@schamorro357 Sebastian Chamorro

Sebastian Chamorro posts on X about $intc, $tsm, taiwan, $msos the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [------] +405%
[--] Month [-------] +3.80%
[--] Months [----------] +90%
[--] Year [----------] +16,751%

Mentions: [--] #

[--] Week [--] +174%
[--] Month [---] +63%
[--] Months [---] -44%
[--] Year [-----] +755%

Followers: [---------] #

[--] Week [---] +1.40%
[--] Month [---] +3.40%
[--] Months [---] +36%
[--] Year [---] +584%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 47.26% finance 29.45% countries 25.34% technology brands 13.7% celebrities 3.42% travel destinations 2.05% automotive brands 1.37% social networks 1.37% gaming 0.68% cryptocurrencies 0.68%

Social topic influence $intc #8, $tsm #17, taiwan #463, $msos #19, tariffs #1638, chip #285, china 6.85%, trade 6.16%, in the 5.48%, this is 5.48%

Top accounts mentioned or mentioned by @realdonaldtrump @reallordmiles @howardlutnick @awakenowzone @wolfofshelby @jessecoheninv @intel @sandyofcthulhu @thesliceofanime @dwarkeshsp @elonmusk @alzeidenfeld @stevehou @wintonark @alexintel @jukan05 @ffairing @pgelsinger @sammyj19 @ilovesdeepnn

Top assets mentioned Intel Corporation (INTC) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST) Microsoft Corp. (MSFT) Unity Software Inc. (U) Roblox Corp. (RBLX) Electronic Arts Inc. (EA) Bitcoin (BTC)

Top Social Posts

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

"It was less than [--] years ago that $INTC was the largest Semiconductor stock. This was the heat map on March 16th [----] . crazy this was almost [--] years ago now https://t.co/8ncgPqhH5j This was the heat map on March 16th [----] . crazy this was almost [--] years ago now https://t.co/8ncgPqhH5j"
X Link 2026-02-15T03:51Z [---] followers, [----] engagements

"Miles is commenting on TSMC. $INTC gang we must be close to a big event soon. $TSM Quite honestly take all the chip manufacturing out of Taiwan and let china have it. Who gives a shit about Taiwan beyond the chip manufacturing Quite honestly take all the chip manufacturing out of Taiwan and let china have it. Who gives a shit about Taiwan beyond the chip manufacturing"
X Link 2026-02-15T06:49Z [---] followers, [----] engagements

"Put simply after April 15th we will get the full story for what the US is asking for in regards to Taiwan and semiconductors. $INTC $TSM TSMCs US investment plans at heart of $250bn puzzle for chip sector https://t.co/cKGxhcLX2L TSMCs US investment plans at heart of $250bn puzzle for chip sector https://t.co/cKGxhcLX2L"
X Link 2026-02-14T09:15Z [---] followers, [----] engagements

"You need to look at that spike in [----] and realize why that happened. Then you'll understand why $INTC outpaces $TSM in this chart and will continue to do so. (Spoiler Alert: There is BIG money waiting for a US Foundry this will be Intel). $INTC trades at a higher [----] EV/EBITDA multiple than $TSM Help me make sense of this. https://t.co/vmOsWp2A62 $INTC trades at a higher [----] EV/EBITDA multiple than $TSM Help me make sense of this. https://t.co/vmOsWp2A62"
X Link 2026-02-15T03:34Z [---] followers, [----] engagements

"@real_lord_miles It won't take [--] years it will be less. ASML is based out of the Netherlands. Intel is partially owned by the US Government now and is among the top [--] leading edge chip foundries worldwide. Intel will match TSMC process capability globally within years. The scale is the problem"
X Link 2026-02-15T06:52Z [---] followers, [---] engagements

"Pat Gelsinger echos what Trump said: "We had this [--] years ago but economic policies no longer rewarded manufacturing investments" $INTC $TSM"
X Link 2025-03-07T19:52Z [---] followers, [----] engagements

"The Irony of $INTC is that they spent so much on US manufacturing only for nobody to want it. So now they're threatening to stop manufacturing in the US at a time when the President wants to do more of that"
X Link 2025-07-24T22:22Z [---] followers, [----] engagements

"Just going off purely what Trump said: $INTC Intel would pay a tariff on the 30% they outsource to Taiwan because Intel hasn't made commitments to build more in the US since Trump came into office because Tan says they need customers first. $NVDA Nvidia would not pay a tariff as they have promised to build $500b in the next [--] years (no idea where that money will come from) even though 90% of their stuff is outsourced. So in other words the company that runs and operates fabs in the US would pay a tariff for outsourcing but the one that owns no fabs would not pay a tariff for outsourcing"
X Link 2025-08-06T23:28Z [---] followers, [----] engagements

"Lip-Bu Tan responds: $INTC $TSM https://newsroom.intel.com/corporate/my-commitment-to-you-and-our-company https://newsroom.intel.com/corporate/my-commitment-to-you-and-our-company"
X Link 2025-08-08T06:34Z [---] followers, [----] engagements

"If Intel is spending time with Bessent and Lutnick this can only mean one thing: Negotiating the semiconductor tariff. $INTC $TSM $INTC CEO meets with President Trump the meeting is official announced at Truth Social. Intel's CEO is expected to spend time with Secretary of Commerce Howard Lutnick Secretary of the Treasury Scott Bessent and other cabinet members https://t.co/mVqePfTHJK $INTC CEO meets with President Trump the meeting is official announced at Truth Social. Intel's CEO is expected to spend time with Secretary of Commerce Howard Lutnick Secretary of the Treasury Scott Bessent and"
X Link 2025-08-11T21:19Z [---] followers, [----] engagements

"Jensen in one meeting showed Trump a map and told him "this is why tariffs on TSMC are bad" and Trump went "OK yeah so we'll exempt everyone even TSMC". Now Intel spends a week with Commerce Secretary and Treasury Secretary. what will Trump think then $INTC $TSM $NVDA $AMD"
X Link 2025-08-12T20:17Z [---] followers, [----] engagements

""Intel's not going to make chips in the US for $11 Billion" -Commerce Sec. Lutnick They make chips in the US already but in the big picture $11 billion is immaterial for what Intel has lost trying to get that money. He's right in a sense they shouldn't do it for [--] but they may do it for [---] or [---] over the next 5-10 years. Right after this he said "We want Intel to do well". So to me he clearly understands that Intel needs ALOT more money coming from somewhere to expand here. $INTC $TSM"
X Link 2025-09-11T17:45Z [---] followers, [----] engagements

"Lip-Bu Tan is running Intel like a startup and it's working. $INTC $TSM"
X Link 2025-09-18T16:23Z [---] followers, [----] engagements

"Stop buying calls for cannabis stocks you are just getting milked for IV value by market makers. Sit in the equities and chill wait for it to happen. It's not too long now. $MSOS"
X Link 2025-09-30T02:15Z [---] followers, [----] engagements

"The irony of $INTC is that we're up higher YTD and there's no real "bubble" behind this one vs many of the "leading" big tech stocks who have run up greatly on expected future AI returns"
X Link 2025-10-01T15:41Z [---] followers, [----] engagements

"The greatest bull run will be unleashed in cannabis stock history once it's known that the hemp ban was coordinated with Trump and the big MSOs $MSOS"
X Link 2025-11-15T05:48Z [---] followers, [----] engagements

"Everyone jumped out of $INTC Intel stock because there was no foundry customer. Then they all jump back in because they realize Intel will have foundry customers later this year. 😜 $TSM $NVDA $AAPL"
X Link 2026-01-28T03:59Z [---] followers, [----] engagements

"AMD needs to sell the market that they are the answer to cpu shortage or else Intel will get mojo. $AMD $INTC"
X Link 2026-02-03T21:39Z [---] followers, [----] engagements

"So we have a CPU shortage and nobody is able to meet the demand Should be bullish for CPU companies then. $INTC $AMD"
X Link 2026-02-04T02:41Z [---] followers, [----] engagements

"He could start with a little fab yes. But how about a fab that is already in progress $INTC $TSLA New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr"
X Link 2026-02-05T04:06Z [---] followers, [---] engagements

"@AlZeidenfeld Based on this info: 1) Democrats are the party of big business and I mean the BIGGEST business (S&P [---] members) 2) Economic policy could take years before it shows which means the gains enjoyed could be a result of previous admin policy 3) Correlation = causation"
X Link 2026-02-06T03:36Z [---] followers, [---] engagements

"This fits into my overall prediction that there is an AI Game Development tool arms race going on between corporations to create the "Game Killer" app. $U $RBLX $EA Roblox prioritizing shareholders over creators is not surprising at all; they are a public company and that's their duty. If you want to understand the direction the company is heading dont look at the marketing aimed at creators. Read how they talk to investors vs how they Roblox prioritizing shareholders over creators is not surprising at all; they are a public company and that's their duty. If you want to understand the"
X Link 2026-02-06T18:40Z [---] followers, [---] engagements

"Bitcoin went down to $60000 and then back up to $70000 in a [--] hour period. https://twitter.com/i/web/status/2019966586220626179 https://twitter.com/i/web/status/2019966586220626179"
X Link 2026-02-07T02:48Z [---] followers, [--] engagements

"Reefer madness is coming back. gang we are close. $MSOS"
X Link 2026-02-10T02:52Z [---] followers, [----] engagements

"Told you $INTC $TSM 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 2026-02-10T07:08Z [---] followers, [----] engagements

"It's not a coincidence that [--] day after Reuters publishes the "Taiwan is resisting US onshoring" piece that FT publishes the "Don't worry TSMC is ok" piece $TSM $INTC"
X Link 2026-02-10T07:18Z [---] followers, [---] engagements

"@awakenowzone @realDonaldTrump @howardlutnick Yes but do you think this will only apply to TSMC made wafers Wouldn't it make sense that Intel wafers count for exemptions for TSMC imports"
X Link 2026-02-10T22:53Z [---] followers, [---] engagements

"@awakenowzone @realDonaldTrump @howardlutnick In other words you need AMERICAN wafer volume period doesn't matter from who for equivalent processes tariffs to be forgiven Media is pretending like Intel doesn't exist"
X Link 2026-02-10T22:53Z [---] followers, [---] engagements

""In the second phase after trade negotiations have concluded the Secretary recommended broader tariffs on semiconductors at a rate of duty that is significant." $INTC $TSM TAIWAN AND THE U.S. TO SIGN A RECIPROCAL TRADE AGREEMENT ON FEB [--] C TIMES TAIWAN AND THE U.S. TO SIGN A RECIPROCAL TRADE AGREEMENT ON FEB [--] C TIMES"
X Link 2026-02-12T04:15Z [---] followers, [----] engagements

"People said of this data that "Americans" were paying the tariffs without realizing there is a big difference between Joe and Costco. who is paying the tariffs (source JPM) https://t.co/b58qCIvzOb who is paying the tariffs (source JPM) https://t.co/b58qCIvzOb"
X Link 2026-02-12T07:19Z [---] followers, [---] engagements

"@wolfofshelby @JesseCohenInv *4x in [--] weeks but my point still stands beating a 3x in [--] weeks is difficult enough"
X Link 2026-02-15T06:09Z [---] followers, [--] engagements

"@wolfofshelby @JesseCohenInv And if you are in America even if you can approach the same gain over a long enough time you will always be getting short-term gains rate. So trading just seems like a lot of work for what is statistically not much better gain. I learned this from experience too"
X Link 2026-02-15T06:11Z [---] followers, [--] engagements

"Phase [--] chip tariff is going to be spicy if Taiwan is resisting. $TSM $INTC"
X Link 2026-02-09T19:10Z [---] followers, [----] engagements

"Called it. we're close. $MSOS I'm getting a bit suspicious why everyone on the same exact day starts tweeting how weed is now suddenly bad https://t.co/VE7d0lYWwR I'm getting a bit suspicious why everyone on the same exact day starts tweeting how weed is now suddenly bad https://t.co/VE7d0lYWwR"
X Link 2026-02-11T19:07Z [---] followers, [----] engagements

"Bondi cannabis schedule [--] is happening soon. reefer madness campaign to sway opinion is underway by competing interests. $MSOS"
X Link 2026-02-11T19:08Z [---] followers, [----] engagements

"we're so close $MSOS JUST IN: Heineken to reportedly cut [----] jobs due to "weak demand" for beer JUST IN: Heineken to reportedly cut [----] jobs due to "weak demand" for beer"
X Link 2026-02-11T22:30Z [---] followers, [----] engagements

"I can't actually find a source that says that Taiwan has MFN rate for Semiconductors US Commerce dept. says that there is a "tariff forgiveness" program. Doesn't seem like MFN. We will probably know for sure when Phase [--] happens later this year. $INTC $TSM Today #Taiwan & the #US signed an Agreement on Reciprocal Trade. By lowering tariffs on Taiwanese exports to 15% & securing the most favorable treatment under Section [---] this new milestone boosts our competitiveness & cements our strategic partnership in high-tech with the US. https://t.co/0jHlBLgAqa Today #Taiwan & the #US signed an"
X Link 2026-02-14T09:02Z [---] followers, [---] engagements

"April 15th is the [--] day deadline from the initial Section [---] Semiconductor proclamation in which Trade Negotiations must be resolved. It also seems like Taiwan is a touchy subject for Xi Jinping since Trump is due to visit soon"
X Link 2026-02-14T09:21Z [---] followers, [---] engagements

"A large pain point for Trump on Taiwan besides "stealing the chip industry" is that he perceives that they don't pay enough for their defense. It seems there is resistance internally to the new Taiwan defense budget. This could cause further relations strain. $INTC $TSM Friends of Taiwan: I stand with my colleagues in Congress urging the Legislative Yuan to back President Lai and fund his FULL defense budget proposal. The threat from Beijing is real and growing. America stands with Taiwan but Taiwan must stand strong. The world is watching. https://t.co/Kdv2aS1SOX Friends of Taiwan: I stand"
X Link 2026-02-15T03:38Z [---] followers, [---] engagements

"@stevehou @wintonARK It is not so much that China would want the fabs (Even though they had a viral X post saying they claimed Hsinchu Science park) it's that the inevitable destruction of TSMC fabs would be a massive blow to the USA and the west without Intel as a spare"
X Link 2026-02-15T06:14Z [---] followers, [---] engagements

"If we game theory this China will not move on Taiwan unless it knows that the result is favorable to them. Through a kinetic invasion this would result in a global recession in the short term depending on how capable Intel+US ecosystem is to pick up the slack. If however the country merges peacefully I still think all relevant ingredients for the fabs will be denied for the Chinese in the process. All of the capable staff will be taken out. All China will be left with is the small rest of their economy the 30m or so people and the land mass."
X Link 2026-02-15T06:16Z [---] followers, [--] engagements

"The trader/investor doesn't have to be going all in. You can still compare the proportional gains regardless of the % of port used for any strategy. With $10 or $10m the % gain is the same. Still within the short time period (and this is what the author misses) the level of research to make these moves (since TA doesn't work consistently) would have to be prepared beforehand and to predict motion within weeks is not easy. The passive investor here would not be paying attention to the gains. The trader can just as easily lose money as gain it. I just can't personally understand the thesis that"
X Link 2026-02-15T06:22Z [---] followers, [--] engagements

"For instance in my personal experience being an $INTC investor over the past [--] years I could have made more money trading pumps and dumps. I know some that have. Even if you are handling these automatically I still believe that at some point your strategy will fail to capture the long term upside; you will be stuck buying into the rise as the predictable patterns change due to the underlying structural improvements happening which my thesis focuses on. This is why I have preferred to just add and add at low cost basis. I'm basically up double over this timespan but I know that I don't have"
X Link 2026-02-15T06:26Z [---] followers, [--] engagements

"To be more explicit I essentially bought as much possible $INTC below $30 and especially during Summer 2024-Summer [----] 1:4 calls:shares in terms of cost basis. And I just plan to hold these (I am exercising deep itm calls) over a [--] year period. See what happens in the next US election to decide course of action. https://twitter.com/i/web/status/2022921087923671098 https://twitter.com/i/web/status/2022921087923671098"
X Link 2026-02-15T06:29Z [---] followers, [--] engagements

"@real_lord_miles USA has significant design EDA and tool ecosystem. Taiwan just has the scale. But we can replace Taiwan within a decade"
X Link 2026-02-15T06:52Z [---] followers, [--] engagements

"They actually did ask Bondi about the chinese vapes during the hearing. but asking about the schedule [--] is pointless if it's happening pretty soon. Remember that in these hearings you get [--] minutes only so Democrats are just going to ask about Epstein $MSOS"
X Link 2026-02-12T00:34Z [---] followers, [----] engagements

"My thesis on INTC going into [----] I am going to add my technological and geopolitical fundamentals here because I think these are going to be important factors heading into [----]. Disclaimer: I own [---] shares of Intel at an average PpS of $29.30 I think most analysts are forgetting that the next president is the same guy who is trying to block the acquisition of US steel by Nippon steel at all costs regardless if it makes financial sense or not because he wants to retain as much American Manufacturing as possible and wants it to succeed. Most of the "AI revolution" has happened over the past 4"
X Link 2024-12-07T07:30Z [---] followers, 32.1K engagements

"Intel thesis going into 2026: So today marks [--] year since I posted the Intel thesis. It has been a turnaround year for sure The US government definitely acted in the capacity that I have expected although the tariffs on Taiwan are taking longer than expected. That doesn't mean the industry isn't preparing for that eventuality. We already see rumors that companies are starting to consider Intel packaging services. That's a very frictionless way to get companies into the Intel ecosystem. After all TSMC packaging is very constrained. I believe Lip-Bu Tan's cohesive strategy of being customer"
X Link 2025-12-07T19:42Z [---] followers, [----] engagements

"@real_lord_miles China just wants the land as a staging area in the first island chain. They could care less and know they won't have the facilities intact. All of the advanced equipment and processes are currently banned from being exported to China so there's no way they can seize treasure"
X Link 2026-02-15T06:50Z [---] followers, [---] engagements

"Surprised Fast Food isn't championing cannabis (which increases appetite) to counter the Ozempic forces $MSOS"
X Link 2026-02-15T23:57Z [---] followers, [----] engagements

"epstein files talking about AGI back in [----]. $NVDA $AMD $INTC"
X Link 2026-02-16T05:51Z [---] followers, [---] 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 2025-10-31T20:14Z [---] followers, [----] engagements

"$INTC $TSM https://t.co/EuxsMPS4jf https://t.co/EuxsMPS4jf"
X Link 2025-11-01T00:26Z [---] followers, 23.6K 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 I just spoke to President Trump and we agree the relationship between the United States and China has never been better. Following President Trumps historic meeting with Chairman Xi in South Korea I had an equally positive meeting with my counterpart Chinas Minister of I just spoke to President Trump and we agree the"
X Link 2025-11-01T23:37Z [---] followers, 21.6K engagements

"When did OpenAI sign a $25b $INTC Intel deal OpenAI has now: [--]. Signed $500 billion Stargate deal [--]. Signed $100 billion Nvidia deal [--]. Signed $100 billion AMD deal [--]. Signed $38 billion Amazon deal [--]. Signed $25 billion Intel deal [--]. Signed $20 billion TSMC deal [--]. Signed $13 billion Microsoft deal [--]. Signed $10 Billion OpenAI has now: [--]. Signed $500 billion Stargate deal [--]. Signed $100 billion Nvidia deal [--]. Signed $100 billion AMD deal [--]. Signed $38 billion Amazon deal [--]. Signed $25 billion Intel deal [--]. Signed $20 billion TSMC deal [--]. Signed $13 billion Microsoft deal [--]. Signed $10 Billion"
X Link 2025-11-04T04:38Z [---] followers, 45.4K engagements

"$INTC will have a massive bull run if Trump is forced to do a massive semiconductor tariff with no exceptions"
X Link 2025-11-06T21:13Z [---] followers, [----] engagements

"Now the question on everyone's minds. was the hemp ban the event that Trump will tie into rescheduling $MSOS"
X Link 2025-11-13T03:46Z [---] followers, [----] engagements

"If you're selling $MSOS thinking the CR Bill has a Section [---] or whatever that says "funds can't be used to reschedule marijuana" this is FAKE NEWS. This text is found in a different bill altogether This hasn't even been made law yet $MSOS https://www.congress.gov/bill/119th-congress/house-bill/5342 https://www.congress.gov/bill/119th-congress/house-bill/5342"
X Link 2025-11-15T01:36Z [---] followers, [----] engagements

"So let me get this straight there will be a bunch of high profile Cannabis CEO keynotes in WASHINGTON D.C. on monday and cannabis stocks panic sell the friday before. Wouldn't it be funny if it's like "it wasn't pharma or alcohol it was BIG CANNA who did this to hemp" $MSOS"
X Link 2025-11-15T05:22Z [---] followers, [----] engagements

"$INTC Intel EMIB is the gateway drug for Intel Foundry. $TSMC $AAPL $NVDA $INTC There are lots of signs that EMIB is finally getting the exposure it deserves. It requires no interposer or base die is cost-effective & mature serves as the perfect packaging solution as an introduction to IFS. The technology is extremely mature and is almost guarenteed $INTC There are lots of signs that EMIB is finally getting the exposure it deserves. It requires no interposer or base die is cost-effective & mature serves as the perfect packaging solution as an introduction to IFS. The technology is extremely"
X Link 2025-11-16T18:18Z [---] followers, [----] engagements

"Trump acquired Intel $INTC bonds after the U.S. government under Trump's direction acquired a stake in the company. https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/ https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/"
X Link 2025-11-16T20:49Z [---] followers, 10.8K engagements

"So now we can say that Trump is personally invested in Intel success. $INTC Trump acquired Intel $INTC bonds after the U.S. government under Trump's direction acquired a stake in the company. https://t.co/T7FSAQZj1p Trump acquired Intel $INTC bonds after the U.S. government under Trump's direction acquired a stake in the company. https://t.co/T7FSAQZj1p"
X Link 2025-11-16T20:50Z [---] followers, [----] engagements

"Very good for Intel $INTC and not priced in. BREAKING: President Trump is preparing to introduce large tax breaks for corporations. The tax guidance which could come as early as next week will allow companies to take full advantage of R&D tax breaks. Under Trumps new tax bill corporations can claim retroactive R&D BREAKING: President Trump is preparing to introduce large tax breaks for corporations. The tax guidance which could come as early as next week will allow companies to take full advantage of R&D tax breaks. Under Trumps new tax bill corporations can claim retroactive R&D"
X Link 2025-12-11T20:39Z [---] followers, [----] engagements

"So did Trump just break the news that Apple is going to use Intel Foundry $INTC $TSM $AAPL"
X Link 2026-01-14T02:33Z [---] followers, 10.6K engagements

"@Alex_Intel_ @jukan05 Also [--] whole fab versus excess Intel Arizona + Ohio. [--] years after this we get a new headline News anchor voice "Samsung is experiencing capacity constraints excess demand is going to GlobalFoundries which is preferred over Intel. 10A still has much work to be done.""
X Link 2026-01-19T04:47Z [---] followers, [---] engagements

"People are showing today's stock market dip (which isn't really much of a dip 2% down is just a normal day but people are so used to green everyday now) as evidence of Trump's failure but neglect that his largest position is going to finish up 3% today. $INTC $TSM"
X Link 2026-01-20T20:00Z [---] followers, [----] engagements

"1 year progress of $INTC Intel since Trump became president. $TSM $NVDA $AMD $AAPL $TSLA"
X Link 2026-01-20T20:38Z [---] followers, [----] engagements

"There was a market dip today Where is it 😂 $INTC $TSM"
X Link 2026-01-21T04:53Z [---] followers, [----] engagements

"Thanks to Intel stock I'm on my way to achieving the American Dream. I don't know how I could do it just on my salary alone. $INTC $TSM"
X Link 2026-01-21T18:16Z [---] followers, [----] engagements

""It used to be INTEL INSIDE" $INTC $TSM President Trump is putting the American worker FIRST and leaving globalization BEHIND. We are bringing manufacturing back to America to make quality products create good jobs and revitalize the American economy. https://t.co/cIm1rt9QaA President Trump is putting the American worker FIRST and leaving globalization BEHIND. We are bringing manufacturing back to America to make quality products create good jobs and revitalize the American economy. https://t.co/cIm1rt9QaA"
X Link 2026-01-22T00:31Z [---] followers, [----] engagements

"Someone with deep pockets knows that Intel has secured significant customers for Foundry. $INTC $TSM"
X Link 2026-01-22T01:25Z [---] followers, [----] engagements

"Here are the words straight from @howardlutnick 's mouth: "For equity in the company now we can help them Intel." Doesn't get clearer than that Intel has a guardian angel. The work is happening behind the scenes. $INTC $TSM"
X Link 2026-01-22T06:15Z [---] followers, [----] engagements

"Love how nobody's mentioning that Lip-Bu Tan said that fab customers were coming later this year. If a guy like that is saying this it will happen. He does not inflate expectations he deflates them. External foundry customers became when not if. $INTC $TSM"
X Link 2026-01-23T02:06Z [---] followers, 16.2K engagements

"$INTC $TSM Customers heavy engagement in second half of [----]. Love how nobody's mentioning that Lip-Bu Tan said that fab customers were coming later this year. If a guy like that is saying this it will happen. He does not inflate expectations he deflates them. External foundry customers became when not if. $INTC $TSM Love how nobody's mentioning that Lip-Bu Tan said that fab customers were coming later this year. If a guy like that is saying this it will happen. He does not inflate expectations he deflates them. External foundry customers became when not if. $INTC $TSM"
X Link 2026-01-23T02:33Z [---] followers, 10.7K engagements

"So now we have to ask ourselves. Why did Intel announce earnings [--] week earlier than usual It clearly wasn't for good news. $INTC $TSM $AAPL"
X Link 2026-01-23T22:10Z [---] followers, [----] engagements

"Let's all remember that the Phase [--] Semiconductor tariff plan was lifted from Intel's Section [---] Investigation commentary. TSMC did not propose the idea. Intel has the advantage with the administration. But that should be obvious now 😂 $INTC $TSM"
X Link 2026-01-25T05:55Z [---] followers, 10.8K engagements

"Phase [--] of Chip Tariff is being dictated by Intel not TSMC. USA is betting on Intel winning. $INTC $TSM Let's all remember that the Phase [--] Semiconductor tariff plan was lifted from Intel's Section [---] Investigation commentary. TSMC did not propose the idea. Intel has the advantage with the administration. But that should be obvious now 😂 $INTC $TSM https://t.co/SdjOsGWLe4 Let's all remember that the Phase [--] Semiconductor tariff plan was lifted from Intel's Section [---] Investigation commentary. TSMC did not propose the idea. Intel has the advantage with the administration. But that should be"
X Link 2026-01-25T05:59Z [---] followers, [----] engagements

"Since we know that Intel is collaborating with the US administration to develop the phase [--] chip tariff we can therefore assume there will be a process parity requirement. For instance to get N2 tariff free you'd have to use 18A or below $INTC $TSM Let's all remember that the Phase [--] Semiconductor tariff plan was lifted from Intel's Section [---] Investigation commentary. TSMC did not propose the idea. Intel has the advantage with the administration. But that should be obvious now 😂 $INTC $TSM https://t.co/SdjOsGWLe4 Let's all remember that the Phase [--] Semiconductor tariff plan was lifted from"
X Link 2026-01-25T06:11Z [---] followers, [----] engagements

"14A is coming $INTC $TSM $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T07:58Z [---] followers, [----] engagements

"ASML shipped in Q4 2025: [--] more EUV units 11% more sales to USA and 5% more sales for Logic Who ticks EUV USA and Logic $INTC $TSM $ASML"
X Link 2026-01-28T08:32Z [---] followers, [---] engagements

"@FFairing Well that's why you don't measure in weeks measure in years. [--] week return of 0% is to be expected. The real return is getting in $INTC at the $20s"
X Link 2026-01-28T22:56Z [---] followers, [---] engagements

""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 statement only the paranoid survive. You know why did he come up with that statement at Intel Let's think so. I think. There's a lot of wisdom in that statement. So we're going to be paranoid and make sure that we can continue to build batteries and robots and AI chips no matter what happens. And companies that don't do that a"
X Link 2026-01-28T23:44Z [---] followers, [----] engagements

"Man @PGelsinger must be feeling vindicated that the Foundry long game was the correct play. $INTC $TSM"
X Link 2025-02-15T01:20Z [---] followers, 16.9K engagements

"@sammyj_19 So let me get this straight we are going to allow doctors to recommend medical marijuana for medical purposes to medical patients but the drug is not used for medical purposes according to the government"
X Link 2025-06-25T17:47Z [---] followers, [----] engagements

"@SandyofCthulhu The entire purpose of going public is to have the power to quickly raise capital by selling a piece of the company. And because you can sell pieces of the company for money that entitles the shareholders to you doing what's best for them. So really it's a devil's bargain"
X Link 2025-10-19T16:48Z [---] followers, 37.6K engagements

"@I_loves_deep_nn Unfortunately Intel had to learn the hard way to build a world class fab you need the government's help. That's how TSMC managed it. But hey everyone else's trash is my treasure: $25 cost basis over the past [--] years for me. Intel stock is generational wealth opportunity"
X Link 2025-02-17T01:59Z [---] followers, [----] engagements

"Intel execs have dismissed most of the FUD. Clearly we see fake news being pushed by someone who is very interested in making sure Intel does not succeed. Perhaps a company that does not even list Intel as one of its major customers when speaking before the president. $INTC $TSM"
X Link 2025-03-06T02:07Z [---] followers, [----] engagements

"@im_roy_lee The best way to make money in tech is to not get hired by a tech company do your own thing then they want to hire you and by that point they might as well buy you out. Worked for most of the game studios absorbed by Microsoft"
X Link 2025-03-16T03:41Z [---] followers, [----] engagements

"@teortaxesTex If this is in a public place you're a customer you paid for the electricity bill. If this is part of a government building your taxes paid the electricity bill. Otherwise the amount of electricity you use is insignificant; You'd be better off turning the lights off to save"
X Link 2025-04-27T00:22Z [---] followers, [----] engagements

"@zhao_dashuai I'm sorry but we can't seriously be contemplating a nuclear attack. If we are then everything is lost forget China USA the earth will be dust"
X Link 2025-06-16T05:19Z [---] followers, [----] engagements

"@derekmaltz_sr And alcohol gives you liver cancer smoking gives you lung cancer. Sometimes the things people enjoy are harmful. But you don't need to be the nanny and tell adults what they should do if it's not consistent. Ban all vice or regulate all vice"
X Link 2025-07-01T15:53Z [---] followers, [---] engagements

"When MAGA X accounts are pushing for rescheduling. the tide is turning $MSOS As a former police officer I strongly support President Trump on wanting to reschedule marijuana from schedule I to a schedule III. Foreign nations are outpacing the U.S. in medical marijuana research and we must take the lead. Rescheduling is an effective compromise it As a former police officer I strongly support President Trump on wanting to reschedule marijuana from schedule I to a schedule III. Foreign nations are outpacing the U.S. in medical marijuana research and we must take the lead. Rescheduling is an"
X Link 2025-07-08T17:37Z [---] followers, [----] engagements

"@hayasaka_aryan If the "right wing" opinion is based on empiricism and reason and the "left wing" opinion is based on empathy and emotion. which one do you think the AI will align with"
X Link 2025-07-09T06:33Z [---] followers, [----] engagements

""An official website of the United States Government" Cannabis sativa How this plant is used: Medicinal $MSOS https://phytochem.nal.usda.gov/plant-cannabis-sativa https://phytochem.nal.usda.gov/plant-cannabis-sativa"
X Link 2025-07-16T16:14Z [---] followers, [----] engagements

"So now almost all Fentanyl is classed just like Marijuana $MSOS President Donald J. Trump officially signs the HALT Fentanyl Act into law permanently classifying fentanyl-related substances as a Schedule I drug under the Controlled Substances Act. This bill will save lives. https://t.co/f5uctUQ5wB President Donald J. Trump officially signs the HALT Fentanyl Act into law permanently classifying fentanyl-related substances as a Schedule I drug under the Controlled Substances Act. This bill will save lives. https://t.co/f5uctUQ5wB"
X Link 2025-07-16T20:18Z [---] followers, [----] engagements

"Aged like milk. $MSOS 🚨 BREAKING: The House CJS Appropriations bill just passed with SAM-backed provisions blocking the federal rescheduling of marijuana and restoring DOJ power to go after medial marijuana dispensaries near schools even in legal states. This is a major win for public health and https://t.co/GoQKGYtorP 🚨 BREAKING: The House CJS Appropriations bill just passed with SAM-backed provisions blocking the federal rescheduling of marijuana and restoring DOJ power to go after medial marijuana dispensaries near schools even in legal states. This is a major win for public health and"
X Link 2025-07-18T20:41Z [---] followers, [----] engagements

"@LtGovTX Will you ban alcohol too"
X Link 2025-07-24T15:18Z [---] followers, [---] engagements

"@TheSliceofAnime Remember when the US banned marijuana and everyone stopped smoking"
X Link 2025-07-27T08:14Z [---] followers, 139.3K engagements

"@TheSliceofAnime (Side note: Marijuana is still illegal in the US just because it's legal in a state does not mean you can board a plane or cross the border with it. In fact it's in the same drug category as crack heroin and most types of fentanyl)"
X Link 2025-07-27T08:47Z [---] followers, [----] engagements

"Insider action in this is why $MSOS jumped today. Truly historic. The first time in [--] years it passes the senate and the first time in [--] years that a president will sign a law that acknowledges marijuana has medical benefit. [--] out of [---] U.S. senators just voted to recognize the medical value of cannabis allowing VA doctors to recommend it to their patients. Dozens of amendments to the spending bill were introduced but no effort was made to remove the cannabis provision. This is huge. [--] out of [---] U.S. senators just voted to recognize the medical value of cannabis allowing VA doctors to"
X Link 2025-08-02T01:49Z [---] followers, [----] engagements

"@SandyofCthulhu Yeah pretty sure you need a more sophisticated computational device to hunt a moving target than a stationary piece of vegetation"
X Link 2025-08-08T19:45Z [---] followers, 171.3K engagements

"It really depends on the animal. Because some of them just take advantage of herd mechanics large pool of offspring or other mechanics which don't require a lot of thinking on their part. On the other hand it is interesting to see most land predators have very few offspring. It would be scary if we had an apex predator that would have an offpsring ratio like fish do"
X Link 2025-08-09T16:07Z [---] followers, [----] engagements

"@charliekirk11 Rescheduling does not change any of what you just said though. It just lets us acknowledge that we can use cannabis for medicine at a federal level. Something that [--] states already recognize"
X Link 2025-08-09T18:52Z [---] followers, [----] engagements

"A reminder that YOUR PRESIDENT DONALD J. TRUMP supported LEGALIZING CANNABIS in FLORIDA while the rest of the Republicans opposed it. THERE ARE NO SURPRISES HERE. We must fix the mistakes of the past and shut down the Chinese and Mexican Cartels $MSOS https://en.wikipedia.org/wiki/2024_Florida_Amendment_3 https://en.wikipedia.org/wiki/2024_Florida_Amendment_3"
X Link 2025-08-10T01:28Z [---] followers, [----] engagements

"@KyleSherman People keep using the smell argument as if smoking cannabis is the only way to consume lol"
X Link 2025-08-11T03:56Z [---] followers, [---] engagements

"@KobeissiLetter You're comparing apples to oranges. Nvidia doesn't have and has never had fabs. Fabs are the critical element not design. We have dozens of designers Nvidia isn't special they were just early. But Intel has nearly [--] years of fab experience that can't be discounted"
X Link 2025-08-19T18:52Z [---] followers, [----] engagements

"INTEL $INTC FOMO Everyone knows this is a WINNER now and will keep winning. Being priced in very quickly. NFA obviously"
X Link 2025-09-25T15:17Z [---] followers, [----] engagements

"THE WAR ON PAINKILLERS PART II: THE ENDOCANNABINOID SYSTEM $MSOS"
X Link 2025-09-29T04:40Z [---] followers, [----] engagements

"He's going to tie cannabis to autism. This was my entry thesis for $MSOS in [----] that one day the US would realize the benefits of cannabis in Autism research. This is stage [--] of the war on painkillers. $MSOS A senior advisor to President Trump tells The Marijuana Herald that a press release announcing rescheduling has been finalized and the administration is waiting on the conclusion of an event the president plans to tie into the rescheduling issue before releasing it. A senior advisor to President Trump tells The Marijuana Herald that a press release announcing rescheduling has been"
X Link 2025-10-12T22:54Z [---] followers, [----] engagements

"@Kohlliers @cooly___fooly Came to say this I spent a lot of time in this 3D arena game. Stuff that today would be at least $15 on steam with dlc packs lol"
X Link 2025-10-29T08:08Z [---] followers, [----] engagements

"@sama You wrote this with Chatgpt because you never capitalize your sentences"
X Link 2025-11-06T19:45Z [---] followers, [----] engagements

"@txcannaco So ban alcohol too. If you take that position I'll support your consistency. But good luck making that law"
X Link 2025-07-22T17:44Z [---] followers, [---] engagements

"epstein files talking about AGI back in [----]. $NVDA $AMD $INTC"
X Link 2026-02-16T05:51Z [---] followers, [---] engagements

"Surprised Fast Food isn't championing cannabis (which increases appetite) to counter the Ozempic forces $MSOS"
X Link 2026-02-15T23:57Z [---] followers, [----] engagements

"Heterogeneous infrastructure scales only if the software stack can keep pace. Open adaptable software is essential to orchestrate CPUs GPUs and accelerators. Without it heterogeneity turns into fragmentation. Watch to learn more"
X Link 2026-02-13T17:11Z 4.5M followers, 20.7K engagements

"Quite honestly take all the chip manufacturing out of Taiwan and let china have it. Who gives a shit about Taiwan beyond the chip manufacturing"
X Link 2026-02-15T02:23Z 338.8K followers, 16.9K engagements

"China will not get their hands on the fabs. We will destroy them or the Taiwanese will. China has already assumed this as well but they still desire the island strategically. TSMC keeps Taiwan financially relevant and is unfortunately an Achilles heel for the US. some probably too simple thoughts on Taiwan x China Taiwan is only strategically useful to China if they can take control of the island while keeping the fabs running. If by invading they destroy the fabs then they have cut themselves off from the US (and perhaps more some probably too simple thoughts on Taiwan x China Taiwan is only"
X Link 2026-02-15T06:13Z [---] followers, [----] engagements

"some probably too simple thoughts on Taiwan x China Taiwan is only strategically useful to China if they can take control of the island while keeping the fabs running. If by invading they destroy the fabs then they have cut themselves off from the US (and perhaps more importantly) European markets at great military cost taking on ongoing political liability (since the Taiwanese are likely to remain quite restive) all for a relatively small island that is no longer geostrategically important. If they could take the island and keep the fabs going then they would win an important geostrategic"
X Link 2026-02-14T08:05Z 207.4K followers, 127.8K engagements

"This was the heat map on March 16th [----] . crazy this was almost [--] years ago now"
X Link 2026-02-14T16:13Z 709.1K followers, 414.9K engagements

"Friends of Taiwan: I stand with my colleagues in Congress urging the Legislative Yuan to back President Lai and fund his FULL defense budget proposal. The threat from Beijing is real and growing. America stands with Taiwan but Taiwan must stand strong. The world is watching"
X Link 2026-02-13T16:53Z 548.9K followers, 174.9K engagements

"$INTC trades at a higher [----] EV/EBITDA multiple than $TSM Help me make sense of this"
X Link 2026-02-13T12:30Z 36K followers, [----] engagements

"As the chances increase of Intel success in Foundry the Forward EV will increase"
X Link 2026-02-15T03:35Z [---] followers, [---] engagements

"TSMCs US investment plans at heart of $250bn puzzle for chip sector https://ft.trib.al/1rDd5OA https://ft.trib.al/1rDd5OA"
X Link 2026-02-14T07:16Z 6.4M followers, 24.9K engagements

"Today #Taiwan & the #US signed an Agreement on Reciprocal Trade. By lowering tariffs on Taiwanese exports to 15% & securing the most favorable treatment under Section [---] this new milestone boosts our competitiveness & cements our strategic partnership in high-tech with the US"
X Link 2026-02-13T11:20Z 443.2K followers, 85K engagements

"RT @ParkerThayer: oh cool new data clicks download its a TEN GIGABYTE excel doc with THREE HUNDRED MILLION ROWS"
X Link 2026-02-14T04:41Z [---] followers, [---] engagements

"oh cool new data clicks download its a TEN GIGABYTE excel doc with THREE HUNDRED MILLION ROWS Today the HHS DOGE team open sourced the largest Medicaid dataset in department history. This dataset contains aggregated provider-level claims data for a specific billing code over time. For example using this dataset it would have been possible to easily detect the Today the HHS DOGE team open sourced the largest Medicaid dataset in department history. This dataset contains aggregated provider-level claims data for a specific billing code over time. For example using this dataset it would have"
X Link 2026-02-14T00:50Z 12.7K followers, 637.8K engagements

"Today the HHS DOGE team open sourced the largest Medicaid dataset in department history. This dataset contains aggregated provider-level claims data for a specific billing code over time. For example using this dataset it would have been possible to easily detect the large-scale autism diagnosis fraud seen in Minnesota. Download the data yourself: http://opendata.hhs.gov http://opendata.hhs.gov"
X Link 2026-02-13T18:02Z 45.9K followers, 50.3M engagements

"TAIWAN PRESIDENT SAYS U.S. TRADE AND TARIFF DEAL MARKS A PIVOTAL MOMENT FOR TAIWANS ECONOMY SECURING SIGNIFICANT BENEFITS FOR INDUSTRIES AND OVERALL GROWTH. TAIWAN PRESIDENT SAYS DEAL SOLIDIFIES TAIWAN-U.S. HIGH-TECH STRATEGIC PARTNERSHIP AND GRANTS FLEXIBILITY TO EXPAND GLOBALLY TOWARD A STRONGER MORE PROSPEROUS FUTURE. https://twitter.com/i/web/status/2022088339219001541 https://twitter.com/i/web/status/2022088339219001541"
X Link 2026-02-12T23:20Z 436.8K followers, 10.3K engagements

"who is paying the tariffs (source JPM)"
X Link 2026-02-12T04:04Z 2.5M followers, 81.5K engagements

"TAIWAN AND THE U.S. TO SIGN A RECIPROCAL TRADE AGREEMENT ON FEB [--] C TIMES"
X Link 2026-02-12T00:07Z 436.8K followers, 29.1K engagements

"https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/ https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/"
X Link 2026-02-12T04:16Z [---] followers, [---] engagements

"RT @HenryLuMencken: Lmao wonder who is paying for all this anti-cannabis propaganda"
X Link 2026-02-12T00:18Z [---] followers, [---] engagements

"Lmao wonder who is paying for all this anti-cannabis propaganda JUST IN: Heineken to reportedly cut [----] jobs due to "weak demand" for beer JUST IN: Heineken to reportedly cut [----] jobs due to "weak demand" for beer"
X Link 2026-02-11T15:20Z [----] followers, 412.1K engagements

"JUST IN: Heineken to reportedly cut [----] jobs due to "weak demand" for beer"
X Link 2026-02-11T15:01Z 323.8K followers, 1.9M engagements

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