IntelBull

I invest in Tech Early in NVIDIA and Tesla -- bought it way before it was cool. Firm Intel bull—betting big as Lip‑Bu Tan steers Intel’s comeback 🚀

[IntelBull @IntelBull_]

$INTC I know we are all very hurt and emotionally involved in the company. But let’s take a step back. My personal take after digging deeper into the details:

@intel at $65 is honestly criminal. This feels like a massive overreaction, and I believe Intel could rebound at least 15% over the next three months.

But!

@LipBuTan1 needs to rebuild the investment thesis and give investors a compelling reason to believe in Intel again. I expect the next earnings report to bring a clearer picture, potentially with revised numbers and much stronger guidance for Q1 2027.

My take: Don’t rush to sell Intel. I’d wait at least until the next earnings report to see how management addresses the concerns and what the outlook looks like before making a decision.

[Bionic_Squash @SquashBionic]

Wow Nvidia is fucked

Anyway, Pat Gelsinger for CEO!

[IntelBull @IntelBull_]

@diamhanz I hope @PGelsinger becomes CEO of Nvidia. A kid can dream

[El Profesor Garlic 🧄🤖⚡️🚘🔋📡🛰️🇺🇸🚀🟠 @teshen8lin]

We live in the Matrix.

[IntelBull @IntelBull_]

@BullishMostly @JensenHuang Don’t count on politicians to make rational decisions

[IntelBull @IntelBull_]

$INTC @JensenHuang did the U.S. dirty! He put no contingency in place for TSMC. I really think he was a Chinese asset himself.

https://t.co/xvWTKW0bHE

[IntelBull @IntelBull_]

@maojiziOz @intel Holy shit thank you I didn’t see

[IntelBull @IntelBull_]

Come on @intel we are routing for yah

[Xiao Yang @XYang2023]

$INTC

"Intel Sees 2027 Growth as Data-Center Strength Offsets PC Weakness, RBC Says"

https://t.co/ldqeQwlwjx

[IntelBull @IntelBull_]

@TaoRay My heart breaks for her.

[Jim Cramer @jimcramer]

Jensen we hardly knew yah. Just plain awful....

[Meekyuu @kyuu47427]

$INTC THE ONLY THING LIP BU TAN WANTS TO IMPREGNATE IS US SEMICONDUCTOR MANUFACTURING.

THANK YOU FOR YOUR ATTENTION TO THIS MATTER

[tae kim @firstadopter]

You can’t have an affair with a direct report. It’s over.

[A2THEZ @awakenowzone]

Wouldn’t this also mean that $INTC GPU’s now have a greater shot at becoming a major beneficiary?

[Tim Culpan @tculpan]

Nvidia board to Pat Gelsinger:

“Hey…watchya dooing? You busy?”

🤣

[IntelBull @IntelBull_]

@mzuhair123 Nah he did it on purpose to prioritize China interest. It is clear to me. He could have helped the U.S. greatly and Intel by giving Intel small contracts for limited run on 18A. He clearly was compromised

[IntelBull @IntelBull_]

Don’t forget the tools they sold to rebuy them later. Absolute amateur hour. The fab in Germany was basically free paid by the EU and the German gov. Of course there is operating cost. @LipBuTan1 keeps making bad strategic decisions and everybody is like but look what he did at cadence design

[IntelBull @IntelBull_]

I’m not sure what the future holds for @JensenHuang, but despite everything he has accomplished, I believe he misrepresented NVIDIA’s exposure to China and deliberately prioritized Chinese interests over U.S. national interests.

He failed to put meaningful contingency plans in place to address NVIDIA’s dependence on TSMC, despite knowing full well that this vulnerability could become a strategic advantage for China in the event of a conflict.

If anything, I believe the U.S. needed him out of that position. It’s unfortunate, given his accomplishments, but the signs suggest he may have been compromised for a long time. Sad day for America

[IntelBull @IntelBull_]

@jukan05 China revenue maybe?

[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

[A2THEZ @awakenowzone]

Looks like $NVDA investors are finally getting a taste of what we $INTC investors have been dealing with for years: a constant barrage of negative headlines designed to beat the stock down coincidentally just at the perfect times.

Dear $NVDA investors: Find your nearest $INTC survivor and befriend them for tips on how to ride these emotional roller coasters, at this point, we’re certified trauma counselors.