your iq at least"
X Link @schamorro357 2025-11-02T04:55Z XXX followers, XXX engagements

"@kakashiii111 My takeaway from the deal is that Trump won Seems China made way more concessions compared to what the US did. It seems that the US must have negotiated something else (Taiwan)"
X Link @schamorro357 2025-11-02T08:15Z XXX followers, XXX engagements

"Strange for him to say this but also claim that Taiwan was "never brought up" during the meeting. $INTC $TSM"
X Link @schamorro357 2025-11-02T17:39Z XXX followers, 2782 engagements

"@Alex_Intel_ @rorentech Not just Nvidia but remember that H20 orders go to. TSMC. and B30 orders also go to TSMC. so it's not really in any sense "America First" to give B30s or H20s to China if it isn't improving Intel. And considering these are downgraded chips why not give it to Intel"
X Link @schamorro357 2025-11-03T00:12Z XXX followers, XXX engagements