Intel. Every tracked FinTwit mention of $INTC, newest first. 1000 mentions since the first on Jul 25, 2025. See the price chart.
July 2026 · 96 mentions
Jul 18
Midas — Leopold Aschenbrenner, the trader who turned $225M into $20B in just one year, is betting BIG against AI chips.
He has opened massive short positions on the following company:
1…↗
Jul 17
PhotonBull — Most excited for $GOOGL and $INTC next week
How about you? https://t.co/rn4aBGbjaO↗
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
rubicon59 — Nice, but the US has no alternative to $INTC
TSMC’s eading-edge nodes (e.g., 2nm volume production) continue to launch in Taiwan first, with US fabs receiving mature processes 2–…↗
Jul 17
Serenity — Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY"
They claim markets are excessively misunderstanding the situation with semis. And tha…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 16
Shay Boloor — $INTC and $GOOGL expand their strategic partnership to deploy Gemini Enterprise across Intel and accelerate its AI-driven transformation.
The deal deepens Intel's use of Google Cl…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
Serenity — My guess is we’re close to market bottom on semis from $INTC to $LITE.
A good indicator is if everyone on $RDDT blew up their portfolios to $0. https://t.co/X1m9Yv1JuX↗
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
Shay Boloor — $ASML makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year.
When $TSM $INTC $SKHY and $MU place orders with ASM…↗
Jul 15
Shay Boloor — $ASML and $INTC Foundry become the first to use High-NA EUV in high-volume manufacturing for select Panther Lake processors.
The milestone validates High-NA in production and mark…↗
Jul 15
BULL OF BRITAIN — @bubbleboi > Post about your behaviour
> Make it about $AAOI 2 months later.
Insider info to be this confident or personal attack? What way anon?
Unrelated but for anyone wonderi…↗
Shay Boloor — $INTC 18A yields reportedly improved to 85% (from 65% last quarter) bringing the process close to $TSM N2 and well ahead of Samsung SF2.
The progress could allow Intel to insource…↗
rubicon59 — Big if true, but not confirmed. $INTC↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 15
Kevin Maro — @stocktalkweekly @CKCapitalxx I respect your opinion @stocktalkweekly and agree to an extent! If nothing else I'll put a disclaimer in each post so people are well aware of the pot…↗
Jul 14
Kevin Maro — I highly recommend not missing out on $INTC.
I believe Intel will likely become one of the most important companies on earth. I bought more today.
Not financial advice. https://t…↗
Jul 14
IvanaSPEAR — $INTC made a strong case for the hardware value chain 👇
“In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purch…↗
Jul 14
Jason Luongo — 6. $INTC - Intel
NVIDIA invested $5B directly. Jensen spent 33 years competing with Intel and now calls them a partner. Jointly developing custom data center and PC products integ…↗
Jul 14
NoLimit — Nancy Pelosi is sitting on a $300,000 loss on $INTC. Down 20% in under 2 months.
Meanwhile Cramer called Intel his favorite stock the same month.
Cinema.↗
Jul 14
Damnang2 — $AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish.
The follow on WLBI order from its lead silicon photonics customer suggests AEHR is movi…↗
Jul 14
Trade Whisperer — $TSM $ASX $INTC
"TSMC is facing a surge in AI chip orders using its advanced packaging technology, such as CoWoS, but competitors such as Intel are benefiting as the Taiwanese sem…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Serenity — @bottleneckceo 10 years from now, the flying spaghetti monster will descend from the heavens and bless every $INTC holder with a meatball.
Can someone prove me wrong?↗
Jul 13
Shay Boloor — $INTC is investing $5.7B to expand its Leixlip campus in Ireland and add capacity for Xeon 6 and next-generation Xeon chips built on Intel 3.
The expansion will support rising AI…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
Kevin Maro — I am genuinely shocked $INTC hasn’t gapped up overnight on this news. I bought a ton overnight.↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Serenity — Apparently, Korean Beauty was where all the alpha is.
APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC.
Every female I know talks about thei…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 11
Shay Boloor — $AAPL reportedly secured an exemption from proposed 100% semiconductor tariffs after committing hundreds of billions to additional U.S. investment.
Apple is also expected to manuf…↗
Jul 11
Jukan @COMPUTEX — WSJ: Apple secured an exemption from semiconductor tariffs in exchange for committing to use Intel’s fabs.
WSJ: Apple will manufacture not only Mac chips but also iPhone chips at…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy.
His most recent callouts include:
$INTC at $19 which is up +590%
$DELL at $240 which…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Midas — Trump has been allegedly pumping stocks like $DELL, $MU, $INTC, and $NVDA everyday.
Now he has bought $25M of this AI bottleneck stock and almost no one knows about it.
Here's…↗
Jul 8
Mike Investing — President Trump has already called out:
$INTC at $19 which ran +590%
$IBM at $203 which ran +63%
$NOW at $81 which ran +71%
Now he’s telling you to buy:
$PLTR at $132
$DELL at $…↗
Jul 8
Michael | Hypermarkets — Remember, President Trump owns 20% equities in his portfolio and 6.5% crypto.
He wants the stock market to go up and he is buying dips.
You need to also buy dips on these 5 stoc…↗
Jul 8
Jukan @COMPUTEX — Morgan Stanley noted in its report that competition from Intel’s EMIB could push TSMC to accelerate CoPoS adoption to 2028, potentially with Feynman.
Interestingly, Morgan Stanley…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — @NoSoup4U____ $INTC Sentiment. Especially when the stock was being bounced on.↗
Jul 7
Alphatica — DARK POOL SCANNER | July 7, 2026
+$472M net buy. The dark pool bought the sell day. $SPY +$784M. Alert validated. $META +$480M. $GOOGL -$353M near-zero buys. $INTC -$113M net desp…↗
Jul 7
Midas — Trump made over 200% returns on this stock - just like he did with $INTC and $MU.
The stock has been doing quite poorly, down 46% from it's ATH, and it's now 26% lower than the P…↗
Jul 7
Alphatica — Dark pool alert. 2:31 PM.
| 14:31:41 INTC BUY $111,895,000 NYSE |
$112M $INTC buy. NYSE. The stock is down 9%.
Someone is buying $112 million of Intel while it's down 9% on the…↗
Jul 7
The Assembly — BREAKING: Intel $INTC is down 21% since Jim Cramer called it his “favorite stock” one week ago at the top.↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Shay Boloor — $AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to…↗
Jul 7
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
Black Panther Capital — One year ago:
$INTC $22. Today $125.
$MU $199. Today $1000.
$SNDK $45. Today $1800.
Lesson:
> Put your money to work.
> Do nothing. NOTHING! Dont f. touch it!
-BP
Not fin…↗
Shay Boloor — $INTC will be a major beneficiary of agentic AI as server CPU demand rises, GPU-to-CPU attach rates move closer to 1:1 and Intel can ramp supply through its internal foundry.
Inte…↗
Jul 6
Shay Boloor — @FuturumEquities $INTC foundry assets are becoming existentially important to U.S. in AI race↗
Jul 6
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far
$MU
$AMD
$INTC
$CRDO
$MRVL
$AAOI
$AVGO↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight
Strong broad-based move across memory, optical, and semiconductor names in overnight trading.
Memory / Storage
$SNDK jumps ~10%
$MU +7%…↗
Jul 5
KawzInvests 🦑 — 275 million vehicles run on software almost no one can name. The same software runs 9 of 10 medical device makers and 8 of 10 surgical robotics platforms.
It is QNX, and it is a d…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
Jukan @COMPUTEX — Intel Bets on a "1.4nm Architecture Variant"… Reviewing Both Front Side and Back Side Power Delivery
Integrated device manufacturer (IDM) Intel has reportedly been considering, in…↗
Shay Boloor — $INTC reportedly fixed its 18A yield variability and is ramping toward 30K combined wafers a month while 14A tracks positive.
Intel’s roadmap toward becoming the only leading edge…↗
Jul 3
Jukan @COMPUTEX — HSBC raises its $INTC price target to $200. https://t.co/nvOuUFwEsI↗
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Serenity — I feel like Trump is probably going to like this idea:
OpenAI discussed giving the US gov a 5% stake in its company per FT.
If this turns into an $INTC type situation, would be i…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
Trade Whisperer — $ASX $TSM $INTC ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
"Utilization rates across the OSAT industry remain near full capaci…↗
Jul 1
Trade Whisperer — $MU $DRAM Fab output capability right now is like owning a gold mine. The market hasn't fully figured this out yet.
$ARM could only lock in supply for 50% of its $2B backlog. Down…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
Jukan @COMPUTEX — DJT: THE U.S. WILL ACCOUNT FOR 50% OF THE GLOBAL SEMICONDUCTOR MARKET BEFORE I LEAVE OFFICE.
$INTC↗
Jul 1
Trade Whisperer — The Z-Axis Avengers
AI is built vertically. Advanced packaging. 3D stacking. Without the Z Axis, none of it works. Even HBM is 3D stacked. Capisce?
$ASX +7.10%
$INTC +6.01%
$TSM…↗
June 2026 · 271 mentions
Jun 30
TheValueist — $SNDK $MU $INTC $WDC EXECUTIVE OVERVIEW
The MarketWatch/LSEG dataset describes an H1 2026 U.S. equity market with moderate headline index appreciation, extreme single-stock disper…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
TheValueist — $INTC $AMD $ARM $NVDA My updated CPU tracker is attached. These are names with a high concentration of CPU-driven revenues and earnings. https://t.co/9RhbLPIheN↗
Midas — Top stocks to buy according to Trump:
Remember he also called $DELL and $INTC early and they EXPLODED.↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…
April 2026 · 258 mentions
Apr 30
Mike Investing — The White House is quite literally telling you to buy rare earth stocks…
Last time this happened was with $INTC in August 25’ which was trading at $18, & is now $95+
US Governmen…↗
Apr 30
Raging Capital Ventures — Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.↗
Apr 30
Tradable Astronaut — $MXL is sitting at #1 on the Aion Index with a 10 day streak and +172.5% since added.
Biggest winner yet.
But that's just one name out of 1,183 tickers scored across 31 sector pro…↗
— $MU $SNDK $AMD $INTC $ARM $QCOM
"ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production."
The barrier for CPU? Clearly not as high as memory.
Meanwhile at 86%…
InvestmentGuru — Memory/ storage play will continue to be a winner in this market
$MU
$SNDK
$INTC
$AMD
$ARM https://t.co/Yct3WaviHa↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 30
rubicon59 — If true, bodes very well for $INTC EMIB+ Foveros packaging alternative.↗
Jun 29
Kevin Maro — Started a personal $100K to $1M trading challenge last Friday. Currently +$29K, not bad!
- Went full-port $AEVA before close Friday after seeing bullish flow
- Sold the pump and r…↗
Jun 29
rubicon59 — A huge $INTC foundry milestone, few a year ago would have believed possible.↗
Jun 29
TheValueist — $NVDA $INTC $ARM $AMD SAILBOX @sailresearchco , AGENTIC SANDBOXES, AND THE CPU SERVER DATA CENTER READ-THROUGH
EXECUTIVE SUMMARY
The core investment conclusion is that agentic AI…↗
Jun 28
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
rubicon59 — LBT at his age and circumstance would only had taken the $INTC CEO job if saw a clear, doable, and historic upside.↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 26
Wayne Liang — He's right! Fundamentals tell you what to invest in and technicals tell you when to enter.
> Last year, HBM demand was exploding while the market still saw $MU as a cyclical memor…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
InvestmentGuru — 🚨 Overnight Market Movers
🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗
Jun 25
InvestmentGuru — 5 Semiconductor Stocks to Buy the Dips & Hold
$MU — Micron Technology The HBM king. AI data centers can’t get enough DRAM and the supply-demand imbalance is getting worse. $MU jus…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
TheValueist — $NVDA $INTC $ARM $AMD This Sail Research is a very interesting new company that provides persistent sandboxes for the coming massive CPU demand in agentic workflows. I was surprise…↗
Jun 25
Nancy Pelosi Stock Tracker ♟ — Three politicians bought $INTC this year and none have sold:
• Nancy Pelosi (D): Up ~13%
• Ro Khanna (D): Up ~6%
• Gilbert Cisneros (D): Up ~185%
What makes Cisneros interesting…↗
Jun 25
KawzInvests 🦑 — $BB is up 100% since I first covered it.
Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years.
Most people think BB is a…↗
Jun 25
rubicon59 — Real men own physical bottlenecks. $INTC↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast.
$VRT — Every AI rack needs liquid cooling; demand outpacing supply.
$SNDK — NAND squeeze just starting; same su…↗
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Alphatica — BREAKING NEWS:
Intel backed SambaNova set to raise $800M - $1B at $10B valuation.
Chairman Lip-Bu Tan spoke of plans for the raise on Tuesday and an event, while people familiar…↗
Jun 24
Serenity — Nancy Pelosi just disclosed:
- $1 million - $5 million of $INTC March 2027 calls
- 200 $UBER March 19, 2027 call option contracts with a $50 strike price
This was done last mont…↗
Jun 24
Shay Boloor — SoftBank CEO Masayoshi Son says he expects $ARM value to rise 10x as AI workloads become more CPU-intensive.
He also called $INTC manufacturing business critical as tech giants se…↗
Jun 24
unusual_whales — BREAKING: Look at this.
Nancy Pelosi literally is buying leveraged products on companies she legislates.
She bought Intel, $INTC, 200 call options with a strike price of $50 and…↗
Jun 24
Nancy Pelosi Stock Tracker ♟ — The Queen is back 👑
Nancy Pelosi just disclosed two new trades:
$INTC calls — up to $5,000,000
$UBER calls — up to $1,000,000
Both with a $50 strike price, expiring March 2027.…↗
Jun 24
Wayne Liang — UBS just raised $AMD price target from $455 to $670.
Thesis makes sense… $AMD captures outsized share as $INTC’s roadmap/supply slips.
(combined with core count & multithread…↗
Jun 24
Shay Boloor — Nancy Pelosi disclosed new buys of up to $5M in $INTC and up to $1M in $UBER. https://t.co/aUTS77bB9S↗
InvestmentGuru — QUANTUM COMPUTING: THE NEXT TRILLION-DOLLAR TECHNOLOGY RACE?
AI created some of the biggest winners of the decade.
Could Quantum Computing be next?
This week, President Trump si…↗
Jun 23
Alphatica — @unusual_whales This image is very misleading. Accounts with this many followers must put things in perspective. Some of the YTD returns:
$INTC: +258.48%
$AMD: +142.74%
$TXN: +…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Wayne Liang — @caudwellgarvey Right. Considering megas like $SNDK & $MU are down double digits, $AMD $META $INTC and other large caps are also down significantly… -7% is totally reasonable I…↗
Jun 23
Serenity — Dip looks like a clear buying opportunity for me personally from $MU, $INTC, to $TSM.
Since we got a massive drop off BS narratives like 3 rate hikes off no newly material macroe…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 22
Serenity — Wow, $TSEM up 10%+ today.
Good times, should have made this one of my largest positions in hindsight back in March.
Foundries like $GFS and $INTC have been going brrr lately. htt…↗
Jun 22
Evergreen Capital — A few thoughts after reading the Fugu white paper, which I believe has probable implications for future AI architectures and appears positive for $NVDA, DRAM $MU, $SKHynix, $Samsun…↗
Jun 22
Michael Sikand 🦑 — Identify the asymmetry in the rack and you'll find it in the stocks.
Remember the insight that set off the memory supercycle? HBM per GPU went from 80GB on Hopper to a full TERAB…↗
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Trade Whisperer — $ASX +9.4% today and nearly +89% since I initiated the thread.
Advanced packaging is not slowing down. The future of AI and Semiconductors is vertical, the Z-Axis.
I've spoken $T…↗
Jun 22
KaizenInvestor — I finally found a new stock that looks very attractive.
It's a small cap supplier to the Aerospace, Space, Semiconductor and Medical industry.
Some confirmed customers include:…↗
Jun 22
Wayne Liang — I've scored another 10x call...
Welcome to the club $MU!
Nailed multi-baggers on $SNDK, $INTC, $TSM, and $AMD. Who said mega caps can't be fun?
I've always shared FREE gems on h…↗
Jun 22
Michael | Hypermarkets — $NVDA — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.
$AMD — The credible #2 in accelerators. Hyperscalers want a se…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 22
Shay Boloor — $INTC JUST CROSSED $140 FOR FIRST TIME EVER https://t.co/ODQkY889lZ↗
Jun 22
TheValueist — $INTC $TSM $NVDA $AMD Outstanding interview of LBT. It gives me the conviction to stay long the GAI infrastructure trade even after this massive run up. I love his comment that he…↗
Jun 22
InvestmentGuru — $MU and $INTC one to watch tomorrow https://t.co/S1IlcDK8ts↗
Jun 22
InvestmentGuru — $INTC gaining momentum in overnight trading, up another 7% after announcing that Advanced Packaging will become a focused business with dedicated leadership.
This move signals Int…↗
Jun 22
InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS
This week could be a major one for AI infrastructure, semiconductors, and the broader market.
Key Earnings
• $CCL – June 23
• $FDX – June 2…↗
Jun 22
Trade Whisperer — Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR
$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.
CEO Li…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Jun 21
TheValueist — $NVDA $ARM $INTC $AMD I’m naming this process and coining the term “Fanout Agentic GAI Loop.” Feel free to use and make sure to credit back to @TheValueist :)
We are still in the…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
TheValueist — $NVDA $ARM $INTC $AMD My Lead Analyst Agent independently spun up 11 temporary virtual CPU servers (on @digitalocean Droplets) overnight to rebuild the sharding for our QMD vector…↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
Jun 21
Wayne Liang — Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per…↗
Alex A.C. — More gems in the article:
"Memory moves away from pure manufacturing logic and starts incorporating design services, advanced packaging, and system optimization as core parts of t…↗
Jun 20
Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon.
Mea…↗
Jun 20
rubicon59 — Big. “The efficiency advantage is quantifiable: Intel’s own data shows EMIB achieves 90% wafer utilizationcompared to just 60% for traditional silicon interposers like” $INTC↗
Jun 20
rubicon59 — EMIB vs CoWoS. Times, they are a changing. $INTC↗
Jun 20
Shay Boloor — $INTC is up more than 500% in the past year 😳 https://t.co/AhAEHOsLBO↗
Jun 20
rubicon59 — This is the guy who 86x’ed $CNDS as the CEO, and who has one of the best semi investment records as a VC. Good speed being in charge of $INTC↗
Jun 20
rubicon59 — Agreat summary & pic of TSMC’s CoWoS vs. $INTC’s $EMIB. Packaging is where Moore’s law has moved.↗
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 20
rubicon59 — Intel is a leader in photonics. Who knew? $INTC↗
Jun 20
rubicon59 — Advanced substrates are beginning to follow a Moore's Law-like trajectory, with ever-finer lithography and rapidly increasing wiring density. $INTC is arguably #1↗
Jun 20
rubicon59 — Packaging is the new Moore's law. $INTC↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
TheValueist — $INTC Foveros Direct vs CoWoS: Intel’s Second-Source Option in AI Packaging.
Intel’s advanced-packaging strategy is technically real, commercially under-proven, and investable pri…↗
Jun 19
rubicon59 — LBT on the podcast calls $INTC "just the beginning". Wants a 10x. Delivered an 86x at Cadence (but from a much smaller base.)↗
Jun 19
tae kim — Intel with another huge hire. Former SK hynix CEO $INTC https://t.co/nMDMckyh2t↗
Jun 19
Serenity — @LipBuTan1 @seokhee4 @intel $INTC just casually out there assembling the Avengers.↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
InvestmentGuru — Real AI-memory supply squeeze, momentum can stay extreme for months. Not a sell signal — a momentum exhaustion signal. The market is pricing in flawless execution at a pace history…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
PhotonBull — Important lesson to buy winners when there is a dip
Stronger stocks before the dip will likely outperform on the comeback too
No reason to buy laggards in a dip
Shown by $NBIS $…↗
Jun 18
Shay Boloor — $INTC appointed former SK Hynix CEO Seok-Hee Lee as Executive Vice President of Intel Foundry.
The hire adds more foundry leadership depth as Intel tries to scale its contract chi…↗
Jun 18
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
tae kim — Intel CEO Lip-Bu Tan: “Everyone knows memory is the biggest shortage. Everybody try to scramble for memory. Even though you build the fab, capacity increase, it takes a couple of y…↗
Jun 18
tae kim — Intel to hire new CPU architect(s) to build chips for agentic AI
Intel CEO Lip-Bu Tan: "I'm also going to get one or two top-notch CPU architect so that I can build the different…↗
Jun 18
Jukan @COMPUTEX — Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC https://t.co/47XLM7vq30↗
Jun 18
Trade Whisperer — Interesting CPU research from a reputable firm.
This firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM ad…↗
Jun 18
Serenity — Trump announced Intel + Apple partnership, sending $INTC up 8% today.
Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump.
TBH, the President should…↗
Jun 18
Trade Whisperer — $MU From $62 to $1127 (+1714%)
$SNDK From $214 to $2185 (+920%)
This thread was the exact signal and thesis you needed. Same playbook as my $INTC $AMD $PLTR $RKLB $TSM calls. Thou…↗
Jun 18
Michael Sikand 🦑 — $NOK stock is up 167% in the last year.
But before you scroll thinking you missed the move, consider what ignorance could cost you.
- $NVDA invested $1B
- The CEO is from $INTC…↗
unusual_whales — Trump: Apple, $AAPL, to collaborate with Intel, $INTC on designing and manufacturing chips in the US↗
Jun 18
AlmaCap — 2 petaflops of compute.
806 terabytes of raw data.
50,000 scanners.
Fill the foundries!
$INTC $SMSD↗
Jun 18
TheValueist — $INTC $TSM $GFS $AMKR My full US Fab and Packaging tracker is in this thread. Here’s the top of the list pre. https://t.co/6lQPl7Xcgb↗
Jun 18
InvestmentGuru — Chips don’t just run the market right now… they are the market.
$MU
$INTC
$WDC
$ARM
$MRVL↗
Jun 18
InvestmentGuru — $INTC and $AAPL news https://t.co/oK8jJHBQlX↗
Jun 18
Shay Boloor — President Trump says $NVDA agreed to build chips with $INTC while $SPCX TerraFab will be built with Intel’s technology team.
He called TerraFab “the largest chip factory in the wo…↗
Jun 18
Shay Boloor — President Trump says $AAPL has agreed to “work with $INTC to design and build its chips in America.” https://t.co/XyZGNXAcyN↗
Jun 18
Antonio Costa — Trending on @Stocktwits this morning #1 $RUM #2 $INTC
Rumble has a short interest above 25% and a short ratio of 8 … shorts need 8 days to cover all short positions. https://t.co…↗
Jun 18
The Future Investors — $AAPL $INTC Apple could partner with Intel to design and manufacture chips in the U.S., according to President Trump. If finalized, the deal would be a major win for Intel’s foundr…↗
Trade Whisperer — $TSM $AMKR $ASX $INTC Advanced Packaging
TSMC and Amkor Technology have signed a 10-year agreement to strengthen advanced semiconductor packaging capabilities in Arizona, aiming t…↗
Jun 18
Nancy Pelosi Stock Tracker ♟ — Intel $INTC is the largest position in Trump's White House Portfolio ...
The battle has begun↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 18
unusual_whales — BREAKING: Jim Cramer has said Intel, $INTC, is his top pick.↗
Jun 18
InvestmentGuru — $MRVL, $MU , $AMD , $INTC and $CRDO
holding green on an FOMC selloff day = institutional conviction. These are your strongest stocks in the market right now.↗
Jun 17
Shay Boloor — Jim Cramer just named $INTC his top stock pick. https://t.co/u0zBZ8LXqS↗
Jun 17
Trade Whisperer — The Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BESI
$AMAT is central to HBM stacking. +46% in one month. https://t.co/VpmAKIbKg3↗
Jun 17
AlmaCap — Fill the foundry.
Fill all the foundries.
$INTC $smsd↗
Jun 17
Shay Boloor — $INTC 18A-P node entered risk production on schedule and semi equipment names are rallying because every advanced node needs more EUV, deposition, etch and inspection intensity:…↗
Jun 17
Alphatica — Monday after hours. 5:05 PM. Our algorithm flagged a $500M dark pool buy on $AVGO.
No news. No catalyst. Just a $500M print crossing off-exchange after the close.
Wednesday morni…↗
Jun 17
Serenity — @0xara5h I said their $INTC $36 PT report was super troll back in Jan
And Intel went up triple digits after that. https://t.co/DxsN3eppLx↗
Jun 17
Serenity — Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia.
They gave $INTC a $36 PT back in Jan and now it’s $118.
Good lesson to ignore institution…↗
Jun 17
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching clo…↗
Jun 17
InvestmentGuru — $INTC
Intel begins production of anticipated 18A-P chips, as AI continues to drive CPU demand↗
Jun 16
Alphatica — Not every print gets posted. Here's why.
In The Imitation Game, Alan Turing and his team at Bletchley Park cracked the Enigma code. They could read every German transmission in re…↗
Jun 16
Alphatica — @bobaxelrod78 The signal was posted 18 hours ago. Our weekly scorecard measures signals over five trading days, not one. Last week our algorithm went 7/9 on individual names measur…↗
Jun 16
Alphatica — BREAKING NEWS:
Bullish UPDATE. Intel just delivered the most important foundry update since the turnaround began.
Intel 18A-P has entered risk production. On schedule. Meeting t…↗
Jun 16
Shay Boloor — $INTC says 18A-P has entered risk production on schedule with up to 9% higher performance or 18% lower power than Intel 18A.
18A-P is the next test of whether Intel’s foundry road…↗
Alphatica — Yesterday after hours we flagged a $500M dark pool sell print on $INTC crossing at 5:03 PM. Our algorithm classified it as institutional distribution.
Today $INTC is down 6.79%.…↗
Jun 16
Trade Whisperer — $MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x.
One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in A…↗
Jun 16
rubicon59 — They dare to dream now of $5T? That’s a good sign for $INTC↗
Jun 15
InvestmentGuru — $MU $CRDO $MRVL $INTC $NBIS
check this out↗
Jun 15
Alphatica — After-hours dark pool prints just crossed. $500M $AVGO buy. $500M $INTC sell. $357M $MU buy. The tape doesn't close at 4:00. We're watching.
| 17:05:02 AVGO BUY $500,000,072 NASDA…↗
Jun 15
Shay Boloor — $HPE expanded partnerships with eight quantum computing firms including $INTC, $RGTI & $QNT
The goal is to use HPE’s Cray supercomputing backbone to connect AI, HPC and quantu…↗
Jun 15
Alphatica — The Dark Pool got this INTC trade right this morning.
Gapped up to $129.49 from Friday's $124.57 close. +3.95%.
Pushed to an intraday high of $132.61. +6.45% from the prior close…↗
Jun 15
Wayne Liang — A common misconception is that mega caps don't deliver multi-baggers...
Unless you followed my calls on:
$MU from ~$118 to $1,000+ (~9x)
$INTC from ~$25 to $130+ (~5x)
$SNDK from…↗
InvestmentGuru — AI INFRASTRUCTURE LEADERS — EVERY DIP IS AN OPPORTUNITY
$MU
HBM memory leader, critical bottleneck supplier for AI accelerators
Pricing power improving as AI memory demand outpace…↗
Jun 15
InvestmentGuru — AI trade is back in full force.
Semiconductors and AI infrastructure names are leading overnight:
📈 $NVDA +2%
📈 $MU +5%
📈 $INTC +5%
📈 $CRWV +5%
📈 $NBIS +6%
📈 $LITE +3%
At t…↗
Nezih Gökay — (For the people from many countries who follow me, here is the English version of the post below.)
WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET F…↗
Jun 14
Nezih Gökay — HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥
Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan…↗
Alphatica — WEEKLY DARK POOL RECAP | June 8-12, 2026
"You can't classify direction in dark pools."
We heard it (many times). Here are the receipts.
Our direction classification algorithm pr…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Jun 12
Alphatica — DARK POOL ALERT:
$300M in block-sized dark pool prints on INTC after hours. Two trades within the same second.
| 17:36:19 INTC BUY $259,977,590 NASDAQ Carte │
│ 17:36:19 INTC BUY…↗
Jun 12
tae kim — All the people who sold $INTC on yesterday's SemiAnalysis note are now solidly underwater https://t.co/axWFjMzHbt↗
Jun 12
Alphatica — DARK POOL SCANNER | June 12, 2026
Both tapes buy $MSFT. Both tapes buy $INTC. Both tapes buy $SPY. The dark pool agrees with the lit tape. For the first time in weeks.
518 off-ex…↗
Jun 12
Alphatica — +$13.78B. $MSFT flipped to buy. The longest sell of the series is over. $INTC +$1.97B with $8M in sells.
$31.91B in buy blocks. $18.13B in sells. Net flow: +$13.78B. 28,766 prints…↗
TheValueist — $INTC Bullish
(Bloomberg) -- A block of 5 million shares in Intel Corp., equivalent to 0.1% of float, traded at a market value of $625 million at 2:29 p.m. New York time.
•In the…↗
Jun 12
Trade Whisperer — $ASX +4% $AMKR +8% $INTC +8%
I am coining a new term here on X
"The Z-Axis Trade" $TSM https://t.co/vu4JUMaNxl↗
Jun 12
rubicon59 — Why overpay for SoaceX when you can k
own $INTC↗
Jun 12
Wayne Liang — When it comes to mega caps with solid fundamentals, I am more than okay to sit through 7 figure fluctuations.
Just like that, $AMD is back in action.
> Citi upgrade from Neutral…↗
Jun 11
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
Shay Boloor — $NVDA hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C.
Andrews previously led government affairs at $INTC and served in the Obama Administration.…↗
Jun 11
Alphatica — DARK POOL SCANNER | June 11, 2026
Iran peace deal. Lit: +$11.81B. Dark: -$2.79B. The dark pool sells indexes on a peace day. Fifth time in seven sessions.
519 off-exchange prints…↗
Jun 11
Shay Boloor — @RetailKingsETF $INTC holding up so strong during this drawdown↗
Jun 11
Serenity — Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feel…↗
Jun 11
Alphatica — ROTATION SCANNER | June 11, 2026
$SOXX +3.9%. All factors green. $XBI +2.0%. $IGV -1.5%. Software alone on the sell side. The split returns.
Leader: $SOXX (Semiconductors) +3.9%…↗
Jun 11
Alphatica — MORNING INTERNALS | 11:30 AM ET
The flattest internals of the series. Everything near 1.0x. Indexes green. Zero conviction. The market is waiting.
Yesterday: Dow -1.87%. S&P -1.6…↗
Alphatica — JUST IN:
Intel upgraded to buy from underperform at BofA ($107.04, 0.00)
Target increased to $135 from $96, 26% upside (average target $98.17; range $45-200).
$INTC $QQQ↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
tae kim — LOL -> BofA: "We double-upgrade Intel $INTC to Buy from Underperform on higher confidence in INTC's opportunity to help address industry constraints in leading edge wafers/packagin…↗
Jun 11
tae kim — Intel AI Executive on Why the Chipmaker's CPUs Are Well Positioned for Agentic AI $INTC https://t.co/2ciMaO1hZw↗
Jun 11
InvestmentGuru — Overnight Market Movers
$ORCL falls over 10% despite beating Q4 earnings and revenue expectations, as investors focus on concerns surrounding its massive financing plans.
Semis…↗
Jun 10
Michael | Hypermarkets — Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:
1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU whe…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
Trade Whisperer — $TSM $ASX $INTC $AMKR $MU $DRAM
Advanced packaging (especially TSMC’s CoWoS) remains a major bottleneck for AI chips that integrate GPUs and HBM.
TSMC’s CoWoS capacity is projec…↗
Jun 10
TheValueist — $NVDA $INTC $AMD $ARM CPU READ-THROUGH FROM THE FABLE SYSTEM PROMPT
Bottom line: [INFERENCE, High confidence] The Fable prompt is still primarily a GPU/HBM/inference story, but it…↗
Jun 10
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 9
TheValueist — $INTC Intel EMIB: Advanced Packaging Architecture and Market Analysis.
EMIB is technically credible. It is not a marketing construct and not an unproven laboratory flow. Intel def…↗
Jun 9
Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI — Ri…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Serenity — Just a random thought: $JBL seems highkey compelling long idea at $38B.
Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet.
Especially if…↗
Jun 9
Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again.
It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 9
Wayne Liang — I appreciate the shoutout! I will admit, I've gotten some pretty solid entries for my followers...
Whether it's mega caps like $MU at ~$118, $INTC at ~$25, plus $PLTR, $SNDK, $AMD…↗
Jun 8
tae kim — WOW. Apple is now using ... NVIDIA GPUs!?! Let's go. $AAPL $NVDA $INTC
"Now, we are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud,…↗
Jun 8
rubicon59 — For those into nitpicking, this is just a directional $INTC datapoint.↗
Jun 8
rubicon59 — TSMC is 20x revenue now. FWIW, at 10x of this revenue estimate, $INTC foundry business would be worth $1T↗
Jun 8
Wayne Liang — Pretty much nailed that bottom on $INTC last year, right before the aggressive rally.
Celebrating another big day for Intel after $GOOGL placed an order for more than 3 million TP…↗
Jun 8
PhotonBull — The AI trade is far from over
$MU $SNDK $AMZN $AAOI $LITE $INTC $DRAM↗
Frenchie — Délirant ce qui se passe sur $MRVL
>Le titre bondit de 14% sur la séance
Pour moi c'est avec $AAOI et $INTC les trois grand gagnants de la journée
Je ne recommanderai pas…↗
Jun 8
Ben Pouladian — Intel EMIB definitely a credible alternative to TSMC CoWoS wrote about it in Feb free to read
$INTC $TSM
https://t.co/Hyco3Svtwp https://t.co/d7BPybwytJ↗
Jun 8
The Future Investors — $INTC Google reportedly placed an order for 3M+ AI TPUs with Intel for 2028, while Nvidia and Tesla are also evaluating Intel's manufacturing capabilities.
TSMC remains the leader…↗
Jun 8
Shay Boloor — $NVDA is reportedly testing $INTC 18A process and EMIB packaging for its next-gen Feynman processor.
The main GPU compute die would still stay with $TSM but Intel could win share…↗
Jun 8
unusual_whales — Google, $GOOGL, and Nvidia, $NVDA, consider Intel, $INTC, as backup chip manufacturer, per the Information↗
Jun 8
Nancy Pelosi Stock Tracker ♟ — And this is why we track the Politicians ✍️
Back on August 22nd, Donald Trump's administration bought 433M shares of Intel $INTC
If you bought that same exact day, you'd now be u…↗
Jun 8
Serenity — Still think this US list from $MRVL to $ARM to $INTC was goated.
Just as a recap if new followers were wondering what US equities I like.
Especially because I've been talking ab…↗
Jun 8
Antonio Costa — $INTC $120 Jul10 calls getting some volume this morning. https://t.co/4UrDzgiQlI↗
Jun 8
Jukan @COMPUTEX — The Information: NVIDIA is testing Intel EMIB packaging for Feynman.
The Information: NVIDIA is conducting early tests of Intel 18A.
$INTC↗
Jun 8
Shay Boloor — $GOOGL reportedly ordered $INTC to package more than 3M TPUs.
Google is expected to produce 6M+ TPUs using Intel’s advanced packaging technology across 2027 and 2028. https://t.co…↗
Alphatica — JUST IN:
NVIDIA and Google among AI chip manufacturers evaluating Intel as potential backup to TSMC for advanced chip manufacturing.
$INTC $GOOG $NVDA↗
Jun 8
Shay Boloor — $GOOGL and $NVDA are reportedly considering $INTC as a backup manufacturer for advanced AI chips as $TSM capacity remains tight.
Major AI chip designers are exploring Intel foundr…↗
Jun 8
PhotonBull — What a day
And the market is not even open
$NVDA $GOOGL $INTC↗
Jun 8
Jukan @COMPUTEX — "18A yields improving to ~80%, EMIB to 90-95% in recent weeks"
"IFS to turn profitable in 2H27"
$INTC↗
Jun 7
rubicon59 — $INTC owns one of the three most precious AI bottlenecks - leading edge fabs, especially on China-safe soil.↗
Alex A.C. — $INTC Glass substrates from 2023 👀
[cnet [dot] com article by Stephen Shankland - Sept. 19, 2023] https://t.co/8O8jy0LWnh↗
Jun 7
TheValueist — $INTC Intel: Rebuilding the Foundry and AI Infrastructure Narrative. Investment Thesis.
Intel's turnaround is the most consequential transformation story in the semiconductor indu…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Jun 7
Serenity — Just very helpful timelines reiterated around glass substrate (source: Trendforce):
- SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers
- Samsung electromechan…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Michael | Hypermarkets — President Trump buying AI companies again.
Last time this happened,
$INTC $20 → $130 up 650%
$DELL $235 → $470 up 200%
$MU $320 → $1100 up 350%
$IBM $220 → $330 up 150%
This tim…↗
Jun 6
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Serenity — @darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world)
pretty sure hypers…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 5
TheValueist — $MSFT $ARM $NVDA $QCOM $INTC $AMD Windows on Arm Comes of Age: AI PCs, Unified Memory, and the Erosion of the x86 Moat.
Windows on Arm has evolved from a compatibility-constrained…↗
Jun 5
InvestmentGuru — Overnight market action is setting up a cautious open.
🔻 $LULU is down more than 11% after cutting full-year revenue and earnings guidance. While Q1 revenue grew 4% year-over-yea…↗
Jun 4
Alphatica — @BSteingraeber Thank you. Its a methodology we keep close the chest. $INTC↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
Jun 4
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
$INTC at $54
$AMD at $227
Six names. Zero noise. 130,000 followers.
Most accounts need 50 tickers. I needed six.
And the missio…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10): 1…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Wolf Capital — @Tanr45 Yeah, I have 100 calls, it’s looking pretty good! $INTC↗
Jun 3
rubicon59 — At almost $0.6T MC now with business momentum, a $1T $INTC doesn’t seem so far fetched, does it?↗
Jun 3
Jukan @COMPUTEX — Funda AI: "Marvell will design a networking chip for Google. This chip will be manufactured on Intel's 18A (or 18AP), with mass production scheduled to begin by the end of 2027, an…↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
Alphatica — We updated the Alphatica Earnings Quality Signal on INTC on April 27. The signal told you the underlying business was recovering.
Since then the stock has returned 26.77%.
Toda…↗
Jun 2
TheValueist — $NVDA $MU $SNDK $LITE You got to think to yourself if SaaS King @RFS_Vista is personally showing up to Computex, the hardwarest of hardware shows, then be on stage with $INTC LBT,…↗
Jun 2
Wolf Capital — A lot of open interest / volume on $INTC 150c for mid june, grabbed a small position.↗
Jun 2
TheValueist — I watched all four Computex keynotes ( $NVDA $INTC $MRVL $ARM ) start to finish, and my overall takeaway is that the consensus is an extremely bullish view on the hyper-growth of t…↗
Jun 2
TheValueist — $NVDA $INTC $MRVL $ARM KEY META-ANALYSIS READ-THROUGHS FROM COMPUTEX TAIWAN 2026 AI INFRASTRUCTURE KEYNOTES
Computex Taiwan 2026 functioned as a coordinated roadmap reset for the…↗
Jun 2
TheValueist — Wow, @RFS_Vista at Computex and on stage for $INTC Keynote with LBT. I should have went to Computex this year. I’ve been telling myself to go for the past three years and never pul…↗
Jun 2
TheValueist — https://t.co/Ca2mrgn0W5
$INTC KEY READ-THROUGHS FROM INTEL CEO LIP-BU TAN’S COMPUTEX TAIWAN 2026 KEYNOTE
Computex Taiwan 2026 is a June 2-5 Taipei technology trade show focused o…↗
TheValueist — $NVDA $DELL $IBM $INTC J. Huang Capital Management and Trump Catalyst picks are all you need! They are doing your diligence for you!!
If I missed any or should make any edits, le…↗
tae kim — "agentic AI .. CPU becomes more highly demanded. We get really excited. We are constrained by supply. Last four weeks, CEOs are calling me for more CPU." - LBT $INTC↗
Jun 2
Jukan @COMPUTEX — MediaTek at Goldman Sachs Taiwan Day:
“The next-generation program is adopting only EMIB-T, with tape-out targeted for 4Q26 and mass production by 4Q27.”
This is significantly di…↗
Jun 2
tae kim — "At our heart Intel is an engineering company .. the opportunity ahead is enormous" - Lip-Bu Tan $INTC https://t.co/ylFR94B1Ne↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
rubicon59 — Intel inference GPU revenue & the only supplier with its own geo-risk-free fabs - not priced in. $INTC↗
Jun 1
Kevin Maro — I have initiated a position in $LAC
The Trump administration has a direct equity stake in $LAC.
Let that sink in.
The DOE took a 5% ownership stake in Lithium Americas and a 5%…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Alphatica — Just In:
Barclays just raised targets on AMD, ARM, and Intel. Read the numbers carefully.
AMD: target to $665 from $500. That is now the highest target on the Street. 29% upside.…↗
tae kim — Look at these bad boys $INTC https://t.co/mipurkp4O6↗
Jun 1
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
Jun 1
The Future Investors — $INTC Intel plans to launch its Crescent Island AI GPU by the end of 2026, targeting AI inference with a lower-cost approach.
Instead of expensive HBM memory, it uses LPDDR5X mem…↗
Jun 1
Shay Boloor — $INTC plans to launch a new AI chip this year to compete with $NVDA and $AMD.
The new GPU called Crescent Island is built for inference and targets the AI serving market with a lo…↗
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
The Future Investors — Nvidia continues to dominate the semiconductor industry 🚀
• Revenue: +85% vs +38% vs +7%
• EPS: +140% vs +43% vs +123%
• Highest margins of the three
Despite the fastest growth…↗
May 31
Wayne Liang — About $NVDA becoming the operating system of civilization...
$NVDA and $MSFT are set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at GTC Taipei on Monda…↗
May 30
Jukan @COMPUTEX — Morgan Stanley estimates Intel 18A yield at 50%.
It also notes that Apple is currently the only customer that has “signed a contract.”
$INTC https://t.co/i9hBtiaqyP↗
May 30
NoLimit — Donald Trump called $INTC and $DELL before they took off.
He is now telling you the same thing about this stock: https://t.co/zHUmPof3SL↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Mike Investing — U.S. President Trump has literally told you what to buy, & has yet to miss.
Thus far he’s called:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at…↗
May 30
InvestmentGuru — $BB — The Rerating Has Only Just Begun
That’s exactly why the opportunity exists.
This is a pure software company now. QNX powers the real-time OS in 255M+ vehicles. It’s not jus…↗
May 30
Wolf Capital — First $INTC , $DELL
$NOW we have a callout for $IBM !
Well this is going to turn into another trade for sure.
Earnings report is on July 22nd too, marking my calendar.↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 30
CK Capital — $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
Serenity — @onlyonexhj $JBL acquired part of $INTC optical transceiver division, which is how they’re able to do what they’re doing with $SIVE.↗
May 29
Mike Investing — President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…
Last time he did this was with:
~ $INTC at $19 which ran +595% to $132+
~ $…↗
Shay Boloor — @PolymarketMoney $INTC has been such an incredible 2026 story to watch.↗
May 29
Serenity — To be fair Trump did tell everyone to buy $DELL, multiple times this year.
He did go out and buy $1-$5M worth of Dell stock himself after all…
But should have seen this coming w…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
tae kim — How to Find the Best Investing Setups $EWY $DRAM $INTC $AMD https://t.co/flflja8qw8↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
Mike Investing — President Trump has gone undefeated in the stock market…
First he called $INTC at $19 which ran +594% to $132.
Next he called $DELL at $230 which ran +88% to $433.
Now he’s tell…↗
May 28
PhotonBull — This guy perfectly called the $DELL setup after seeing $INTC
He also bought $ASTS at $2.56
And you are not following him yet?↗
May 28
Wolf Capital — It's not everyday where I predict something, it happens, and I have no position in it. But today is that day! $DELL $INTC -_-↗
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
PhotonBull — $DELL is up 3x YTD
After seeing Trump's $INTC thesis play out this might have been the most obvious long in the market
Go buy a dell https://t.co/i0OWnJ8kVw↗
May 28
Jukan @COMPUTEX — Bruh, according to Geekerwan’s TEM analysis, Samsung’s 2026 SF2 still lags slightly behind Intel’s 2025 18A in terms of geometry control and process consistency.
$INTC https://t.c…↗
May 28
Jukan @COMPUTEX — Intel Accelerates Foundry Revival, Spearheaded by Advanced Packaging
Intel is accelerating the revival of its foundry (contract manufacturing) business through large-scale investm…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
rubicon59 — @PGelsinger with his $INTC fab investments was ahead of his time.↗
May 27
amit — LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.
Leopold has been a big believer in…↗
May 27
Michael | Hypermarkets — In 1999, most companies crashed 91% and only 5 survived.
$AMZN from $113 to $5.51
$CSCO from $80 to $8
$INTC from $76 to $13
$QCOM from $200 to $11
2000 was all hype, 2026 is rea…↗
May 27
Serenity — Yeah I get a lot of requests to manage institutional capital, eg. 8 figures ready lot of times.
It’s primarily capital appreciation for already wealthy folks though.
At a certa…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
Jukan @COMPUTEX — Exclusive: TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the shareholders’ meeting.
$TSM…↗
May 26
Ben Pouladian — The chip-level win is the distraction
The rack-level integration is the trade
A custom chip can beat NVIDIA on a spec sheet
It cannot beat a rack where the CPU was co-designed wi…↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Jukan @COMPUTEX — Intel’s Lip-Bu Tan is reportedly set to arrive in Taiwan this week for a visit to TSMC.
$INTC $TSM
https://t.co/cZxABLQP9g↗
May 25
Trade Whisperer — Moore's Law is dead. AI is ALL about Z-Axis.
Advanced Packaging. 3D Stacking. HBM. CoWoS.
AI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-A…↗
May 25
Alphatica — JUST IN: Huawei just announced a new chip architecture called LogicFolding.
The claim: 1.4nm chips by 2031 using a proprietary design principle they call the Tau Scaling Law. 381…↗
May 25
Michael | Hypermarkets — Ordinary people will be millionaires in 2030 by doing nothing.
Trump is telling everyone what to buy:
$INTC at $20 → $140 then $300
$DELL at $200 → $300 then $500
$NOW at $80 → $…↗
May 25
Jason's Chips — > be $TSM
> monopoly on leading edge silicon, $INTC and samsung are losers
> N3 wafers in critical shortage, at 300% utilization
> tokens most valuable commodity on earth. every c…↗
May 25
Michael Sikand 🦑 — $INTC is a 3x since the Trump Administration invested.
Now they're backing Quantum stocks with $2B.
How are you playing it?
Own all the bets or pick a single horse? https://t.c…↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
May 24
Serenity — Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers ->…↗
May 24
Trade Whisperer — @dramlonger $TSM, $MU, $DRAM, $AMD, $INTC, $ARM = Semiconductor Agentic AI Enabled.
I have a few names researched on the software side. I am pretty excited on what's coming.↗
May 24
PhotonBull — Only just saw this but @GMHikaru made a new YouTube video focused on stocks yesterday
He showed a mock portfolio and provided his reasoning for each move he made
Here is the ful…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
The Future Investors — $NVDA $INTC $AMD Nvidia could capture two-third of the x86 server CPU market from Intel and AMD, according to an analyst who expects Nvidia to generate around $20B in CPU revenue i…↗
TheValueist — $NVDA $ARM $INTC $AMD Nvidia says its forecast for $200 billion CPU market includes China - https://t.co/vxX5iuRAhN↗
May 23
rubicon59 — Profiled here last summer along with $INTC as "Two bright dumpster fires", $MRVL is +3x since, while $INTC +6x, far outpacing $AVGO. Lessons learned? https://t.co/GN3QR9kCsI↗
May 23
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
May 23
rubicon59 — As Moore's law and chip oversizing run out of steam, packaging is the new AI semis performance frontier. $INTC↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
CK Capital — A company trusted by NASA and the Pentagon just hit a 52 week high yesterday and is still one of the most undervalued stocks in the market.
$PENG. $2.7 billion market cap. Let me…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
Jason's Chips — @moxnq100 was gunna do $INTC and $BE but thought this was funnier↗
May 22
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
May 22
Damnang2 — Let me share something I’ve learned once again.
Whenever famous FinX accounts speak negatively about $QCOM or $MRVL Technology, I often feel frustrated because they still do not f…↗
May 22
TheValueist — $INTC $TSM $GFS $AMRK Trump said today that the US will have 50% of global chip production by the time he leaves office. Does it actually happen? Who knows? But he will damn well t…↗
Serenity — @realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029...
Don't need to keep entering new/different US positions, just let the ones you have compound o…↗
May 22
Serenity — People keep asking:
Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci?
And not much with new US ones?
It's partly because the list of US stocks I've lik…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Alphatica — The tape called $NVDA. Here are the receipts. And here is what happened the morning after.
+$6.12B net buy. $NVDA -$2.54B biggest seller. Eight names buy. The institutions sold th…↗
May 21
TheValueist — $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L↗
May 21
Jason's Chips — Mega bullish for logic $TSM $INTC
If "a chip is a chip" all the margins flows to foundries which are both differentiated AND scarce (a very rare combo)↗
May 21
TheValueist — $INTC $NVDA $MU $SNDK *INTEL INTRODUCES SUPERCLAW HYBRID AGENTIC AI SOLUTION
https://t.co/pcgkXcj9LN
Introducing SuperClaw - a Hybrid Agentic AI Solution Designed for AI PCs, Agen…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Tech Fund — $INTC's new culture – chip has to work on the second tapeout, or you're fired https://t.co/WLRO2KLLAs↗
May 21
rubicon59 — No wonder $INTC is +7.5% today after LBT’s talk at the JPM conference.↗
May 21
rubicon59 — LBT: “ $INTC is going after ASIC business (in a unique way)”↗
May 21
rubicon59 — LBT: “ $INTC EMIB-T packaging is $ billions in the next few years. Customers are now prepaying substrate commitments.” 👀👀↗
May 21
rubicon59 — “Good news. $INTC 14A risk production is 2028 and volume 2028 is about the same as A14 for TSMC.”↗
May 21
rubicon59 — “I hired a guy (ex Qualcom), and we ($INTC ) are going after physical AI.”↗
May 21
rubicon59 — LBT on $INTC in AI: “I back low-power (GPU) wafer scaling. I was in Cerebras series A, and I backed SambaNova. SambaNova and Intel can win cloud infrastructure play with much lo…↗
May 21
rubicon59 — Lip-Bu Tan appears to be hinting at a much closer strategic relationship between $INTC and Google. Suggests collaboration around AI infrastructure silicon, not just ordinary ente…↗
May 21
rubicon59 — LBT on $INTC 14A: “0.9 PDK, the holy grail, coming in October. Multiple customers are engaged.”↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Shay Boloor — $NVDA said Vera CPU opens a new $200B TAM for Nvidia which is a market the company has never addressed before.
Nvidia now has visibility into nearly $20B of CPU revenue this year…↗
May 20
Jose Najarro Stocks — $NVDA $AMD $INTC $ARM THE CPU SHORTAGE IS A MAJOR WIN FOR NVIDIA
NVIDIA believes it will be the world's leading CPU supplier this year!!
"Vera CPU opens a brand new $200 billion…↗
May 20
Alphatica — $NVDA day. +$16.2B net buy. Seven of eight names buy. The tape is positioned.
$NVDA reports after the close tonight. The tape going into the print:
$27.5B in buy blocks. $11.3B i…↗
May 20
Jose Najarro Stocks — $NVDA 3 THINGS I WANT TO HEAR ABOUT DURING THE EARNINGS CALL.
Long-term investor here, so I tend to use these calls to just get more answers about the market and upcoming products…↗
Alphatica — $INTC hit +~7% at the open this morning. Yesterday the institutional tape showed +$556M in block buys with zero sell blocks above $500K. Not one institutional seller. Our data show…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race.
Golden Cross
$MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗
May 20
InvestmentGuru — THE CPU RENAISSANCE THESIS
The Structural Shift Nobody Priced In
This isn’t cyclical. It’s architectural.
The AI compute stack is undergoing a fundamental transition. Training wo…↗
May 19
Alphatica — @askerlee VIX expiration can increase volume in index ETFs like $SPY and $QQQ as volatility products settle and dealers unwind their hedges. That mechanical flow can show up as blo…↗
May 19
Ray Wang — $INTC CEO: "So I kind of said well, first-time part, A0, B0, you keep your job. Anything above that, you're fired. So that culture people initially thought that I'm just joking. An…↗
May 19
Alphatica — S&P red. Tape green. +$4.45B. All eight names net buy. Zero sellers. $NVDA tomorrow.
Yesterday: -$18.0B. Seven of eight names selling. The second largest sell day of the series.
T…↗
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
Jason's Chips — How to make the perfect bull case for $INTC without mentioning $INTC↗
May 19
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 19
rubicon59 — You can choose to beleieve or not, but LBT is telling you the $INTC 14A node will be on par with TSMC’s (and packaging tech will be ahead.). + The US Gov will make sure TSMC is no…↗
May 19
rubicon59 — Is that t not plainly clear that TSMC can not be a long term advanced chip supplier? $INTC↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
CK Capital — I'll say it plainly. $PENG is a $100 stock trading at $48.
This is a company that builds and deploys mission critical AI infrastructure for NASA, the US Air Force, the US Navy, Lo…↗
May 18
Nick Colas & Jessica Rabe (DataTrek) — The US large cap Tech sector is up +32.6% QTD, with no other group up by even 10%. The strength here is primarily due to second tier semi names: $MU (+114% QTD), $AMD (+108%), and…↗
May 18
Jason's Chips — @PeterSikachev Missed out on whole $INTC rally if he didn't re-enter fast↗
May 18
Michael | Hypermarkets — 🟡 TRIMMED (taking some profit):
$BE fuel cell power, up 1,000%+ from his entry
$SEI Solaris Energy, profit-taking
$CORZ Core Scientific, still holds but smaller
$INTC sold sha…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
CK Capital — Serenity makes a fair point on $PENG and the photonics angle. She is right that they build the chassis not the core IP. I have never disagreed with that.
But here is what I think…↗
May 17
Alex A.C. — $INTC 💘 Glass substrates
Yes guys, the mass-production with Glass substrates is already here 🔥 (remember my love for the Panel Level Packaging)
Some benefits:
- Larger form fa…↗
Black Panther Capital — Let’s be real here…
Every AI data center Nvidia ever builds needs optical transceivers to move data between GPUs.
Not because of GPU performance. Not because of CUDA software. No…↗
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
Trade Whisperer — Golden nuggets from $AMAT earnings 👀
+50% growth in Advanced Packaging equipment revenues in 2026 $TSMC $AMKR $ASX $INTC
Leading-edge foundry, $DRAM, and advanced packaging are…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
Black Panther Capital — @FinnStockinger Thanks for the mention buddy. Appreciated 🫶
Good picks! Especially $INTC.
I’ll just leave the thread, as a service - that you referred to buddy 👊
https://t.co/…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Black Panther Capital — 2/6. Why Bloom over Vistra?
Look at his 13F history quarter by quarter.
Q4 2024: $254M. 6 names. All power infrastructure. Vistra, Constellation, Vertiv. zero chip names.
Q1 202…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
InvestmentGuru — The AI boom is creating two completely different markets inside tech right now.
Software names like $HUBS, $TEAM, and $WDAY have been heavily sold — the market fears AI disrupts t…↗
May 16
JC Investing — Rough few days for AI and semis
$INTC down 12%
$MU down 9%
$NVDA down 4%
Is it over? https://t.co/3NCXcfWuAX↗
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
Jukan @COMPUTEX — UBS: NVIDIA may offer two SKUs for Rubin Ultra: a 2-chip version and a 4-chip version. The 4-chip version will likely use Intel’s EMIB-T.
$INTC↗
May 15
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 15
Jason's Chips — @Midnight_Captl @Alex_Intel_ Also if you read $INTC most recent transcripts closely, there are many hints lip bu is purging their entire old culture (which is insanely bullish)↗
May 15
Jason's Chips — @Alex_Intel_ I trust $INTC's comeback as much as I trust FDIC insurance and everything else backed by "the full faith and credit of the U.S. government"↗
May 15
Jason's Chips — @Midnight_Captl $TSM really needs to only do one thing and that is invest way more. Until it does that $INTC will keep running↗
May 15
CK Capital — I am buying every single dip and here on $PENG and this is exactly why.
Think about what it actually takes to become a vendor for NASA. The US Air Force. The US Navy. Lockheed Mar…↗
May 15
Trade Whisperer — What the...
The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.
The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 15
Wayne Liang — So this pretty much went exactly as expected...
> US/China summit. Trump and Xi met in Beijing. Both sides agreed to "constructive strategic stability." Iran on the agenda. Market…↗
May 14
CK Capital — $PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The…↗
May 14
Alphatica — +$13.1 billion net buy. $NVDA +$3.94B. $MSFT back on the buy side. $TSLA streak broken.
S&P +0.73%. Nasdaq +0.77%. Dow +0.81% leading. The internals showed breadth and volume both…↗
May 14
tae kim — "Apple has kicked off low-end/legacy iPhone, iPad, and Mac processors at Intel on the 18A-P series (using Foveros packaging). The order mix is roughly 80% iPhone, mirroring Apple's…↗
May 14
rubicon59 — Intel is still the US #1 strategic asset. $INTC↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR My US Fab and Packaging Tracker. I believe there is still some long juice to squeeze from these names. https://t.co/dABaMnEAQq↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR SCOPE AND SCREEN
The publicly identifiable US universe of companies with semiconductor wafer-fabrication, foundry, specialty microfabrication, or advanced-pa…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE $AMD $INTC Wild coincidence (maybe not wild)! I set up my first sandbox on @e2b last night with/for my @openclaw . We are deep programming now, baby! Sandboxe…↗
May 14
TheValueist — Impressive. Now I really want to buy $INTC . A huge part of the @F1 sponsorship base is now tied to GAI and tech in general.↗
May 14
Tradable Astronaut — Find your appropriate risk, and trade the strongest names that are at the tip of your fingers.
You can create a very high win rate and boost your success rate in the market
That…↗
May 14
TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗
Alphatica — CPI hot. PPI hot. The tape bought +$15.8B. Seven of eight names net buy.
CPI 3.8% yesterday. PPI 6.0% today. Rate hike odds at 39%. The worst back-to-back inflation prints since 2…↗
May 13
Alex A.C. — " $INTC EMIB is gaining traction as a cost-effective, flexible alternative, particularly for inference chips (not ultra-high-bandwidth GPUs).
Larger effective package scaling (targ…↗
May 13
Jukan @COMPUTEX — From GFHK Monthly Call: Apple and Intel already signed an agreement in December 2025. The M7 chip will use Intel 18A-P and is expected to enter production by the end of 2027, while…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 13
Shay Boloor — $INTC chips will reportedly power $GOOGL new AI-powered laptop segment called Googlebook. https://t.co/TMoN8zM3ih↗
amit — @loganallec $INTC to $1T has to be the thesis
you and Donny T in the same trade!↗
May 12
Trade Whisperer — MediaTek is adopting a dual advanced packaging strategy using both $TSM's CoWoS/SoIC and $INTC's EMIB.
This is a big one for advanced packaging thesis.
-MediaTek is reportedly ad…↗
May 12
Alphatica — DARK POOL SCANNER | May 12, 2026
$8.1B in off-exchange flow. 256 prints ≥$5M. Net: -$1.05B sell.
The lit tape flipped to +$3.6B net buy at the closing cross. The dark pool flippe…↗
May 12
Alphatica — CPI day. -$7.2B all session. The closing cross flipped it to +$3.6B.
The worst internals of the series. CPI at 3.8%. $SOXX -6.0%. Record 9.6% rotation spread. The tape was selling…↗
May 12
Jukan @COMPUTEX — I didn’t realize this, but it looks like AWS may be using EMIB for a lower-end version of Trainium through MediaTek.
Similar to the TPU v9 program handled by MediaTek, next-genera…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Trade Whisperer — Rise of Agentic AI Could Push CPU Core Counts to 512 and only $TSM 2nm advanced node can enable it.
$ARM: Arm's new AGI CPU already has 136 cores.
$AMD: Upcoming Zen 6 EPYC proc…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
Alphatica — +$17.8 billion net buy. $MSFT flipped. $NVDA and $AMD sold. The reshuffling continues.
This morning the internals showed a new divergence: breadth 0.70x but volume 2.13x. Few stoc…↗
Jukan @COMPUTEX — Interesting.
Tesla’s current AI5 chip, codenamed Helios, is reportedly being foundried by TSMC and Samsung, and the next-generation AI6 was also originally expected to be split be…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
Trade Whisperer — Fun Fact: Intel is TSMC's Customer.
About 30% $INTC of wafers are outsourced to $TSM
It is not legacy products either. Lunar Lake and Arrow Lake, both in high demand right now,…↗
KawzInvests 🦑 — $QCOM has been an absolutely insane trade.
The day before earnings I watched unusual volume rip through the $200 calls. Someone knew something.
3 weeks later the stock is up 70%…↗
May 11
unusual_whales — JUST IN: The Unusual Whales live trading show, WhaleWatch, is Live!
Join below to see how traders use our tools, currently covering $INTC pre-news flow
9am - 9:30am: Premarket Pu…↗
May 11
tae kim — NEW WORLD! $INTC $TSM https://t.co/XyQmebujFF↗
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 11
Shay Boloor — $INTC is reportedly working with SK Hynix on 2.5D packaging R&D.
They’re testing Intel’s EMIB substrates to connect HBM with logic chips which is a growing bottleneck in AI ha…↗
May 11
The Future Investors — $HXSCL $INTC SK hynix is working with Intel to explore Intel’s EMIB 2.5D packaging technology for future HBM memory, as AI customers look beyond TSMC’s CoWoS packaging 👀🔥 https:/…↗
May 11
rubicon59 — Packaging > Optics when it comes to AI performance $INTC↗
May 11
rubicon59 — First, a trickle. Then a deluge. $INTC #packaging↗
May 11
Jukan @COMPUTEX — SK Hynix Pursues 2.5D Packaging Collaboration with Intel, Signaling Shifts in AI Chip Supply Chain
SK Hynix is drawing attention as it pursues collaboration with Intel in advanced…↗
May 11
Jukan @COMPUTEX — Just in: SK hynix is conducting R&D on 2.5D packaging technology with Intel.
Just in: SK hynix is considering adopting EMIB from Intel.
$INTC↗
May 11
rubicon59 — What hotness do Intel not have? Fabs, CPUs, Quantum, and soon advance memory and inference-focused GPUs. $INTC↗
May 11
rubicon59 — Intersting... Intel and quantum. $INTC↗
tae kim — BofA: "Given Apple is currently ~17% customer for TSMC which does $160bn/yr in sales, this deal represents a potential addressable opportunity of $35-40bn+ for INTC, with a ~25% sh…↗
May 11
rubicon59 — I had no idea $INTC was a quantum play? I bet worth... https://t.co/xaOWRxQkT5↗
May 11
rubicon59 — Who would have known? Intel has an active quantum computing program focused on Silicon-based qubits. $INTC↗
May 10
Wayne Liang — Big week ahead for catalysts...
> US/China summit meeting. S&P 500 just hit record highs (pricing in a peace deal). Oil pulling back could also ease inflation pressure.
> Kevin W…↗
May 10
Wolf Capital — $INTC (left) constantly step ladder pumping after earnings + trump yapping about it.
Now we have $DELL (right) with huge volume last friday after the next trump yap.
I think we’…↗
May 10
Trade Whisperer — $TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.
They are the single point of convergence for everything that matters in AI infrastr…↗
May 10
unusual_whales — Catch unusual moves before the news like $AAPL and $INTC as seen here below using unusual whales!
We were built to make sure you never miss a market move! We also have an API so y…↗
May 10
tae kim — The Wall Street Journal's top front page story this morning comes after I pounded the table on the exact CPU, GPU, and HBM memory AI stock themes five weeks ago $INTC $AMD $DRAM $E…↗
May 10
Shay Boloor — $INTC CEO Lip-Bu Tan congratulated $NVDA CEO Jensen Huang on receiving an honorary doctorate from Carnegie Mellon University for his contributions to accelerated computing and AI.…↗
May 10
Ben Pouladian — Intel once built Larrabee to kill NVIDIA.
Today Lip-Bu hooded Jensen at Carnegie Mellon and announced they’re building products together.
Greatest technology revolution in hist…↗
May 10
tae kim — "@intel and @nvidia are collaborating to develop exciting new products!" $INTC $NVDA↗
May 10
Wolf Capital — Trump casually name-dropping tickers and the market actually listens?
Past calls on $INTC, $TMQ, $LAC went nuclear (500%? lmao). Now he’s hyping $DELL @ $260 and $PLTR @ $130.
Yo…↗
May 10
Serenity — Is it just me…
Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Michael | Hypermarkets — $PLAB is the next $INTC and here's why:
1. The "Pure-Play" Stencil Maker: makes the chips and the masks; Photronics is the only independent US giant that focuses 100% on the mask…↗
May 10
Frenchie — Je vous présente @sssjeffpu
Jeff est surtout connu comme analyste ensupply chain Apple, tech et hardware, avec un angle très orienté semi-conducteurs.
Il travaille aujourd’hui c…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Trade Whisperer — $AMD $INTC $ARM Server CPU TAM just doubled. $60B to $120B by 2030.
That's cute.
Now look at $TSM market share in CPU manufacturing.
75%. One Company. Monopoly. https://t.co/Qt…↗
May 9
Alex A.C. — $AMD : more manufacturing capacity ahead. Take note guys 🤓
Also $INTC thx to its own Foundry.
CPU production up 📈 ==> More Memory and Storage, and Networking demand up 📈…↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
BULL OF BRITAIN — Isn't it extrememly obvious with the news that Trump brokered the deal between $AAPL and $INTC.
That he is going to do the exact same bagwork for $DELL?
I am personally going t…↗
May 9
Shay Boloor — President Trump’s $11B $INTC stake is now up nearly 5x 😳 https://t.co/xOiU2x540s↗
May 9
The Assembly — This is absolutely insane.
$INTC forward P/E is nearly 2x the peak of the dot-com bubble. https://t.co/V1dlhdfeRu↗
May 9
Serenity — I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle?
Was very popular, even last year…
But if you pivoted to semis like $INTC or $SNDK, you wo…↗
Alphatica — $19.8 billion in off-exchange flow. 597 prints ≥$5M. Net: -$2.7B sell.
The lit tape printed +$33.7B net buy today. $MU: +$13.4B with zero sells. $AMD: +$7.5B with zero sells. The…↗
May 8
rubicon59 — He was the right man for the job. Unfair to him. But LBT is just fine $INTC↗
May 8
TheValueist — If I were really good at my job, I would have gone long $INTC on @JaredKubin 's first Red Box post🤷♂️ https://t.co/C4dYkc6nKW↗
May 8
The Assembly — The US government just made $7 billion in a single day from their $INTC investment.
Apple announced a major deal with Intel this morning.
Intel ripped 18% on the news.
That sing…↗
May 8
Shay Boloor — Wild that $INTC now has $NVDA and $AAPL backing its foundry ambitions while becoming a $600B company for the first time.
Incredible turnaround story. https://t.co/fzbfHzmVl8↗
Jason's Chips — The $INTC article I released after earnings that included my model valuing Intel at $1.2T (and my long thesis along with it) went pretty under-read.
Hopefully now it gets some mor…↗
May 8
unusual_whales — BREAKING: Look at this.
$AAPL and $INTC announced an agreement for Intel to manufacture some chips for $AAPL.
Two days ago, there were large $INTC contracts being purchased.…↗
May 8
Nancy Pelosi Stock Tracker ♟ — President Trump might be tired of winning
The Trump Administration is up +530% on Intel investment made August 2025
$INTC is projected to have made them ~$47,300,000,000 🤯 http…↗
May 8
rubicon59 — +14% is not +30%, but still getting closer to $1T. $INTC $AAPL deal.↗
May 8
Serenity — I’ve said this before when $AAOI was $6.49B.
Now it’s $11.5B and this is the same story:
Basically this is the Optical version of $INTC, where they’re scaling capacity from laser…↗
Tigris 会讲课教授是好老师 — “因为当 AI 从模型训练到推理到现在智能体agent，CPU、内存、机架、封装、供应链和制造能力都会重新进入估值表”
【都是封神经典逻辑推理和预测】
市场过去买的是 Nvidia 缺货后的替代品，现在开始买 AMD 能否成为第二套 AI 系统平台。
这个变化，会同时重估 $AMD，也会反向重估 $INTC Intel。↗
May 8
tae kim — WSJ: "Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, according to people familiar with the matter." $AAPL…↗
May 8
Shay Boloor — $INTC is up over 17% after reportedly reaching a preliminary agreement to manufacture chips for $AAPL devices. https://t.co/vPCUpAjGsH↗
The Future Investors — $AAPL $INTC Apple and Intel have reportedly reached a preliminary agreement for Intel to manufacture some chips for Apple devices in the U.S. 🇺🇸📱
The talks have been ongoing fo…↗
May 8
unusual_whales — BREAKING: Apple, $AAPL, and Intel, $INTC, announced a preliminary deal for Intel to manufacture select chips used in Apple devices, per WSJ↗
May 8
amit — TIMMY APPLE JUST PUMPED THE PRESIDENT’S BAGS
$AAPL $INTC
The US government is now up $45B on their Intel position. https://t.co/PYsJG6IecZ↗
Jason's Chips — $INTC now makes chips for $AAPL.
Intel was one of my very first semis longs and today it becomes my largest too. I've been covering them on my Substack for many months.
Haven't…↗
Alphatica — $INTC Dark Pool data today. (Greater than $5 Million). News was just released. A deal was announced with $AAPL Not a coincidence.
INTC $43,809,987 $ 0 $+43,809,987 https://t.co…↗
May 8
Shay Boloor — $AAPL and $INTC have reportedly reached a preliminary chipmaking agreement with Intel set to manufacture chips for Apple devices.
Six years after Apple left Intel, it may now ret…↗
May 8
TheValueist — $INTC $AAPL (Wall Street Journal) -- Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, according to people f…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗
Trade Whisperer — Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now
CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x
Agentic AI = Re-Fucking-Rate
$AMD…↗
May 7
Shay Boloor — @FuturumEquities We absolutely crushed the $INTC, $MU and $NBIS thesis↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Serenity — $LPK up 80% in the last two weeks. Not too shabby at ~$687M MC?
It's probably one of the cleaner ways to play the next Glass Substrate supercycle.
50-100 machines per customer a…↗
May 7
Trade Whisperer — $TSM $AMKR $ASX $INTC $AMAT $BESI
There is no AI without Z-Axis.
Everyone credits AI progress to chips getting smaller. That is the wrong story. AI was not enabled by 2D scaling.…↗
May 7
Trade Whisperer — $MU 6x Forward P/E
$WDC 32x Forward P/E
$AMD 51x Forward P/E
$ARM 98x Forward P/E
$INTC 110x Forward P/E
The market is still calling all of them "cyclicals."
If $MU is re-rated to…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
Trade Whisperer — 90k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable nam…↗
Trade Whisperer — @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.↗
May 7
Serenity — @CjL0222 No. $LPK is probably my favorite exposure right now since they supply to everyone.
I'm just saying if people are long glass core substrates, Samsung, $INTC, and others a…↗
May 6
Alphatica — +$17.9 billion net buy. $NVDA flipped back to buyer. $QCOM new seller.
$34.5B in buy blocks. $16.6B in sells. Net flow: +$17.9B. Buy/sell ratio: 2.1 to 1. 20,814 prints.
The buye…↗
May 6
Serenity — @hiro_invst Have you not seen $INTC $AMD $ARM this past month?↗
May 6
Trade Whisperer — $AMD WILD 🤯
15 firms. All raises. Baird & Bernstein doubled their PT overnight:
$300 → $625
$265 →$525
CPU re-rate. Agentic AI is on the move. $INTC $ARM https://t.co/p15DX…↗
May 6
Trade Whisperer — $TSM $2 trillion. ~6% move.
Called it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis.
The manipulation did not…↗
May 6
Alphatica — MORNING INTERNALS | 11:04 AM ET
$AMD +16%. Iran deal close. Oil below $101. Breadth is mixed.
Yesterday the tape bought $4.75B in $AMD ahead of earnings. Today the stock is up 16…↗
May 6
Shay Boloor — OpenAI partnered with $NVDA, $AMD, $AVGO, $INTC and $MSFT to develop MRC which a new protocol for large AI training clusters.
The goal is to improve GPU networking performance and…↗
May 6
Jukan @COMPUTEX — Most-bought U.S. stocks by Koreans over the past month:
1. $SOXL
2. $INTC
3. $DRAM
4. $SNDK https://t.co/hqB8ioxMG5↗
May 6
tae kim — @christianoboria Nice, though I'm proud of repeatedly pounding the table about CPUs through the worst of the Iran War drawdown and not flinching on the fundamentals $AMD $INTC http…↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
Trade Whisperer — $AMD +17% $INTC +5% Overnight
Told you Agentic AI was going to be the catalyst for the entire AI market. That post had the lowest impressions. Just like when I called the memory b…↗
May 6
Serenity — @DrNHJ Yep! Thanks for the news regarding $AAPL and $INTC.↗
TheValueist — $AMD $INTC were ones that got away. I was actually short INTC at one point, and covered without too much damage. I never got my head around them for a number of reasons. I am long…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Jose Najarro Stocks — THE CPU SHORTAGE IS HERE AND KICKING $AMD $INTC $NVDA $TSM
At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the…↗
May 5
Alphatica — +$34.8 billion net buy. $AAPL $8.4B. $MU $8.1B. $INTC $4.7B with zero sells.
The rotation scanner showed $SOXX +3.0% today. The tape confirmed it with the most concentrated semico…↗
May 5
unusual_whales — $INTC up 13% today and nearly 30% in the last week
Lots of recent flows shared LIVE in the Unusual Whales Discord server: https://t.co/5iL2muQzjV
$INTC 110c 9/18 @ 7.05 -> 22.00+…↗
May 5
unusual_whales — Breaking: 5 months ago we launched a portfolio on Autopilot to track the exact stocks the White House is buying
So far, its up 42%
With Intel $INTC up 110%+ since Trump bought
T…↗
May 5
Trade Whisperer — $INTC BLUE Candle: $50 → $110. One month: +120%
Your only regret? Not listening to my callouts and not having a system this sound and this simple.
No trimming until PINK
Get 300…↗
May 5
Trade Whisperer — $SNDK From $200 to $1400. +600 since this BLUE candle signal.
Stop asking what's next. I've given you thousands callouts and conviction posts on $MU $DRAM $INTC. This is it.
Choo…↗
May 5
Tigris 会讲课教授是好老师 — Claude又出10 个面向金融服务的 agent 模板，走的和OpenAi还在发布最新模型5.5不一样的路
Claude 全面进入高附加值金融白领日常工作流
过去 SaaS 公司卖的是一个个 workflow 页面。现在 Claude 说，我直接进入你每天打开的 Excel、PPT、Word、Outlook，替你完成一段金融工作。
这不是聊天工具……↗
May 5
Alphatica — ROTATION SCANNER | May 5, 2026
Semis explode +3%. Value surges +2.4%. Widest spread of the series.
Leader: $SOXX (Semiconductors) +3.0%
Laggard: $ARKK (Innovation) -2.1%
Spread:…↗
SpotGamma — massive call premiums in. dominating the options complex today
$MU $SNDK $INTC
the chase extends↗
May 5
Alphatica — MORNING INTERNALS | 11:12 AM ET
Nasdaq new all-time high. NYSE leading. Volume still missing.
The Nasdaq hit a new all-time intraday high. S&P +0.70%. Oil pulled back 3% to $103.…↗
May 5
Shay Boloor — @VanquishTrader CPU bottleneck was the juice $INTC needed↗
May 5
tae kim — CPU stocks doing ok today $INTC https://t.co/UIBmisZ9dm↗
Shay Boloor — $INTC is up more than 10% after reports that $AAPL has held exploratory talks about using Intel to manufacture main device processors. https://t.co/325CJ3FLfH↗
Shay Boloor — $AAPL is exploring $INTC as a potential manufacturing partner for its main device processors.
The move would give Apple foundry optionality beyond $TSM and reduce reliance on a si…↗
May 5
tae kim — Oh.
"Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices" $INTC↗
May 5
tae kim — "Intel has placed big orders for advanced packaging production line equipment to firms in Taiwan, media report" $INTC↗
May 4
Shay Boloor — President Trump says the U.S. made $45B in 8 months on its $INTC stake after buying ~$20 and watching the stock climb to ~100. https://t.co/QWV6JUTQ31↗
May 4
Shay Boloor — I cannot wait for $AMD earnings tomorrow because this has become one of the more interesting rerating stories I track since the company is trying to move from a CPU-led share-gain…↗
May 4
rubicon59 — Imagine a good chunk of the TSMC MC but with the US premium. $INTC↗
May 4
Tech Fund — UBS - $AMD is much less capacity constrained than $INTC, AMD server CPU revenue growing at 80% this year
"The market obviously realizes that INTC’s guidance reads very favorably f…↗
Trade Whisperer — Wild Overnight 🔥
$SNDK $200 → $1240 (+520%)
$MU $62 → $566 (+812%)
I gave the signal and thesis you needed.
Your only regret? Not following me soon enough.
5-year LTAs killed t…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
Trade Whisperer — The Overnight Market is Warming Up 🔥
$SNDK $1211
$MU $553
$INTC $101
$AMD $364
LFG https://t.co/HscxnwyEEX↗
May 3
Trade Whisperer — BOOM
"The global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence continues to outpace supply."
-SK Group Chairman
$MU $DRAM $SND…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 3
TheValueist — You will begin hearing more and more about the power of FPGAs in the coming months. Speak to anyone who works at Jane Street. A technological and market breakout feels around the c…↗
May 2
KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?
> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗
May 2
Trade Whisperer — Listen up and rejoice. The market has not priced in the Agentic AI inflection, yet. Not even close.
CPU-to-GPU ratio: 1:8 → 1:1
Memory shortage through 2027+
NAND prices up 70-75%…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Serenity — I called out Bernstein for being a clown when they gave $INTC a $35 price target in Jan.
They just slap dumb PTs. Retail panic sells as an intended consequence.
While the other…↗
May 2
Serenity — I had a decent month.
Everything from: $AAOI went up 100% to $SOI went up 153.9%.
$SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally…↗
rubicon59 — @dbull888 I meant just the foundry part of $INTC↗
May 2
rubicon59 — $TSMC is valued at $2T. Surely $INTC when it comes into its own can be worth a measly 20% of that? (I am guessing a little more in actuality.)↗
Damnang2 — About a month and a half ago, when I met @jukan05, he asked me what I thought about $MRVL. I told him I was very positive on it.
At the time, many people around me in the industry…↗
May 1
unusual_whales — Head into the weekend... hope everyone had a great week of trading!
I would assume the buyer of the $INTC 55c 5/1 back on March 25th is about to have themselves a weekend.
The IN…↗
May 1
rubicon59 — Those are yet to materialize, as they inevitably will. $INTC↗
May 1
Trade Whisperer — $INTC BLUE Candle: $50 → $100
This is what happens when due diligence and conviction meets our smart BLUE candles.
No trimming until PINK
Get 300+ charts daily. Try it free:
htt…↗
May 1
Trade Whisperer — $INTC From $50 to $100 (+100%) in just 30 days.
I've spoken. Did you listen?
Choose your notifications wisely $AMD $ARM↗
May 1
Nick Colas & Jessica Rabe (DataTrek) — One sound bite captures the dramatic change in Tech sector dynamics over the last 6 months: $INTC now has a larger market cap than $PLTR ($499 vs $342 billion).↗
Jukan @COMPUTEX — Former TSMC packaging vice president Douglas Yu has joined MediaTek, and MediaTek insiders reportedly expect that his arrival will make it much easier to manage the technical and m…↗
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
May 1
Mike Investing — If you missed $INTC at $30.
Missed $AMD at $68
Or even missed $GOOGL at $140…
Then you do not want to miss out on $NBIS.
The rotation from Photonics into data centers is only j…↗
May 1
Raging Capital Ventures — $INTC should raise $30 billion in equity pronto. OpenClaw et al has given them a new lease on life, but don’t miss the fact that they’re bleeding CPU market share - and now their…↗
Tigris 会讲课教授是好老师 — Show me the money。审判日
在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布
云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。
特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC…↗
— Today is a VERY good day. The most new subscribers to my Substack since launch.
It's like people all of a sudden realized I knew what I was talking about after I've been pounding…
Trade Whisperer — $INTC Intel has achieved a major milestone with its EMIB advanced packaging technology, hitting ~90% yield, which analysts view as a significant foundry breakthrough and a competit…↗
Apr 30
Trade Whisperer — Bears in 2025: "But they'll pull back on spending"
Hyperscalers Capex in 2026: $710,000,000,000.
Nearly 2x in a single year.
It's a permanent re-rating of infrastructure.
Infinite…↗
tae kim — Update: The 10 stocks I made a bull call on March 30 are up 38% on average after one month $NVDA $AMD $INTC $EWY Don't expect this to happen often https://t.co/FkbvB7eZju↗
amit — @jaspalsandhu24 nothing in that earnings justified -10% and we know it
maybe 4-5%…but the market bidding up $INTC over $META is absolute nonsense↗
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Trade Whisperer — $INTC $100
At some point during the overnight market. Crazy
Agentic AI. Intel has Fabs. Unconstrained. https://t.co/4lUwaLkOVl↗
Apr 30
Trade Whisperer — $INTC is now selling scrapped CPUs. Surprised? Absolutely, Not.
$MU, Samsung, SK Hynix have been doing this since last year. Edge-of-wafer dies. Chips that used to get binned are…↗
rubicon59 — More CPU price hikes on the way? Remember memory? $INTC↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
InvestmentGuru — $INTC looks like we can see triple digits this week https://t.co/3FaBxl1srB↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 30
Tradable Astronaut — $INTC at $100
Congratulations to all the bulls https://t.co/YU2fzy4zqD↗
Apr 30
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $INTC that made millionaires
•$300 → $300,000 in a single day
This is…↗
Apr 29
Nancy Pelosi Stock Tracker ♟ — President Trump says the US government is now up over $30,000,000,000 in the last 90 days due to Intel investment
The investment into $INTC was made in August 2025 https://t.co/6Q…↗
Apr 29
Alphatica — The earnings landed. The tape split. NVDA sold. INTC bought.
MSFT, GOOGL, META, AMZN just reported after the bell. But this tape is from the session, this is how the institutions…↗
Apr 29
Trade Whisperer — $INTC up 11.22% today alone.
Advanced packaging deal with Google confirmed. Amazon potentially next. https://t.co/WwxSpNr9Ol↗
Apr 29
Trade Whisperer — $INTC From $50 to $94 since I posted this. Ripping +11% today.
I told you. Google and Amazon are in active discussions with Intel for EMIB advanced packaging deals. $TSM CoWoS is…↗
Apr 29
Serenity — Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day?
You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gain…↗
Apr 29
The AI Investor — It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO
And even the storage stocks like $STX or CPU…↗
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Tradable Astronaut — I'm not bearish. The longer term structure is still intact.
But I'm being selective until mid-May.
Smaller size. Higher conviction only. No chasing.
The setups I've been trading…↗
Apr 29
Shay Boloor — @FuturumEquities @danielnewmanUV Incredible seeing how quickly $INTC (America’s turnaround story) has become one of the cleanest AI infrastructure bottleneck trades in the market.↗
Apr 29
unusual_whales — Breaking: Following president's stock picks wins again
Intel $INTC jumped another 10% today
It’s now +278% since Trump took a stake back in August
Intel also currently the top p…↗
tae kim — If only there was a Substack out there that was bullish on Intel CPU takeoff, AI chip sector's exponential compute ramp from agentic megatrend, HBM memory liftoff and anti-consensu…↗
Apr 29
tae kim — Intel stock surges up 6.8% on "30% skew corner tightening"! $INTC https://t.co/ZuTEQRF4xM↗
Jukan @COMPUTEX — Citing UBS's AMD earnings preview:
- The market is clearly aware that INTC's guidance reads very favorably for AMD.
- This is particularly true for server CPU, given commentary im…↗
Apr 29
Serenity — @MickaelLacoste2 No. Glass substrates are the next advanced packaging wave.
And $LPK has a functional monopoly over laser induced deep etching.
It’s more of pure play exposure t…↗
rubicon59 — And guess what. $INTC is in the packaging catbird seat again.↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 28
rubicon59 — Packaging > Optics. Waif for https://t.co/9tbripx3zM to figure this out. $INTC↗
Apr 28
Antonio Costa — $INTC continues to show relative strenght even in extreme overbought levels. Seems to be forming a bull flag https://t.co/ZQB24hySf8↗
Apr 28
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Apr 28
Michael Sikand 🦑 — The photonics bottleneck had SO many layers.
That's what it made it so damn fun.
But I think it's messed with our heads a little on FinX.
We got a bit addicted to hunting niche…↗
Apr 28
Trade Whisperer — $TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging
TSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver.
High-value p…↗
Apr 28
amit — @MikeLongTerm How big do you think upcoming earnings will be?
If it’s a $INTC type of beat, then yes this thing is probably going higher↗
Apr 28
Leandro — Gonna have to agree with this take.
If anything, the increasing participation of memory players in EUV and the US' fight to keep Intel $INTC alive only transfers more leverage int…↗
Jason Luongo — The CPU bottleneck in AI is real and it's accelerating
Agentic AI is shifting the CPU-to-GPU ratio from 1:8 toward 1:1. Server CPU prices are up 20%+ since March. Intel is already…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Ben Pouladian — Markets are bidding up Intel, AMD, and ARM on the CPU rally. Wrong layer.
The Rambus print this afternoon told us the bottleneck isn’t CPU silicon. It’s the OSAT layer behind the…↗
Apr 28
CK Capital — The GPU trade made people rich.
The CPU trade is what comes next and it is already happening.
Agents that open files, run searches, execute code, wait for responses, and loop th…↗
Apr 28
Trade Whisperer — $MU $INTC $AMD
Server $DRAM is seeing explosive demand 🔥
AI workloads are shifting from GPU-centric to include more CPUs (Intel/AMD), driving annual demand growth of 60–70%. Su…↗
Apr 28
Alphatica — INTC just gapped up 23.60% on earnings.
Here's everything the data is showing right now.
The quarterly filing told two stories:
The headline: -$3.1B operating loss. The real sto…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 28
InvestmentGuru — Market traded mostly sideways today with limited movement, but leadership stayed strong in tech. Winners on the day: $NVDA $GOOG $MU $SNDK and $INTC. Semis saw some pullback after…↗
Apr 27
Jukan @COMPUTEX — I’ve heard that a lot of highly experienced engineers are joining Intel’s EMIB efforts.
TSMC’s move to address demand by increasing the reticle size for CoWoS does make me a bit m…↗
Apr 27
Shay Boloor — @FuturumEquities @danielnewmanUV This really has been such a crazy turnaround story to watch.
A year ago, people were debating whether $INTC could stabilize the business but now…↗
Apr 27
Shay Boloor — Customers paying full price for end-of-life inventory that $INTC had already written off as worthless is truly nuts.
That only happens in a market where customers are so capacity-…↗
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
rubicon59 — “I am photonics!”. $INTC https://t.co/ofENsBo34C↗
Apr 27
Shay Boloor — $INTC may have landed advanced packaging work for $GOOGL 2027 TPU v8e.
The key detail is EMIB (Intel’s packaging tech) showing up in the roadmap. https://t.co/Tq8WMF1Po3↗
Apr 27
tae kim — I spy an anchor $INTC packaging customer. Also, net net not good for $AVGO !↗
Apr 27
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 26
tae kim — Intel-Reddit guy. It's time. Come back and dunk on all the haters! $INTC https://t.co/XTnLTsI5tm↗
Apr 26
Michael Sikand 🦑 — $QCOM - the CPU supercycle's dark horse trading at a dirt cheap multiple?
Qualcomm has been punishing investors for years.
But with growing attention towards CPUs, I'm going to b…↗
Apr 26
rubicon59 — $INTC ZAM memory. Definitely not priced in.
“Utilizing angled interconnects for optimized spatial efficiency, ZAM targets prototypes by fiscal year 2027 and commercialization b…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
Serenity — @cholevovo Yeah idk about that $5T number for $INTC but there's a long way to go
Mistyped #1 and should have used the term pushing* instead of pushed. https://t.co/CrzGnh4Hw2↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
InvestmentGuru — The AI trade is evolving — and CPUs may be the next breakout.
For the last two years, everyone chased GPUs. That made sense — training models needed massive parallel compute.
But…↗
Apr 26
Daniel Koss — A few important corrections! $SHMD
1. The InfinityLine H+ system is for PLP on organic substrates, not glass. Which means...
2. The customer is probably SpaceX (not $INTC)!
a) "…↗
Apr 26
Michael Sikand 🦑 — You don't need to be a genius to get rich.
"Customers are deploying server CPUs along accelerators in the ratio that is moving back towards CPU" - $INTC CEO
Translation: CPU TAM…↗
Apr 26
rubicon59 — $INTC getting ready for CPO fab business?↗
Apr 26
rubicon59 — Jensen is not someone who woke up a loser. And certainly not when making a $5b $INTC investment, now worth $13b something.↗
unusual_whales — Intel, $INTC, is now above its dotcom price.
Get these alerts.
See more: https://t.co/woUppeidjX↗
Apr 26
rubicon59 — There was a reason $NVDA invested $5b in $INTC, and it wasn’t for stock appreciation, although that $5b has almost quadrupled.↗
Apr 26
rubicon59 — It is quite possible tha $INTC will eventually have a royalty on SpaceX, Tesla, and xAI. It may not be a huge %, but pure profit.↗
Apr 25
rubicon59 — $INTC ASiC positioning is unique, being able to offer advanced fabs and (especially) packaging under “one roof”.
Already the run-rate is in the $Billions . Almost certainly not…↗
Apr 25
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 25
Trade Whisperer — $MU $DRAM CPU demand is going up and this is extremely bullish for Micron, Samsung & SK Hynix.
$INTC CEO confirmed CPU to GPU ratio shifting from 1:8 toward 1:1. That is 800% more…↗
Apr 25
Ben Pouladian — @stevehou He’s been transparent on price to book value for $intc the whole time↗
Apr 25
Serenity — @genrevai You had the media/banks/analysts going after $RKLB because everyone thought they couldn't compete against SpaceX.
Then you have the media going against $AMD because they…↗
Apr 25
Serenity — @H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC.
And that Intel could just beat them anytime.
Kin…↗
Apr 25
Shay Boloor — I flagged at the beginning of the year to subscribers how explosive the CPU bottleneck could become for $INTC in 2026.
Intel is building the x86 server CPU layer of the AI inferen…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
Apr 25
Jason's Chips — $INTC + $ARM
$AMD is great but I think you're forced to take a view on their (warrant driven) GPU biz that I don't have↗
Apr 25
Trade Whisperer — $AMD $INTC
Training Era: 1 CPUs per 8 GPU.
Inference Era: 4 CPU per 8 GPU
Agentic AI: 8 CPU per 8 GPU
CPUs are becoming the real orchestrators. Intel Q1 Data Center +22% YoY. $5.…↗
Apr 25
Gaetano — CPUs are in the spotlight!
$AMD $INTC $ARM $PDFS $AIP $RMBS
More agents, workflows, coding assistants, recommendation engines, and on-device AI means more models running constantl…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Antonio Costa — $INTC Intel has been one of the most spectacular reversal stories in the S&P 500/Nasdaq over the past year, surging from multi-year lows to break its 26-year all-time high on s…↗
Apr 25
The Future Investors — Agentic AI is making CPUs more important in AI infrastructure 👀👇
AI inference is about more than just GPUs.
As workflows become more complex, CPUs handle more orchestration, me…↗
Apr 25
Mike Investing — If you missed $AMD at $67.
Missed $NBIS at $68.
Or even missed $INTC at $32…
Then I’m telling you here first that you do NOT want to miss $CRWV.
Within the next 5 years $CRWV w…↗
Jason's Chips — Publishing my CPU article a day before $INTC earnings was a home run. More or less perfectly predicted what happened on the call.
"What is new are two near-term dynamics that coul…↗
Apr 24
Jose Najarro Stocks — $AMD $NVDA $INTC $CRDO $ALAB $MU
If only there was someone posting daily videos on semiconductor for years, even when the market hated them..... https://t.co/gNA3d4KBhf↗
Apr 24
amit — i guess we all need to thank $INTC for those earnings
have not seen a day like this for semis in a long time
on track for the 18th day of green
what are people thinking? cautiou…↗
Shay Boloor — $INTC has been such a wild turnaround story to cover.
A year ago folks were debating whether Intel could stabilize the business but now the debate is how much capacity it can add…↗
Apr 24
Jason's Chips — Is the sell side paid to be bearish $INTC?
This is one of the clearest long stories around. You'd think with management access and their positive bias $INTC is a consensus overwei…↗
Apr 24
Trade Whisperer — $INTC $AMD $ARM CPU Companies Are Absolutely Ripping
AI Inference & Agentic AI Incoming
Happy Friday 💗 https://t.co/HPgSuf4a9m↗
Shay Boloor — AI bears checking the portfolio after passing on $INTC under $20, $MU under $100, $NVDA near $100, $AVGO under $180 and $AMD under $200.
Apparently the “bubble” had some lovely en…↗
Apr 24
Raging Capital Ventures — Could today’s $INTC spike be like the $ORCL blow-off in the fall…a good excuse to take profits in red hot momentum names?↗
Apr 24
Daniel Koss — Holy shit $INTC crushed it!
I genuinely believe $SHMD and $LPKF could 10x as a result. They could be the best levered way to profit from Intel's success and this general supercycl…↗
Apr 24
Shay Boloor — Analysts were clearly offsides on how disruptive the CPU bottleneck is becoming in this AI cycle and didn't see $INTC as the primary beneficiary at current supply levels.
I’d expe…↗
Apr 24
Jason's Chips — $INTC $AMD $ARM
Why DeepSeek V4 is hyper bullish CPUs
Models way cheaper GPU-wise like DeepSeek V4 that are just below the frontier are perfect for agents. As they get integrated,…↗
Apr 24
Lawrence McDonald — Wall Street Research on Intel $INTC
2026 Stock at $84
Buys: 17
Holds: 31
Sells: 4
2022 stock at $24
Buys: 11
Holds: 20
Sells: 12
*Bloomberg ANR data.↗
Apr 24
rubicon59 — Pretty much where we now. Also fabs are all the rage. $INTC has both, plus ASICs and GPUs on the roadmap.↗
Apr 24
tae kim — “Hi Tae. Congrats on your prescient early call on CPU demand. You really nailed the INTC and AMD calls.”
“Congrats again Tae on the early CPU call, far before any sell side analy…↗
Apr 24
Michael | Hypermarkets — Trump bought Intel ($INTC) at $20.47 in August 2025 using US government money.
INTC just broke its all-time high for the first time in 26 years.
The US government is now sitting…↗
Apr 24
TheValueist — $AMZN the sleeper CPU provider.
$INTC $AMD $ARM $NVDA↗
Apr 24
Black Panther Capital — $INTC up 51% the past month.
$POET 93%
$AAOI 43%
$IREN 23%
$NBIS 37%
$SIVE 150%
And people are still asking if the AI trade is over.↗
Apr 24
CK Capital — Who has calls.
Let’s see the down below. $INTC https://t.co/oSyxuPfPnF↗
Apr 24
Shay Boloor — $INTC IS UP NEARLY 30% TODAY
I don’t think people realize how wild it is that customers are paying full price for end-of-life inventory Intel had already written off.
That only h…↗
The Future Investors — The forward P/E of the 3 chip designers (pre-market stock prices) 👀👇
𝗡𝗼𝗻-𝗚𝗔𝗔𝗣
$NVDA | 24.0x
$AMD | 50.7x
$INTC | 153.7x
𝗚𝗔𝗔𝗣
$NVDA | 24.5x
$AMD | 75.4x
$INTC | at…↗
Apr 24
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Lando — Well hello $AMD, all of the $INTC bulls I seriously do thank you
$AMD +11% https://t.co/nf4RtLkEIx↗
Serenity — @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer…↗
Apr 24
Midas — Bro who put his grandma’s 500k inheritance into $INTC stock just made MILLIONS...
In reality, he prob sold for a loss. https://t.co/QzAXSuYfz8↗
Apr 24
rubicon59 — "Our AI-driven business now represents 60% of revenue and grew 40% YOY". $INTC↗
Apr 24
rubicon59 — + 3x later, Mr. Market is perceiving it now. $INTC↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Shay Boloor — $INTC NOW BREAKING ABOVE $81 🤯 https://t.co/FgaIvt6Iig↗
Apr 24
InvestmentGuru — Why is every chip name ripping right now?
$AMD & $INTC → CPU price hikes incoming as agentic AI is creating a server processor shortage, Morgan Stanley flagging CPUs as the next b…↗
Apr 24
Trade Whisperer — $MU 8x Foward P/E
$WDC 30x Forward P/E
$AMD 46x Forward P/E
$INTC 125x Forward P/E (Intraday)
$INTC 155x Foward P/E (AfterHours)
The market is calling all of them "cyclicals."
Onl…↗
Apr 24
CK Capital — Trump literally gave use the most obvious trade ever $INTC https://t.co/NiJeuXMx8Q↗
Apr 24
Jason's Chips — Here are the most important takeaways from $INTC call.
Agentic CPU Demand: They’ve given us very specific numbers. The CPU:GPU ratio was 8:1 in training, 4:1 in inference, and now…↗
Apr 24
Serenity — Everyone’s out there sharing new YTDs after $MRVL, $INTC to $ARM went up…
I think I’ll stop sharing mine just to let others feel better?↗
Apr 24
Michael Sikand 🦑 — This is crazy.
Trump just became the first U.S. President to make taxpayers multi-bagger returns.
$INTC is up 20% today on a major beat. Trump turned $9B into $33B in 8 months, u…↗
Apr 24
Trade Whisperer — $INTC closed above $80 in the after-hour session 🔥 https://t.co/ZwxAvJPaFX↗
Shay Boloor — YTD performance tells you everything you need to know about CPUs becoming the new AI bottleneck:
• $INTC +110%
• $ARM +93%
• $AMKR +87%
• $AMD +50%
As AI shifts toward inference…↗
Apr 23
rubicon59 — This seems pretty big and not really priced in. $INTC↗
Apr 23
tae kim — March 30th: "the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seeing." — @firstadopter
$INTC
"We're going to see this massive demand fo…↗
TheValueist — $INTC KEY READ-THROUGHS FROM INTEL Q1 2026 EARNINGS CALL
Intel’s Q1 2026 earnings call was a broad positive read-through for AI infrastructure demand, semiconductor capital equipm…↗
Apr 23
rubicon59 — $INTC double-digit price increases + 8%/mo yield improvements make for a nice tailwind.↗
Apr 23
rubicon59 — $INTC hits $400b MC. $1t no longer looks too far fetched?↗
Shay Boloor — $INTC CEO says the CPU is reasserting itself as a core foundation of the AI era.
He added that the CPU-to-GPU ratio has already moved from 1:8 to 1:4 and could eventually approach…↗
Apr 23
Jukan @COMPUTEX — Intel is insane… This is a massive earnings surprise.
$INTC↗
Apr 23
Jose Najarro Stocks — More about the CPU Shortage $INTC $AMD $ARM
THE RATIO OF GPU TO CPU IS SHIFTING FOR AGENTIC AI!!
"If you look at training solutions, they are generally running in the kind of 7…↗
Apr 23
Jose Najarro Stocks — $AMD $NVDA $INTC $ARM THE CPU SHORTAGE IS CRAZY!!
When asked about money being left on the table management said this!!
Q: Dave, is there a way to sort of quantify like how much…↗
Apr 23
Midas — $INTC is up 250% since WallStreetBets hated on it.
$NVDA is up 800% since WallStreetBets hated on it.
What’s the next 10x WallStreetBets play? https://t.co/dX6qHAsp2L↗
Serenity — Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $…↗
Apr 23
tae kim — Every mainstream finance media outlet has been repeatedly negative on Intel over the past few months, while I was pounding the table bullish on Intel's agentic AI demand fundamenta…↗
Apr 23
Jose Najarro Stocks — $INTC EARNINGS -- YOUR FAVORITE SEMICONDUCTOR STOCK SAID THIS
- First quarter revenue was $13.6 billion, $1.4 billion above the midpoint of our guide.Q1 revenue would have been me…↗
Apr 23
Jason's Chips — In my CPU article yesterday I made a correct prediction about the outsized impact of agentic AI on $INTC near term PnL https://t.co/MwrEfSdnhZ↗
The AI Investor — $INTC up 15% AH on this report.
Cant explain how $NVDA stock has been doing lately. https://t.co/AItAWUH8WO↗
Apr 23
Lando — Well hello $AMD 😏
Thank you $INTC for validating CPU demand https://t.co/hngtQy8xlg↗
Apr 23
Chris — TRUMP’S $INTC POSITION IS UP 5X IN A FEW MONTHS 📈💰↗
Apr 23
amit — $INTC just proved the CPU shortage is real
- beat on revenue by a billion
- beat on 2Q guide by 2 billion
- beat on eps by 2800%
- beat on 2Q eps guide by 250%
- beat on gross mar…↗
Apr 23
Shay Boloor — @VanquishTrader Customers apaying full price for end-of-life inventory that $INTC had already written off as worthless is NUTS.↗
Apr 23
Shay Boloor — If my wife’s parents bought $INTC when she was born, they’ve just about made it back.
All it took was a CPU shortage, AI agents, SpaceX + $TSLA terafabs and a bit of help from the…↗
Apr 23
Trade Whisperer — $INTC +19% today.
Last week I said CPU is non-negotiable for AI Inference & Orchestration.
This is what early looks like.
Choose your notifications wisely.↗
Serenity — Holy **** $INTC.
Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi↗
Apr 23
Trade Whisperer — $INTC Ripping After Hours
AI Inference and Agentic AI Tailwind 👇 https://t.co/zBFeXbNpvn↗
Apr 23
Lando — $INTC WHAT A BEAT +14% AH https://t.co/lKuQ3O95og↗
Apr 23
Shay Boloor — $INTC CEO Lip-Bu Tan says the next wave of AI is shifting from foundational models toward inference and agentic workloads closer to the end user.
That shift is increasing demand f…↗
Shay Boloor — $INTC is up over 15% after CRUSHING earnings.
The stock just hit a new all-time high clearing its dot-com-era peak from August 2000. https://t.co/NfKgy20WrU↗
Apr 23
Nancy Pelosi Stock Tracker ♟ — This is why we track the politicians
Back on August 22nd, the Trump administration took a 10% stake in Intel $INTC at $24.80 a share
Intel just reported earnings and is up +16%…↗
Apr 23
TheValueist — $ARM $AMD trading higher on $INTC print. https://t.co/dmLPrZf79q↗
Apr 23
rubicon59 — $INTC +14% AH on earnings which I haven’t even had a chance to look at.↗
Apr 23
Jason's Chips — $INTC Q126
Rev: $13.58B vs $12.42B est (+9%) Adj EPS: $0.29 vs $0.01 est Non-GAAP GM: 41.0% vs 39.1% est
Q2 guide: Rev: $13.8-14.8B vs $13.07B est Adj EPS: $0.20 vs $0.09 est Non…↗
TheValueist — $INTC (Bloomberg) -- Intel forecast revenue for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
•Sees revenue $13.8 billion to $14.8 bil…↗
Apr 23
unusual_whales — Intel, $INTC, earnings:
- EPS: $0.29, est: $0.01
- $13.5 billion, est: $12.4 billion↗
Apr 23
InvestmentGuru — $INTC — Intel is rewriting its own history. After-hours push toward levels not seen since the dot-com era signals a massive sentiment shift, driven by AI infrastructure demand, fou…↗
Apr 23
Jose Najarro Stocks — YOUR FAVORITE SEMICONDUCTOR STOCK $INTC IS RIPPING!!!
"“The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic…↗
Apr 23
tae kim — CPUs! CPUs! CPUs! $INTC https://t.co/x500mWr50I↗
Apr 23
Shay Boloor — $INTC Q1 EARNINGS
• Revenue $13.6B vs Est. $12.4B
• EPS $0.29 vs Est. $0.01
• Gross Margin: 41% vs. Est. 35%
Q2 Guidance
• Revenue $14.4B vs Est. $13.1B
• EPS $0.20 vs Est. $0.08…↗
Alphatica — INTC reports today after the close.
0/6 on our Earnings Quality Signal. Stock +77% YTD, +217% in 52 weeks. Management guided breakeven.
Street EPS: $0.02 (Non-GAAP)
Street Revenu…↗
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 23
Serenity — CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since…↗
Apr 23
rubicon59 — On one hand Elin talks about making all Terafab chips under one roof, but on the other hand ising $INTC 14A. That seems incompatible with using Intel fabs. Looks to me like a 14A…↗
Jason's Chips — $INTC $ARM $AMD
The consensus is nowhere near bullish enough on CPUs. I literally think it can become a trillion-dollar market. Here's a silly analogy to explain why.
Humanity mor…↗
Trade Whisperer — $ASX $AMKR $TSM $INTC OSATs on the rise
SJ Semiconductor (SJSemi), a leading Chinese OSAT company specializing in advanced chip packaging, has raised approximately USD 740 million…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 22
rubicon59 — $INTC +4% AH on these 14a comments. More will follow.↗
Apr 22
Serenity — @Adnan_M01 I’m a fan of $INTC now and that was the very first company I worked at.
America needs to secure sovereignty over its advanced semiconductor supply chains.
Part of that…↗
Apr 22
tae kim — Intel has not yet officially confirmed 14A is happening, so this is an interesting turn of events! $INTC↗
Apr 22
tae kim — Elon preannounces Intel’s 14A ramp. $INTC
Elon Musk on Tesla earnings call: "Intel is excited to partner with us with some of the core manufacturing technologies. We plan to use…↗
Apr 22
rubicon59 — $INTC earnings tomorrow. Guessing that all these multiple recent CPU price increases should have a serious positive impact on guidance.↗
Apr 22
Jose Najarro Stocks — $INTC +4% On THIS
$TSLA MORE ABOUT THIS -- It was during a question about Intel's involvement with the Terafab Project
"What about Intel's involvement?
Yeah. Intel is excited t…↗
Apr 22
Shay Boloor — Elon Musk said the company plans to use $INTC 14A process for its large-scale Terafab as the node matures.
He also said $tsla wants memory, logic, masks and packaging under one ro…↗
Apr 22
Jose Najarro Stocks — $TSLA will use $INTC 14A
"We plan to use Intel's 14A process, which is state of the art." -- Elon Must Q1 Earnings Call https://t.co/08n1CufteS↗
Trade Whisperer — $AMD $INTC
Server CPUs: Up 10%–20% since March.
Consumer CPUs: Up 5%–10% over the same period.
Intel: Already raised server CPU prices on April 1; another increase of 8%–10% is…↗
Apr 22
TheValueist — This is one aspect driving the explosion in CPU demand.
$INTC $AMD $ARM $NVDA↗
Apr 22
Trade Whisperer — $MU $DRAM - Advanced Packaging.
@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.
Everyone is talking about the HBM angle. Nob…↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Trade Whisperer — $INTC $ASX $AMKR
Advanced Packaging Continues its Expansion
3D Glass Solutions (3DGS), a U.S.-based company backed by Intel Capital ($8 million invested across rounds) and Lockhe…↗
Apr 21
rubicon59 — $INTC keeps getting upgraded. Analysts blindly follow the price, or justified?↗
Apr 21
Evergreen Capital — Some CPU thoughts: It's known CPUs have become the bottleneck for agentic workloads, accounting for the majority of program runtime across scenarios (Raj et al., 2026). What's less…↗
Apr 21
TheValueist — If you are a new connection or new to my timeline, I have attended every NVDA GTC in San Jose and Washington, DC since 2023. One of my highest signal takeaways from GTC San Jose la…↗
Serenity — People nonstop ask me about $LPKK / $LPK for my opinion
Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when.…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 20
TheValueist — Foundry YTD and 1y. GFS the laggard - a valid reason or an opportunity to catch up? My bet is on the latter.
$TSEM $INTC $GFS $TSM https://t.co/fFFwWLUG0d↗
Apr 20
InvestmentGuru — Earnings Watch This Week
A busy week ahead with key names reporting that could set the tone for the market.
Wednesday: $TSLA (Tesla) — All eyes on Elon Musk as investors look…↗
Apr 20
Serenity — Wow this was like a life-changing rally for many in semis from $INTC to $MRVL if you held through Iran volatility.
Not often do large caps $100B+ move 50-70% in 1 month time.
Did…↗
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — @danreese347 Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon.
I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly s…↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
Apr 18
Tech Fund — $INTC - UBS sees some big names committing to 14A Foundry later this year https://t.co/ubruxSJj1S↗
Apr 18
The Future Investors — Next week, earnings season picks up pace 📈
Tuesday: $ISRG, $UNH
Wednesday: $VRT, $TSLA, $NOW, $GEV
Thursday: $INTC
Which one are you watching most closely? 🤩 https://t.co/3BWZN…↗
Apr 17
Shay Boloor — $INTC traded at its highest level since 2000 as the market begins to price in the CPU bottleneck and rising server demand tied to agentic AI.
The fact that Intel is already priori…↗