[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Alex_Intel_ Alex Alex posts on X about $googl, taiwan, $intc, ohio the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2156030786/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +7% - X Months XXXXXXXXX +450% - X Year XXXXXXXXX +9,956% ### Mentions: XX [#](/creator/twitter::2156030786/posts_active)  - X Week XX -XX% - X Month XXX -X% - X Months XXX +348% - X Year XXXXX +3,661% ### Followers: XXXXX [#](/creator/twitter::2156030786/followers)  - X Week XXXXX +2% - X Month XXXXX +9.10% - X Months XXXXX +193% - X Year XXXXX +4,220% ### CreatorRank: XXXXXXX [#](/creator/twitter::2156030786/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXX% [finance](/list/finance) XXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$googl](/topic/$googl) #1874, [taiwan](/topic/taiwan) 4.35%, [$intc](/topic/$intc) 4.35%, [ohio](/topic/ohio) 4.35%, [business](/topic/business) #4030, [if you](/topic/if-you) 2.17%, [money](/topic/money) 2.17%, [bank](/topic/bank) 2.17%, [a us](/topic/a-us) 2.17%, [ip](/topic/ip) XXXX% **Top accounts mentioned or mentioned by** [@insaneanalyst](/creator/undefined) [@diamondrapids](/creator/undefined) [@evrgn11112231](/creator/undefined) [@icnewer](/creator/undefined) [@jacqueslechan](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@xyang2023](/creator/undefined) [@benitoz](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@mersoni](/creator/undefined) [@jukan05](/creator/undefined) [@batatalal](/creator/undefined) [@biowords](/creator/undefined) [@ctbaz](/creator/undefined) [@magicsilicon](/creator/undefined) [@lukateake](/creator/undefined) [@insane_analyst](/creator/undefined) [@diamhanz](/creator/undefined) [@m_ersoni](/creator/undefined) [@lithosgraphein](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) ### Top Social Posts Top posts by engagements in the last XX hours "@icnewer @insane_analyst Amazon uses Marvell as their asic design partner Marvell fucked it up. Intel also made Amazon a network ASIC chip so it's not a new relationship. Personally I'm hoping Google gives em a chance" [X Link](https://x.com/Alex_Intel_/status/1990939924280062463) 2025-11-19T00:27Z 1511 followers, XXX engagements "If you have boxes of photo copied IP would you keep $64M in TSMC stock in Taiwan so it could be seized No you'd liquidate it and wire the money to a US bank It's intimidation so other TSMC employees don't come to Intel Wei-Jen Lo didn't do anything Absolutely disgusting" [X Link](https://x.com/Alex_Intel_/status/1994757207637074330) 2025-11-29T13:15Z 1511 followers, 15.3K engagements "Let's get that 12x reticle TPU Thanks Lip-Bu $INTC" [X Link](https://x.com/Alex_Intel_/status/1995673031147241884) 2025-12-02T01:55Z 1508 followers, 12.9K engagements "No way I was right Who could have guessed Intel wins if either xLight or Substrate gets an FEL litho to work" [X Link](https://x.com/Alex_Intel_/status/1995673862869320192) 2025-12-02T01:58Z 1510 followers, 6046 engagements "@jukan05 If it works the US will have a permanent advantage vs foreign competition in both Logic and Memory fabs Read statements from Lutnick and the company in the press release" [X Link](https://x.com/Alex_Intel_/status/1995825783810744744) 2025-12-02T12:02Z 1505 followers, XXX engagements "Lutnick about semiconductor investment "$300B is committed to America. That's going up to $750B in America in the next XX days" TSMC has already made its investment commitment. So are we about to get Ohio back on track and some foundry deals for Intel $INTC" [X Link](https://x.com/Alex_Intel_/status/1995909646796874002) 2025-12-02T17:35Z 1512 followers, 4659 engagements "@BioWords It's a proposal. Intel might decline" [X Link](https://x.com/Alex_Intel_/status/1998107365758107688) 2025-12-08T19:08Z 1502 followers, XXX engagements "@ctbaz @BioWords Well if Intel says we are going to accelerate Ohio Intel Ohio is officially delayed to 2031. So 2029 is interesting. But Intel would need power in 2028 to catch first ramp near end of the year" [X Link](https://x.com/Alex_Intel_/status/1998109150149312661) 2025-12-08T19:15Z 1505 followers, XX engagements "Intel Foundry should be allowed to sell 18A to china fabless companies @magicsilicon" [X Link](https://x.com/Alex_Intel_/status/1998145749331444136) 2025-12-08T21:40Z 1507 followers, 7716 engagements "@PatrickMoorhead I think theirs some distrust in Marvells management Same thing happened near the end of Pats's tenure and even somewhat into Lip-Bu's" [X Link](https://x.com/Alex_Intel_/status/1998160322469990741) 2025-12-08T22:38Z 1507 followers, XXX engagements "@PatrickMoorhead Their 3nm SerDes had issues; they had design issues with Trainium (They still deny this) which hurt Amazon and Anthropic The 3nm SerDes problem bled into their networking too @insane_analyst has had a lot of posts about it" [X Link](https://x.com/Alex_Intel_/status/1998164138158411839) 2025-12-08T22:53Z 1507 followers, XXX engagements "@icnewer @magicsilicon USG owns XX% of Intel" [X Link](https://x.com/Alex_Intel_/status/1998164301509738612) 2025-12-08T22:54Z 1507 followers, XXX engagements "Never ending cycle of the promised semiconductor tariffs" [X Link](https://x.com/Alex_Intel_/status/1998396703343522162) 2025-12-09T14:17Z 1511 followers, 1548 engagements "@zephyr_z9 So Hyper Scalers want the extra margin from their own (also savings are passed to buyer) and Qualcomm would have to out innovate ARM designs by alot Which isn't gonna happen" [X Link](https://x.com/Alex_Intel_/status/1998819256616796469) 2025-12-10T18:17Z 1511 followers, XXX engagements "@JacquesLeChan @Lukateake New CTO" [X Link](https://x.com/Alex_Intel_/status/1998535716809355707) 2025-12-09T23:30Z 1514 followers, XXX engagements "Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory" [X Link](https://x.com/Alex_Intel_/status/1996361841963147447) 2025-12-03T23:32Z 1527 followers, 6119 engagements "Intel's John Pitzer at Barclays outlined more of the ASIC business. How hyper scalers now want to go direct to the foundry vs old ASIC model of Broadcom and Marvell as the middleman Almost exactly how I envisioned it X months ago ASIC's are winning and that's great for Intel" [X Link](https://x.com/Alex_Intel_/status/1998871056388600107) 2025-12-10T21:42Z 1527 followers, 10.7K engagements "In my opinion over next X years Broadcom and Marvell will be disintermediated by this strategy. Especially as volume ramps on stronger roadmap (TPU volume is ahead of pack but other will get there) Broadcom is a troll on a bridge exacting a toll fee it won't work forever" [X Link](https://x.com/Alex_Intel_/status/1998871862332592538) 2025-12-10T21:46Z 1526 followers, XXX engagements "@Midnight_Captl Sam Altman asked how they can compete with the low token cost of Google He said his own custom chip lol" [X Link](https://x.com/Alex_Intel_/status/1999234708383891504) 2025-12-11T21:47Z 1527 followers, XXX engagements "@insane_analyst Ironic part is many at Qualcomm didn't want the acquisition since they feared Hock would do mass layoffs hurt employees and the technology road map Well that's exactly what the new Qualcomm management did" [X Link](https://x.com/Alex_Intel_/status/1999243216537944541) 2025-12-11T22:21Z 1527 followers, XXX engagements "@insane_analyst Qualcomm has gotten too cliquey over time due to certain management choices and pushed out good engineers to save bad ones in layoffs Would Hock have done the same Idk" [X Link](https://x.com/Alex_Intel_/status/1999246952500985931) 2025-12-11T22:36Z 1527 followers, XXX engagements "@benitoz No thats not what he's saying He's saying custom is much better than GPU (lists all the reasons) But the hyper scalers can't risk doing their own custom IP 'tooling' as if they mess it up merchant GPU will win So they have to stick to broadcom who only focuses on the IP" [X Link](https://x.com/Alex_Intel_/status/1999248112146350566) 2025-12-11T22:41Z 1527 followers, 3578 engagements "There's a reason why ASIC companies never got to a massive scale Why LSI Logic (Broadcom ASIC business from this) sold for 6.6B Your interests are not aligned with your customer. When your revenue from them gets too big and they are of sufficient scale you get designed out" [X Link](https://x.com/Alex_Intel_/status/1999253204891238566) 2025-12-11T23:01Z 1527 followers, 10.1K engagements "@jukan05 @onlitario Cuz Samsung is selling wafers near cost" [X Link](https://x.com/Alex_Intel_/status/1999453733512708175) 2025-12-12T12:18Z 1527 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Alex_Intel_ Alex
Alex posts on X about $googl, taiwan, $intc, ohio the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +7%
- X Months XXXXXXXXX +450%
- X Year XXXXXXXXX +9,956%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -X%
- X Months XXX +348%
- X Year XXXXX +3,661%
Followers: XXXXX #
- X Week XXXXX +2%
- X Month XXXXX +9.10%
- X Months XXXXX +193%
- X Year XXXXX +4,220%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% countries XXX% finance XXX% fashion brands XXXX%
Social topic influence $googl #1874, taiwan 4.35%, $intc 4.35%, ohio 4.35%, business #4030, if you 2.17%, money 2.17%, bank 2.17%, a us 2.17%, ip XXXX%
Top accounts mentioned or mentioned by @insaneanalyst @diamondrapids @evrgn11112231 @icnewer @jacqueslechan @patrickmoorhead @xyang2023 @benitoz @joinyellowbrick @mersoni @jukan05 @batatalal @biowords @ctbaz @magicsilicon @lukateake @insane_analyst @diamhanz @m_ersoni @lithosgraphein
Top assets mentioned Alphabet Inc Class A (GOOGL) Intel Corporation (INTC)
Top Social Posts
Top posts by engagements in the last XX hours
"@icnewer @insane_analyst Amazon uses Marvell as their asic design partner Marvell fucked it up. Intel also made Amazon a network ASIC chip so it's not a new relationship. Personally I'm hoping Google gives em a chance"
X Link 2025-11-19T00:27Z 1511 followers, XXX engagements
"If you have boxes of photo copied IP would you keep $64M in TSMC stock in Taiwan so it could be seized No you'd liquidate it and wire the money to a US bank It's intimidation so other TSMC employees don't come to Intel Wei-Jen Lo didn't do anything Absolutely disgusting"
X Link 2025-11-29T13:15Z 1511 followers, 15.3K engagements
"Let's get that 12x reticle TPU Thanks Lip-Bu $INTC"
X Link 2025-12-02T01:55Z 1508 followers, 12.9K engagements
"No way I was right Who could have guessed Intel wins if either xLight or Substrate gets an FEL litho to work"
X Link 2025-12-02T01:58Z 1510 followers, 6046 engagements
"@jukan05 If it works the US will have a permanent advantage vs foreign competition in both Logic and Memory fabs Read statements from Lutnick and the company in the press release"
X Link 2025-12-02T12:02Z 1505 followers, XXX engagements
"Lutnick about semiconductor investment "$300B is committed to America. That's going up to $750B in America in the next XX days" TSMC has already made its investment commitment. So are we about to get Ohio back on track and some foundry deals for Intel $INTC"
X Link 2025-12-02T17:35Z 1512 followers, 4659 engagements
"@BioWords It's a proposal. Intel might decline"
X Link 2025-12-08T19:08Z 1502 followers, XXX engagements
"@ctbaz @BioWords Well if Intel says we are going to accelerate Ohio Intel Ohio is officially delayed to 2031. So 2029 is interesting. But Intel would need power in 2028 to catch first ramp near end of the year"
X Link 2025-12-08T19:15Z 1505 followers, XX engagements
"Intel Foundry should be allowed to sell 18A to china fabless companies @magicsilicon"
X Link 2025-12-08T21:40Z 1507 followers, 7716 engagements
"@PatrickMoorhead I think theirs some distrust in Marvells management Same thing happened near the end of Pats's tenure and even somewhat into Lip-Bu's"
X Link 2025-12-08T22:38Z 1507 followers, XXX engagements
"@PatrickMoorhead Their 3nm SerDes had issues; they had design issues with Trainium (They still deny this) which hurt Amazon and Anthropic The 3nm SerDes problem bled into their networking too @insane_analyst has had a lot of posts about it"
X Link 2025-12-08T22:53Z 1507 followers, XXX engagements
"@icnewer @magicsilicon USG owns XX% of Intel"
X Link 2025-12-08T22:54Z 1507 followers, XXX engagements
"Never ending cycle of the promised semiconductor tariffs"
X Link 2025-12-09T14:17Z 1511 followers, 1548 engagements
"@zephyr_z9 So Hyper Scalers want the extra margin from their own (also savings are passed to buyer) and Qualcomm would have to out innovate ARM designs by alot Which isn't gonna happen"
X Link 2025-12-10T18:17Z 1511 followers, XXX engagements
"@JacquesLeChan @Lukateake New CTO"
X Link 2025-12-09T23:30Z 1514 followers, XXX engagements
"Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory"
X Link 2025-12-03T23:32Z 1527 followers, 6119 engagements
"Intel's John Pitzer at Barclays outlined more of the ASIC business. How hyper scalers now want to go direct to the foundry vs old ASIC model of Broadcom and Marvell as the middleman Almost exactly how I envisioned it X months ago ASIC's are winning and that's great for Intel"
X Link 2025-12-10T21:42Z 1527 followers, 10.7K engagements
"In my opinion over next X years Broadcom and Marvell will be disintermediated by this strategy. Especially as volume ramps on stronger roadmap (TPU volume is ahead of pack but other will get there) Broadcom is a troll on a bridge exacting a toll fee it won't work forever"
X Link 2025-12-10T21:46Z 1526 followers, XXX engagements
"@Midnight_Captl Sam Altman asked how they can compete with the low token cost of Google He said his own custom chip lol"
X Link 2025-12-11T21:47Z 1527 followers, XXX engagements
"@insane_analyst Ironic part is many at Qualcomm didn't want the acquisition since they feared Hock would do mass layoffs hurt employees and the technology road map Well that's exactly what the new Qualcomm management did"
X Link 2025-12-11T22:21Z 1527 followers, XXX engagements
"@insane_analyst Qualcomm has gotten too cliquey over time due to certain management choices and pushed out good engineers to save bad ones in layoffs Would Hock have done the same Idk"
X Link 2025-12-11T22:36Z 1527 followers, XXX engagements
"@benitoz No thats not what he's saying He's saying custom is much better than GPU (lists all the reasons) But the hyper scalers can't risk doing their own custom IP 'tooling' as if they mess it up merchant GPU will win So they have to stick to broadcom who only focuses on the IP"
X Link 2025-12-11T22:41Z 1527 followers, 3578 engagements
"There's a reason why ASIC companies never got to a massive scale Why LSI Logic (Broadcom ASIC business from this) sold for 6.6B Your interests are not aligned with your customer. When your revenue from them gets too big and they are of sufficient scale you get designed out"
X Link 2025-12-11T23:01Z 1527 followers, 10.1K engagements
"@jukan05 @onlitario Cuz Samsung is selling wafers near cost"
X Link 2025-12-12T12:18Z 1527 followers, XXX engagements