[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  SuspendedCap [@ContrarianCurse](/creator/twitter/ContrarianCurse) on x 10.1K followers Created: 2025-07-26 00:37:18 UTC $INTC is still interesting and closer to a long every period that marches on. They basically asked to be saved yesterday. They know one of the main players (AMD QCOM NVDA AAPL AVGO) isn’t coming. So you need a hyper scaler that takes a massive order and sweetheart deal as an all in moment to escape Nvidias grasp, or you need the US gov to prepay for 30-50b in some sort of chips in the future. x86 will structurally decline, but it won’t be fast. A fabless version of that business can be ran down for pure cash for years. Then you have the equipment. Honestly the closest analog I can think of was BBD licensing the A220 IP to Airbus because they could not manufacture at a scale where they’d see a pay back. TSM would probably appreciate not having to hunt down footprint, power, lead times, etc. equipment is all there, retool it and off it goes. They probably also don’t want to balance sheet that pile. So some sort of separate vehicle or JV, I dunno. Someone could suggest something here, above my pay grade. I think any outcome vs what they are doing today is worth 20$ a share. Worst mistake they made was taking money from every fucking party imaginable which makes doing anything horribly complicated XXXXX engagements  **Related Topics** [intc](/topic/intc) [nvda](/topic/nvda) [$intc](/topic/$intc) [stocks technology](/topic/stocks-technology) [advanced micro devices](/topic/advanced-micro-devices) [$qcom](/topic/$qcom) [$aapl](/topic/$aapl) [Post Link](https://x.com/ContrarianCurse/status/1948905433017843901)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
SuspendedCap @ContrarianCurse on x 10.1K followers
Created: 2025-07-26 00:37:18 UTC
$INTC is still interesting and closer to a long every period that marches on.
They basically asked to be saved yesterday. They know one of the main players (AMD QCOM NVDA AAPL AVGO) isn’t coming. So you need a hyper scaler that takes a massive order and sweetheart deal as an all in moment to escape Nvidias grasp, or you need the US gov to prepay for 30-50b in some sort of chips in the future.
x86 will structurally decline, but it won’t be fast. A fabless version of that business can be ran down for pure cash for years.
Then you have the equipment. Honestly the closest analog I can think of was BBD licensing the A220 IP to Airbus because they could not manufacture at a scale where they’d see a pay back.
TSM would probably appreciate not having to hunt down footprint, power, lead times, etc. equipment is all there, retool it and off it goes. They probably also don’t want to balance sheet that pile. So some sort of separate vehicle or JV, I dunno. Someone could suggest something here, above my pay grade.
I think any outcome vs what they are doing today is worth 20$ a share. Worst mistake they made was taking money from every fucking party imaginable which makes doing anything horribly complicated
XXXXX engagements
Related Topics intc nvda $intc stocks technology advanced micro devices $qcom $aapl