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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 13:22:49 UTC

Margins up, but $INTC still trailing. Foundry revenue? Up XXX% in Q2 2025, yet total sales barely budged. Microsoft chips locked for $15bn sounds good, but AMD and Nvidia aren’t exactly losing sleep. 😬

• Gross margin at 38.7%, higher but still a gap to $TSMC.
• AI push: Gaudi3 launches, $500m in revenue this year if all goes well.
• Ohio fab delayed, stock down XX% in a market up 18%.

Geopolitics and supply risk linger, even as CHIPS Act funds roll in. Is ambition enough, or just another Intel recovery pitch dressed up for July earnings? 

Numbers slice deeper here:

Still betting on a turnaround?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949460467438461191/c:line.svg)

**Related Topics**
[intc](/topic/intc)
[$500m](/topic/$500m)
[coins ai](/topic/coins-ai)
[$tsmc](/topic/$tsmc)
[$15bn](/topic/$15bn)
[$intc](/topic/$intc)
[stocks technology](/topic/stocks-technology)
[microsoft](/topic/microsoft)

[Post Link](https://x.com/whispertickers/status/1949460467438461191)