#  @imnotharsh ImNotHarsh | 📈💸 ImNotHarsh | 📈💸 posts on X about $intc, ai, core, $mu the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::232047466/interactions)  - [--] Week [-------] +4.90% - [--] Month [-------] -27% - [--] Months [---------] +296% - [--] Year [---------] +3,770% ### Mentions: [--] [#](/creator/twitter::232047466/posts_active)  - [--] Week [---] +39% - [--] Month [---] -7.70% - [--] Months [-----] +209% - [--] Year [-----] +382% ### Followers: [-----] [#](/creator/twitter::232047466/followers)  - [--] Week [-----] +3.50% - [--] Month [-----] +17% - [--] Months [-----] +235% - [--] Year [-----] +975% ### CreatorRank: [-------] [#](/creator/twitter::232047466/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 74.82% [technology brands](/list/technology-brands) 28.06% [finance](/list/finance) 22.3% [countries](/list/countries) 5.04% [automotive brands](/list/automotive-brands) 2.88% [events](/list/events) 2.88% [currencies](/list/currencies) 2.16% [celebrities](/list/celebrities) 1.44% [financial services](/list/financial-services) 1.44% [products](/list/products) 0.72% **Social topic influence** [$intc](/topic/$intc) #11, [ai](/topic/ai) 17.99%, [core](/topic/core) 7.19%, [$mu](/topic/$mu) #252, [$amd](/topic/$amd) #560, [$googl](/topic/$googl) 6.47%, [$amzn](/topic/$amzn) #248, [bullish](/topic/bullish) #1542, [$nvda](/topic/$nvda) #2399, [market](/topic/market) 5.04% **Top accounts mentioned or mentioned by** [@pbnmlgfegqvhywe](/creator/undefined) [@mojo_flyin](/creator/undefined) [@alexintel](/creator/undefined) [@mojoflyin](/creator/undefined) [@edwardkens50830](/creator/undefined) [@christophauto](/creator/undefined) [@chasing_long](/creator/undefined) [@grok](/creator/undefined) [@aratavittorio](/creator/undefined) [@mrderivatives](/creator/undefined) [@richieriiicch](/creator/undefined) [@quantkaz](/creator/undefined) [@mntlmrktschaz](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@sedonatvcom](/creator/undefined) [@gelsingerintc](/creator/undefined) [@nojf78](/creator/undefined) [@yucelt](/creator/undefined) [@mark_martini_](/creator/undefined) [@diamhanz](/creator/undefined) **Top assets mentioned** [Intel Corporation (INTC)](/topic/$intc) [Micron Technology, Inc. (MU)](/topic/$mu) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Apple, Inc. (AAPL)](/topic/$aapl) [Cisco Systems Inc (CSCO)](/topic/$csco) [Sandisk Corporation (SNDK)](/topic/$sndk) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPX6900 (SPX)](/topic/$spx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Arm Holdings plc (ARM)](/topic/$arm) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [JPMorgan Chase (JPM)](/topic/$jpm) ### Top Social Posts Top posts by engagements in the last [--] hours "This is the type of language that a company who is scared of their competition uses. $AMD fears $INTC will cut into the supposed growth that they are making in CPU market share (hint: Core Ultra [--] won't let that happen). https://www.tomshardware.com/pc-components/cpus/amd-claims-panther-lake-has-too-much-baggage-for-handheld-pc-use-fights-back-after-intel-jabs-amd-for-using-ancient-silicon-in-its-z2-series-apus" [X Link](https://x.com/imnotharsh/status/2009468252481876408) 2026-01-09T03:32Z [----] followers, [----] engagements "$INTC CPU shortage is real. And it will be a major catalyst for Intels core business. Panther Lake is seemingly a greater asset than anyone ever imagined. It is the most competitive chip Intel has ever made in a long long time. More competition is great for the consumer and great for business. $AMD also prime beneficiary for this overall thematic. Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted." [X Link](https://x.com/imnotharsh/status/2016153518650830854) 2026-01-27T14:17Z [----] followers, [----] engagements "$INTC THIS IS MASSIVE FOR INTEL. $NVDA's [----] Feynman platform may multi-source with $INTC TSMC would still build the main GPU die but Intel could take the I/O die (18A or 14A) plus EMIB packaging with Intels share capped around 25%. Source: DigiTimes (h/t @jukan05) https://t.co/1MN60fkeTc $NVDA's [----] Feynman platform may multi-source with $INTC TSMC would still build the main GPU die but Intel could take the I/O die (18A or 14A) plus EMIB packaging with Intels share capped around 25%. Source: DigiTimes (h/t @jukan05) https://t.co/1MN60fkeTc" [X Link](https://x.com/imnotharsh/status/2016289402960449739) 2026-01-27T23:17Z [----] followers, [----] engagements "No chance this $AAPL x $INTC deal priced in. Apple taking stake in Intel is an opportunity for the stock to pop 20-30% minimum. If Apple pushes their own vested interest it means a decade and more of ensuring all they can to leverage fab capacity to themselves. It means more guaranteed revenue right back into their pockets via valuation. The only thing that could be priced is Apple as a customer alone. Apple is a done deal I figured a lot of people in the know have heard about it last year. So market has probably priced that in to some degree already Apple is a done deal I figured a lot of" [X Link](https://x.com/imnotharsh/status/2016485700187693326) 2026-01-28T12:17Z [----] followers, 11K engagements "The only time Jim Cramer will be right. $INTC I am thinking Apple and Nvidia wants some of that foundry space Intel's building. I am thinking Apple and Nvidia wants some of that foundry space Intel's building" [X Link](https://x.com/imnotharsh/status/2016557167868801079) 2026-01-28T17:01Z [----] followers, [----] engagements "Dont forget this. $TSLA x $INTC is going to happen. Elon and Tesla need Intel 🤝 If Elon Musk and $TSLA Tesla want to fabricate world class AI chips in America and have it be truly American he needs to manufacture with $INTC Intel. My message to @elonmusk is this: $TSM isnt American (their Arizona fab does not hold US https://t.co/RCps0OnN0U Elon and Tesla need Intel 🤝 If Elon Musk and $TSLA Tesla want to fabricate world class AI chips in America and have it be truly American he needs to manufacture with $INTC Intel. My message to @elonmusk is this: $TSM isnt American (their Arizona fab does" [X Link](https://x.com/imnotharsh/status/2016667016220848489) 2026-01-29T00:17Z [----] followers, [----] engagements "Elon needs $INTC. And frankly there is no way around $TSLA Tesla working with / securing capacity with Intel. Time is not Elons friend. He cannot build a node or a facility faster than he wants to turnaround new AI chips (e.g. AI7 AI8 etc. at a [--] month turnaround). Logic pays. Elon says chips are the binding constraint on $TSLA long-term growth. Even best-case supply from $TSM & $MU isnt enough pushing Tesla toward a domestic terafab https://t.co/4E5JmPjEzx Elon says chips are the binding constraint on $TSLA long-term growth. Even best-case supply from $TSM & $MU isnt enough pushing Tesla" [X Link](https://x.com/imnotharsh/status/2016726147728306552) 2026-01-29T04:12Z [----] followers, [----] engagements "$INTC DARKPOOL ORDERS 1/28 $500M premium of darkpool orders just printed today at market close at $48.78. This is [--------] shares traded representing 10.34% avg volume. Below on 12/20 I highlighted $1.4B premium of darkpool orders at $36.82 (price at close). The stock ran up to $54. Last time $INTC had $500M+ of orders price traded at $20 and went on a run to $32. Prior to 12/20 the most premium traded ($690M) was at around $43.50 and stock peaked at this price down to $36.80. Second most premium traded in darkpool was at $35.80 ($366M) and went on to $44. $INTC DARKPOOL ORDERS $1.4B premium" [X Link](https://x.com/imnotharsh/status/2016729193350901897) 2026-01-29T04:24Z [----] followers, 19.6K engagements "$INTC Bounced off 61.8% fib level. - currently trading above all MAs - momentum indicators trending up - likely retest on gap fill level to [--] by early next week if not tomorrow" [X Link](https://x.com/imnotharsh/status/2016937769684107459) 2026-01-29T18:13Z [----] followers, [----] engagements "$INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order volumes on shares traded. Of note Intel also closed above the 8MA on back to back days at closing prices within $0.12. Might be on the move here 🚀 $INTC DARKPOOL ORDERS 1/28 $500M premium of darkpool orders just printed today at market close at $48.78. This is [--------] shares traded representing 10.34% avg volume. Below on" [X Link](https://x.com/imnotharsh/status/2017066467527667725) 2026-01-30T02:44Z [----] followers, 20.8K engagements "$JPM solid move and likely a retest of ATH's coming in a month or [--] with some obvious volatility with market concerns of credit and fed risk Eyes on $JPM - Technicals indicating a massive rip higher - Respecting 200MA fib levels - retesting prior resistance levels in summer [----] - Momentum indicators oversodl (RSI / Williams) -- bullish divergence trending up on RSI - TTM squeeze pulling up indicating upward https://t.co/S31dTg8l5v Eyes on $JPM - Technicals indicating a massive rip higher - Respecting 200MA fib levels - retesting prior resistance levels in summer [----] - Momentum indicators" [X Link](https://x.com/imnotharsh/status/2017455925179695215) 2026-01-31T04:32Z [----] followers, [---] engagements "$INTC Has traded with immense volatility since earnings (11/22) with multiple gap downs and gap ups through each trading day - but this has subsided with some price consolidation in the last [--] trading days (albeit with large intraday price action). The key thing to do here is zoom out. Below is the Monthly chart. On Daily Indicators: Momentum indicators are actually showing a bit of a test of the 20MA (downward trend on the RSI / Williams) - Likely going to see some level of consolidation in this area with major support on the blue line I have highlighted (6M Fib support) -- This is based" [X Link](https://x.com/imnotharsh/status/2017972675029680351) 2026-02-01T14:45Z [----] followers, 10K engagements "Remember this $INTC NEWS: $INTC James Chew (VP of Government Technology) and Intel announced they were awarded a contract to be a performer under the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a https://t.co/JnRH2OeqjP NEWS: $INTC James Chew (VP of Government Technology) and Intel announced they were awarded a contract to be a performer under the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract" [X Link](https://x.com/imnotharsh/status/2018383629143921095) 2026-02-02T17:58Z [----] followers, [----] engagements "The narrative is about to shift. $INTC is not just a CPU company. It is not just a Foundry. It is not just a robotics company. It is not just quantum researching company. Intel is also now a MEMORY company. The trade that will launch Intel into a core player of all things AI touches. BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY https://t.co/XcXAbPzNsi BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY https://t.co/XcXAbPzNsi" [X Link](https://x.com/imnotharsh/status/2018496594975347037) 2026-02-03T01:27Z [----] followers, 46.2K engagements "$INTC now trades ABOVE the combined avg. price of Darkpool orders from late last week. Note that both days combined for a total premium of close to $1B. Very notable. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order https://t.co/6dDbltW0qx $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see" [X Link](https://x.com/imnotharsh/status/2018497589654466839) 2026-02-03T01:31Z [----] followers, [----] engagements "The $INTC investment with SoftBank $STFBY piggy-backs off the below. NEWS: $INTC Intel partners with Sandia for advanced DRAM memory technology. Intel is stepping deeper into the memory market of the AI industry. The initiative is Government-backed through the Advanced Memory Technology (AMT) program which is a driving force in strengthening https://t.co/jjKuyvpRIG NEWS: $INTC Intel partners with Sandia for advanced DRAM memory technology. Intel is stepping deeper into the memory market of the AI industry. The initiative is Government-backed through the Advanced Memory Technology (AMT)" [X Link](https://x.com/imnotharsh/status/2018719036184338685) 2026-02-03T16:11Z [----] followers, [----] engagements "$INTC Speaking at the $CSCO AI Summit Intel CEO Lip-Bu Tan stated that Intel plans to build GPUs and has hired an Executive to lead efforts. "I just hired the chief GPU architect and he's very good. I'm very delighted he joined me and it takes some persuasion" Tan said. https://twitter.com/i/web/status/2018757425151840352 https://twitter.com/i/web/status/2018757425151840352" [X Link](https://x.com/imnotharsh/status/2018757425151840352) 2026-02-03T18:44Z [----] followers, [----] engagements "$INTC "A couple of customers came knocking on my door now - your 18A is doing well we want to be part of that" "When you see me starting to put money into substrates - it is a very important material - and secondly some of the capex on material I need to have and scaling it that means I have real customers" - Lip-Bu Tan CEO Intel regarding Intel Foundry efforts (at $CSCO AI Summit) https://twitter.com/i/web/status/2018761238348513647 https://twitter.com/i/web/status/2018761238348513647" [X Link](https://x.com/imnotharsh/status/2018761238348513647) 2026-02-03T18:59Z [----] followers, 12.1K engagements "$SPX $INTC $MU $TSLA SIR" [X Link](https://x.com/imnotharsh/status/2019109870038122591) 2026-02-04T18:04Z [----] followers, [----] engagements "$GOOGL ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Spending on Chips Memory and Fabrication. $AVGO $MU $SNDK and $INTC benefit. Google just saved the AI trade again. Making non-believers and bubble bursters eat their money and their words. Capex is not going anywhere. More. https://twitter.com/i/web/status/2019158105095848120 https://twitter.com/i/web/status/2019158105095848120" [X Link](https://x.com/imnotharsh/status/2019158105095848120) 2026-02-04T21:16Z [----] followers, [----] engagements "Ambiguity continues and so does the geopolitical risk against $TSM. $INTC remains the sole domestic hedge. The U.S. continues the policy of neither confirming nor ruling out military defense of Taiwan if China attacks while opposing any unilateral change to the status quo (from either side). WHITE HOUSE OFFICIAL SAYS TAIWAN POLICY REMAINS UNCHANGED: CNA WHITE HOUSE OFFICIAL SAYS TAIWAN POLICY REMAINS UNCHANGED: CNA" [X Link](https://x.com/imnotharsh/status/2019239356918038802) 2026-02-05T02:39Z [----] followers, [----] engagements "@Mr_Derivatives Normalize retrace" [X Link](https://x.com/imnotharsh/status/2019243160615154031) 2026-02-05T02:54Z [----] followers, [---] engagements "Despite this selloff in the last [--] days no doubt in my mind that the narrative will not subside because this time the narrative truly impacts everything this AI trade stands for. $MU $SNDK Samsung and SK Hynik are all (for now) going to be operating at whatever gross margins they want because the demand is far greater than any chip shortage that this AI trade has undergone. It is starting become jokingly funny that hyperscalers are 1) increasing capex (i.e. $GOOGL yesterday) 2) $NVDA (and others) are telling you there is a clear shortage in supply 3) $MU is rushing to build memory fabs with" [X Link](https://x.com/imnotharsh/status/2019414709359857737) 2026-02-05T14:16Z [----] followers, [---] engagements "$MU $SNDK Counterpoint Research: Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM prices jumped from $450 in Q4 [----] to over $900 potentially exceeding $1000 next quarter. Rising component costs are forcing OEMs to adjust procurement or focus on premium products. Smartphone makers are cutting DRAM content or switching to cost-effective SSDs with demand shifting from LPDDR4 to LPDDR5. DRAM profitability is hitting record highs with operating margins" [X Link](https://x.com/imnotharsh/status/2019420871266357416) 2026-02-05T14:40Z [----] followers, [---] engagements "@RichieRiiicch @QuantKaz @BullSharkCharts @MapleStax @dafster17 @TheRealNasa00 @unsullied713 @TLAMB91 @ChartsRUs0 @MntlmrktsChaz @Alex_Intel_ @AIStockSavvy @CorleoneDon77 👑 thank you sire" [X Link](https://x.com/imnotharsh/status/2019463153231241537) 2026-02-05T17:28Z [----] followers, [---] engagements "Rate cut odds higher = risk on. FED CUT ODDS RISE AS JOB DATA WEAKENS Weaker U.S. labor data is boosting expectations for a Fed rate cut. Jobless claims rose layoffs surged and job openings fell signaling a softening labor market. FED CUT ODDS RISE AS JOB DATA WEAKENS Weaker U.S. labor data is boosting expectations for a Fed rate cut. Jobless claims rose layoffs surged and job openings fell signaling a softening labor market" [X Link](https://x.com/imnotharsh/status/2019492392827572386) 2026-02-05T19:24Z [----] followers, [---] engagements "High CapEx = Good for $GOOGL High CapEx = Bad for $AMZN High CapEx from both = Bad for the beneficiaries of the Capex $INTC $AMD $NVDA & Data Centers. Rewarding one versus the other is pure manipulation. *AMAZON SINKS 11% ON HIGHER-THAN-EXPECTED [----] CAPEX FORECAST *AMAZON SINKS 11% ON HIGHER-THAN-EXPECTED [----] CAPEX FORECAST" [X Link](https://x.com/imnotharsh/status/2019522798813868176) 2026-02-05T21:25Z [----] followers, [----] engagements "This could be the greatest bear trap of all time. One thing is for certain: Trump will not sit back and watch the market continue to tank - I can guarantee it. If he sees that this is his way to reverse sentiment on risk assets he will certainly withdraw his unofficial nomination of Warsh. I am 99% sure that one of [--] things will happen: [--]. Warsh is nudged by the admin to make some very dovish statements about rates and QE. [--]. Warsh is not the real nominee. It will be someone else who is better for the market. Trump will certainly push the narrative into midterms that the economy (aka the" [X Link](https://x.com/imnotharsh/status/2019611534591238608) 2026-02-06T03:18Z [----] followers, [----] engagements "@Alex_Intel_ @awakenowzone The one possibility I see here is take equity stake in Intel to help fund. AI7 will be Intel fabd if he genuinely believes in domestic manufacturing and we know 14A is in full focus here. If fully subscribed it provides LBT with the roadmap" [X Link](https://x.com/imnotharsh/status/2019728038192386284) 2026-02-06T11:01Z [----] followers, [--] engagements "Hyperscaler CapEx hits record highs. $MSFT $GOOGL $META $AMZN Whether the market likes it for the spenders or not one thing is certain: the companies that are on the receiving end of that spend should unequivocally be beneficiaries and their securities rewarded. Prioritized spend - Chips: $NVDA $INTC $AMD Fabs: $TSM $INTC Memory: $MU $SNDK https://twitter.com/i/web/status/2019748611538534838 https://twitter.com/i/web/status/2019748611538534838" [X Link](https://x.com/imnotharsh/status/2019748611538534838) 2026-02-06T12:22Z [----] followers, [---] engagements "You think its an accident. I think its alpha. $INTC BREAKING: President Trump says $AAPL Apple has invested in Intel. About the $INTC Intel investment he says: They did a great deal for themselves because their stock has gone up. As soon as we (US Government) went in $AAPL Apple went in $NVDA Nvidia went in. A lot of smart https://t.co/0Y3BwaNwme BREAKING: President Trump says $AAPL Apple has invested in Intel. About the $INTC Intel investment he says: They did a great deal for themselves because their stock has gone up. As soon as we (US Government) went in $AAPL Apple went in $NVDA Nvidia" [X Link](https://x.com/imnotharsh/status/2019847502200025456) 2026-02-06T18:55Z [----] followers, [----] engagements "Investing / trading is not a batting average game it is an isolated power game. I can be wrong 49% of the time and right 51% of the time. All it is that matters is ultimately how much I make when I am right versus how much I lose when I am wrong. This is why conviction matters. How convicted are you What are you convicted in" [X Link](https://x.com/imnotharsh/status/2020326106029572529) 2026-02-08T02:37Z [----] followers, [----] engagements "@Mr_Derivatives you have a ton of puts on clearly - it's like every other post calling for a breakdown" [X Link](https://x.com/imnotharsh/status/2020330680845246726) 2026-02-08T02:55Z [----] followers, [---] engagements "$MU Seeing more FUD recently than I have seen in a long while. Thanks for another great entry point prior to earnings. Fear and doubt mixed with clear refutable evidence is absolutely the best entry" [X Link](https://x.com/imnotharsh/status/2020852352849260846) 2026-02-09T13:28Z [----] followers, [----] engagements "$INTC Panther Lake wins the battery comp A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core Ultra Series [--] https://t.co/AOrYQULtqH A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core Ultra" [X Link](https://x.com/imnotharsh/status/2020885393416003899) 2026-02-09T15:39Z [----] followers, [----] engagements "@Mojo_flyin They cant even do 5% Everything is made in Taiwan and sent over for a ribbon cutting ceremony basically The day the market realizes this Intel will be cease to be a CPU company completely in the eyes of the narratives" [X Link](https://x.com/imnotharsh/status/2020901663867859261) 2026-02-09T16:44Z [----] followers, [---] engagements "@EdwardKens50830 @Mojo_flyin Edward he means the US manufacturing of chips will be single digit share. Read" [X Link](https://x.com/imnotharsh/status/2020915085779046462) 2026-02-09T17:37Z [----] followers, [--] engagements "Deloitte predicts that generative AI chips will approach US$500 billion in revenue in [----] or roughly half of global chip sales. Further $AMD CEO Lisa Su has raised her estimate for the total addressable market of AI accelerator chips for data centers to US$1 trillion by [----]. In [----] an estimated [----] trillion chips were sold at an average selling price of US$0.74 per chip. At a rough estimate although gen AI chips are likely to account for about 50% of industry revenues in [----] they are less than [--] million chips or roughly 0.2% of total volume. Even though global chip revenues in [----] are" [X Link](https://x.com/imnotharsh/status/2020921849693999542) 2026-02-09T18:04Z [----] followers, [---] engagements "Source: https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html" [X Link](https://x.com/imnotharsh/status/2020921901250461967) 2026-02-09T18:05Z [----] followers, [---] engagements "$INTC Lunar Lake Construction built with Intel Foundry advanced packaging. The construction package includes Memory compute platform controller filter base and Foveros (exclusive to Intel). Foveros: 3D die-stacking solution that enables vertical integration of heterogeneous chiplets using face-to-face hybrid bonding through-silicon vias and microbumps (or direct copper-to-copper bonding in variants like Foveros Direct). https://twitter.com/i/web/status/2020946510301548559 https://twitter.com/i/web/status/2020946510301548559" [X Link](https://x.com/imnotharsh/status/2020946510301548559) 2026-02-09T19:42Z [----] followers, [----] engagements "$INTC has that look. $INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off the https://t.co/8yLzeUDyhj $INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off" [X Link](https://x.com/imnotharsh/status/2020950526439956937) 2026-02-09T19:58Z [----] followers, [----] engagements "wow $TSM unlimited capacity i too reportedly believe TSMC can do everything everywhere all at once TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node. TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node" [X Link](https://x.com/imnotharsh/status/2020951744612872532) 2026-02-09T20:03Z [----] followers, [----] engagements "$INTC What I really enjoy about being heavily bullish Intel is that practically there is no media outlet / no FinX influencer who genuinely even cares for Intel or the narrative. Banks upgrade: ignored. Foundry wins: ignored. Customer wins: ignored. Panther Lake win: ignored. Roadmap strong: ignored. Hiring the best engineers: ignored. Hiring $TSM's ex-Senior VP: ignored. Meanwhile the stock is $50 and is about to rip higher soon and the company is silently executing. The only people who care are those of us who understand the story and the execution. What it tells me is this: - The retail" [X Link](https://x.com/imnotharsh/status/2020954458918879342) 2026-02-09T20:14Z [----] followers, [----] engagements "$INTC Now extremely strong above this level. 🚀 $INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in dark pools https://t.co/IZmnCKvHZo $INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in" [X Link](https://x.com/imnotharsh/status/2020955889960960012) 2026-02-09T20:20Z [----] followers, [----] engagements "The picture that the EU posted below is a [--] year old $INTC CPU We've launched our largest Chips Act pilot line: NanoIC. With a total investment of [---] billion NanoIC will accelerate the development of next-generation semiconductor technology essential for AI development autonomous vehicles healthcare and 6G mobile technology. https://t.co/7cOCbXYmnz We've launched our largest Chips Act pilot line: NanoIC. With a total investment of [---] billion NanoIC will accelerate the development of next-generation semiconductor technology essential for AI development autonomous vehicles healthcare and 6G" [X Link](https://x.com/imnotharsh/status/2020972351735857325) 2026-02-09T21:25Z [----] followers, [----] engagements "@EdwardKens50830 You are an odd guy Eddie. Your entire profile is just negative / bearish commentary on everything Please kindly gtfo my page" [X Link](https://x.com/imnotharsh/status/2020978467609903477) 2026-02-09T21:49Z [----] followers, [---] engagements "Just remember there are people like this guy. Dont listen to people like this guy. $INTC traded at $36 at this time. Intel is now up +38% since. He took time out of his Christmas Day just to post this. @imnotharsh @chernandburn Your portfolio is gonna get crushed. Intel is trash @imnotharsh @chernandburn Your portfolio is gonna get crushed. Intel is trash" [X Link](https://x.com/imnotharsh/status/2021028475004752304) 2026-02-10T01:08Z [----] followers, [----] engagements "$INTC Alienware's CES [----] laptop updates (e.g. Area-51 and Aurora refreshes) adopted Intel's Arrow Lake-based Core Ultra 200HX series processors Alienware consistently produces well-rated laptops and desktops. They're highly configurable and perform better than most. Honored to be named one of The best Tech Brands for [----] by @PCMag. https://t.co/M9joRdWKSL Alienware consistently produces well-rated laptops and desktops. They're highly configurable and perform better than most. Honored to be named one of The best Tech Brands for [----] by @PCMag. https://t.co/M9joRdWKSL" [X Link](https://x.com/imnotharsh/status/2021066369522073776) 2026-02-10T03:39Z [----] followers, [----] engagements "https://www.digitimes.com/news/a20260206VL213/intel-amd-qualcomm-ai-pc-europe.html https://www.digitimes.com/news/a20260206VL213/intel-amd-qualcomm-ai-pc-europe.html" [X Link](https://x.com/imnotharsh/status/2021297960907116977) 2026-02-10T18:59Z [----] followers, [---] engagements "The beneficiaries are the fabs. Advanced packaging is an overlooked critical supply constraint now. The forgotten bottleneck. $TSM $INTC Samsung all win. This isnt one size fits all. UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of" [X Link](https://x.com/imnotharsh/status/2021299579073798370) 2026-02-10T19:05Z [----] followers, [----] engagements "$INTC Intel is winning silently" [X Link](https://x.com/imnotharsh/status/2019825092155629588) 2026-02-06T17:26Z [----] followers, 11.5K engagements "AI is not going to disrupt industries and companies overnight and it wont happen in [--] years either. I have been working with the top firms in the Banking sector for a long time. In consulting we would win engagements where the client wanted future state operating models which automated their processes. Example: It took one firms resources [--] months to implement and document a process which automated a Monthly upload of a SteerCo deck to SharePoint. It took them [--] year to move manual extracts of sensitive data into a managed cloud storage solution because data would be overwritten often. Legacy" [X Link](https://x.com/imnotharsh/status/2022285595540656329) 2026-02-13T12:23Z [----] followers, [---] engagements "$INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off the 20MA and not budging from the 78.6% retrace - Bullish RSI divergence off avg - Momentum indicators showing uptrend - Want volume firing in the next couple of days here https://twitter.com/i/web/status/2020899141648605660 https://twitter.com/i/web/status/2020899141648605660" [X Link](https://x.com/imnotharsh/status/2020899141648605660) 2026-02-09T16:34Z [----] followers, [----] engagements "$INTC Weekly chart looking enticing - uptrend intact and looking to breakout of a [--] year resistance price of $51.20. The last [--] weeks Intel hard rejected this level but continues its fight upwards with buyers stepping in when it matters most. Eyes on this combined with massive call buying volume over the last [--] weeks and darkpool orders above $1B. The 50MA just crossed over the 200MA forming a weekly golden cross. We know what happens when that is the case: fireworks Shows me that Intel is entering a long-term bull market and complete trend reversal to the upside confirmed by the high trading" [X Link](https://x.com/imnotharsh/status/2021793224826737129) 2026-02-12T03:47Z [----] followers, [----] engagements "The market has always been a react first environment. Although I despise being on the end of a drawdown and fundamentally believe its overtly wrong sentiment I also understand I cannot complain when companies also get benefit of the doubt when they go up. The drawdown on AI fears and SaaS companies getting a nail to the head (like $MSFT $ADBE $CRM) to me is overreaction and flawed understanding of what the businesses do. Think Quantum stocks like $RGTI $IONQ not even [--] or [--] (ha) months ago. They were catching a bid because the narrative was that it is closer than we believe that Quantum" [X Link](https://x.com/imnotharsh/status/2022298962577793045) 2026-02-13T13:16Z [----] followers, [---] engagements "@DeepValueBagger Brilliant read this" [X Link](https://x.com/imnotharsh/status/2021771858245562385) 2026-02-12T02:22Z [----] followers, [---] engagements "Bears are just morons disguised as smart money. Dumb money is the new smart money. Bears said: AI is a scam and a bubble Then Hyperscalers not spending money so it must be a bubble Then Hyperscalers spending too much cash Then AI is not useful. Its only a chatbot Then AI is so useful its going to kill SaaS companies Then We must value Costco and Walmart at 50x earnings multiples because they cant be disrupted by AI Then Claude is good but one of the largest stakeholders of Anthropic doesnt benefit at all Then Hyperscalers spending a lot but even the companies getting the money wont benefit" [X Link](https://x.com/imnotharsh/status/2022138332205953365) 2026-02-13T02:38Z [----] followers, [---] engagements "@Mojo_flyin Wish they would start using their main page to highlight these partnerships. Intel Business is great and all but besides people like us who care about Intel masses will not see it" [X Link](https://x.com/imnotharsh/status/2022274378856124640) 2026-02-13T11:39Z [----] followers, [---] engagements "@DueCalligrapher Great read Overlooked and misunderstood narrative Eventually the market will get it" [X Link](https://x.com/imnotharsh/status/2022426259897356436) 2026-02-13T21:42Z [----] followers, [--] engagements "The $ARM x $INTC foundry deal that could happen. 🤝 The deal that may be happening thanks to SoftBank $SFTBY CEO Masayoshi Son's AI chip strategy challenges as he aims for dominance in ASI platforms through investments in chips and data centers. This revives past rumors amid the AI hardware surge. OpenAI Partnership Angle: - Arm is collaborating with OpenAI on a custom CPU to complement its $AVGO-developed AI accelerator. While not confirmed on Intel's 14A node such a deal is plausible given Intel's Arm architecture license ongoing multi-generation SoC collaboration and SoftBank's $2B Intel" [X Link](https://x.com/anyuser/status/1986288443572314115) 2025-11-06T04:24Z [----] followers, [----] engagements "$INTC HSBC Upgrades $INTC to Hold from Reduce Raises PT to $50 from $26. Analyst Frank Lees comments: "We had been cautious on Intel mainly given overall uncertainty on the customer pipeline and execution headwinds in its foundry business while the core business was also lacking visibility on growth drivers. However we now turn more positive as we expect traditional servers (DCAI) to get back on a growth trajectory. We expect there is an overwhelmingly increasing demand for server CPUs driven by rising agentic AI. We expect FY26E server shipments to grow 15%20% year-over-year (vs. Street" [X Link](https://x.com/imnotharsh/status/2013589430351638586) 2026-01-20T12:28Z [----] followers, [----] engagements "$INTC Intels Panther Lake Chip Is Its Biggest Win in Years https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/ https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/" [X Link](https://x.com/imnotharsh/status/2015826844604657836) 2026-01-26T16:39Z [----] followers, [----] engagements "$INTC Intel CFO David Zinsner purchases $250k worth of shares at $42.50 / share" [X Link](https://x.com/imnotharsh/status/2016317158666412280) 2026-01-28T01:07Z [----] followers, [----] engagements "$INTC Intel is about to have its $MU Micron moment and it is fundamentally sound bullish theory on [--] fronts: [--]. The CPU shortage is real and Intel themselves confirmed that their issue is not demand (they have immense demand) it is supply. - When their supply constraints on execution are resolved rather quickly (Q2) margins will greatly improve for the books (18A shipped Panther Lake) [--]. Rising demand for cost effective margin improving chips is also real. Hyperscalers and other customers are and will continue looking for ways to scale models that provide TCO improvements while not" [X Link](https://x.com/imnotharsh/status/2016369936222871554) 2026-01-28T04:37Z [----] followers, 11.5K engagements "$INTC Intel which now counts the U.S. government as its largest shareholder saidon Tuesday that it will match the Trump administrations $1000 payout for children of eligible U.S. employees. The matching funds which is a benefit for Intel staff mark the latest sign of a close working relationship between the Trump administration and Intel after the government took a 10% stake in the chipmaker last year through an $8.9 billion investment. https://twitter.com/i/web/status/2016467275067314633 https://twitter.com/i/web/status/2016467275067314633" [X Link](https://x.com/imnotharsh/status/2016467275067314633) 2026-01-28T11:03Z [----] followers, [----] engagements "Wonder who else was buying $ASML products this last quarter Surely not $INTC Intel right 😏 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML" [X Link](https://x.com/imnotharsh/status/2016486345309409507) 2026-01-28T12:19Z [----] followers, [----] engagements ""Meeting rising demand for capacity supply assurance and advanced packaging". This is $INTC Intel's official Foundry page. This is a company with customers and important ones at that. Execution and delivery on secured capacity. Intel Foundrys path lies in meeting rising demand for capacity supply assurance and advanced packagingespecially for AI accelerators and server-class compute where reliability and flexibility matter most. Read more from @BenBajarin: https://t.co/7xDvxhJiA2 #IntelFoundry https://t.co/7604taQNz7 Intel Foundrys path lies in meeting rising demand for capacity supply" [X Link](https://x.com/imnotharsh/status/2016938309839126685) 2026-01-29T18:15Z [----] followers, [----] engagements "NEWS: $INTC Intel will be showcasing 18A node at Gomactech Convention highlighting Foundry use-cases for the US Government Aerospace and Defense. The event will highlight Intel Foundry as the most advanced semiconductor process ever developed & manufactured in the US. Multiple sessions will be held including: [--]. Scalable Multi-Die Design for Aerospace & Government Using UCIe IP on Intel 18A [--]. Efficient Implementation and Sign-Off Methodology for ASIC Design in Intel 18A Technology [--]. Towards Low-Power 4um Pixel Pitch Digital ROIC Imagers using Intel 18A Technology Intel will be joined by" [X Link](https://x.com/imnotharsh/status/2018403390859206680) 2026-02-02T19:17Z [----] followers, [----] engagements "$INTC Intel CEO Lip-Bu Tan will be speaking at $CSCO Ciscos AI Summit tomorrow 2/3. President & Chief Product Officer of Cisco Jeetu Patel will be joined first by Sam Altman of OpenAI $MSFT followed by Lip-Bu Tan Dr. Fei-Fei Li Jensen Huang $NVDA among others (Anthropic HUMAIN $AMZN AWS and $GOOGL.) https://twitter.com/i/web/status/2018462956288147665 https://twitter.com/i/web/status/2018462956288147665" [X Link](https://x.com/imnotharsh/status/2018462956288147665) 2026-02-02T23:14Z [----] followers, [----] engagements "Link here: https://www.ciscoaisummit.com/ai-virtual-summit.htmlccid=cc009007&dtid=psexsp001647&utm_medium=cpc&utm_source=google&campaign=cisco-ai-summit&gclsrc=aw.ds&gad_source=1&gad_campaignid=23464310531&gclid=CjwKCAiAs4HMBhBJEiwACrfNZUjAT7QPGKJkOUnO4F3UCweGxFFRWQyXn7MivmQtSm9NESGo2BsRdhoCJKwQAvD_BwE https://www.ciscoaisummit.com/ai-virtual-summit.htmlccid=cc009007&dtid=psexsp001647&utm_medium=cpc&utm_source=google&campaign=cisco-ai-summit&gclsrc=aw.ds&gad_source=1&gad_campaignid=23464310531&gclid=CjwKCAiAs4HMBhBJEiwACrfNZUjAT7QPGKJkOUnO4F3UCweGxFFRWQyXn7MivmQtSm9NESGo2BsRdhoCJKwQAvD_BwE" [X Link](https://x.com/imnotharsh/status/2018463017206452229) 2026-02-02T23:14Z [----] followers, [---] engagements "BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY" [X Link](https://x.com/imnotharsh/status/2018494681391214847) 2026-02-03T01:20Z [----] followers, 27.2K engagements "2 things are certain: [--]. Memory is this year's theme. $MU $SNDK $WDC [--]. $INTC Intel is about to make comebacks in both its product roadmap and on Foundry efforts with retail and institutions buying the narrative. The market believes Demand will prove the growth is real" [X Link](https://x.com/imnotharsh/status/2018763307927126339) 2026-02-03T19:07Z [----] followers, [----] engagements "$INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in dark pools last week. Levels tell a story. The last time this much dark pool activity occurred for Intel $NVDA announced stake in the company and the stock ran to $54. We are looking at the next leg up likely. Watch the levels. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very" [X Link](https://x.com/imnotharsh/status/2018870417314795994) 2026-02-04T02:13Z [----] followers, [----] engagements "NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere while managing everything through a consistent control plane. Cisco UCS brings enterprise-grade hardware and lifecycle management tools that simplify deployment and operations. From zero-touch provisioning to centralized visibility IT can scale infrastructure efficiently without adding management overhead. Finally Intel Xeon 6" [X Link](https://x.com/imnotharsh/status/2019148467109785976) 2026-02-04T20:38Z [----] followers, [----] engagements "$NTNX Nutanix up 5% today. NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere while https://t.co/8VR6youwLv NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere" [X Link](https://x.com/imnotharsh/status/2019148854294376495) 2026-02-04T20:39Z [----] followers, [----] engagements "$INTC Intel Capital posted the following in the Quantum layers / stack. https://www.youtube.com/watchv=mm_4KgowoAA $INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory isnt gone and is still being worked on - this time in the shadows. A player in this space that no one considers is Intel. Intel https://t.co/4BkIzVUlQJ https://www.youtube.com/watchv=mm_4KgowoAA $INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory" [X Link](https://x.com/imnotharsh/status/2019176238791934429) 2026-02-04T22:28Z [----] followers, [----] engagements "$INTC Intels Enterprise Edge Literally. Intels superior architectural integration encompassing CPUs GPUs high-speed networking fabrics and coherent shared memory confers a distinct advantage in enterprise-grade AI inference hybrid cloud deployments and regulated or strictly on-premises environments. Priorities revolve around total cost of ownership (TCO) predictable operational complexity regulatory compliance and streamlined management rather than raw peak throughput or bleeding-edge performance. This cohesive systems-level optimization delivers enhanced efficiency reduced data-movement" [X Link](https://x.com/imnotharsh/status/2019230494294945921) 2026-02-05T02:03Z [----] followers, [----] engagements "$INTC STRONG this morning. Now trading above avg darkpool orders of +$1.3B in the last week" [X Link](https://x.com/imnotharsh/status/2019421747209203850) 2026-02-05T14:43Z [----] followers, [----] engagements "NEWS: $INTC Intel Foundry researchers demonstrated next-generation MIM capacitor materials delivering nearly 3x the capacitance of todays solutions without added manufacturing complexity. In the era of AI and HPC chip performance directly depends on how efficiently we power it. Intel Foundry has just presented a solution to this problem. Intel Foundry customers stand to gain a significant advantage from the companys engineers development of next-generation MIM capacitors with unique characteristics. These capacitors boast a 3x capacity with a charge density that has nearly tripled compared to" [X Link](https://x.com/imnotharsh/status/2019480862111187323) 2026-02-05T18:38Z [----] followers, [----] engagements "$INTC Intel recently held the "Intel Connection Japan 2026" an event themed "Connecting Technology and Business to Advance Society" at Toranomon Hills in Tokyo. The event showcased the company's AI-powered products and solutions. The event focused on the "shining future with the latest AI PC" featuring the Intel Core Ultra series processors manufactured with 18A node architecture. Intel stated at the event regarding 18A and 14A customer roadmaps: In its foundry business the company is not only expanding mass production of its latest 18A process but is also quickly and effectively developing" [X Link](https://x.com/imnotharsh/status/2019731970750566766) 2026-02-06T11:16Z [----] followers, [----] engagements "🚨 BREAKING: $INTC Intel is raising prices for its server processors by 10% due to server CPU supply shortages and increasing demand. China accounts for over 20% of its total revenue and controls a majority of the Chinese market in this segment with major customers like $BABA Alibaba. https://twitter.com/i/web/status/2019732061196525952 https://twitter.com/i/web/status/2019732061196525952" [X Link](https://x.com/imnotharsh/status/2019732061196525952) 2026-02-06T11:17Z [----] followers, 14.1K engagements "$INTC This breakout is about to happen now. Book it. The [--] year comeback to All Time High's: $INTC Intel When narrative technicals and earnings converge the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must pay attention to. When https://t.co/Z2b7bJUXDZ The [--] year comeback to All Time High's: $INTC Intel When narrative technicals and earnings converge the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must" [X Link](https://x.com/imnotharsh/status/2019812670334243146) 2026-02-06T16:37Z [----] followers, [----] engagements "$INTC Intel: Remembering Memory - an article - 👇 Intel has historically navigated complex dynamics within the semiconductor memory market marked by periods of innovation strategic exits and recent re-engagement through partnerships and technological advancements. This thesis examines how Intel can revitalize its memory operations and emerge as a prominent player particularly in the context of AI and high-performance computing (HPC) demands. Intels engagement with memory technologies has been marked by ambition and adversity. In the early decades the company pioneered dynamic random access" [X Link](https://x.com/imnotharsh/status/2020174577578410061) 2026-02-07T16:35Z [----] followers, 22.1K engagements "@sedonatvcom $MBLY by far most understated play in the autonomy theme and considering how involved Intel is it's pure alpha" [X Link](https://x.com/imnotharsh/status/2020176929601556501) 2026-02-07T16:44Z [----] followers, [---] engagements "@PbNmlGfEgQVHywE When banks and trading desks come out with this sort of sentiment usually marks a good time to be contrarian All of FinX is bearish im bullish" [X Link](https://x.com/imnotharsh/status/2020577815922712693) 2026-02-08T19:17Z [----] followers, [--] engagements "$INTC Intel has partnered with the US Department Of Energy (DOE) for the "Genesis Mission" This program aims to accelerate scientific discovery through artificial intelligence by integrating DOE's supercomputing resources vast scientific datasets and advanced instruments across its [--] national laboratories. Intel is among the key private-sector participants formally engaged in the Genesis Mission. The DOE announced agreements with [--] organizations to advance the program explicitly including Intel alongside entities such as $AMZN AWS IBM $ORCL Oracle OpenAI $MSFT Microsoft $GOOGL Google and" [X Link](https://x.com/imnotharsh/status/2020904700107948470) 2026-02-09T16:56Z [----] followers, [----] engagements "$INTC Intel is a Memory company now. Lunar Lake provides integrated memory on package. Intel Core Ultra 200V series architecture provides automatic memory. - Up to 40% data movement power reduction (PHY). - New 8MB Memory side cache Efficiently feeding memory hungry IPs - Up to 32GB on memory package. https://twitter.com/i/web/status/2020945914450374825 https://twitter.com/i/web/status/2020945914450374825" [X Link](https://x.com/imnotharsh/status/2020945914450374825) 2026-02-09T19:40Z [----] followers, [----] engagements "$INTC Dips 0.69% today Me:" [X Link](https://x.com/imnotharsh/status/2021027634914918580) 2026-02-10T01:05Z [----] followers, [----] engagements "$INTC x $NVDA is going to do wonders. Dont forget that Nvidia has equity stake in Intel. Nvidia and Jensen Huang already told you that they are going to be a major customer of Intel server CPUs. In the future we will buy x86 CPUs from Intel and we would fuse it with NVLink into our rack-scale system. https://twitter.com/i/web/status/2021030203556782124 https://twitter.com/i/web/status/2021030203556782124" [X Link](https://x.com/imnotharsh/status/2021030203556782124) 2026-02-10T01:15Z [----] followers, [----] engagements "$NOK Nokia x $INTC Intel Partner for 5G Core Deployments Ongoing collaboration by Nokia and Intel optimizes the solution stack for 5G core deployments to deliver dramatic CapEx and OpEx savings. Communication service providers (CSPs) can differentiate themselves in the next several years by more cost-effectively handling massive and growing traffic volumes. Infrastructure designs must optimize equipment expense and prioritize energy efficiency as well as throughput. At the same time CSPs must deploy more compute resources within hard per-rack limits on power capacity. These efforts also align" [X Link](https://x.com/imnotharsh/status/2021032983893790894) 2026-02-10T01:26Z [----] followers, [----] engagements "@GelsingerINTC And a Foundry and GPU maker and Robotics / Autonomy company and Quantum investor / researching company" [X Link](https://x.com/imnotharsh/status/2021033175510913309) 2026-02-10T01:27Z [----] followers, [---] engagements "$INTC CEO Lip-Bu Tan: From the compute side customers are all crying for more products and I did not prepare the production enough to meet their requirements. And so I think people are starting to find out that in application CPU is actually more useful in terms of performance for all the compute requirement. And a friend of mine mentioned that Moore's Law it used to double every three to four years and now it's like three or four months. And so the pace of compute is increasing so much. . Almost every CEO calls me up and says "Lip-Bu can I have more" From last week at $CSCO AI Summit" [X Link](https://x.com/imnotharsh/status/2021058074207715499) 2026-02-10T03:06Z [----] followers, [----] engagements "SemiAnalysis: CPUs are relevant again No they never were irrelevant. CPUs are more important now - more than ever - because TCO matters to customers. $INTC is supply constrained and that does not mean they are demand constrained. Intel CFO Zinsner on Q4 [--] Earnings: Revenue would have been meaningfully higher if we had more supply. While the market continues to benefit from more power-efficient CPUs stimulating a refresh cycle all indicators point to the growing and essential role CPUs will play within hyperscale and enterprise AI data centers as inference-driven AI usage expands." [X Link](https://x.com/imnotharsh/status/2021065232219590867) 2026-02-10T03:34Z [----] followers, [----] engagements "@nojf78 Please see my latest post. MediaTek has had a relationship with Intel since [----]. Which is why" [X Link](https://x.com/imnotharsh/status/2021230320687751674) 2026-02-10T14:30Z [----] followers, [--] engagements "$INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order https://t.co/6dDbltW0qx $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to" [X Link](https://x.com/imnotharsh/status/2021242181177012238) 2026-02-10T15:17Z [----] followers, 10.6K engagements "$GOOGL Distinguished Engineer on $INTC partnership on Google Cloud: "Our deep collaboration with Intel allows us to battle-test and strengthen the security of foundational technologies that power Confidential Computing. By proactively identifying vulnerabilities in critical features like Live Migration and TD Partitioning using advanced AI tools like Gemini we are helping to raise the security bar for the entire ecosystem." - Andrs Lagar-Cavilla Distinguished Engineer Google Cloud https://twitter.com/i/web/status/2021290853168185500 https://twitter.com/i/web/status/2021290853168185500" [X Link](https://x.com/imnotharsh/status/2021290853168185500) 2026-02-10T18:31Z [----] followers, [----] engagements "$INTC is not purchasing High NA EUV from $ASML unless they have a reason to do so: Customer roadmap. Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb #IntelFoundry #Semiconductors @ASMLcompany https://t.co/oXnxUCb09X Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb" [X Link](https://x.com/imnotharsh/status/2021299750021050553) 2026-02-10T19:06Z [----] followers, [----] engagements "Need to update this $INTC case for FY27 $INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This growth https://t.co/8GW8AyLoNL $INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This" [X Link](https://x.com/imnotharsh/status/2021315547292397969) 2026-02-10T20:09Z [----] followers, [----] engagements "Meanwhile his biggest holding $INTC: TRUMP ON STOCK MARKET GAINS: WE'VE HAD A VERY GOOD RUN WANT TO KEEP IT GOING TRUMP ON STOCK MARKET GAINS: WE'VE HAD A VERY GOOD RUN WANT TO KEEP IT GOING" [X Link](https://x.com/imnotharsh/status/2021364270534123736) 2026-02-10T23:22Z [----] followers, [----] engagements "$INTC I hope people know I am only kidding Doing just fine: Meanwhile his biggest holding $INTC: https://t.co/g5loiL7PtA Meanwhile his biggest holding $INTC: https://t.co/g5loiL7PtA" [X Link](https://x.com/imnotharsh/status/2021383503183740988) 2026-02-11T00:39Z [----] followers, [----] engagements "@mark_martini_ I am suggesting that they are purchasing ASML High NA EUV machines but only doing so because they have customers. LBT told everyone that would be the case" [X Link](https://x.com/imnotharsh/status/2021384396096553058) 2026-02-11T00:42Z [----] followers, [--] engagements "Wedbush Securities: $INTC potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions. In our view for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq etc.) but with AI demand continuing to lift analyst Matt Bryson wrote in a note to clients. The value of AI design talent is increasing; and not all custom ASIC efforts progressing as planned (highlighting the inherent difficulties in designing and building an AI processor) it makes sense to us that SambaNova's perceived" [X Link](https://x.com/imnotharsh/status/2021407260547686586) 2026-02-11T02:13Z [----] followers, [----] engagements "https://seekingalpha.com/news/4549425-intel-investing-at-least-100m-into-sambanova-should-help-ai-push-wedbush https://seekingalpha.com/news/4549425-intel-investing-at-least-100m-into-sambanova-should-help-ai-push-wedbush" [X Link](https://x.com/imnotharsh/status/2021407366076665914) 2026-02-11T02:14Z [----] followers, [---] engagements "$AVGO UBS Buy / $475 PT: Expect C2027E EPS $18. As LLM developers push their custom ASIC roadmaps more aggressively many have turned to TPU as an intermediate alternative to GPU and we believe demand is accelerating significantly. Following a series of supply chain work we have refined our bottom-up custom ASIC model and now see AVGO shipping 5MM TPU units in C2027E (versus 3.7MM in C2026E) of which a little more than half will be v7 (Ironwood) before v&ax (Sunfish) becomes the majority of shipments in C2028E. Both of these are N3 based where we believe AVGO is able to meet upside with strong" [X Link](https://x.com/imnotharsh/status/2021409813821833701) 2026-02-11T02:23Z [----] followers, [---] engagements "Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. $INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. https://t.co/LMIM1I6R0f $INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. https://t.co/LMIM1I6R0f" [X Link](https://x.com/imnotharsh/status/2021597660180791705) 2026-02-11T14:50Z [----] followers, [----] engagements "The manipulation continues. Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5 Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5" [X Link](https://x.com/imnotharsh/status/2021609099545149749) 2026-02-11T15:35Z [----] followers, [----] engagements "@Chahal_99 It is. High beta names going down 5% intraday from highs it is a manipulated market" [X Link](https://x.com/imnotharsh/status/2021616199000354883) 2026-02-11T16:03Z [----] followers, [--] engagements "Hilarious back to back posts here on Jobs report. Weakest hiring year outside a recession since [----] Bessent: FANTASTIC" [X Link](https://x.com/imnotharsh/status/2021638090029478396) 2026-02-11T17:30Z [----] followers, [---] engagements "When something is clearly undervalued its important to take notice. Retail is smart money. JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors" [X Link](https://x.com/imnotharsh/status/2021714821893263655) 2026-02-11T22:35Z [----] followers, [---] engagements "My current portfolio includes: $INTC $TSLA $AMZN $MU $LEU $BX $MS Anything I should add Anything I should remove" [X Link](https://x.com/imnotharsh/status/2021772256544784771) 2026-02-12T02:24Z [----] followers, [----] engagements "@PbNmlGfEgQVHywE Why PGY" [X Link](https://x.com/imnotharsh/status/2021780962313457746) 2026-02-12T02:58Z [----] followers, [---] engagements "@mtrader_Nick Why PGY Any thesis" [X Link](https://x.com/imnotharsh/status/2021781011625812009) 2026-02-12T02:58Z [----] followers, [---] engagements "@James_S2908 Long term hold" [X Link](https://x.com/imnotharsh/status/2021781325464699313) 2026-02-12T03:00Z [----] followers, [---] engagements "How will the market / stock react if either of $GOOGL $META $MSFT or $AMZN come out to say they will be reducing CapEx They used to be celebrated and are now punished for the spend with fair assessment asking for ROI. If they reduce the guide on spend does the market fear that the ROI is clearly not there Or do they celebrate the removal of short-term agony on balance sheet I wonder I wonder. https://twitter.com/i/web/status/2021786009315250224 https://twitter.com/i/web/status/2021786009315250224" [X Link](https://x.com/imnotharsh/status/2021786009315250224) 2026-02-12T03:18Z [----] followers, [---] engagements "This is such an odd sentiment I occasionally see on this app. The rodeos that young people have been on in just the last [--] years have included COVID collapse a [----] bear market Tariff collapse the most volatile market of all time and for all the "all time high" talk the $SPX is only up half a percent since the end of October. younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr" [X Link](https://x.com/imnotharsh/status/2021788565571621037) 2026-02-12T03:28Z [----] followers, [----] engagements "not a major position for me but volatile enough that a convergence of narrative can help boost its value in the energy play likely have to let it play out versus selling for a loss alwyas good to have a speculative asset though everything is truly speculative if you think about it https://twitter.com/i/web/status/2021790922451669018 https://twitter.com/i/web/status/2021790922451669018" [X Link](https://x.com/imnotharsh/status/2021790922451669018) 2026-02-12T03:38Z [----] followers, [--] engagements "$MSFT OpenAI is reportedly focused on companies building chips with large amounts of memory embedded in the same piece of silicon as the rest of the chip called SRAM. Guess who builds integrated SRAM $INTC Intel focuses on integrated SRAM in its own chips and advanced process demos (e.g. 18A node). Intel integrates SRAM as on-die cache in its CPUs: - L1 cache (per core): fastest speed-optimized SRAM (e.g. 32-48 KB data + instruction). - L2 cache: larger per-core or clustered (e.g. 1-2+ MB per core/cluster). - L3 cache (LLC): shared across cores largest SRAM block (tens of MB in modern chips" [X Link](https://x.com/imnotharsh/status/2018457892933062859) 2026-02-02T22:53Z [----] followers, [----] engagements "The $INTC x $AMD Partnership Thesis🤝 Why it makes sense: With $TSM strained by Jensen demanding more capacity during his current Taiwan tour $AMD's rumored talks with Intel Foundry Services (IFS) could secure domestic-priority production (in the US) for its OpenAI deal benefiting both competitors amid AI demand. Why it can happen: - TSM's Capacity Crunch: Customers like $NVDA refuse to stop begging for capacity because they simply cannot (stop begging). Demand is high. $TSLA is gaining priority on 3nm wafers as well leaving AMD short. TSMC's ramping to 160K/month for Blackwell. IFS offers" [X Link](https://x.com/imnotharsh/status/1987626280641290658) 2025-11-09T21:00Z [----] followers, 22.4K engagements "In AI CPU Segment: $INTC Intel has now regained the top position followed by $AMD with $QCOM Qualcomm ranking third. AI PCs in Europe are undergoing a rapid reshuffle with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise adoption. Intel remains the dominant CPU supplier across the broader PC market but the past two to three years have seen AMD steadily increase its share particularly in the commercial segment. The dynamics are more fluid in the emerging AI PC and Copilot+ PC categories. Qualcomm initially dominated the" [X Link](https://x.com/imnotharsh/status/2021297885632135253) 2026-02-10T18:59Z [----] followers, [----] engagements "$SPX No such this as a sextuple top . or something like that" [X Link](https://x.com/imnotharsh/status/2021790445517373937) 2026-02-12T03:36Z [----] followers, [---] engagements "$SPX The S&P now trades red since the end of October of [----]. [--] months trading sideways. But yes its totally a bubble" [X Link](https://x.com/imnotharsh/status/2021999714930246079) 2026-02-12T17:27Z [----] followers, [---] engagements "$INTC x OpenAI 👀" [X Link](https://x.com/imnotharsh/status/2019889293825831410) 2026-02-06T21:41Z [----] followers, [----] engagements "🚨 BREAKING: $INTC HAS SECURED MEDIATEK AS A FOUNDRY CUSTOMER FOR ADVANCED PACKAGING ITS MOBILE CHIPS: SOURCES" [X Link](https://x.com/imnotharsh/status/2020837669794938926) 2026-02-09T12:30Z [----] followers, 21K engagements "- MediaTek has been working with Intel Foundry Services (IFS) since [----]. This existing relationship provides a foundation for scaling to a multi-billion-dollar commitment. - Intels 18A-P and 14A process node optimized with high-density low-leakage standard cell libraries for mobile applications aligns perfectly with MediaTeks focus on mid-range and value smartphone SoCs. - MediaTek may have influenced its design given their three-year collaboration and Intels recent 18A-P and focus on 14A tape-outs. https://twitter.com/i/web/status/2020837798043910332" [X Link](https://x.com/imnotharsh/status/2020837798043910332) 2026-02-09T12:30Z [----] followers, [----] engagements "$AMZN Amazon is about to undergo a rapid narrative shift - tectonic in nature. Once the broader market realizes that Amazon is about to cover its Capex on Anthropic equity stake alone (now worth $60B). Anthropic already has a run rate over $14B. With the attention Claude has garnered over the last [--] weeks I see no way the market cannot react positively. All it takes is overnight sentiment shift /or Amazon claiming they will be more cautious with where their capex is going to violently rally the stock. Oh and I am pretty bullish Trainium because I am 90% certain that $INTC will fab a subset of" [X Link](https://x.com/imnotharsh/status/2022469092452515923) 2026-02-14T00:33Z [----] followers, [----] engagements "$INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This growth potential estimated to increase Intels market capitalization by at least 30% is further bolstered by the regulatory policy changes anticipated by the Trump administration next year. Year-over-year earnings growth anticipated to surpass 200% due to the companys substantial production plans the conclusion of its high-investment" [X Link](https://x.com/imnotharsh/status/1856024448186417517) 2024-11-11T17:21Z [----] followers, 29.7K engagements "$CSCO Cisco chooses $INTC Intel's Xeon [--] for new edge computing platform. While the market worries about the cracks in macro outlook Intel is still pulling off wins on fundamental business opportunities. This is a win for Intel's server CPU market share which $AMD has done a great job in hyping up and taking away. ICYMI: Cisco announced Cisco Unified Edge platform integrating Intel's Xeon [--] SoCs for distributed AI workloads at the edge from retail to factories. Xeon [--] enables high-throughput low-latency inferencing extending data center power to edge sites. This deal fully validates Xeon in" [X Link](https://x.com/imnotharsh/status/1985715816680083889) 2025-11-04T14:28Z [----] followers, 10.2K engagements "$INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory isnt gone and is still being worked on - this time in the shadows. A player in this space that no one considers is Intel. Intel is quietly positioning itself as a long-term leader in quantum computing through silicon-based innovations strategic investments and partnerships that leverage its manufacturing expertise. In my in-depth article I explore its roadmap differentiators from rivals and potential to capitalize on scalable quantum systems. Read" [X Link](https://x.com/imnotharsh/status/2018885595292958813) 2026-02-04T03:13Z [----] followers, [----] engagements "Time for $AAPL to release its 13F filing and disclose their equity stake in $INTC anytime now" [X Link](https://x.com/imnotharsh/status/2019816569359200418) 2026-02-06T16:52Z [----] followers, [----] engagements "For those who dont know: MediaTek is a Taiwanese fabless semiconductor company that designs and markets chips for wireless communications smartphones tablets TVs and other consumer electronics. It is the third-largest fabless chip designer globally and the biggest smartphone chipset vendor with a 31% market share. https://twitter.com/i/web/status/2020838012758745215 https://twitter.com/i/web/status/2020838012758745215" [X Link](https://x.com/imnotharsh/status/2020838012758745215) 2026-02-09T12:31Z [----] followers, [----] engagements "@christophauto remember this" [X Link](https://x.com/imnotharsh/status/2020840603257282876) 2026-02-09T12:41Z [----] followers, [---] engagements "$INTC I wrote of this partnership and MediaTek as a customer in [--] months ago as there were signs. Job postings opened up on MediaTeks website highlighting the need for EMIB process knowledge (exclusive to Intel). Intel continues to win silently. $AAPL is still a major player here for mobile. Although Intel will not come out and announce customers as they shouldnt for purposes of customer privacy this will likely be validated soon by other media outlets. MediaTek x $INTC an under the radar partnership opportunity. For all the talk of $INTC partnerships & customers with hyperscalers including" [X Link](https://x.com/imnotharsh/status/2020842175899095226) 2026-02-09T12:48Z [----] followers, [----] engagements "More on this $INTC x MediaTek: Sina one of the largest Chinese-language infotainment portals globally stated the following details regarding this collab: The chips will be produced using Intels 14A process node at their Ocotillo factory in Arizona. - Arm Integration: IFS and $ARM have collaborated to ensure that MediaTeks Arm-based designs are fully compatible with Intels manufacturing flow without requiring a total architecture rebuild. - Advanced Packaging: The chips will utilize Intels advanced 2.5D/3D packaging technologies (such as Foveros Direct) at their facility in Penang Malaysia. -" [X Link](https://x.com/imnotharsh/status/2021061010136731840) 2026-02-10T03:17Z [----] followers, [----] engagements "$INTC Surprised how quickly people forget the narrative behind Intels growth story. I will break this down in simple numerical fashion: [--]. CPU Demand continues to accelerate and Intel is highly supply constrained - until theyre not. The books will be all good in the neighborhood. Lip-Bu Tan: CPU is actually more useful in terms of performance for all the compute requirement. And a friend of mine mentioned that Moore's Law it used to double every three to four years and now it's like three or four months. And so the pace of compute is increasing so much. . Almost every CEO calls me up and says" [X Link](https://x.com/imnotharsh/status/2021589636523417851) 2026-02-11T14:18Z [----] followers, [----] engagements "Both $AAPL and MediaTek soon to be $INTC Foundry customers. Exciting times ahead Chip Strategy Landscape Across Major Players While Xiaomi is entering the high-end chip market other major players are moving forward aggressively. Apple maintains complete control over its CPU GPU and NPU stack with the A-series and M-series chips. MediaTek focuses on mobile Chip Strategy Landscape Across Major Players While Xiaomi is entering the high-end chip market other major players are moving forward aggressively. Apple maintains complete control over its CPU GPU and NPU stack with the A-series and" [X Link](https://x.com/imnotharsh/status/2021703805390205235) 2026-02-11T21:52Z [----] followers, [----] engagements "$AMZN AWS sites looking like Rebirth Island Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term" [X Link](https://x.com/imnotharsh/status/2021946666560237654) 2026-02-12T13:57Z [----] followers, [---] engagements "$AMZN now critically oversold. $AMZN Let's talk Retail is stepping in to say "stop this absolute madness". Amazon is an impenetrable brand and frankly the only one disrupting other industries and companies. Not that I have to explain the fundamentals on a technical chart post but it matters because it https://t.co/uIuNhnfpwH $AMZN Let's talk Retail is stepping in to say "stop this absolute madness". Amazon is an impenetrable brand and frankly the only one disrupting other industries and companies. Not that I have to explain the fundamentals on a technical chart post but it matters because it" [X Link](https://x.com/imnotharsh/status/2021974134779936838) 2026-02-12T15:46Z [----] followers, [----] engagements "$INTC Intel partners with $JBL Jabil. Jabil operates as a global engineering and manufacturing powerhouse delivering end-to-end supply chain solutions to leading brands from over [---] sites worldwide. They enforce cutting-edge advancements in healthcare devices AI-driven technologies and sustainable practices alongside spotlighting employee innovations and corporate philanthropy. Lesser-known facets include partnerships like humanoid robot integration for manufacturing efficiency and specialized labs for early-stage catheter development. Break free from the AI storage bottlenecks. See how" [X Link](https://x.com/imnotharsh/status/2021999090377146522) 2026-02-12T17:25Z [----] followers, [----] engagements "@WhaleInsider The day India can improve its peoples civic sense remove corruption ensure integrity increase efficiency and maintain its roads its buildings its traffic control congestion improve lack of air quality THEN this is a good investment" [X Link](https://x.com/imnotharsh/status/2022680231824199857) 2026-02-14T14:32Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@imnotharsh ImNotHarsh | 📈💸
ImNotHarsh | 📈💸 posts on X about $intc, ai, core, $mu the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +4.90%
- [--] Month [-------] -27%
- [--] Months [---------] +296%
- [--] Year [---------] +3,770%
Mentions: [--] #
- [--] Week [---] +39%
- [--] Month [---] -7.70%
- [--] Months [-----] +209%
- [--] Year [-----] +382%
Followers: [-----] #
- [--] Week [-----] +3.50%
- [--] Month [-----] +17%
- [--] Months [-----] +235%
- [--] Year [-----] +975%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 74.82% technology brands 28.06% finance 22.3% countries 5.04% automotive brands 2.88% events 2.88% currencies 2.16% celebrities 1.44% financial services 1.44% products 0.72%
Social topic influence $intc #11, ai 17.99%, core 7.19%, $mu #252, $amd #560, $googl 6.47%, $amzn #248, bullish #1542, $nvda #2399, market 5.04%
Top accounts mentioned or mentioned by @pbnmlgfegqvhywe @mojo_flyin @alexintel @mojoflyin @edwardkens50830 @christophauto @chasing_long @grok @aratavittorio @mrderivatives @richieriiicch @quantkaz @mntlmrktschaz @deepvaluebagger @sedonatvcom @gelsingerintc @nojf78 @yucelt @mark_martini_ @diamhanz
Top assets mentioned Intel Corporation (INTC) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) Cisco Systems Inc (CSCO) Sandisk Corporation (SNDK) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) SPX6900 (SPX) Broadcom, Inc. (AVGO) Metadium (META) Arm Holdings plc (ARM) Nutanix, Inc. Class A Common Stock (NTNX) QUALCOMM, Inc. (QCOM) JPMorgan Chase (JPM)
Top Social Posts
Top posts by engagements in the last [--] hours
"This is the type of language that a company who is scared of their competition uses. $AMD fears $INTC will cut into the supposed growth that they are making in CPU market share (hint: Core Ultra [--] won't let that happen). https://www.tomshardware.com/pc-components/cpus/amd-claims-panther-lake-has-too-much-baggage-for-handheld-pc-use-fights-back-after-intel-jabs-amd-for-using-ancient-silicon-in-its-z2-series-apus"
X Link 2026-01-09T03:32Z [----] followers, [----] engagements
"$INTC CPU shortage is real. And it will be a major catalyst for Intels core business. Panther Lake is seemingly a greater asset than anyone ever imagined. It is the most competitive chip Intel has ever made in a long long time. More competition is great for the consumer and great for business. $AMD also prime beneficiary for this overall thematic. Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted."
X Link 2026-01-27T14:17Z [----] followers, [----] engagements
"$INTC THIS IS MASSIVE FOR INTEL. $NVDA's [----] Feynman platform may multi-source with $INTC TSMC would still build the main GPU die but Intel could take the I/O die (18A or 14A) plus EMIB packaging with Intels share capped around 25%. Source: DigiTimes (h/t @jukan05) https://t.co/1MN60fkeTc $NVDA's [----] Feynman platform may multi-source with $INTC TSMC would still build the main GPU die but Intel could take the I/O die (18A or 14A) plus EMIB packaging with Intels share capped around 25%. Source: DigiTimes (h/t @jukan05) https://t.co/1MN60fkeTc"
X Link 2026-01-27T23:17Z [----] followers, [----] engagements
"No chance this $AAPL x $INTC deal priced in. Apple taking stake in Intel is an opportunity for the stock to pop 20-30% minimum. If Apple pushes their own vested interest it means a decade and more of ensuring all they can to leverage fab capacity to themselves. It means more guaranteed revenue right back into their pockets via valuation. The only thing that could be priced is Apple as a customer alone. Apple is a done deal I figured a lot of people in the know have heard about it last year. So market has probably priced that in to some degree already Apple is a done deal I figured a lot of"
X Link 2026-01-28T12:17Z [----] followers, 11K engagements
"The only time Jim Cramer will be right. $INTC I am thinking Apple and Nvidia wants some of that foundry space Intel's building. I am thinking Apple and Nvidia wants some of that foundry space Intel's building"
X Link 2026-01-28T17:01Z [----] followers, [----] engagements
"Dont forget this. $TSLA x $INTC is going to happen. Elon and Tesla need Intel 🤝 If Elon Musk and $TSLA Tesla want to fabricate world class AI chips in America and have it be truly American he needs to manufacture with $INTC Intel. My message to @elonmusk is this: $TSM isnt American (their Arizona fab does not hold US https://t.co/RCps0OnN0U Elon and Tesla need Intel 🤝 If Elon Musk and $TSLA Tesla want to fabricate world class AI chips in America and have it be truly American he needs to manufacture with $INTC Intel. My message to @elonmusk is this: $TSM isnt American (their Arizona fab does"
X Link 2026-01-29T00:17Z [----] followers, [----] engagements
"Elon needs $INTC. And frankly there is no way around $TSLA Tesla working with / securing capacity with Intel. Time is not Elons friend. He cannot build a node or a facility faster than he wants to turnaround new AI chips (e.g. AI7 AI8 etc. at a [--] month turnaround). Logic pays. Elon says chips are the binding constraint on $TSLA long-term growth. Even best-case supply from $TSM & $MU isnt enough pushing Tesla toward a domestic terafab https://t.co/4E5JmPjEzx Elon says chips are the binding constraint on $TSLA long-term growth. Even best-case supply from $TSM & $MU isnt enough pushing Tesla"
X Link 2026-01-29T04:12Z [----] followers, [----] engagements
"$INTC DARKPOOL ORDERS 1/28 $500M premium of darkpool orders just printed today at market close at $48.78. This is [--------] shares traded representing 10.34% avg volume. Below on 12/20 I highlighted $1.4B premium of darkpool orders at $36.82 (price at close). The stock ran up to $54. Last time $INTC had $500M+ of orders price traded at $20 and went on a run to $32. Prior to 12/20 the most premium traded ($690M) was at around $43.50 and stock peaked at this price down to $36.80. Second most premium traded in darkpool was at $35.80 ($366M) and went on to $44. $INTC DARKPOOL ORDERS $1.4B premium"
X Link 2026-01-29T04:24Z [----] followers, 19.6K engagements
"$INTC Bounced off 61.8% fib level. - currently trading above all MAs - momentum indicators trending up - likely retest on gap fill level to [--] by early next week if not tomorrow"
X Link 2026-01-29T18:13Z [----] followers, [----] engagements
"$INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order volumes on shares traded. Of note Intel also closed above the 8MA on back to back days at closing prices within $0.12. Might be on the move here 🚀 $INTC DARKPOOL ORDERS 1/28 $500M premium of darkpool orders just printed today at market close at $48.78. This is [--------] shares traded representing 10.34% avg volume. Below on"
X Link 2026-01-30T02:44Z [----] followers, 20.8K engagements
"$JPM solid move and likely a retest of ATH's coming in a month or [--] with some obvious volatility with market concerns of credit and fed risk Eyes on $JPM - Technicals indicating a massive rip higher - Respecting 200MA fib levels - retesting prior resistance levels in summer [----] - Momentum indicators oversodl (RSI / Williams) -- bullish divergence trending up on RSI - TTM squeeze pulling up indicating upward https://t.co/S31dTg8l5v Eyes on $JPM - Technicals indicating a massive rip higher - Respecting 200MA fib levels - retesting prior resistance levels in summer [----] - Momentum indicators"
X Link 2026-01-31T04:32Z [----] followers, [---] engagements
"$INTC Has traded with immense volatility since earnings (11/22) with multiple gap downs and gap ups through each trading day - but this has subsided with some price consolidation in the last [--] trading days (albeit with large intraday price action). The key thing to do here is zoom out. Below is the Monthly chart. On Daily Indicators: Momentum indicators are actually showing a bit of a test of the 20MA (downward trend on the RSI / Williams) - Likely going to see some level of consolidation in this area with major support on the blue line I have highlighted (6M Fib support) -- This is based"
X Link 2026-02-01T14:45Z [----] followers, 10K engagements
"Remember this $INTC NEWS: $INTC James Chew (VP of Government Technology) and Intel announced they were awarded a contract to be a performer under the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a https://t.co/JnRH2OeqjP NEWS: $INTC James Chew (VP of Government Technology) and Intel announced they were awarded a contract to be a performer under the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract"
X Link 2026-02-02T17:58Z [----] followers, [----] engagements
"The narrative is about to shift. $INTC is not just a CPU company. It is not just a Foundry. It is not just a robotics company. It is not just quantum researching company. Intel is also now a MEMORY company. The trade that will launch Intel into a core player of all things AI touches. BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY https://t.co/XcXAbPzNsi BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY https://t.co/XcXAbPzNsi"
X Link 2026-02-03T01:27Z [----] followers, 46.2K engagements
"$INTC now trades ABOVE the combined avg. price of Darkpool orders from late last week. Note that both days combined for a total premium of close to $1B. Very notable. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order https://t.co/6dDbltW0qx $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see"
X Link 2026-02-03T01:31Z [----] followers, [----] engagements
"The $INTC investment with SoftBank $STFBY piggy-backs off the below. NEWS: $INTC Intel partners with Sandia for advanced DRAM memory technology. Intel is stepping deeper into the memory market of the AI industry. The initiative is Government-backed through the Advanced Memory Technology (AMT) program which is a driving force in strengthening https://t.co/jjKuyvpRIG NEWS: $INTC Intel partners with Sandia for advanced DRAM memory technology. Intel is stepping deeper into the memory market of the AI industry. The initiative is Government-backed through the Advanced Memory Technology (AMT)"
X Link 2026-02-03T16:11Z [----] followers, [----] engagements
"$INTC Speaking at the $CSCO AI Summit Intel CEO Lip-Bu Tan stated that Intel plans to build GPUs and has hired an Executive to lead efforts. "I just hired the chief GPU architect and he's very good. I'm very delighted he joined me and it takes some persuasion" Tan said. https://twitter.com/i/web/status/2018757425151840352 https://twitter.com/i/web/status/2018757425151840352"
X Link 2026-02-03T18:44Z [----] followers, [----] engagements
"$INTC "A couple of customers came knocking on my door now - your 18A is doing well we want to be part of that" "When you see me starting to put money into substrates - it is a very important material - and secondly some of the capex on material I need to have and scaling it that means I have real customers" - Lip-Bu Tan CEO Intel regarding Intel Foundry efforts (at $CSCO AI Summit) https://twitter.com/i/web/status/2018761238348513647 https://twitter.com/i/web/status/2018761238348513647"
X Link 2026-02-03T18:59Z [----] followers, 12.1K engagements
"$SPX $INTC $MU $TSLA SIR"
X Link 2026-02-04T18:04Z [----] followers, [----] engagements
"$GOOGL ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Spending on Chips Memory and Fabrication. $AVGO $MU $SNDK and $INTC benefit. Google just saved the AI trade again. Making non-believers and bubble bursters eat their money and their words. Capex is not going anywhere. More. https://twitter.com/i/web/status/2019158105095848120 https://twitter.com/i/web/status/2019158105095848120"
X Link 2026-02-04T21:16Z [----] followers, [----] engagements
"Ambiguity continues and so does the geopolitical risk against $TSM. $INTC remains the sole domestic hedge. The U.S. continues the policy of neither confirming nor ruling out military defense of Taiwan if China attacks while opposing any unilateral change to the status quo (from either side). WHITE HOUSE OFFICIAL SAYS TAIWAN POLICY REMAINS UNCHANGED: CNA WHITE HOUSE OFFICIAL SAYS TAIWAN POLICY REMAINS UNCHANGED: CNA"
X Link 2026-02-05T02:39Z [----] followers, [----] engagements
"@Mr_Derivatives Normalize retrace"
X Link 2026-02-05T02:54Z [----] followers, [---] engagements
"Despite this selloff in the last [--] days no doubt in my mind that the narrative will not subside because this time the narrative truly impacts everything this AI trade stands for. $MU $SNDK Samsung and SK Hynik are all (for now) going to be operating at whatever gross margins they want because the demand is far greater than any chip shortage that this AI trade has undergone. It is starting become jokingly funny that hyperscalers are 1) increasing capex (i.e. $GOOGL yesterday) 2) $NVDA (and others) are telling you there is a clear shortage in supply 3) $MU is rushing to build memory fabs with"
X Link 2026-02-05T14:16Z [----] followers, [---] engagements
"$MU $SNDK Counterpoint Research: Memory prices have surged 80%-90% quarter-over-quarter in Q1 [----] driven by steep gains in server DRAM and rising NAND and HBM3e costs according to Counterpoint Research. Server-grade 64GB RDIMM prices jumped from $450 in Q4 [----] to over $900 potentially exceeding $1000 next quarter. Rising component costs are forcing OEMs to adjust procurement or focus on premium products. Smartphone makers are cutting DRAM content or switching to cost-effective SSDs with demand shifting from LPDDR4 to LPDDR5. DRAM profitability is hitting record highs with operating margins"
X Link 2026-02-05T14:40Z [----] followers, [---] engagements
"@RichieRiiicch @QuantKaz @BullSharkCharts @MapleStax @dafster17 @TheRealNasa00 @unsullied713 @TLAMB91 @ChartsRUs0 @MntlmrktsChaz @Alex_Intel_ @AIStockSavvy @CorleoneDon77 👑 thank you sire"
X Link 2026-02-05T17:28Z [----] followers, [---] engagements
"Rate cut odds higher = risk on. FED CUT ODDS RISE AS JOB DATA WEAKENS Weaker U.S. labor data is boosting expectations for a Fed rate cut. Jobless claims rose layoffs surged and job openings fell signaling a softening labor market. FED CUT ODDS RISE AS JOB DATA WEAKENS Weaker U.S. labor data is boosting expectations for a Fed rate cut. Jobless claims rose layoffs surged and job openings fell signaling a softening labor market"
X Link 2026-02-05T19:24Z [----] followers, [---] engagements
"High CapEx = Good for $GOOGL High CapEx = Bad for $AMZN High CapEx from both = Bad for the beneficiaries of the Capex $INTC $AMD $NVDA & Data Centers. Rewarding one versus the other is pure manipulation. *AMAZON SINKS 11% ON HIGHER-THAN-EXPECTED [----] CAPEX FORECAST *AMAZON SINKS 11% ON HIGHER-THAN-EXPECTED [----] CAPEX FORECAST"
X Link 2026-02-05T21:25Z [----] followers, [----] engagements
"This could be the greatest bear trap of all time. One thing is for certain: Trump will not sit back and watch the market continue to tank - I can guarantee it. If he sees that this is his way to reverse sentiment on risk assets he will certainly withdraw his unofficial nomination of Warsh. I am 99% sure that one of [--] things will happen: [--]. Warsh is nudged by the admin to make some very dovish statements about rates and QE. [--]. Warsh is not the real nominee. It will be someone else who is better for the market. Trump will certainly push the narrative into midterms that the economy (aka the"
X Link 2026-02-06T03:18Z [----] followers, [----] engagements
"@Alex_Intel_ @awakenowzone The one possibility I see here is take equity stake in Intel to help fund. AI7 will be Intel fabd if he genuinely believes in domestic manufacturing and we know 14A is in full focus here. If fully subscribed it provides LBT with the roadmap"
X Link 2026-02-06T11:01Z [----] followers, [--] engagements
"Hyperscaler CapEx hits record highs. $MSFT $GOOGL $META $AMZN Whether the market likes it for the spenders or not one thing is certain: the companies that are on the receiving end of that spend should unequivocally be beneficiaries and their securities rewarded. Prioritized spend - Chips: $NVDA $INTC $AMD Fabs: $TSM $INTC Memory: $MU $SNDK https://twitter.com/i/web/status/2019748611538534838 https://twitter.com/i/web/status/2019748611538534838"
X Link 2026-02-06T12:22Z [----] followers, [---] engagements
"You think its an accident. I think its alpha. $INTC BREAKING: President Trump says $AAPL Apple has invested in Intel. About the $INTC Intel investment he says: They did a great deal for themselves because their stock has gone up. As soon as we (US Government) went in $AAPL Apple went in $NVDA Nvidia went in. A lot of smart https://t.co/0Y3BwaNwme BREAKING: President Trump says $AAPL Apple has invested in Intel. About the $INTC Intel investment he says: They did a great deal for themselves because their stock has gone up. As soon as we (US Government) went in $AAPL Apple went in $NVDA Nvidia"
X Link 2026-02-06T18:55Z [----] followers, [----] engagements
"Investing / trading is not a batting average game it is an isolated power game. I can be wrong 49% of the time and right 51% of the time. All it is that matters is ultimately how much I make when I am right versus how much I lose when I am wrong. This is why conviction matters. How convicted are you What are you convicted in"
X Link 2026-02-08T02:37Z [----] followers, [----] engagements
"@Mr_Derivatives you have a ton of puts on clearly - it's like every other post calling for a breakdown"
X Link 2026-02-08T02:55Z [----] followers, [---] engagements
"$MU Seeing more FUD recently than I have seen in a long while. Thanks for another great entry point prior to earnings. Fear and doubt mixed with clear refutable evidence is absolutely the best entry"
X Link 2026-02-09T13:28Z [----] followers, [----] engagements
"$INTC Panther Lake wins the battery comp A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core Ultra Series [--] https://t.co/AOrYQULtqH A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core Ultra"
X Link 2026-02-09T15:39Z [----] followers, [----] engagements
"@Mojo_flyin They cant even do 5% Everything is made in Taiwan and sent over for a ribbon cutting ceremony basically The day the market realizes this Intel will be cease to be a CPU company completely in the eyes of the narratives"
X Link 2026-02-09T16:44Z [----] followers, [---] engagements
"@EdwardKens50830 @Mojo_flyin Edward he means the US manufacturing of chips will be single digit share. Read"
X Link 2026-02-09T17:37Z [----] followers, [--] engagements
"Deloitte predicts that generative AI chips will approach US$500 billion in revenue in [----] or roughly half of global chip sales. Further $AMD CEO Lisa Su has raised her estimate for the total addressable market of AI accelerator chips for data centers to US$1 trillion by [----]. In [----] an estimated [----] trillion chips were sold at an average selling price of US$0.74 per chip. At a rough estimate although gen AI chips are likely to account for about 50% of industry revenues in [----] they are less than [--] million chips or roughly 0.2% of total volume. Even though global chip revenues in [----] are"
X Link 2026-02-09T18:04Z [----] followers, [---] engagements
"Source: https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html"
X Link 2026-02-09T18:05Z [----] followers, [---] engagements
"$INTC Lunar Lake Construction built with Intel Foundry advanced packaging. The construction package includes Memory compute platform controller filter base and Foveros (exclusive to Intel). Foveros: 3D die-stacking solution that enables vertical integration of heterogeneous chiplets using face-to-face hybrid bonding through-silicon vias and microbumps (or direct copper-to-copper bonding in variants like Foveros Direct). https://twitter.com/i/web/status/2020946510301548559 https://twitter.com/i/web/status/2020946510301548559"
X Link 2026-02-09T19:42Z [----] followers, [----] engagements
"$INTC has that look. $INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off the https://t.co/8yLzeUDyhj $INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off"
X Link 2026-02-09T19:58Z [----] followers, [----] engagements
"wow $TSM unlimited capacity i too reportedly believe TSMC can do everything everywhere all at once TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node. TSMCs $TSM 2nm capacity is reportedly almost fully booked with Apple $AAPL said to take more than half of capacity this year while GPUs and ASICs from AMD $AMD Google $GOOG and Amazon $AMZN are expected to ramp in [----] on the node"
X Link 2026-02-09T20:03Z [----] followers, [----] engagements
"$INTC What I really enjoy about being heavily bullish Intel is that practically there is no media outlet / no FinX influencer who genuinely even cares for Intel or the narrative. Banks upgrade: ignored. Foundry wins: ignored. Customer wins: ignored. Panther Lake win: ignored. Roadmap strong: ignored. Hiring the best engineers: ignored. Hiring $TSM's ex-Senior VP: ignored. Meanwhile the stock is $50 and is about to rip higher soon and the company is silently executing. The only people who care are those of us who understand the story and the execution. What it tells me is this: - The retail"
X Link 2026-02-09T20:14Z [----] followers, [----] engagements
"$INTC Now extremely strong above this level. 🚀 $INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in dark pools https://t.co/IZmnCKvHZo $INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in"
X Link 2026-02-09T20:20Z [----] followers, [----] engagements
"The picture that the EU posted below is a [--] year old $INTC CPU We've launched our largest Chips Act pilot line: NanoIC. With a total investment of [---] billion NanoIC will accelerate the development of next-generation semiconductor technology essential for AI development autonomous vehicles healthcare and 6G mobile technology. https://t.co/7cOCbXYmnz We've launched our largest Chips Act pilot line: NanoIC. With a total investment of [---] billion NanoIC will accelerate the development of next-generation semiconductor technology essential for AI development autonomous vehicles healthcare and 6G"
X Link 2026-02-09T21:25Z [----] followers, [----] engagements
"@EdwardKens50830 You are an odd guy Eddie. Your entire profile is just negative / bearish commentary on everything Please kindly gtfo my page"
X Link 2026-02-09T21:49Z [----] followers, [---] engagements
"Just remember there are people like this guy. Dont listen to people like this guy. $INTC traded at $36 at this time. Intel is now up +38% since. He took time out of his Christmas Day just to post this. @imnotharsh @chernandburn Your portfolio is gonna get crushed. Intel is trash @imnotharsh @chernandburn Your portfolio is gonna get crushed. Intel is trash"
X Link 2026-02-10T01:08Z [----] followers, [----] engagements
"$INTC Alienware's CES [----] laptop updates (e.g. Area-51 and Aurora refreshes) adopted Intel's Arrow Lake-based Core Ultra 200HX series processors Alienware consistently produces well-rated laptops and desktops. They're highly configurable and perform better than most. Honored to be named one of The best Tech Brands for [----] by @PCMag. https://t.co/M9joRdWKSL Alienware consistently produces well-rated laptops and desktops. They're highly configurable and perform better than most. Honored to be named one of The best Tech Brands for [----] by @PCMag. https://t.co/M9joRdWKSL"
X Link 2026-02-10T03:39Z [----] followers, [----] engagements
"https://www.digitimes.com/news/a20260206VL213/intel-amd-qualcomm-ai-pc-europe.html https://www.digitimes.com/news/a20260206VL213/intel-amd-qualcomm-ai-pc-europe.html"
X Link 2026-02-10T18:59Z [----] followers, [---] engagements
"The beneficiaries are the fabs. Advanced packaging is an overlooked critical supply constraint now. The forgotten bottleneck. $TSM $INTC Samsung all win. This isnt one size fits all. UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of"
X Link 2026-02-10T19:05Z [----] followers, [----] engagements
"$INTC Intel is winning silently"
X Link 2026-02-06T17:26Z [----] followers, 11.5K engagements
"AI is not going to disrupt industries and companies overnight and it wont happen in [--] years either. I have been working with the top firms in the Banking sector for a long time. In consulting we would win engagements where the client wanted future state operating models which automated their processes. Example: It took one firms resources [--] months to implement and document a process which automated a Monthly upload of a SteerCo deck to SharePoint. It took them [--] year to move manual extracts of sensitive data into a managed cloud storage solution because data would be overwritten often. Legacy"
X Link 2026-02-13T12:23Z [----] followers, [---] engagements
"$INTC Behaving like it is waiting for some catalyst / news to come out to push out of the squeeze it's creating. Basing out with clear buying pressure to the upside. We are going to see a violent upswing here - BB squeezing - strong bounce on the mid at $48.20 - Strong off the 20MA and not budging from the 78.6% retrace - Bullish RSI divergence off avg - Momentum indicators showing uptrend - Want volume firing in the next couple of days here https://twitter.com/i/web/status/2020899141648605660 https://twitter.com/i/web/status/2020899141648605660"
X Link 2026-02-09T16:34Z [----] followers, [----] engagements
"$INTC Weekly chart looking enticing - uptrend intact and looking to breakout of a [--] year resistance price of $51.20. The last [--] weeks Intel hard rejected this level but continues its fight upwards with buyers stepping in when it matters most. Eyes on this combined with massive call buying volume over the last [--] weeks and darkpool orders above $1B. The 50MA just crossed over the 200MA forming a weekly golden cross. We know what happens when that is the case: fireworks Shows me that Intel is entering a long-term bull market and complete trend reversal to the upside confirmed by the high trading"
X Link 2026-02-12T03:47Z [----] followers, [----] engagements
"The market has always been a react first environment. Although I despise being on the end of a drawdown and fundamentally believe its overtly wrong sentiment I also understand I cannot complain when companies also get benefit of the doubt when they go up. The drawdown on AI fears and SaaS companies getting a nail to the head (like $MSFT $ADBE $CRM) to me is overreaction and flawed understanding of what the businesses do. Think Quantum stocks like $RGTI $IONQ not even [--] or [--] (ha) months ago. They were catching a bid because the narrative was that it is closer than we believe that Quantum"
X Link 2026-02-13T13:16Z [----] followers, [---] engagements
"@DeepValueBagger Brilliant read this"
X Link 2026-02-12T02:22Z [----] followers, [---] engagements
"Bears are just morons disguised as smart money. Dumb money is the new smart money. Bears said: AI is a scam and a bubble Then Hyperscalers not spending money so it must be a bubble Then Hyperscalers spending too much cash Then AI is not useful. Its only a chatbot Then AI is so useful its going to kill SaaS companies Then We must value Costco and Walmart at 50x earnings multiples because they cant be disrupted by AI Then Claude is good but one of the largest stakeholders of Anthropic doesnt benefit at all Then Hyperscalers spending a lot but even the companies getting the money wont benefit"
X Link 2026-02-13T02:38Z [----] followers, [---] engagements
"@Mojo_flyin Wish they would start using their main page to highlight these partnerships. Intel Business is great and all but besides people like us who care about Intel masses will not see it"
X Link 2026-02-13T11:39Z [----] followers, [---] engagements
"@DueCalligrapher Great read Overlooked and misunderstood narrative Eventually the market will get it"
X Link 2026-02-13T21:42Z [----] followers, [--] engagements
"The $ARM x $INTC foundry deal that could happen. 🤝 The deal that may be happening thanks to SoftBank $SFTBY CEO Masayoshi Son's AI chip strategy challenges as he aims for dominance in ASI platforms through investments in chips and data centers. This revives past rumors amid the AI hardware surge. OpenAI Partnership Angle: - Arm is collaborating with OpenAI on a custom CPU to complement its $AVGO-developed AI accelerator. While not confirmed on Intel's 14A node such a deal is plausible given Intel's Arm architecture license ongoing multi-generation SoC collaboration and SoftBank's $2B Intel"
X Link 2025-11-06T04:24Z [----] followers, [----] engagements
"$INTC HSBC Upgrades $INTC to Hold from Reduce Raises PT to $50 from $26. Analyst Frank Lees comments: "We had been cautious on Intel mainly given overall uncertainty on the customer pipeline and execution headwinds in its foundry business while the core business was also lacking visibility on growth drivers. However we now turn more positive as we expect traditional servers (DCAI) to get back on a growth trajectory. We expect there is an overwhelmingly increasing demand for server CPUs driven by rising agentic AI. We expect FY26E server shipments to grow 15%20% year-over-year (vs. Street"
X Link 2026-01-20T12:28Z [----] followers, [----] engagements
"$INTC Intels Panther Lake Chip Is Its Biggest Win in Years https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/ https://www.wired.com/story/intel-panther-lake-core-ultra-series-3-review/"
X Link 2026-01-26T16:39Z [----] followers, [----] engagements
"$INTC Intel CFO David Zinsner purchases $250k worth of shares at $42.50 / share"
X Link 2026-01-28T01:07Z [----] followers, [----] engagements
"$INTC Intel is about to have its $MU Micron moment and it is fundamentally sound bullish theory on [--] fronts: [--]. The CPU shortage is real and Intel themselves confirmed that their issue is not demand (they have immense demand) it is supply. - When their supply constraints on execution are resolved rather quickly (Q2) margins will greatly improve for the books (18A shipped Panther Lake) [--]. Rising demand for cost effective margin improving chips is also real. Hyperscalers and other customers are and will continue looking for ways to scale models that provide TCO improvements while not"
X Link 2026-01-28T04:37Z [----] followers, 11.5K engagements
"$INTC Intel which now counts the U.S. government as its largest shareholder saidon Tuesday that it will match the Trump administrations $1000 payout for children of eligible U.S. employees. The matching funds which is a benefit for Intel staff mark the latest sign of a close working relationship between the Trump administration and Intel after the government took a 10% stake in the chipmaker last year through an $8.9 billion investment. https://twitter.com/i/web/status/2016467275067314633 https://twitter.com/i/web/status/2016467275067314633"
X Link 2026-01-28T11:03Z [----] followers, [----] engagements
"Wonder who else was buying $ASML products this last quarter Surely not $INTC Intel right 😏 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T12:19Z [----] followers, [----] engagements
""Meeting rising demand for capacity supply assurance and advanced packaging". This is $INTC Intel's official Foundry page. This is a company with customers and important ones at that. Execution and delivery on secured capacity. Intel Foundrys path lies in meeting rising demand for capacity supply assurance and advanced packagingespecially for AI accelerators and server-class compute where reliability and flexibility matter most. Read more from @BenBajarin: https://t.co/7xDvxhJiA2 #IntelFoundry https://t.co/7604taQNz7 Intel Foundrys path lies in meeting rising demand for capacity supply"
X Link 2026-01-29T18:15Z [----] followers, [----] engagements
"NEWS: $INTC Intel will be showcasing 18A node at Gomactech Convention highlighting Foundry use-cases for the US Government Aerospace and Defense. The event will highlight Intel Foundry as the most advanced semiconductor process ever developed & manufactured in the US. Multiple sessions will be held including: [--]. Scalable Multi-Die Design for Aerospace & Government Using UCIe IP on Intel 18A [--]. Efficient Implementation and Sign-Off Methodology for ASIC Design in Intel 18A Technology [--]. Towards Low-Power 4um Pixel Pitch Digital ROIC Imagers using Intel 18A Technology Intel will be joined by"
X Link 2026-02-02T19:17Z [----] followers, [----] engagements
"$INTC Intel CEO Lip-Bu Tan will be speaking at $CSCO Ciscos AI Summit tomorrow 2/3. President & Chief Product Officer of Cisco Jeetu Patel will be joined first by Sam Altman of OpenAI $MSFT followed by Lip-Bu Tan Dr. Fei-Fei Li Jensen Huang $NVDA among others (Anthropic HUMAIN $AMZN AWS and $GOOGL.) https://twitter.com/i/web/status/2018462956288147665 https://twitter.com/i/web/status/2018462956288147665"
X Link 2026-02-02T23:14Z [----] followers, [----] engagements
"Link here: https://www.ciscoaisummit.com/ai-virtual-summit.htmlccid=cc009007&dtid=psexsp001647&utm_medium=cpc&utm_source=google&campaign=cisco-ai-summit&gclsrc=aw.ds&gad_source=1&gad_campaignid=23464310531&gclid=CjwKCAiAs4HMBhBJEiwACrfNZUjAT7QPGKJkOUnO4F3UCweGxFFRWQyXn7MivmQtSm9NESGo2BsRdhoCJKwQAvD_BwE https://www.ciscoaisummit.com/ai-virtual-summit.htmlccid=cc009007&dtid=psexsp001647&utm_medium=cpc&utm_source=google&campaign=cisco-ai-summit&gclsrc=aw.ds&gad_source=1&gad_campaignid=23464310531&gclid=CjwKCAiAs4HMBhBJEiwACrfNZUjAT7QPGKJkOUnO4F3UCweGxFFRWQyXn7MivmQtSm9NESGo2BsRdhoCJKwQAvD_BwE"
X Link 2026-02-02T23:14Z [----] followers, [---] engagements
"BREAKING: $SFTBY SOFTBANK AND $INTC INTEL SIGN PACT ON NEXT GEN MEMORY TECHNOLOGY"
X Link 2026-02-03T01:20Z [----] followers, 27.2K engagements
"2 things are certain: [--]. Memory is this year's theme. $MU $SNDK $WDC [--]. $INTC Intel is about to make comebacks in both its product roadmap and on Foundry efforts with retail and institutions buying the narrative. The market believes Demand will prove the growth is real"
X Link 2026-02-03T19:07Z [----] followers, [----] engagements
"$INTC DARKPOOL ORDERS 2/3 Another +$300M premium at $49.25. 👀 5.9M volume representing 5% avg volume. Intel maintained a significant relative strength advantage compared to the overall market today. Intel now trades above the initial $1B premium traded in dark pools last week. Levels tell a story. The last time this much dark pool activity occurred for Intel $NVDA announced stake in the company and the stock ran to $54. We are looking at the next leg up likely. Watch the levels. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very"
X Link 2026-02-04T02:13Z [----] followers, [----] engagements
"NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere while managing everything through a consistent control plane. Cisco UCS brings enterprise-grade hardware and lifecycle management tools that simplify deployment and operations. From zero-touch provisioning to centralized visibility IT can scale infrastructure efficiently without adding management overhead. Finally Intel Xeon 6"
X Link 2026-02-04T20:38Z [----] followers, [----] engagements
"$NTNX Nutanix up 5% today. NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere while https://t.co/8VR6youwLv NEWS: $INTC Intel $NTNX Nutanix and $CSCO Cisco have announced a partnership to work together to develop hybrid multicloud solutions. The Nutanix Cloud Platform solution provides a unified hybrid cloud operating model enabling IT teams to run and move workloads anywhere"
X Link 2026-02-04T20:39Z [----] followers, [----] engagements
"$INTC Intel Capital posted the following in the Quantum layers / stack. https://www.youtube.com/watchv=mm_4KgowoAA $INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory isnt gone and is still being worked on - this time in the shadows. A player in this space that no one considers is Intel. Intel https://t.co/4BkIzVUlQJ https://www.youtube.com/watchv=mm_4KgowoAA $INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory"
X Link 2026-02-04T22:28Z [----] followers, [----] engagements
"$INTC Intels Enterprise Edge Literally. Intels superior architectural integration encompassing CPUs GPUs high-speed networking fabrics and coherent shared memory confers a distinct advantage in enterprise-grade AI inference hybrid cloud deployments and regulated or strictly on-premises environments. Priorities revolve around total cost of ownership (TCO) predictable operational complexity regulatory compliance and streamlined management rather than raw peak throughput or bleeding-edge performance. This cohesive systems-level optimization delivers enhanced efficiency reduced data-movement"
X Link 2026-02-05T02:03Z [----] followers, [----] engagements
"$INTC STRONG this morning. Now trading above avg darkpool orders of +$1.3B in the last week"
X Link 2026-02-05T14:43Z [----] followers, [----] engagements
"NEWS: $INTC Intel Foundry researchers demonstrated next-generation MIM capacitor materials delivering nearly 3x the capacitance of todays solutions without added manufacturing complexity. In the era of AI and HPC chip performance directly depends on how efficiently we power it. Intel Foundry has just presented a solution to this problem. Intel Foundry customers stand to gain a significant advantage from the companys engineers development of next-generation MIM capacitors with unique characteristics. These capacitors boast a 3x capacity with a charge density that has nearly tripled compared to"
X Link 2026-02-05T18:38Z [----] followers, [----] engagements
"$INTC Intel recently held the "Intel Connection Japan 2026" an event themed "Connecting Technology and Business to Advance Society" at Toranomon Hills in Tokyo. The event showcased the company's AI-powered products and solutions. The event focused on the "shining future with the latest AI PC" featuring the Intel Core Ultra series processors manufactured with 18A node architecture. Intel stated at the event regarding 18A and 14A customer roadmaps: In its foundry business the company is not only expanding mass production of its latest 18A process but is also quickly and effectively developing"
X Link 2026-02-06T11:16Z [----] followers, [----] engagements
"🚨 BREAKING: $INTC Intel is raising prices for its server processors by 10% due to server CPU supply shortages and increasing demand. China accounts for over 20% of its total revenue and controls a majority of the Chinese market in this segment with major customers like $BABA Alibaba. https://twitter.com/i/web/status/2019732061196525952 https://twitter.com/i/web/status/2019732061196525952"
X Link 2026-02-06T11:17Z [----] followers, 14.1K engagements
"$INTC This breakout is about to happen now. Book it. The [--] year comeback to All Time High's: $INTC Intel When narrative technicals and earnings converge the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must pay attention to. When https://t.co/Z2b7bJUXDZ The [--] year comeback to All Time High's: $INTC Intel When narrative technicals and earnings converge the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must"
X Link 2026-02-06T16:37Z [----] followers, [----] engagements
"$INTC Intel: Remembering Memory - an article - 👇 Intel has historically navigated complex dynamics within the semiconductor memory market marked by periods of innovation strategic exits and recent re-engagement through partnerships and technological advancements. This thesis examines how Intel can revitalize its memory operations and emerge as a prominent player particularly in the context of AI and high-performance computing (HPC) demands. Intels engagement with memory technologies has been marked by ambition and adversity. In the early decades the company pioneered dynamic random access"
X Link 2026-02-07T16:35Z [----] followers, 22.1K engagements
"@sedonatvcom $MBLY by far most understated play in the autonomy theme and considering how involved Intel is it's pure alpha"
X Link 2026-02-07T16:44Z [----] followers, [---] engagements
"@PbNmlGfEgQVHywE When banks and trading desks come out with this sort of sentiment usually marks a good time to be contrarian All of FinX is bearish im bullish"
X Link 2026-02-08T19:17Z [----] followers, [--] engagements
"$INTC Intel has partnered with the US Department Of Energy (DOE) for the "Genesis Mission" This program aims to accelerate scientific discovery through artificial intelligence by integrating DOE's supercomputing resources vast scientific datasets and advanced instruments across its [--] national laboratories. Intel is among the key private-sector participants formally engaged in the Genesis Mission. The DOE announced agreements with [--] organizations to advance the program explicitly including Intel alongside entities such as $AMZN AWS IBM $ORCL Oracle OpenAI $MSFT Microsoft $GOOGL Google and"
X Link 2026-02-09T16:56Z [----] followers, [----] engagements
"$INTC Intel is a Memory company now. Lunar Lake provides integrated memory on package. Intel Core Ultra 200V series architecture provides automatic memory. - Up to 40% data movement power reduction (PHY). - New 8MB Memory side cache Efficiently feeding memory hungry IPs - Up to 32GB on memory package. https://twitter.com/i/web/status/2020945914450374825 https://twitter.com/i/web/status/2020945914450374825"
X Link 2026-02-09T19:40Z [----] followers, [----] engagements
"$INTC Dips 0.69% today Me:"
X Link 2026-02-10T01:05Z [----] followers, [----] engagements
"$INTC x $NVDA is going to do wonders. Dont forget that Nvidia has equity stake in Intel. Nvidia and Jensen Huang already told you that they are going to be a major customer of Intel server CPUs. In the future we will buy x86 CPUs from Intel and we would fuse it with NVLink into our rack-scale system. https://twitter.com/i/web/status/2021030203556782124 https://twitter.com/i/web/status/2021030203556782124"
X Link 2026-02-10T01:15Z [----] followers, [----] engagements
"$NOK Nokia x $INTC Intel Partner for 5G Core Deployments Ongoing collaboration by Nokia and Intel optimizes the solution stack for 5G core deployments to deliver dramatic CapEx and OpEx savings. Communication service providers (CSPs) can differentiate themselves in the next several years by more cost-effectively handling massive and growing traffic volumes. Infrastructure designs must optimize equipment expense and prioritize energy efficiency as well as throughput. At the same time CSPs must deploy more compute resources within hard per-rack limits on power capacity. These efforts also align"
X Link 2026-02-10T01:26Z [----] followers, [----] engagements
"@GelsingerINTC And a Foundry and GPU maker and Robotics / Autonomy company and Quantum investor / researching company"
X Link 2026-02-10T01:27Z [----] followers, [---] engagements
"$INTC CEO Lip-Bu Tan: From the compute side customers are all crying for more products and I did not prepare the production enough to meet their requirements. And so I think people are starting to find out that in application CPU is actually more useful in terms of performance for all the compute requirement. And a friend of mine mentioned that Moore's Law it used to double every three to four years and now it's like three or four months. And so the pace of compute is increasing so much. . Almost every CEO calls me up and says "Lip-Bu can I have more" From last week at $CSCO AI Summit"
X Link 2026-02-10T03:06Z [----] followers, [----] engagements
"SemiAnalysis: CPUs are relevant again No they never were irrelevant. CPUs are more important now - more than ever - because TCO matters to customers. $INTC is supply constrained and that does not mean they are demand constrained. Intel CFO Zinsner on Q4 [--] Earnings: Revenue would have been meaningfully higher if we had more supply. While the market continues to benefit from more power-efficient CPUs stimulating a refresh cycle all indicators point to the growing and essential role CPUs will play within hyperscale and enterprise AI data centers as inference-driven AI usage expands."
X Link 2026-02-10T03:34Z [----] followers, [----] engagements
"@nojf78 Please see my latest post. MediaTek has had a relationship with Intel since [----]. Which is why"
X Link 2026-02-10T14:30Z [----] followers, [--] engagements
"$INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to see darkpool volume of this size on back to back days. In fact it has never happened for Intel. Today during market hours Intel saw high order https://t.co/6dDbltW0qx $INTC DARKPOOL ORDERS 1/29 Another +$400M premium at $48.65. 👀 9.8M volume representing 8.68% avg volume. Very interesting to"
X Link 2026-02-10T15:17Z [----] followers, 10.6K engagements
"$GOOGL Distinguished Engineer on $INTC partnership on Google Cloud: "Our deep collaboration with Intel allows us to battle-test and strengthen the security of foundational technologies that power Confidential Computing. By proactively identifying vulnerabilities in critical features like Live Migration and TD Partitioning using advanced AI tools like Gemini we are helping to raise the security bar for the entire ecosystem." - Andrs Lagar-Cavilla Distinguished Engineer Google Cloud https://twitter.com/i/web/status/2021290853168185500 https://twitter.com/i/web/status/2021290853168185500"
X Link 2026-02-10T18:31Z [----] followers, [----] engagements
"$INTC is not purchasing High NA EUV from $ASML unless they have a reason to do so: Customer roadmap. Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb #IntelFoundry #Semiconductors @ASMLcompany https://t.co/oXnxUCb09X Breakthrough research is only valuable if it can scale. Intel Foundry is advancing High-NA EUV and next-gen transistor innovation into manufacturable platforms for the AI era. Learn more: https://t.co/fiBMXzYchb"
X Link 2026-02-10T19:06Z [----] followers, [----] engagements
"Need to update this $INTC case for FY27 $INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This growth https://t.co/8GW8AyLoNL $INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This"
X Link 2026-02-10T20:09Z [----] followers, [----] engagements
"Meanwhile his biggest holding $INTC: TRUMP ON STOCK MARKET GAINS: WE'VE HAD A VERY GOOD RUN WANT TO KEEP IT GOING TRUMP ON STOCK MARKET GAINS: WE'VE HAD A VERY GOOD RUN WANT TO KEEP IT GOING"
X Link 2026-02-10T23:22Z [----] followers, [----] engagements
"$INTC I hope people know I am only kidding Doing just fine: Meanwhile his biggest holding $INTC: https://t.co/g5loiL7PtA Meanwhile his biggest holding $INTC: https://t.co/g5loiL7PtA"
X Link 2026-02-11T00:39Z [----] followers, [----] engagements
"@mark_martini_ I am suggesting that they are purchasing ASML High NA EUV machines but only doing so because they have customers. LBT told everyone that would be the case"
X Link 2026-02-11T00:42Z [----] followers, [--] engagements
"Wedbush Securities: $INTC potentially investing at least $100M into SambaNova Systems should help the semiconductor giant's artificial intelligence ambitions. In our view for a significant period of time SambaNova appeared to trail a number of its early AI silicon peers (Groq etc.) but with AI demand continuing to lift analyst Matt Bryson wrote in a note to clients. The value of AI design talent is increasing; and not all custom ASIC efforts progressing as planned (highlighting the inherent difficulties in designing and building an AI processor) it makes sense to us that SambaNova's perceived"
X Link 2026-02-11T02:13Z [----] followers, [----] engagements
"https://seekingalpha.com/news/4549425-intel-investing-at-least-100m-into-sambanova-should-help-ai-push-wedbush https://seekingalpha.com/news/4549425-intel-investing-at-least-100m-into-sambanova-should-help-ai-push-wedbush"
X Link 2026-02-11T02:14Z [----] followers, [---] engagements
"$AVGO UBS Buy / $475 PT: Expect C2027E EPS $18. As LLM developers push their custom ASIC roadmaps more aggressively many have turned to TPU as an intermediate alternative to GPU and we believe demand is accelerating significantly. Following a series of supply chain work we have refined our bottom-up custom ASIC model and now see AVGO shipping 5MM TPU units in C2027E (versus 3.7MM in C2026E) of which a little more than half will be v7 (Ironwood) before v&ax (Sunfish) becomes the majority of shipments in C2028E. Both of these are N3 based where we believe AVGO is able to meet upside with strong"
X Link 2026-02-11T02:23Z [----] followers, [---] engagements
"Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. $INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. https://t.co/LMIM1I6R0f $INTC Continues a retest of this $48.65 level and buyers continue to step in. Eyes on this level. Intel also tagged the 20MA and holding up so far. Looking for far more strength. https://t.co/LMIM1I6R0f"
X Link 2026-02-11T14:50Z [----] followers, [----] engagements
"The manipulation continues. Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5 Despite 6% heavy drawdown yesterday $INTC reclaimed the level in quick time. https://t.co/vPqyGW3qy5"
X Link 2026-02-11T15:35Z [----] followers, [----] engagements
"@Chahal_99 It is. High beta names going down 5% intraday from highs it is a manipulated market"
X Link 2026-02-11T16:03Z [----] followers, [--] engagements
"Hilarious back to back posts here on Jobs report. Weakest hiring year outside a recession since [----] Bessent: FANTASTIC"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements
"When something is clearly undervalued its important to take notice. Retail is smart money. JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors"
X Link 2026-02-11T22:35Z [----] followers, [---] engagements
"My current portfolio includes: $INTC $TSLA $AMZN $MU $LEU $BX $MS Anything I should add Anything I should remove"
X Link 2026-02-12T02:24Z [----] followers, [----] engagements
"@PbNmlGfEgQVHywE Why PGY"
X Link 2026-02-12T02:58Z [----] followers, [---] engagements
"@mtrader_Nick Why PGY Any thesis"
X Link 2026-02-12T02:58Z [----] followers, [---] engagements
"@James_S2908 Long term hold"
X Link 2026-02-12T03:00Z [----] followers, [---] engagements
"How will the market / stock react if either of $GOOGL $META $MSFT or $AMZN come out to say they will be reducing CapEx They used to be celebrated and are now punished for the spend with fair assessment asking for ROI. If they reduce the guide on spend does the market fear that the ROI is clearly not there Or do they celebrate the removal of short-term agony on balance sheet I wonder I wonder. https://twitter.com/i/web/status/2021786009315250224 https://twitter.com/i/web/status/2021786009315250224"
X Link 2026-02-12T03:18Z [----] followers, [---] engagements
"This is such an odd sentiment I occasionally see on this app. The rodeos that young people have been on in just the last [--] years have included COVID collapse a [----] bear market Tariff collapse the most volatile market of all time and for all the "all time high" talk the $SPX is only up half a percent since the end of October. younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr younger guys have never seen a real rodeo https://t.co/yIpc2Mr6kr"
X Link 2026-02-12T03:28Z [----] followers, [----] engagements
"not a major position for me but volatile enough that a convergence of narrative can help boost its value in the energy play likely have to let it play out versus selling for a loss alwyas good to have a speculative asset though everything is truly speculative if you think about it https://twitter.com/i/web/status/2021790922451669018 https://twitter.com/i/web/status/2021790922451669018"
X Link 2026-02-12T03:38Z [----] followers, [--] engagements
"$MSFT OpenAI is reportedly focused on companies building chips with large amounts of memory embedded in the same piece of silicon as the rest of the chip called SRAM. Guess who builds integrated SRAM $INTC Intel focuses on integrated SRAM in its own chips and advanced process demos (e.g. 18A node). Intel integrates SRAM as on-die cache in its CPUs: - L1 cache (per core): fastest speed-optimized SRAM (e.g. 32-48 KB data + instruction). - L2 cache: larger per-core or clustered (e.g. 1-2+ MB per core/cluster). - L3 cache (LLC): shared across cores largest SRAM block (tens of MB in modern chips"
X Link 2026-02-02T22:53Z [----] followers, [----] engagements
"The $INTC x $AMD Partnership Thesis🤝 Why it makes sense: With $TSM strained by Jensen demanding more capacity during his current Taiwan tour $AMD's rumored talks with Intel Foundry Services (IFS) could secure domestic-priority production (in the US) for its OpenAI deal benefiting both competitors amid AI demand. Why it can happen: - TSM's Capacity Crunch: Customers like $NVDA refuse to stop begging for capacity because they simply cannot (stop begging). Demand is high. $TSLA is gaining priority on 3nm wafers as well leaving AMD short. TSMC's ramping to 160K/month for Blackwell. IFS offers"
X Link 2025-11-09T21:00Z [----] followers, 22.4K engagements
"In AI CPU Segment: $INTC Intel has now regained the top position followed by $AMD with $QCOM Qualcomm ranking third. AI PCs in Europe are undergoing a rapid reshuffle with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise adoption. Intel remains the dominant CPU supplier across the broader PC market but the past two to three years have seen AMD steadily increase its share particularly in the commercial segment. The dynamics are more fluid in the emerging AI PC and Copilot+ PC categories. Qualcomm initially dominated the"
X Link 2026-02-10T18:59Z [----] followers, [----] engagements
"$SPX No such this as a sextuple top . or something like that"
X Link 2026-02-12T03:36Z [----] followers, [---] engagements
"$SPX The S&P now trades red since the end of October of [----]. [--] months trading sideways. But yes its totally a bubble"
X Link 2026-02-12T17:27Z [----] followers, [---] engagements
"$INTC x OpenAI 👀"
X Link 2026-02-06T21:41Z [----] followers, [----] engagements
"🚨 BREAKING: $INTC HAS SECURED MEDIATEK AS A FOUNDRY CUSTOMER FOR ADVANCED PACKAGING ITS MOBILE CHIPS: SOURCES"
X Link 2026-02-09T12:30Z [----] followers, 21K engagements
"- MediaTek has been working with Intel Foundry Services (IFS) since [----]. This existing relationship provides a foundation for scaling to a multi-billion-dollar commitment. - Intels 18A-P and 14A process node optimized with high-density low-leakage standard cell libraries for mobile applications aligns perfectly with MediaTeks focus on mid-range and value smartphone SoCs. - MediaTek may have influenced its design given their three-year collaboration and Intels recent 18A-P and focus on 14A tape-outs. https://twitter.com/i/web/status/2020837798043910332"
X Link 2026-02-09T12:30Z [----] followers, [----] engagements
"$AMZN Amazon is about to undergo a rapid narrative shift - tectonic in nature. Once the broader market realizes that Amazon is about to cover its Capex on Anthropic equity stake alone (now worth $60B). Anthropic already has a run rate over $14B. With the attention Claude has garnered over the last [--] weeks I see no way the market cannot react positively. All it takes is overnight sentiment shift /or Amazon claiming they will be more cautious with where their capex is going to violently rally the stock. Oh and I am pretty bullish Trainium because I am 90% certain that $INTC will fab a subset of"
X Link 2026-02-14T00:33Z [----] followers, [----] engagements
"$INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intels stock catalyzed by the foundry network enhancement / investment in manufacturing capacity presents an undervalued opportunity for substantial market capitalization expansion. This growth potential estimated to increase Intels market capitalization by at least 30% is further bolstered by the regulatory policy changes anticipated by the Trump administration next year. Year-over-year earnings growth anticipated to surpass 200% due to the companys substantial production plans the conclusion of its high-investment"
X Link 2024-11-11T17:21Z [----] followers, 29.7K engagements
"$CSCO Cisco chooses $INTC Intel's Xeon [--] for new edge computing platform. While the market worries about the cracks in macro outlook Intel is still pulling off wins on fundamental business opportunities. This is a win for Intel's server CPU market share which $AMD has done a great job in hyping up and taking away. ICYMI: Cisco announced Cisco Unified Edge platform integrating Intel's Xeon [--] SoCs for distributed AI workloads at the edge from retail to factories. Xeon [--] enables high-throughput low-latency inferencing extending data center power to edge sites. This deal fully validates Xeon in"
X Link 2025-11-04T14:28Z [----] followers, 10.2K engagements
"$INTC Intel x Quantum The Quantum trade that was all the rage and now forgotten by capital markets in favor of other emerging themes like memory isnt gone and is still being worked on - this time in the shadows. A player in this space that no one considers is Intel. Intel is quietly positioning itself as a long-term leader in quantum computing through silicon-based innovations strategic investments and partnerships that leverage its manufacturing expertise. In my in-depth article I explore its roadmap differentiators from rivals and potential to capitalize on scalable quantum systems. Read"
X Link 2026-02-04T03:13Z [----] followers, [----] engagements
"Time for $AAPL to release its 13F filing and disclose their equity stake in $INTC anytime now"
X Link 2026-02-06T16:52Z [----] followers, [----] engagements
"For those who dont know: MediaTek is a Taiwanese fabless semiconductor company that designs and markets chips for wireless communications smartphones tablets TVs and other consumer electronics. It is the third-largest fabless chip designer globally and the biggest smartphone chipset vendor with a 31% market share. https://twitter.com/i/web/status/2020838012758745215 https://twitter.com/i/web/status/2020838012758745215"
X Link 2026-02-09T12:31Z [----] followers, [----] engagements
"@christophauto remember this"
X Link 2026-02-09T12:41Z [----] followers, [---] engagements
"$INTC I wrote of this partnership and MediaTek as a customer in [--] months ago as there were signs. Job postings opened up on MediaTeks website highlighting the need for EMIB process knowledge (exclusive to Intel). Intel continues to win silently. $AAPL is still a major player here for mobile. Although Intel will not come out and announce customers as they shouldnt for purposes of customer privacy this will likely be validated soon by other media outlets. MediaTek x $INTC an under the radar partnership opportunity. For all the talk of $INTC partnerships & customers with hyperscalers including"
X Link 2026-02-09T12:48Z [----] followers, [----] engagements
"More on this $INTC x MediaTek: Sina one of the largest Chinese-language infotainment portals globally stated the following details regarding this collab: The chips will be produced using Intels 14A process node at their Ocotillo factory in Arizona. - Arm Integration: IFS and $ARM have collaborated to ensure that MediaTeks Arm-based designs are fully compatible with Intels manufacturing flow without requiring a total architecture rebuild. - Advanced Packaging: The chips will utilize Intels advanced 2.5D/3D packaging technologies (such as Foveros Direct) at their facility in Penang Malaysia. -"
X Link 2026-02-10T03:17Z [----] followers, [----] engagements
"$INTC Surprised how quickly people forget the narrative behind Intels growth story. I will break this down in simple numerical fashion: [--]. CPU Demand continues to accelerate and Intel is highly supply constrained - until theyre not. The books will be all good in the neighborhood. Lip-Bu Tan: CPU is actually more useful in terms of performance for all the compute requirement. And a friend of mine mentioned that Moore's Law it used to double every three to four years and now it's like three or four months. And so the pace of compute is increasing so much. . Almost every CEO calls me up and says"
X Link 2026-02-11T14:18Z [----] followers, [----] engagements
"Both $AAPL and MediaTek soon to be $INTC Foundry customers. Exciting times ahead Chip Strategy Landscape Across Major Players While Xiaomi is entering the high-end chip market other major players are moving forward aggressively. Apple maintains complete control over its CPU GPU and NPU stack with the A-series and M-series chips. MediaTek focuses on mobile Chip Strategy Landscape Across Major Players While Xiaomi is entering the high-end chip market other major players are moving forward aggressively. Apple maintains complete control over its CPU GPU and NPU stack with the A-series and"
X Link 2026-02-11T21:52Z [----] followers, [----] engagements
"$AMZN AWS sites looking like Rebirth Island Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term"
X Link 2026-02-12T13:57Z [----] followers, [---] engagements
"$AMZN now critically oversold. $AMZN Let's talk Retail is stepping in to say "stop this absolute madness". Amazon is an impenetrable brand and frankly the only one disrupting other industries and companies. Not that I have to explain the fundamentals on a technical chart post but it matters because it https://t.co/uIuNhnfpwH $AMZN Let's talk Retail is stepping in to say "stop this absolute madness". Amazon is an impenetrable brand and frankly the only one disrupting other industries and companies. Not that I have to explain the fundamentals on a technical chart post but it matters because it"
X Link 2026-02-12T15:46Z [----] followers, [----] engagements
"$INTC Intel partners with $JBL Jabil. Jabil operates as a global engineering and manufacturing powerhouse delivering end-to-end supply chain solutions to leading brands from over [---] sites worldwide. They enforce cutting-edge advancements in healthcare devices AI-driven technologies and sustainable practices alongside spotlighting employee innovations and corporate philanthropy. Lesser-known facets include partnerships like humanoid robot integration for manufacturing efficiency and specialized labs for early-stage catheter development. Break free from the AI storage bottlenecks. See how"
X Link 2026-02-12T17:25Z [----] followers, [----] engagements
"@WhaleInsider The day India can improve its peoples civic sense remove corruption ensure integrity increase efficiency and maintain its roads its buildings its traffic control congestion improve lack of air quality THEN this is a good investment"
X Link 2026-02-14T14:32Z [----] followers, [---] engagements
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