Intel God

Just my thoughts on Intel/semiconductor. Not financial advice.

[Intel God @God_Of_Intel]

$mbly is criminally undervalued. It's $INTC division to take a pie out of physical AI TAM. Just like Intel when it was at $20 range, corrupted mms are beating the daylights out of it when it has multi-billions contracts with automotive companies.

[Intel God @God_Of_Intel]

@PatrickMoorhead $NVDA needs a new CEO that will use $INTC foundry. Tim Apple is perfect.

[Intel God @God_Of_Intel]

@cool808surfer @elonmusk @JensenHuang Elon mentioned he's targeting millions of wafers. If he needs that much wafers then he needs all the space he can get. Doesn't matter what that fake space is. They wouldn't still be in talks if it's that simple.

[Intel God @God_Of_Intel]

Very bad for $INTC if @elonmusk hires @JensenHuang for Terafab.

Jensen is one of the biggest $TSM shills / Taiwan shills.

He will 100% convince @elonmusk to drop $INTC saying chips are too hard and just let TSMC handle everything.

[Intel God @God_Of_Intel]

@Taog_1575 Better gift is Taiwan gets invaded by China then ASML remotely disabled all TSM EUV machines. US nukes all TSM foundries

[Intel God @God_Of_Intel]

@cool808surfer @elonmusk @JensenHuang If that's true why is Elon even in talks with $TSM for terafab. Jensen will push Elon to obey TSM demands.

[Intel God @God_Of_Intel]

Make @JensenHuang the new CEO of #INTC Foundry

[Intel God @God_Of_Intel]

Keeps praising $QCOM and $TSM and never $INTC

@elonmusk is about to do the Huang

[Elon Musk @elonmusk]

Excited to be working with @Qualcomm on breakthrough technologies for 5G & beyond

[Intel God @God_Of_Intel]

@DonaldTrump @howardlutnick
There's only one way for @JensenHuang to atone for his sins.

1) Announce #NVDA is using Intel foundry

2) Announce #INTC is the next trillion dollar company.

He doesn't care about America if he doesn't do the above points.

[Jukan @jukan05]

I think there’s a real chance Jensen could resign or be forced to step down.

That could be disastrous for the AI industry.

It’s heartbreaking to even think about…

[Intel God @God_Of_Intel]

Pause any data center that uses $TSM Arizona foundry. Over 80% of their employees are migrated from Taiwan. Taiwan company is stealing our jobs and leaving Americans unemployed.

Anyone that use $INTC foundry should have no restrictions.

America foundry first.

[Congresswoman Yassamin Ansari @RepYassAnsari]

Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.

[Intel God @God_Of_Intel]

@BenBajarin If China does an Iran style blockage of Taiwan. Intel easily becomes best positioned.

China should realize how U.S can do nothing to stop Iran. While China is much stronger.

[Intel God @God_Of_Intel]

@sssjeffpu As the God of #intc I approve these yield numbers compared to corrupted Taiwanese media.

[Intel God @God_Of_Intel]

@sssjeffpu save $intc with the real numbers that aren't from Taiwan media.
I thought it was reported EMIB years was 98 or 99% yield and only substrate yields was low from one of your older posts.

[Jukan @jukan05]

Taiwanese media: Intel’s EMIB has an overall yield of approximately 60–65%, but the process of embedding silicon bridge dies into ABF substrates has a yield of only around 25–30%. This is significantly below TSMC’s CoWoS yield of roughly 98%.

https://t.co/SZcXmjW6Lx

[Jeff Pu @sssjeffpu]

@God_Of_Intel Substrate yield is 45-50%, and EMIB itself no issue

[Intel God @God_Of_Intel]

@sssjeffpu @jukan05 You need to repost the real numbers

[Intel God @God_Of_Intel]

@BenBajarin @LipBuTan1 @GavinSBaker I swear @LipBuTan1 needs to give us more information about Terafab. Talk about ZAM memory. Talk about @elonmusk
Being delighted by 14a.

He better not talk about basketballs.

[Intel God @God_Of_Intel]

@IntelBull_ @intel @LipBuTan1 @dzinsner @dzinsner is always negative in calls. One might have to assume he has friends buy $INTC puts before he speaks.

He honestly needs to be fired.

[Intel God @God_Of_Intel]

@elonmusk pump $intc over the weekend and every intel shareholder will vote republican

[Intel God @God_Of_Intel]

@elonmusk Save Intel, Save America.

Announce some bullish terafab x $intc news

[Not Jerome Powell @alifarhat79]

Just in time for Halloween this year

[Intel God @God_Of_Intel]

@magicsilicon This is the chip Intel shareholders are eating tonight.
@elonmusk save us

[Intel God @God_Of_Intel]

@Silicon_Fly Only hope are ZBM memory, SKHY memory JV, quantum becomes the new A.I level TAM