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[@insane_analyst](/creator/twitter/insane_analyst)
"How is $INTC green lmao"  
[X Link](https://x.com/insane_analyst/status/1883843449864298948) [@insane_analyst](/creator/x/insane_analyst) 2025-01-27T11:44Z 5132 followers, 5596 engagements


"@EnerTuition @KhalifaKKD @viggy_krishnan @TBU12345678 Alchip yes Mediatek no. That 224G SerDes hype is based on bad information. None of the MTK bulls actually understand concatonated error codes"  
[X Link](https://x.com/insane_analyst/status/1947035716095279171) [@insane_analyst](/creator/x/insane_analyst) 2025-07-20T20:47Z 5137 followers, XXX engagements


"Bro you lost Axion to GUC and Trainium to Alchip. You cant talk about chips you dont make anymore"  
[X Link](https://x.com/insane_analyst/status/1960460417127604545) [@insane_analyst](/creator/x/insane_analyst) 2025-08-26T21:52Z 5137 followers, 12.7K engagements


"@hiteshkar Power semis are degen. Significant price elasticity. I mildly like Monolithic Power and have no opinion on others"  
[X Link](https://x.com/insane_analyst/status/1967038563847205013) [@insane_analyst](/creator/x/insane_analyst) 2025-09-14T01:31Z 5152 followers, XXX engagements


"$INTC should trade at 2X the P/B of $GFS. This ratio is still 1"  
[X Link](https://x.com/insane_analyst/status/1971610118631604364) [@insane_analyst](/creator/x/insane_analyst) 2025-09-26T16:17Z 5132 followers, 14.8K engagements


"Partial Mea Culpa: Sandisk and Marvell"  
[X Link](https://x.com/insane_analyst/status/1973394826969178546) [@insane_analyst](/creator/x/insane_analyst) 2025-10-01T14:29Z 5131 followers, 25.6K engagements


"God bless Taiwan"  
[X Link](https://x.com/insane_analyst/status/1973664363971223888) [@insane_analyst](/creator/x/insane_analyst) 2025-10-02T08:20Z 5136 followers, 3850 engagements


"In the process of getting glp1. Insurance denied but whatever. Only $XXX a month out of pocket. Fuck it. I have zero willpower and am a fat clown due to my own character flaws. I give up. Gona inject myself to normal weight. 🤡 $LLY is long due to losers like me. Mildly drunk"  
[X Link](https://x.com/insane_analyst/status/1975380099852915032) [@insane_analyst](/creator/x/insane_analyst) 2025-10-07T01:58Z 5120 followers, 12K engagements


"Trading acc update. I am ultra bullish memory (NAND in particular) semicap. Someome sent me the Goldman Sachs model for $LRCX (updated today) and it is completely wrong lmao. 🤡 Still trying to figure out $SNDK options idea. IV is trash. Prob gona try weeklies on earnings"  
[X Link](https://x.com/insane_analyst/status/1975959280265408748) [@insane_analyst](/creator/x/insane_analyst) 2025-10-08T16:19Z 5136 followers, 7222 engagements


"All I want for Xmas is for Intel calls and Qualcomm puts to both hit"  
[X Link](https://x.com/insane_analyst/status/1976066139580137818) [@insane_analyst](/creator/x/insane_analyst) 2025-10-08T23:24Z 5137 followers, 3441 engagements


"@Alex_Intel_ Nothing worth buying. Intel (though its ups and downs last XX years) has allways had leading edge fabs. Can debate if IFS is worth 0.8x book or some higher book value but it worth something. Qualcomm has modem and this has been comoditized. Apple Samsung Mediatek Xiaomi"  
[X Link](https://x.com/insane_analyst/status/1976744023730885116) [@insane_analyst](/creator/x/insane_analyst) 2025-10-10T20:17Z 5133 followers, XXX engagements


"Ok. I think after OpenAI Nvidia/AMD/Broadcom deals. Intel Foundry (advanced packaging) is next. EMIB is the same as CoWoS-L conceptually. Amkor can re-bump TSMC dice. Intel has massive advanced packaging capacity idle"  
[X Link](https://x.com/insane_analyst/status/1977751418556588144) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T15:00Z 5132 followers, 17.6K engagements


"Ayyy lmao. Rip UALink. Rip Astera Labs"  
[X Link](https://x.com/insane_analyst/status/1977874900481151205) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T23:11Z 5175 followers, 122.8K engagements


"Marvell you better take market share from Astera Labs in switching. OCP has placed a golden oppertunity in front of u. Dont fk up ESUN"  
[X Link](https://x.com/insane_analyst/status/1977892673286819925) [@insane_analyst](/creator/x/insane_analyst) 2025-10-14T00:22Z 5175 followers, 8994 engagements


"Is there really no ESUN keynote All we get is one slide 😭"  
[X Link](https://x.com/insane_analyst/status/1977898868202479665) [@insane_analyst](/creator/x/insane_analyst) 2025-10-14T00:46Z 5136 followers, 3990 engagements


"Active retimed backplane 🤡"  
[X Link](https://x.com/insane_analyst/status/1978497893997682887) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T16:27Z 5137 followers, 6224 engagements


"Behold my unhinged $INTC position. Please Trump says something unhinged"  
[X Link](https://x.com/insane_analyst/status/1978853074635456732) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T15:58Z 5175 followers, 19.8K engagements


"@MCH2024 Nah. Those tranceivers were manufactured in 2022. Zoom in to read lable. I think AMD just slotted in old competative analysis units in my mistake. Prod was never gona use NV tranceivers"  
[X Link](https://x.com/insane_analyst/status/1978862308039205204) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:35Z 5132 followers, 2133 engagements


"@Alex_Intel_ Mostly"  
[X Link](https://x.com/insane_analyst/status/1978880368683159927) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T17:47Z 5133 followers, XXX engagements


"TRAINIUM STRIKES AGAIN"  
[X Link](https://x.com/insane_analyst/status/1978949895013720510) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T22:23Z 5136 followers, 19.8K engagements


"$SMH is down XXX% today. My trading acc (2x levered this morning 1.4x levered at close) down 5.5%. Thanks $QCOM lol"  
[X Link](https://x.com/insane_analyst/status/1976740421197074562) [@insane_analyst](/creator/x/insane_analyst) 2025-10-10T20:03Z 5175 followers, 3476 engagements


"Intel NVLink Fusion CPU prob gona be ready before Qualcomm's LOL. Also Samsung AI ASIC"  
[X Link](https://x.com/insane_analyst/status/1977885522195583046) [@insane_analyst](/creator/x/insane_analyst) 2025-10-13T23:53Z 5175 followers, 82K engagements


"Uh. Why is the AMD Helios rack full of Nvidia tranceivers"  
[X Link](https://x.com/insane_analyst/status/1978550139603099844) [@insane_analyst](/creator/x/insane_analyst) 2025-10-15T19:54Z 5175 followers, 137.1K engagements


"AMD removed all of the Nvidia 800G tranceivers from Helios rack. Next time use LITE or COHR tranceivers lol"  
[X Link](https://x.com/insane_analyst/status/1978855702169854189) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:08Z 5175 followers, 59.3K engagements


"Behold Sandisk and PureStorage bull case"  
[X Link](https://x.com/insane_analyst/status/1978865396917653602) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T16:47Z 5175 followers, 32.4K engagements


"Meta "hates" the power draw of the dual socket Saphire Rapids drawing more power than the QLC drives. Def gona migrste to Clearwater Forrest or Turin Dense"  
[X Link](https://x.com/insane_analyst/status/1978868874906079528) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T17:01Z 5175 followers, 12.2K engagements


"Full OCP writup sched for Oct XX. (need time) Key Pts: $AVGO CPO is incredible. $NVDA CPO rumored huge ramp. $LITE estimates comically too low. $MRVL AEC (Alaska) very good. Shorting $CRDO against this interesting. Massive positive $SNDK and $BE. UALink ded. $ALAB fucked"  
[X Link](https://x.com/insane_analyst/status/1978903970094502298) [@insane_analyst](/creator/x/insane_analyst) 2025-10-16T19:20Z 5175 followers, 30.8K engagements


"ToC of upcoming OCP post. Quick update on AMD thing. Some of you taking this way too seriously. NV transceivers in Helios demo rack manufactured Sep 2022 over X yr ago. Prob old comp analysis parts and someone made **hilarious** mistake. Literally does not matter. Just funny"  
[X Link](https://x.com/insane_analyst/status/1979027566284394630) [@insane_analyst](/creator/x/insane_analyst) 2025-10-17T03:31Z 5175 followers, 8888 engagements


"GLP1 is miracle drug. Im legit not hungry at all"  
[X Link](https://x.com/insane_analyst/status/1979409301757399281) [@insane_analyst](/creator/x/insane_analyst) 2025-10-18T04:48Z 5175 followers, 7047 engagements