J

Investing for my future.

Not Financial Advice

[ImNotHarsh | 📈💸 @imnotharsh]

Supposedly, $AAPL Apple is already adopting 18A from $INTC Intel for the iPhone 18 base A series chips

[J @Investor2212]

@imnotharsh I bought hummus, tsatziki, and baba ghanoush. We're on different levels of dip.

[Jukan @ ICML @jukan05]

DJT: THE U.S. WILL ACCOUNT FOR 50% OF THE GLOBAL SEMICONDUCTOR MARKET BEFORE I LEAVE OFFICE.

$INTC

[Meekyuu @kyuu47427]

$INTC NEXT GEN EMIB-T ALREADY AT 95% YIELD

Felt this one flew under the radar. Meanwhile $NVDA is struggling because of $TSM's CoWoS yield as they try to copy Intel's strategy with next generation CoWoS, shows how much TSMC fears Intel's rapid gains.

https://t.co/NbSaAAoGIF

[J @Investor2212]

$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!

@RobinhoodApp @AskRobinhood

[J @Investor2212]

I can't buy or sell any shares of anything lmao. Yeah, done with this brokerage.

[J @Investor2212]

$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!

@RobinhoodApp @AskRobinhood

[J @Investor2212]

$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!

@RobinhoodApp @AskRobinhood

[ImNotHarsh | 📈💸 @imnotharsh]

$INTC Intel just confirmed 18A-P has entered risk production on schedule, which is the first performance-enhanced version of the 18A platform.

- Fully design-rule compatible with 18A
- 9% higher perf at iso-power or 18% lower power at iso-perf
- New Power Boost dual-contact transistor for better drive current & frequency
- 20-40% improved thermal resistance and tighter variation control
- Strong silicon results on GAA + backside power: ~30% freq at low voltage, 10× lower droop, up to 6% freq or >15% power savings

Intel Foundry’s future R&D was also shown:

CFET inverters at 45nm pitch, GaN+Si integration, and ruthenium interconnects with ~35% lower capacitance.

This shows Intel hitting timelines while pushing differentiated tech for AI-era chips. To me, this is a signal on execution and long-term roadmap, with the inevitable volume ramps.

[J @Investor2212]

@TheMarket_Monk I've been loading up on August calls. It was painful the last week but hoping it was worth it :)

[J @Investor2212]

Not one to get sentimental but this one hit hard. Oliver was unapologetically goofy and himself. I have a number of memories listening to his earlier music during an important time of my life. Saw him live in 2019. Still having a hard time processing this.

[Oliver Tree @Olivertree]

Rest in peace Oliver Tree Nickell June 29th, 1993 - June 14th, 2026

Your legacy will live on forever ❤️ Thank you to everyone who has reached out, shown love, support and has done incredible tributes for Oliver. The constant love, support and positivity is helping the family, friends and collaborators make it through these extremely difficult times.

Oliver is now back in California where he can finally rest. His legacy will live on through his foundation/endowment named “Dr. Oliver Tree’s Extremely Epic Grant For Baby Geniuses” coming soon. This is something that Oliver had put together before his passing, written in his will. We will make sure his wish comes to fruition so that more joy, love and art can be spread into the world, that was his final wish.

Love you all so much, Oliver would be so proud of every one of his supporters, friends and family.

Peace be with Oliver … ❤️

[J @Investor2212]

$NBIS is so insanely strong lol. Love it!

[The Fox Radar @TheFoxRadar]

$AUR AVI-SPL Launches Commercial Autonomous Freight Operations with Volvo VNL Powered by Aurora Driver

AVI-SPL has started real commercial autonomous trucking between Dallas and Houston using Volvo VNL Autonomous trucks equipped with the Aurora Driver. The company is moving high-value audio-visual equipment together with end-of-life gear for its precious metals recycling program, showing strong confidence in the technology for premium and secure cargo on a key logistics corridor.

Source: https://t.co/bJwA9epEtJ

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $QS QuantumScape and Honda Sign Solid-State Battery Research Agreement

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐐𝐮𝐚𝐧𝐭𝐮𝐦𝐒𝐜𝐚𝐩𝐞 and 𝐇𝐨𝐧𝐝𝐚 𝐑&𝐃 signed a joint research agreement.

➤ Partnership includes a 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 program focused on solid-state battery development.

➤ Research will target both 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 and manufacturing process improvements.

➤ Agreement follows Honda's successful completion of a 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐞𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 of QS batteries.

➤ Honda conducted an in-depth technical study and 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤𝐢𝐧𝐠 of QS technology.

➤ Honda said QS technology demonstrated 𝐜𝐨𝐦𝐩𝐞𝐥𝐥𝐢𝐧𝐠 and unique advantages during testing.

➤ QuantumScape develops 𝐬𝐨𝐥𝐢𝐝-𝐬𝐭𝐚𝐭𝐞 𝐥𝐢𝐭𝐡𝐢𝐮𝐦-𝐦𝐞𝐭𝐚𝐥 battery technology.

➤ QS believes its batteries can enable 𝐬𝐚𝐟𝐞𝐫 and higher-density energy storage.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Honda's endorsement adds credibility to QuantumScape's 𝐬𝐨𝐥𝐢𝐝-𝐬𝐭𝐚𝐭𝐞 battery platform.

➤ Partnership could accelerate commercialization of 𝐧𝐞𝐱𝐭-𝐠𝐞𝐧 EV battery technology.

➤ Successful development may improve 𝐄𝐕 𝐫𝐚𝐧𝐠𝐞, safety, and charging performance.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "QS technology demonstrated compelling and unique advantages during our evaluation. We see potential for QS technology to add value across a range of applications, including automotive, and we are excited to move forward into the next phase of our partnership." — 𝐀𝐭𝐬𝐮𝐬𝐡𝐢 𝐎𝐠𝐚𝐰𝐚, Chief Operating Officer, Research Center of Excellence, Honda R&D Co., Ltd.

➤ "Honda is a leading global automaker renowned for its engineering excellence and product quality across automotive and other applications worldwide, and its evaluation represents one of the most rigorous assessments of our technology to date. This agreement reflects the growing confidence in QS solid-state lithium-metal batteries to enable safer, higher-density energy storage." — 𝐃𝐫. 𝐒𝐢𝐯𝐚 𝐒𝐢𝐯𝐚𝐫𝐚𝐦, CEO and President of QuantumScape.

[J @Investor2212]

@tradertvshawn @marissa_catena was this the show where post malone poured one out for Oliver Tree?

[unusual_whales @unusual_whales]

Trump: Apple, $AAPL, to collaborate with Intel, $INTC on designing and manufacturing chips in the US

[J @Investor2212]

@Mindset4Money_X shit looks hilarious

[J @Investor2212]

@DatSalad Been long $aur with calls and shares. Lfg

[Beth Kindig @Beth_Kindig]

Nvidia is reportedly testing Intel’s 18A for manufacturing a new design integrating four GPU dies into a single package.

$NVDA $INTC $TSM $AMD

[Jeff Pu @sssjeffpu]

Intel (INTC) Note Takeaways:

•Big Raise for Foundry Capacity
◦Intel 3: +80% (mainly Ireland) by end-2028 (vs end-2026)
◦18A: +100% (Arizona) by end-2028 (vs end-2026)
◦14A: Strong ramp in Oregon

•Capacity Drivers:
◦Robust server CPU demand
◦18A yields improving to ~80%, EMIB to 90-95% in recent weeks
◦Major U.S. fabless on pipeline
◦Major smartphone maker to start with 18A-P (tablets/PCs) + committed to 14A capacity
◦TeraFab project late-2028

•18A Capacity Shift:
Pathfinder Lake volume wafer capacity → Clearwater Forest (CWF) starts 3Q26, with full volume 1Q27 (expected to be ~1/3 of total 18A wafers)

•Financial Matrix:
◦IFS to turn profitable in 2H27
◦DCAI revenue +39% YoY in 2026E / +30% in 2027E

•Nvidia Collaboration: Likely includes x86 CPUs
→ PC (RTX + Nova Lake in 2027)
→ Server CPUs (Intel x86 IP + foundry) in late 2028

•TP Raised to $135