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@rubicon59 Avatar @rubicon59 rubicon59

Intel ($intc) is gaining significant attention and support from the US government as a matter of national security, particularly in the development of advanced AI chips. This has led to a notable partnership with NVIDIA ($nvda) and a potential foundry spinoff, which could have significant implications for the industry. Meanwhile, Marvell ($mrvl) and other players like Broadcom ($avgo) and AMD ($amd) are also making moves in the data center and AI spaces.

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Social category influence stocks countries finance technology brands automotive brands cryptocurrencies

Social topic influence $intc #89, $psix #6, $mrvl #43, has been, $amd #848, billions, infrastructure #3023, $mrvls #1, $orcl #290, $nvda #2923

Top assets mentioned Intel Corporation (INTC) Marvell Technology Inc (MRVL) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Applovin Corporation (APP) Broadcom, Inc. (AVGO) DLocal Limited Class A Common Shares (DLO) GE Vernova Inc. (GEV) CatCoin (CAT) CME Group Inc (CME)

Top Social Posts #

Top posts by engagements in the last XX hours

"$INTC has a huge financial leverage on the 18A utilization"
X Link @rubicon59 2025-10-08T03:09Z 21.2K followers, 14.3K engagements

"My semi-informed read: essantially a chiplet architecture implemented at the process level. Expect AI performance leap from Intel or whoever moves from TSMC to intel latest nodes"
X Link @rubicon59 2025-10-12T20:10Z 21.2K followers, 8756 engagements

"$INTD 18A is better than ALL variants of (TMSC's) N3 in ALL aspects and is closer to N2 in real world metrics And 14A is on the way"
X Link @rubicon59 2025-10-10T19:54Z 21.2K followers, 18.4K engagements

"A nice milestone for $INTC whose financials are heavily geared to 18A utilization"
X Link @rubicon59 2025-10-09T13:25Z 21.2K followers, 7151 engagements

"While not as severe it is not too dissimilar for backup gensets. In the US I am guessing $PSIX is one of the few that can fulfill orders timely and because also small benefits disproportionately"
X Link @rubicon59 2025-10-02T13:19Z 21.2K followers, 15.1K engagements

"They wrote off $INTC too soon. Panther Lake (official name: Intel Core Ultra series 3) is the first Intel consumer chip to adopt the 2nm-class manufacturing process "18A". . For comparison Qualcomm's "Snapdragon X Elite" which appears nearby is 3nm and AMD's "Zen 5" is manufactured in a 4nm process"
X Link @rubicon59 2025-10-10T18:41Z 21.2K followers, 9066 engagements

"The cheapest AI chip bear out there that is also in hypergrowth. $MRVL"
X Link @rubicon59 2025-10-08T15:41Z 21.2K followers, 8448 engagements

"So $NVDA $AMD and $ORCL (who else) collectively have hundreds of billions of IOUs from OpenAI But will OpenAI have the cash or will they pay in stock"
X Link @rubicon59 2025-10-06T14:22Z 21.2K followers, 7719 engagements

"What are folks best picks in Singapore right now (No overpriced hotness please.)"
X Link @rubicon59 2025-10-09T03:55Z 21.2K followers, 35.8K engagements

"$ILYDA.AT looks like a very promising Greek enterprise software company at a very attractive valuation. Has all the vibes of $EPSIL.AT of yore"
X Link @rubicon59 2025-10-08T00:00Z 21.2K followers, 33K engagements

"This means $INTC earning will start inflecting up sharply in 2026"
X Link @rubicon59 2025-10-09T16:01Z 21.2K followers, 14K engagements

"$MRVL 😅😅🫥"
X Link @rubicon59 2025-10-09T05:10Z 21.2K followers, 9411 engagements

"Mr. Market still has to squint to see $INTC business inflecting. But I see the signs that I need to see and it is still early"
X Link @rubicon59 2025-10-09T22:00Z 21.2K followers, 11.2K engagements

"Just for kicks. Some valuation and growth comps among $MRVL $AMD $NVDA and $AVGO. One of them is not like the other"
X Link @rubicon59 2025-08-30T04:06Z 21.2K followers, 17.7K engagements

"$AMD chips are in such high demand they had to give away XX% of the companyto sell them"
X Link @rubicon59 2025-10-06T15:07Z 21.2K followers, 73.2K engagements

"$PSIX Power Systems revenue growth in the past X years. Note the acceleration every year and especially FY25"
X Link @rubicon59 2025-10-03T20:12Z 21.2K followers, 8915 engagements

"Next $INTC shoes to drop are inflecting earnings and key IFS customers announcing"
X Link @rubicon59 2025-10-09T17:11Z 21.2K followers, 7396 engagements

"Interesting how Mr. Market had no reaction to $INTC 18A reveal last week"
X Link @rubicon59 2025-10-11T23:18Z 21.2K followers, 19.8K engagements

"Four insiders bought $2m worth of $MRVL stock last month. While I dont read too much into it still nice"
X Link @rubicon59 2025-10-08T15:47Z 21.2K followers, 8682 engagements

"Bullish for $PISX a pure-play on natural-gas powered generators This announcement means more natural gas which in turn implies greater demand for turbines and reciprocal-engine generators of $PSIX kind. HT @Bobby_11F"
X Link @rubicon59 2024-11-11T19:53Z 21.2K followers, 5407 engagements

"Silly that Mr. Market bids up $DLO +5.5% on some kind of US-Argentina deal because the thesis is not country-specific"
X Link @rubicon59 2025-10-09T22:12Z 21.2K followers, 5266 engagements

"As an aside among the four big gas turbine suppliers (GE Vernova Siemens Energy Mitsubishi Heavy and Rolls) #RR. actually looks somewhat interesting"
X Link @rubicon59 2025-10-02T13:31Z 21.2K followers, 2716 engagements

"Is there a better positioned pure-play business to benefit from the current and future AI datacenter power demand $PSIX"
X Link @rubicon59 2025-08-11T20:16Z 21.2K followers, 19K engagements

"I believe $PSIX also makes and sells gensets based on others engines like $CAT s and $CME s"
X Link @rubicon59 2025-08-09T00:07Z 21.2K followers, 4544 engagements

"@PGelsinger should get all the 18A credit though he overspent $$ Intel did not have. But with more-fiscally-responsible LBT at the helm $INTC is in capable hands"
X Link @rubicon59 2025-10-12T19:33Z 21.2K followers, 3159 engagements

"China's rare-earth play while disruptive is weak as US domestic alternatives are being rapidly stood up an will already be able to cover half the demand in the next XX moths (and more there after) leading to full self sufficiency in a couple of years"
X Link @rubicon59 2025-10-10T20:30Z 21.2K followers, 17K engagements

"IDK why $ILYDA has been neglected by the locals but the same was the case with $NXSN in Israel untill it wasnt"
X Link @rubicon59 2025-10-11T19:40Z 21.2K followers, 2610 engagements

"Grok on $INTC 18A"
X Link @rubicon59 2025-10-11T08:19Z 21.2K followers, 6581 engagements

"The time to load up on $APP was when no one wanted at low teens PE although it still looks good even at a 40x multiple"
X Link @rubicon59 2025-10-11T17:24Z 21.2K followers, 8640 engagements

"$APP Than was a nasty surprise if true"
X Link @rubicon59 2025-10-06T20:33Z 21.2K followers, 12K engagements

"A positive milestone that very few of Mr. Market relatives anticipated IMHO. $INTC"
X Link @rubicon59 2025-10-09T16:07Z 21.2K followers, 6472 engagements

"$INTC has been completely written off in AI but not necessarily correctly. #JaguarShores on 18A"
X Link @rubicon59 2025-10-11T19:50Z 21.2K followers, 4672 engagements

"On a more serious note I should point out that $MRVL's business performance this year has been completely orthogonal to the stock and on that basis would probably put it near the top of this same list"
X Link @rubicon59 2025-10-09T05:44Z 21.2K followers, 3082 engagements

"I dont care if AI is a bubble. It is crazy not to tag along (judiciously) as an investor"
X Link @rubicon59 2025-10-09T02:27Z 21.2K followers, 14.1K engagements

"The full stupidity of having outsourced manufacturing & vital supply chain to China (+others) is now on full display. For decades weve been governed by corrupt incompetents. But looks great for $INTC and their recent success of 18A - now the only truly safe source of domestic advanced chip production"
X Link @rubicon59 2025-10-10T17:48Z 21.2K followers, 14.2K engagements

"War or peace $NXSN is near an ATH"
X Link @rubicon59 2025-10-12T18:44Z 21.2K followers, 11.8K engagements

"The $ORCL AI FUD is the new Deepseek AI FUD. Makes you wonder if this all comes from the same source and why (I have some guesses.)"
X Link @rubicon59 2025-10-08T00:18Z 21.2K followers, 8714 engagements