Alex

🇺🇲🦅

[Alex @Alex_Intel_]

The Definitive Edition:
Analysis of Every Single Intel Fab Across the US, Ireland, Israel, and Malaysia

The Lord of the Fabs and the Return of the King

https://t.co/bAgBDcABcv

[Alex @Alex_Intel_]

@Macmengss @kyuu47427 Nothing there

Not like he attended dinners and advocated for stuff. Not worried about it

[Alex @Alex_Intel_]

Lutnick has been a double edged sword for Intel

No doubt his pressure campaign to get some Foundry customers for Intel has delivered results. However he is far to chummy with the tech industry and TSMC.

Lutnick failed to deliver tariffs on semiconductors. Let most of the industry off the hook on US semiconductor manufacturing commitments.

If Lutnick is replaced by a china hawk who actually wants to industrialize and is very pro Intel It'll be a big W. But there's a lot of risk someone who isn't as enthralled with semis is hired. Which is very very bad

$INTC

[Clash Report @clashreport]

Senior White House officials are discussing whether to remove Commerce Secretary Howard Lutnick amid fallout from an alleged Chinese spying scandal involving former Nvidia CEO Jensen Huang.

Lawmakers have criticized Lutnick for failing to tighten restrictions on AI chip exports to China and blacklist Chinese companies.

Trump, however, maintains “complete confidence” in Lutnick, according to a White House official.

Source: Reuters

[Meekyuu @kyuu47427]

Howard Lutnick stalled semiconductor tariffs as well, harming American companies that are fighting against TSMC's Taiwan-subsidised market manipulation and coercive market tactics.

We should not forget that TSMC raised wafer prices on former @intel CEO @PGelsinger simply over publicly suggesting companies not have all their eggs in one basket.

@howardlutnick was derelict in his duty to do little more than achieve vague non-public "promises" to Intel that may never come to fruition with no binding mechanisms known nor commitments publicly available

@WhiteHouse
$INTC $TSM $NVDA

[Alex @Alex_Intel_]

@JordanNanos Match act supporters rn

[Diyas.Σίσυφος(embracing bubble) @diyas_1989]

fabless is collection of semi engineering(工程）, non-fabless semi is collection of semi process-technology(工艺). They r not same. Two diff concepts.

AI labs are aming at fabless aft saas. Those manufacturing sector of semi who have process-technology knowledge is AI labs can currently cant touched without gp robotics which still in the scifi.

This is why i only buy fabs, maybe some osat and keep my AI labs shares.

[Alex @Alex_Intel_]

@SquashBionic Shut em down lmao

[Alex @Alex_Intel_]

@zephyr_z9 How much will Match Act (100% passing now) squeeze supply

[Alex @Alex_Intel_]

@WaitWhat1123 Lip-Bu: "I'm the first Intel CEO to drink liquor with you guys"

Ez

[Alex @Alex_Intel_]

Nvidia is going to have congress and lawyers crawling up their ass for years. Talent bleed is going to be huge.

2nd order effect is Nvidia suppliers will not want all their eggs in the Nvidia basket without Jensen. Opens up whole supply chain to everyone else in AI.

$INTC

[Alex @Alex_Intel_]

Lip-Bu recruitment drive from Nvidia begins

$INTC

[P Equity Research 📰 @pequityresearch]

Jensen, unfortunately, woke up a loser today.

[An old old wooden ship @Anoldoldwooden]

Be nice to hear from Lip Bu today, try this again

https://t.co/EWzj32VzjU

$INTC

[Alex @Alex_Intel_]

@Midnight_Captl So you selling?

[Alex @Alex_Intel_]

@zephyr_z9 So bad for Nvidia lol

Talent bleed starts now

[Alex @Alex_Intel_]

@PythiaR I thought he wasn't a quitter

[*Walter Bloomberg @DeItaone]

$NVDA - NVIDIA CORPORATION - JENSEN HUANG RESIGNS AS PRESIDENT, CEO, AND BOARD MEMBER EFFECTIVE IMMEDIATELY

[tradfi news @tradfi]

*CHINA'S XI: WILL NEVER LEAVE ANY ROOM FOR TAIWAN INDEPENDENCE IN ANY FORM

*CHINA'S XI: COMPLETE REUNIFICATION WITH TAIWAN IS UNWAVERING MISSION OF CCP

*CHINA'S XI: WILL FULLY CONSIDER TAIWAN REALITIES, INTERESTS OF COMPATRIOTS

[Alex @Alex_Intel_]

@it_IS_a_star He wanted to please the admin

Behind the scenes he had no plan to have a backup from Taiwan

[Alex @Alex_Intel_]

Jensen is likely getting canned, and Intel drops like a rock while AMD soars

This is good for Nvidia's competitors, and Lip-Bu isn't taking the Nvidia job, lol.

Have to imagine Nvidia's new CEO is more amenable to diversifying from Taiwan. Jensen's strategy was zero hedge, which is absolutely crazy, and no board should accept that

$INTC

[Alex @Alex_Intel_]

Clown shit from Gil Luria

Lip-Bu reasons for joining Intel:

"Some of the people [are] asking me why take on this job now at this stage in your career? The answer is very simple: I love this company. It was very hard for me to watch it struggle. I simply cannot stay on the sideline knowing that I could help turn things around."

"I don’t need this job—I’m doing it purely to save Intel"

"I am joining because I believe with every fiber of my being that we have what it takes to win. Intel plays an essential role in the technology ecosystem, both in the U.S. and around the world. And, together, I’m confident we can turn our business around."

So much junk from so called "analysts" that have no idea the motivations of the people they talk about

[Alex @Alex_Intel_]

@charminbetsy @tculpan Nvidia is going to be turned into pro us business it should have been for years

GFS is stuck in reverse

[Tim Culpan @tculpan]

Nvidia board to Pat Gelsinger:

“Hey…watchya dooing? You busy?”

🤣