Intel. Every tracked FinTwit mention of $INTC, newest first. 506 mentions since the first on Jun 10, 2025. See the price chart.
June 2026 · 32 mentions
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 — 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
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…↗
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…↗
May 2026 · 284 mentions
May 31
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 · 117 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
tae kim — 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…↗
Serenity — @Erotser3 Sure, it's more like direct exposure vs. marketcap.
The light source environment looks like this:
Leading players: Lumentum ($55B), Broadcom ($1T), Coherent ($55B), Su…↗
Michael Sikand 🦑 — The next $1T AI bottleneck isn't power, compute, or memory.
It's connectivity.
And the only solution is light.
So I launched @joinautopilot's first ever photonics themed stock…↗
Feb 11
SemiAnalysis — As Korean Memory makers continue to ship both mainstream and high-end memory to Taiwan and China, we are also monitoring an uptick in exports to Malaysia, a likely read across for…↗
January 2026 · 8 mentions
Jan 23
Jason's Chips — Should you sell $INTC? I recently released my coverage of Intel’s (terrible) Q4 25 earnings. This is the first installment in my new earnings coverage series.
https://t.co/JbWqsG3…↗
Jan 23
Jason's Chips — Should you sell $INTC? I recently released my coverage of Intel’s (terrible) Q4 25 earnings. This is the first installment in my new earnings coverage series.
What differentiates…↗
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…
December 2025 · 7 mentions
Dec 27
Jason's Chips — @RJCcapital $INTC before the $NVDA deal↗
Dec 14
Ray Wang — 3) $INTC Outsourcing Foundry Outlook.
Arrow Lake and Lunar Lake are the main drivers of the outsourcing ratio.
$INTC: "So as we move into the end of next year, into 2027, we'll…↗
Dec 14
Ray Wang — 2) $INTC 18A PDK Progress.
$INTC: "18A is going to be mostly an internal node. As we've transitioned to 18AP, and we've seen good maturity on the PDK there, it will be used bot…↗
Dec 14
Ray Wang — 1) Was reading $SNDK's comment on Barclays conference call. Kinda dry and not sure if there are anything interesting lol.
So I somehow found this part of $INTC's call on 18A with…
November 2025 · 1 mention
Nov 19
Tech Fund — $INTC admits they didn't really know what they were doing to have 18A as a foundry node. Sounds like 14A is on after the caution earlier in the year: https://t.co/LaDlSDRGub↗
October 2025 · 19 mentions
Oct 28
Ray Wang — 4) This part is important as well.
Besides its "different" IP business, $CDNS Devgan also said not only they have 4 major foundry customers ( $TSM, Samsung, $INTC, Rapidus) in ad…↗
Oct 24
Lawrence McDonald — Intel $INTC up 110% of the local lows pre-market.
Still Hated - Consensus Rating
Buys: 5
Holds: 36
Sells: 10
*Bloomberg ANR Function. https://t.co/h0CCib0jI7↗
Oct 23
Ray Wang — Few points at the end of the $INTC call are interesting.
#1: "I would say there's two dynamics, one of which you're hitting on, and that is the high cost of older processes versu…↗
Oct 23
Ray Wang — 1) $INTC 18A and 14A.
$INTC CFO David Zinsner: "Yields are adequate to to address the supply. But they are not where we need them to be in order to drive the appropriate level of…
September 2025 · 11 mentions
Sep 28
Ray Wang — Some insights FWIW.
Industry insiders note that Intel is not only a TSMC customer but also a rival in wafer manufacturing.
TSMC’s trust with clients rests on being a neutral, p…↗
Sep 28
Ray Wang — $TSM denies investment or partnership discussions with $INTC reported by @WSJ earlier. https://t.co/5iMZXlAm4K↗
Sep 27
Tech Fund — $INTC's downfall in the server CPU market & $AMD's rise. The biggest factor is that AMD backed the right horse - TSMC - while Intel struggled in manufacturing. https://t.co/SaR…↗
Sep 26
Ray Wang — Wow. Big stuff: According to WSJ, the Trump administration is weighing a new policy that would require U.S. tech companies to match the number of semiconductors they import with th…
August 2025 · 3 mentions
Aug 21
Tech Fund — Once the US gov has its stake in $INTC, the next logical step is for Trump to pick up the phone to chip executives and tell them to allocate some volumes to Intel Foundry↗
Aug 19
SpotGamma — $INTC already trading 885k contracts - "yuge"
our SGOI shows a big dealer short strike and only a few positions above that. INTC needs more call buyers at higher strikes to keep i…↗
Aug 19
SpotGamma — The cure for today's boredom is FlowPatrol
https://t.co/mXkgCNqaE2
These were the heavy day trading names - most notably $INTC which is likely to be back in the rotation after Sof…↗
July 2025 · 2 mentions
Jul 25
Tech Fund — $INTC remains a very difficult story:
- the biggest positive is that the company 'only' burned $1.1 billion of cash this quarter, the best result in almost two years.
- the rest…↗
Jul 2
Nancy Pelosi Stock Tracker ♟ — Holy political size 🚨
Rep. Cleo Fields (D) just disclosed $11.07M of trades
Buys: $11,055,000
Sells: $15K
Largest buys include
$NVDA: $6.65M
$AMZN: $1.6M
$AAPL: $1M
$PLTR: $100…↗
June 2025 · 2 mentions
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
Jun 10
Carolyn Boroden — $INTC we went over this one a while back....holding support...potential targets are on the chart https://t.co/q49LEpY6fo↗
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
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
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
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
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
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…↗
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
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
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…↗
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…↗
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%
• $…↗
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
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
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
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
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…↗
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↗
May 12
amit — @loganallec $INTC to $1T has to be the thesis
you and Donny T in the same trade!↗
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
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.-…↗
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…↗
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
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
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
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…↗
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…↗
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…↗
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…↗
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
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,…↗
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
Serenity — @hiro_invst Have you not seen $INTC $AMD $ARM this past month?↗
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
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…↗
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
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…↗
SpotGamma — massive call premiums in. dominating the options complex today
$MU $SNDK $INTC
the chase extends↗
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↗
May 5
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↗
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
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…↗
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%…↗
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
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…↗
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…↗
May 1
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
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…↗
— 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
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
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 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
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
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.…↗
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…↗
Apr 29
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↗
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…↗
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
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
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
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
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…↗
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
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…↗
Apr 26
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
unusual_whales — Intel, $INTC, is now above its dotcom price.
Get these alerts.
See more: https://t.co/woUppeidjX↗
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
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
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…↗
TheValueist — Outstanding explanation by @JaredKubin of what is going on under the hood at $INTC and other similar names.↗
Apr 24
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
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
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
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 $24
Buys: 11
Holds: 20
Sells: 12
*Bloomberg ANR data.↗
Apr 24
Michael | Hypermarkets — Trump bought Intel ($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.↗
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
SpotGamma — @ihavedumbtakes $INTC is proof on that↗
Apr 24
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
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
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
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…↗
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
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↗
Apr 23
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
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↗
Serenity — Holy **** $INTC.
Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi↗
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
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…↗
Apr 23
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…↗
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
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…↗
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
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
TheValueist — This is one aspect driving the explosion in CPU demand.
$INTC $AMD $ARM $NVDA↗
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…↗
Apr 21
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 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…↗
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
AlmaCap — $LPK, why am I excited?
You don't need to go to China to get glass mate...
> Glass core substrates are the future of semiconductor packaging. Intel, Samsung, Absolics, TSMC. They…↗
Apr 16
TheValueist — $LSCC $MCHP $AMD $INTC RESEARCH NOTE - FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems
https://t.co/QEW4TLQVzM
Bottom Lin…↗
Apr 16
TheValueist — $GS $APO $INTC Good watch on GAI infrastructure capex financing. Zelter is bullish on private credit as expected. This could be the biggest boom for project finance bankers ever. A…↗
Apr 15
Serenity — @StormDirac Exactly. $JBL is massive, especially after buying $INTC's SiPH division earlier.
I genuinely don't think markets realize coming yet with $SIVE.↗
Apr 13
Martin Shkreli — @beffjezos Jevon's was defeated! circa 2000 $INTC never came back↗
Apr 10
AlmaCap — Don’t overthink it anon.
$intc https://t.co/EiJpc9r2ol↗
Jason's Chips — $INTC custom ASIC business taking off. In terms of being able to design at a low level close to the foundry, well they are the foundry↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 8
Serenity — I feel like $COHR and $MRVL are the two "They Do Everything" longs.
That nobody actually knows what they do if you ask them in public.
$NVDA? GPUs.
$INTC? Foundry.
Marvell? No…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 7
Jason's Chips — Why do I have a feeling this is a very underrated piece of news? This was probably the easiest ways to get $INTC fabs filled up.↗
Evergreen Capital — (🧵 1/n) Excellent paper from @intel on the architectures, HW/SW requirements, and bottlenecks of Agentic workloads. My takeaway: structurally bullish for CPUs, Memory, and Nvidia…↗
Apr 6
The Future Investors — Intel is pushing into advanced chip packaging, holding talks with Google and Amazon to win AI-related business.
The move puts Intel in closer competition with TSMC as it tries to…↗
Apr 5
Serenity — @platochi $AEHR earnings should be fun.
I haven't seen so many hyperscalers/optical transceiver (prob $AMD, $GOOGL, $INTC, and others) companies qualifying a small $1.3B company…↗
Apr 3
Serenity — @RiversSmith3 I haven't seen a company get so many hyperscalers/AI companies qualifying it before... think it's $AMD, $GOOGL, $INTC, and more optical companies, so line up is kinda…↗
Evergreen Capital — The authors find the impacts a) worsen with long prompts/batched requests (high TPS) and b) improve with higher CPU:GPU ratios. So even before considering agentic, frontier inferen…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
— @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…
Serenity — @yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66…↗
Mar 25
Serenity — @Proud_plants I run a fintech company now.
But I did have some random experiences here and there in semis?
My first job was $INTC but I quit after a rlly short time. Spend a year…↗
Mar 24
Serenity — @AleMissakian Long term bullish on $INTC. You have downside protection from the government, since America needs Intel to succeed.
Great hold if you have the patience, won't be a…↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 24
Serenity — @lxjourney_ Jabil 1.6T transceivers for pluggables using $SIVE as the light source.
Before you had to wait for CPO but now you have one of the largest photonics players that inhe…↗
Mar 24
Serenity — Honestly... I have more trust in Elon with building a foundry like Terafab.
Then I do with $INTC with their merchant one?
The guy literally made reusable rockets like Starship, t…↗
Mar 22
Serenity — @RenoHemonc This was a few years ago… from a semianalysis piece on $TSM vs $INTC
“TSMC operates in manufacturing of both optical transceivers, but their technology is considered t…↗
Mar 22
Serenity — $INTC dumping its pluggable optical transceiver silicon photonics segment…
At dirt cheap in 2023 to Jabil.
When there’s now a photonics supercycle 2-3 years later.
Was possibly…↗
Mar 19
Damnang2 — $INTC
I've written an in-depth article on Intel's EMIB packaging technology. It covers how EMIB compares technically to TSMC's CoWoS, why the industry is paying attention to it now…↗
Mar 17
TheValueist — This Vera CPU presentation was the best of the day as it crystalizes what to expect for GAI over the next 24-36 months.
My biggest takeaway from GTC Day 2: the market is grossly u…↗
Mar 12
KaizenInvestor — @aleabitoreddit How are you factoring in the risk of advanced packaging shifts over the next 3 years? With giants like $INTC aggressively pushing glass substrates for next-gen inte…↗
Mar 10
TheValueist — $INTC Intel Corporation (INTC) Q4 FY2025 Post-Earnings Debrief
https://t.co/6dSzJyLGRy
Intel delivered a fifth consecutive revenue beat in Q4 FY2025 — revenue of $13.7B at the hi…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
Mike Investing — $NVDA isn’t just building chips, but rather buying the entire AI stack…
Below are some of Nividia’s most notable investments:
~ $5B in $INTC (Intel)
~ $2B in $CRWV (CoreWeave)
~…↗
The Future Investors — U.S. markets are closed on Monday for Martin Luther King Day.
But the rest of the week, Q4 earnings are back in focus 📊 👇
Key reports next week:
Tuesday: $NFLX
Thursday: $INTC…↗
Jan 11
mon — @AgeWestad Yes I agree.
$INTC is a safe stock which huge upside.↗
Jan 10
Leveraged Cat — Main thing that can stop the bull train next Q or two imo is China taking decisive action on Taiwan
While it remains a tail risk, US action in Venezuela provides political cover f…↗
Jan 9
mon — $INTC stock is up as Trump meets the CEO.
"The United States Government is proud to be a Shareholder of Intel, and has already made, through its U.S.A. ownership position, Tens of…↗
Daave “3 and 30” Tepper — https://t.co/BQI6JAFQnF
$intc
$acmr might be the best idea for 2026-2028
criminally undervalued due to “China” discount
U.S. listed company, U.S. based. IP in the U.S.↗
Dec 10
Tech Fund — CPU plays might surprise on the upside in the coming year, as agentic AI workloads get deployed - agents need access to traditional software tools and thus CPUs. Clear positive for…↗
Dec 2
Ray Wang — @zephyr_z9 My $intc powered laptop arrived yesterday↗
Ray Wang — Very good stuff, long term especially.
$INTC CEO LBT: "This includes hiring, promoting top architecture talents as well as reimagining our core roadmap to ensure it is a best in…↗
Oct 23
Ray Wang — $INTC overall continues to improve its balance sheet. Good stuff.↗
Oct 23
Ray Wang — $INTC’s foundry made improvement compared to last quarter, though it still posted a sizable operating loss of $2.3 B in Q3’25.
"Delivered wafer output above expectations" and "Ste…↗
Oct 23
Ray Wang — $INTC's server is doing pretty well. This echoes increasing DRAM demand for servers. https://t.co/m6rAux2wFK↗
Oct 23
Nancy Pelosi Stock Tracker ♟ — Just in: Intel is up 5% after hours on a strong earnings report
The Trump Administration is now up 53% since taking an $8.9B stake in $INTC back on August 22nd
That's ~$4.5B in p…↗
Oct 23
Ray Wang — @zephyr_z9 @Jukanlosreve I don't know about $TSM fabs in AZ. But even $INTC is using 3800 in its Fab 52: https://t.co/56ef2YFk5D↗
Oct 21
Ray Wang — According to Nikkei Business, $TSM has been increasing its patent filings related to semiconductor lithography technology, with the number doubling over the past seven years throug…↗
Oct 21
Ray Wang — "In a recent closed-door meeting, the company reiterated the $AMZN Trainium 3 schedule, confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; T…↗
Oct 18
The Future Investors — The first earnings week of the season is in the books! 📊
Next week more earnings reports:
Netflix $NFLX, Tesla $TSLA, Intuitive Surgical $ISRG , Coca-Cola $KO, IBM $IBM, and Inte…↗
Ray Wang — Acer CEO Jason Chen stated that if people focus on how $NVDA investment in $INTC impacts $TSM, they are missing the point. For PC brands, the more pressing concern is the new varia…↗
Oct 4
Ray Wang — This episode from @stratechery featured two "Ben" is very interesting, particularly the discussion on $INTC and $TSM. I found the analogy of insurance and $INTC quite eye-opening.…↗
Oct 3
Raging Capital Ventures — The party feels like it is getting a little long in the tooth, was busy shorting $BE, $QS, $PL, $IREN, $INTC, $QBTS, and $RGTI today. High octane. Wish me luck.↗
Oct 2
Ray Wang — 4) One should not forget other issue that concerns $AMAT in last Q and important to note that $AMAT's stock hs soared >40% past month, likely driven by more chip demand in logic…↗
Oct 1
Carolyn Boroden — $INTC Does anyone remember this weekly chart? We've had a nice move off the weekly support finally though here are some hurdles on the way up in Intel!! https://t.co/edDvSxjvBy↗
Daave “3 and 30” Tepper — Back in the water boys
$intc $baba
the only free lunch is diversification (free lunch is for free loaders)
Second nearly free lunch is momentum. Do not buy the losers. Buy or a…↗
Sep 25
Ray Wang — For people who said that's NEVER a thing (not saying it's gonna happen or feasible). I lost count of how many reports covering it.
WSJ: $INTC CEO "(Tan) has also spoken to C.C. W…↗
Sep 25
Ray Wang — According to the Wall Street Journal, $INTC has explored potential investment or manufacturing partnerships not only with $AAPL but also with $TSM. https://t.co/7NVKsVj90T↗
Sep 24
Ray Wang — BIG: $INTC has approached $AAPL for investment; talks remain in the early stages. The two companies have also discussed ways to work more closely together.
Credit: @markgurman htt…↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
Sep 18
Nancy Pelosi Stock Tracker ♟ — Everyone please give Tim Moore a congrats on crushing it with Intel
He bought $INTC two separate times recently
- $50K on 7/31/25
- $50K on 8/7/25
Since his first buy the stock…↗
Sep 16
Tech Fund — More pain to come for Intel - Deutsche on $AMD:
"Server CPUs: Market share growth remains extremely healthy, with the company highlighting its ~41% share in 3Q (as estimated by t…↗