Just my thoughts on Intel/semiconductor. Not financial advice.
Joined April 2025
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I got a bad feeling @LipBuTan1 and @dzinsner is going to do another dilution within the next year.
$intc shareholders are going to be living in houses made out of sticks and stones.
I initially thought @LipBuTan1 didn't go to Trumps CEO tech dinners because he was busy making $INTC deals.
Turns out no deals. If you're going to be this useless as least show up and network.
Dropping -25% in one day feels better at $140 than $90.
Think Trump will get @LipBuTan1 fired again if a reporter ask Trump about Intel stock price.
This comes from $NVDA CCP spy story. They'll use LBT as the downfall and call him a Chinese spy again.
I think I speak for every $INTC shareholder in this statement:
We DEMAND @LipBuTan1 to invest 1 billion dollars of your own money into intel stock RIGHT NOW.
You kept saying customers are engaging for 1 year+ and still nothing. You lied, pay your dues.
Only way $INTC saves this earning nuke is if @LipBuTan1 announce $SKHY x $INTC JV. You have one job.
Hosting an 816B-parameter model on air-cooled hardware?
Intel delivers Day 0 support for @Meta's Muse Spark Open using four 160GB Intel GPU D-series cards alongside Intel Xeon processors for flexible, memory-intensive enterprise AI. It is the most capable U.S. open-weights model to date.
Learn more: ms.spr.ly/6013at3KN
Sigh as expected since $INTC wasn't even close to ATH when QQQ was constantly hitting new ATH.
We get wrecked when Q's turn red.
@LipBuTan1 We need some news or road map or anything.
If QQQ was down even 1% today, $INTC would have probably been down 15%.
Jesus christ, just make Trump announce the customers for Intel.
Hyperscalers/$TSM mafia can't do anything to him.
@LipBuTan1 @magicsilicon
Sam praise their partner when rumors shit on them. @elonmusk instead of praising $INTC for helping him on Terafab. Just says it's true he's using the non-US corrupted monopoly $TSM
@elonmusk doesn't deserve to call Sam Altmam, "Scam Altman" anymore after this actual scam.
Hot take: Trump is going to ask Xi during the visit how to Jack Ma someone called @DarioAmodei
If Dario/Sam/Elon all think A.I is too powerful and can take down the world.
Fucking use the frontier models to crush Iran right now, so we can resume the bull market.
@JensenHuang teach these 3 idiots that A.I needs to be accelerated to crush Iran
@aleabitoreddit missing the biggest winner in robotics $mbly
In No Prior @LipBuTan1 literally tells you to invest in Israeli company aka $intc owned $MBLY
1) "Israel a lot of talent"
2) "Significant amount of investment in Israel"
3) $mbly CEO PH.D at MIT
(1/2)
Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization.
Optimus is kinda off doing its own thing like xAI.
Supported by Tesla/Elon and his visionary roadmap as usual.
Figure is like ChatGPT
With Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind.
But ends up top 2 leaders anyway.
Boston Dynamics is Gemini
Kinda started the entire humanoids thing like transformers with backflip videos.
With R&D supported by $GOOGL but somehow let everyone else leapfrog them in commercialization.
And then there’s $NVDA just chilling, silently powering the entire humanoids ecosystem.