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[@schamorro357](/creator/twitter/schamorro357)
"All eyes on $TSM in a couple of hours and if they will do a collab or investment with $INTC. I argue a TSMC investment (direct equity stake because if Nvidia can do it why not them) in Intel will be the most straightforward way to please the administration"  
[X Link](https://x.com/schamorro357/status/1978665358551576794) [@schamorro357](/creator/x/schamorro357) 2025-10-16T03:32Z XXX followers, 3545 engagements


""that competitor is also our customer. we are working with them on their most advanced product. other than that no comment" -c.c. wei $INTC $TSM"  
[X Link](https://x.com/schamorro357/status/1978718036455506151) [@schamorro357](/creator/x/schamorro357) 2025-10-16T07:01Z XXX followers, 3589 engagements


"Nobody asked TSMC nor did they comment about the US desire to do 50/50 chip manufacturing split. $INTC $TSM"  
[X Link](https://x.com/schamorro357/status/1978718336184701130) [@schamorro357](/creator/x/schamorro357) 2025-10-16T07:03Z XXX followers, 2662 engagements


"Remember increased ASML Twinscan EXE:5200 orders is the best indicator of a new Intel Foundry Customer. $INTC $TSM $ASML"  
[X Link](https://x.com/schamorro357/status/1981409263890092253) [@schamorro357](/creator/x/schamorro357) 2025-10-23T17:15Z XXX followers, 1817 engagements


"@jay_smith312 Well we had an answer for this a long time ago we had smoking and non smoking sections"  
[X Link](https://x.com/schamorro357/status/1916015678949036136) [@schamorro357](/creator/x/schamorro357) 2025-04-26T06:25Z XXX followers, 86.3K 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](https://x.com/schamorro357/status/1981544298249171407) [@schamorro357](/creator/x/schamorro357) 2025-10-24T02:12Z XXX followers, 4862 engagements


"@StockMKTNewz @fiscal_ai q3 2020 not a single damn person in the market knew what chatgpt or nvidia was. as far as I'm concerned pre 2021 was a whole different world and Intel would have been expected to win the AI race"  
[X Link](https://x.com/schamorro357/status/1981629240748515380) [@schamorro357](/creator/x/schamorro357) 2025-10-24T07:50Z XXX followers, XXX engagements


"Just so you're aware $INTC quiet period started not long after the PTL announcement. So disregard anything that comes out between October 9th and now"  
[X Link](https://x.com/schamorro357/status/1979417528796365123) [@schamorro357](/creator/x/schamorro357) 2025-10-18T05:21Z XXX followers, 4413 engagements


"The CTO of Palantir alludes to the CEO of Nvidia being a "useful idiot" $PLTR $NVDA $INTC $TSM"  
[X Link](https://x.com/schamorro357/status/1979681926480015793) [@schamorro357](/creator/x/schamorro357) 2025-10-18T22:52Z XXX followers, 1492 engagements


"@liqian_ren @nwaite3 The AI race is the new space race. And unfortunately Taiwan is the US' crutch"  
[X Link](https://x.com/schamorro357/status/1980471161868955648) [@schamorro357](/creator/x/schamorro357) 2025-10-21T03:08Z XXX followers, XX engagements


"I can't believe this is news to anyone. This has been known since last year. $INTC $TSM $NVDA"  
[X Link](https://x.com/schamorro357/status/1980670674411880502) [@schamorro357](/creator/x/schamorro357) 2025-10-21T16:21Z XXX followers, XXX engagements


"@MartinShkreli the greater-est fool is about to buy quantum stocks: the american taxpayer"  
[X Link](https://x.com/schamorro357/status/1981170817770934774) [@schamorro357](/creator/x/schamorro357) 2025-10-23T01:28Z XXX followers, 2379 engagements


"@Sleepysolcap The difference with the Intel bounce is that Tan went (although all of us in the $INTC space knew this was the start of a lovely partnership with Trump's "tough love) to the White House to explain himself. Then Trump offered the stake for CHIPS (what he really came for)"  
[X Link](https://x.com/schamorro357/status/1981198499309084944) [@schamorro357](/creator/x/schamorro357) 2025-10-23T03:18Z XXX followers, XXX engagements


"@Sleepysolcap So actually it was the government who prompted that investment. Here they're seeking it themselves doesn't mean the government validates the importance of their company like it did with $INTC"  
[X Link](https://x.com/schamorro357/status/1981198708709740735) [@schamorro357](/creator/x/schamorro357) 2025-10-23T03:19Z XXX followers, XXX engagements


"@MarvinTBaumann Current EUV technology is a product of the US and EU working together. Bell Labs + Lawrence Livermore labs developed the tech and ASML carried the research from there. To say it was purely the US or the EU is revisionist history. This is really a product of the west"  
[X Link](https://x.com/schamorro357/status/1981258069137867162) [@schamorro357](/creator/x/schamorro357) 2025-10-23T07:15Z XXX followers, XXX engagements


""Due to the current U.S. Government shutdown Intel has been unable to conclude its consultation with the staff of the SEC. If the staff of the SEC were to have a different view of the appropriate accounting treatment of these transactions Intel may revise its third quarter 2025 financial results including the recognition of additional costs or losses and any such revisions could be material." So apparently the government shutdown outcome may have an effect on $INTC Q3 2025 print. Just be wary of this"  
[X Link](https://x.com/schamorro357/status/1981456274026893368) [@schamorro357](/creator/x/schamorro357) 2025-10-23T20:22Z XXX followers, XXX engagements


"Palmer Luckey @PalmerLuckey on Joe Rogan expects China to make a move on Taiwan around 2027. He lists reasons but forgets the largest one: we are completely currently reliant on Taiwan for almost all HPC and smartphone chip manufacturing. $INTC $TSM"  
[X Link](https://x.com/schamorro357/status/1979029565272994259) [@schamorro357](/creator/x/schamorro357) 2025-10-17T03:39Z XXX followers, 66.5K engagements


"@dsadsad21332121 The road for Intel to actually start to succeed did not start until 2024 when they got serious and cut the dividend. They should not have fired Pat but Pat should have made the government purchase a stake in the company"  
[X Link](https://x.com/schamorro357/status/1981564393881026738) [@schamorro357](/creator/x/schamorro357) 2025-10-24T03:32Z XXX followers, XXX engagements


"@Alex_Intel_ So instead of marketing to the other semiconductor players to get them to fab at Intel instead of TSMC we're going straight to their customers to get them to design custom silicon to use Intel's foundry In essence Intel will still be the largest Foundry Customer"  
[X Link](https://x.com/schamorro357/status/1981794940574450168) [@schamorro357](/creator/x/schamorro357) 2025-10-24T18:48Z XXX followers, XXX engagements