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[@Mojo_flyin](/creator/twitter/Mojo_flyin)
"#AI is threatening humanity after all & sending us back into the dark ages We're fighting it for electricity Imagine what happens when we get 2000 watt GPUs from $NVDA or #OpenAI keeps pumping for data center capacity with the ROI being videos of Hawking fighting a robot 🤷🏽"  
[X Link](https://x.com/Mojo_flyin/status/1976828017872871500) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-11T01:51Z 3580 followers, 1135 engagements


"Jensen on $NVDA & $INTC We're lovers not fighters"  
[X Link](https://x.com/Mojo_flyin/status/1977416210661924929) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-12T16:48Z 3581 followers, 2776 engagements


"18$ We haven't found AGI yet But thankfully we still have Human Intelligence in abundance #OpenAI $NVDA $ORCL $MSFT $META $CRWV $AMD $NBIS"  
[X Link](https://x.com/Mojo_flyin/status/1978897586452124004) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-16T18:55Z 3580 followers, 1332 engagements


"@PatrickMoorhead A key question is how much of the capex increase is due to inflated costs of building fabs in relatively expensive geos like the US (vs historically Taiwan) and eventually what does this do to wafer costs"  
[X Link](https://x.com/Mojo_flyin/status/1978984596407542046) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-17T00:41Z 3579 followers, XXX engagements


"@torovictorioso This is good for $INTC. These International expansions mean $TSM no longer enjoys the low cost advantage of #Taiwan and will allow $INTC to increasingly become more price competitive"  
[X Link](https://x.com/Mojo_flyin/status/1979001303519940766) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-17T01:47Z 3579 followers, XXX engagements


"@OmerCheeema But I do agree with you. If $INTC can't bring the same customer and work ethos to IFS that $TSM brings they will find it harder to be successful"  
[X Link](https://x.com/Mojo_flyin/status/1979428921180590263) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-18T06:06Z 3582 followers, XXX engagements


"If $MSFT has signed on to $INTC IFS 18A/18AP IMO it is possibly a custom chip Think about what $NVDA did with $INTC"  
[X Link](https://x.com/Mojo_flyin/status/1979562628520587384) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-18T14:58Z 3578 followers, 6311 engagements


"🎯 $NVDA $MSFT $GOOG $ORCL $META $CRWV $NBIS"  
[X Link](https://x.com/Mojo_flyin/status/1980141364877881736) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-20T05:17Z 3578 followers, XXX engagements


"$AVGO starts lay offs after announcing #OpenAI partnership $DELL $MSFT $ORCL all had lay offs on the back of #AI ramps This is cos #AI biz is eating their margins and cash flows. Even $NVDA saw a massive XX bln $ (45%) drop in cash from ops last qtr"  
[X Link](https://x.com/Mojo_flyin/status/1980196436152320433) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-20T08:56Z 3578 followers, XXX engagements


"$INTC begins manufacturing of 18A the most advanced manufacturing node on the planet. Panther Lake delivers XX% performance over LNL Robotics and smart city customers are lining up. @Intel"  
[X Link](https://x.com/Mojo_flyin/status/1976278337204207896) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-09T13:27Z 3578 followers, 13.6K engagements


"#AI is in a hw bubble when CSPs are renting out infrastructure below cost That happened in 2024 & continues w/ $NVDA Blackwell Yet they keep taking more debt to 🩸 more 💵 to keep valuations while talking abt infinite demand $MSFT $ORCL $META $AMD $CRWV $SMCI $DELL #OpenAI"  
[X Link](https://x.com/Mojo_flyin/status/1980225760632930811) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-20T10:53Z 3578 followers, XXX engagements


"@christophauto $INTC is unique as in they're the only leading edge western IDM"  
[X Link](https://x.com/Mojo_flyin/status/1980280773082268157) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-20T14:31Z 3578 followers, XXX engagements


"Get ready. It looks like semiconductor tariffs for offshore chip mfrs are coming Lutnick wants XX% of semi mfg on shored by end of term Positive for $INTC $MU $GFS Not so great for $TSM #Samsung $NVDA $AMD $QCOM $AAPL $AVGO $ARM"  
[X Link](https://x.com/Mojo_flyin/status/1972114618069012656) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-09-28T01:42Z 3582 followers, 7172 engagements


"@JackieNate1 @PGelsinger @intel You keep ignoring that Bob was CFO and the architect of the immense cost cutting while BK was CEO. Pat should have focused more on DC but BK and Bob left the company and the products in such a bad place that maybe he gets a partial pass. Maybe"  
[X Link](https://x.com/Mojo_flyin/status/1975914038006833569) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-08T13:19Z 3581 followers, XX engagements


"$INTC - looks like 18A is ALIVE WELL & KICKING"  
[X Link](https://x.com/Mojo_flyin/status/1976272136974307801) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-09T13:02Z 3581 followers, 5755 engagements


"This 👇🏼 #China owns the industrial base while we were 😴 A nugget for those who are interested Only about X% of #China consumer savings are invested in the equity market Compare this to 40%+ for the #US consumer. Where do you think all those pension funds put their money"  
[X Link](https://x.com/Mojo_flyin/status/1976875636829601883) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-11T05:00Z 3582 followers, 1100 engagements


"$XPEV XXX eVTOL order in the Middle East. @XPengMotors @XPENG_AEROHT"  
[X Link](https://x.com/Mojo_flyin/status/1977397673356411379) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-12T15:35Z 3582 followers, XXX engagements


"Between Crescent Island and their technical collaboration with $NVDA it's looking like $INTC is prepping to have a massive footprint in #AI servers in the enterprise. Without X86 this massive transition is costly and difficult. Shaping into a winning strategy for them"  
[X Link](https://x.com/Mojo_flyin/status/1978275126891213003) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-15T01:41Z 3579 followers, 7992 engagements


"👇🏼 This $INTC #AI $NVDA $AMD"  
[X Link](https://x.com/Mojo_flyin/status/1978998081828819047) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-17T01:34Z 3581 followers, 3196 engagements


"@DreadyBear $MSFT isn't a whale which is what the street is looking for. The whales are $AAPL $NVDA $QCOM $AVGO $AMD #Mediatek and of course $INTC themselves. Most of the advanced compute markets in the world are controlled by these few players"  
[X Link](https://x.com/Mojo_flyin/status/1979411063390245069) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-18T04:55Z 3580 followers, XXX engagements


"@tphuang There was no alignment on the money within Germany so $INTC backed out of thw Magdeburg fab"  
[X Link](https://x.com/Mojo_flyin/status/1979485669497221354) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-18T09:52Z 3579 followers, XXX engagements


"@DicksonPau"  
[X Link](https://x.com/Mojo_flyin/status/1979742679073427967) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T02:53Z 3580 followers, XXX engagements


"@DicksonPau There are X custom chips being delivered for $NVDA - enterprise data and another for client. This isn't just foundry. This isn't just foundry this is systems foundry that $INTC started talking about X years ago"  
[X Link](https://x.com/Mojo_flyin/status/1979746588898808211) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T03:09Z 3581 followers, XXX engagements


"@DicksonPau $INTC has decades of experience doing integration from design thru mfg to end system. Stu Pann talked about this in 2022 first IIRC. It cannot be replicated by $TSM or $AMD. Maybe #Samsung can do it for low power mobile if they chose to"  
[X Link](https://x.com/Mojo_flyin/status/1979761757796413649) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T04:09Z 3580 followers, XXX engagements


"Big accomplishment for $TSM and $NVDA rolling out the first production Blackwell wafer from Arizona 👏🏼👏🏼 However remember IP is still in #Taiwan and until IP development & mfg doesn't shift on shore for the leading edge the #US isn't semi resilient"  
[X Link](https://x.com/Mojo_flyin/status/1979762887695749289) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T04:13Z 3581 followers, XXX engagements


"@DicksonPau Yup - AMD's lead was driven by Intel's own stumbles and poor decision making that turned a X year lead into a X year lag"  
[X Link](https://x.com/Mojo_flyin/status/1979775594658505119) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T05:04Z 3580 followers, XX engagements


"@DicksonPau Why do u think $NVDA has done the technical collaboration and took a X bln stake Cos only $INTC can give them what they need for enterprise DC to win market"  
[X Link](https://x.com/Mojo_flyin/status/1979776014118195576) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T05:05Z 3581 followers, XXX engagements


"@DMckdani First thing is to understand what this is. When the first $MSFT $INTC IFS came out I thought they might be building custom silicon for Surface to compete with $AAPL Macbook. But that's unlikely now. I suspect this is focused on inference. Compute costs and energy use need to"  
[X Link](https://x.com/Mojo_flyin/status/1979800210223374595) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T06:42Z 3579 followers, XXX engagements


"@DicksonPau No - $AMD cannot do this"  
[X Link](https://x.com/Mojo_flyin/status/1979893395385704537) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T12:52Z 3580 followers, XX engagements


"@OmerCheeema Right now they're working longish hours. Fruitful I can't say but longish they are. This post is just marketing fluffery"  
[X Link](https://x.com/Mojo_flyin/status/1979412157545746483) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-18T05:00Z 3578 followers, 1300 engagements


"@DicksonPau I'm not offering stock advice. We all know what's in the rear view mirror. Why do you think $NVDA is collaborating with $INTC on #AI Why did they give them X bln"  
[X Link](https://x.com/Mojo_flyin/status/1979852555225289068) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-19T10:10Z 3578 followers, XXX engagements


"@BourseAsieFR Maybe the Saudis are desperate to procure a leading edge secure semiconductor supply chain. $INTC has raised XX bln in the last X months"  
[X Link](https://x.com/Mojo_flyin/status/1980286603252961609) [@Mojo_flyin](/creator/x/Mojo_flyin) 2025-10-20T14:54Z 3578 followers, XXX engagements