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![djthomas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::558223071.png) David Thomas [@djthomas](/creator/twitter/djthomas) on x 10K followers
Created: 2025-07-26 07:18:01 UTC

Not all tech stocks are built the same.

Intel is running out of room to maneuver.

Shares of $INTC fell X% yesterday after the company warned of chip manufacturing issues and announced cuts to spending and its workforce.

This isnโ€™t just a bad quarter. Itโ€™s a symptom of a deeper challenge:

๐Ÿ‘‰ Advanced-node competitors are pulling ahead.
๐Ÿ‘‰ Cost-cutting has replaced aggressive scaling.
๐Ÿ‘‰ Execution risk is growing as customers look elsewhere.

In semiconductors, time is market share.

Delay long enough, and you donโ€™t just lose a cycle โ€” you lose relevance.

The question now: Can Intel turn austerity into agility?

Or is this the start of a long slide for a once-dominant name?

![](https://pbs.twimg.com/media/GwxC4TKWUAAcfHV.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949006276286894455/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[$intc](/topic/$intc)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/djthomas/status/1949006276286894455)

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djthomas Avatar David Thomas @djthomas on x 10K followers Created: 2025-07-26 07:18:01 UTC

Not all tech stocks are built the same.

Intel is running out of room to maneuver.

Shares of $INTC fell X% yesterday after the company warned of chip manufacturing issues and announced cuts to spending and its workforce.

This isnโ€™t just a bad quarter. Itโ€™s a symptom of a deeper challenge:

๐Ÿ‘‰ Advanced-node competitors are pulling ahead. ๐Ÿ‘‰ Cost-cutting has replaced aggressive scaling. ๐Ÿ‘‰ Execution risk is growing as customers look elsewhere.

In semiconductors, time is market share.

Delay long enough, and you donโ€™t just lose a cycle โ€” you lose relevance.

The question now: Can Intel turn austerity into agility?

Or is this the start of a long slide for a once-dominant name?

XXX engagements

Engagements Line Chart

Related Topics stocks $intc stocks technology

Post Link

post/tweet::1949006276286894455
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