Last 12mo stats

765

mentions

157

tickers

321

posts

BULL OF BRITAIN

@bullofbritainLong Research29.2k followers

BULL OF BRITAIN

@bullofbritainLong Research29.2k followers

Past 12mo:765mentions157tickers321posts

$INTC· Intel

2 calls since Jan 2026show all

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About this voice

@bullofbritain has generated 765 cashtag mentions across 157 distinct tickers in 321 posts over the past 12 months. The voice's most-mentioned tickers are $AAOI with 52 mentions, $AXTI with 48 mentions, $LITE with 36 mentions, $SIVE with 31 mentions, and $NVDA with 30 mentions. Recent activity focuses on market dynamics and comparative analysis of individual equities within broader market conditions.

The most recent posts from July 2026 examine relationships between individual stock performance and market indices, along with volatility analysis using beta calculations. @bullofbritain has noted institutional ownership patterns in certain semiconductor and technology-adjacent companies while commenting on broader market conditions where the S&P 500 holds a specific range despite individual stock weakness.

AI-generated from tracked posts · updated Jul 17, 2026

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Recent calls

2 calls

@bullofbritainMay 9, 2026 · 12:43 PM

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 to long $DELL on Monday open

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@bullofbritainJan 22, 2026 · 10:06 PM

🧵ABF Substrate Investment Thesis based on - $INTC announcing supplier shortages Intel's Q1 guidance came in weak. CEO Lip-Bu Tan blamed "supply constraints" and yields below expectations. But dig into the earnings call and you find something interesting: this isn't just an Intel problem. It's an industry-wide shortage of ABF substrates. Every high-performance chip needs one CPUs, GPUs, AI accelerators. No ABF substrate = no chip packaging = no product to sell. The supply chain is hilariously concentrated. The raw ABF film? Near-monopoly by Ajinomoto (yes, the MSG company). The substrate manufacturers? ~70% controlled by 5 companies: Ibiden (Japan) Unimicron (Taiwan) Shinko Electric (Japan) AT&S (Austria) Nan Ya PCB (Taiwan) Intel's CFO said it plainly: - "There is also shortages even beyond our specific challenges on the foundry side. I think there's widely reported substrate shortages." - "We expect supply shortages to continue for several quarters." They're capacity constrained on Intel 7 and Intel 10 nodes. But even if they had more fab capacity, they couldn't package the chips. The big chipmakers know this Intel, AMD, and Nvidia have all directly invested in substrate suppliers, subsidizing roughly 50% of capex expansion at Ibiden, Shinko, Unimicron, and AT&S. When your customers are paying for your factory expansion, you have premium pricing power. Ibiden Shinko Electric Unimicron AT&S Nan Ya PCB Kinsus Samsung Electro-Mechanics Ajinomoto - Raw supplier (near monopoly) Japan/Taiwan exposure is backed heavily by the current US admin, so I see geopolitcal risk as quite minimum currently.

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Frequently asked

Who is BULL OF BRITAIN?

BULL OF BRITAIN (@bullofbritain) is a FinTwit voice tracked on Surfaced in the Long Research category with 29.2k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @bullofbritain mention most?

Over the past 12 months, @bullofbritain's most-mentioned tickers are $AAOI, $AXTI, $LITE, $SIVE, $NVDA — $AAOI leads with 52 mentions.

When did @bullofbritain first mention $AAOI?

@bullofbritain's first tracked mention of $AAOI was on Mar 4, 2026.

How active is @bullofbritain?

In the past 12 months, @bullofbritain posted 321 times carrying cashtag mentions, totalling 765 mentions across 157 distinct tickers.