Shakeee

[Alex @Alex_Intel_]

How do we know Intel Foundry is barely in the price of Intel?

If you asked Mag7 + AI Labs if they could own their own chip manufacturing supply chain for $400B they would jump at the opportunity

1 Intel Fab is 8 gigawatts a year for $30B in CAPEX

Intel Foundry OPEX added to Google would be a 15% bump to R&D, 10% for Amazon etc.

If they wanted to invest to produce memory in the future it would be an additional 7.5% and 5% bump. R&D cost is peanuts for them.

The margin capture in design and manufacturing of semiconductors is a huge expense for upstream customers.

The reason Mag7+AI labs can't enter semiconductor manufacturing is Fabs are an intractable moat. Intel ex product design biz values the fabs at a 1 P/B. Arguably almost 0 if DCAI grows as expected next year.

$INTC

[APerfectJambi @PapaJambi]

@Kalshi

[Shakeee @ShakeP2E]

@Alex_Intel_ I don't trust a word this man says and don't see why anyone else would....

[Shakeee @ShakeP2E]

@imnotharsh see you in 2028

[Shakeee @ShakeP2E]

@HiCagr https://t.co/NUb4WoSw7W you cant have your cake and eat it too

[high cagr @HiCagr]

Maxlong. I repeat, maxlong.

[Shakeee @ShakeP2E]

@GoForGrubes2 Oil prices are rising daily though. Another 3% this morning. Inching towards the highs of the conflict.

[jbulltard @jbulltard1]

im not even kidding i think there's been like 5 instances of jim cramer tweeting how $INTC is a no brainer buy and it instantly tanks after, the guy is incredible

[Shakeee @ShakeP2E]

@HiCagr Top ticked it

[Shakeee @ShakeP2E]

@HiCagr Why did it get no pop off the nbis/crwv momentum?

[Shakeee @ShakeP2E]

@Golden_Ted_ I have to say you were very unlucky to go long right before this offering

[Shakeee @ShakeP2E]

@HiCagr This isn't playing out til late 2028/2029 most likely. They will never announce customers

[Shakeee @ShakeP2E]

@GoForGrubes2 What contracts are you in for calls?

[Shakeee @ShakeP2E]

@ScroogeCap It doesn't matter - market doesn't reward capex in this environment. Company will NEVER say that they have customers locked up - therefore this will always just be speculative capex with no safety net in the market's eyes.

[Shakeee @ShakeP2E]

@GoForGrubes2 Got it. I'm done trying to predict Iran. I really thought a resolution seemed likely but the maximalist demands Iran seems to be making feel unworkable for the US despite trump desperately wanting to fold IMO. I have no clue what happens from here.

[Shakeee @ShakeP2E]

@GoForGrubes2 Genuinely trying to understand - you would want Iran to be resolved for this position right since that implies oil down, inflation down, and ultimately rates down? Or am i misunderstanding?

[Shakeee @ShakeP2E]

@GoForGrubes2 Ok but aren't restrictive rates a consequence of the inflationary impact of higher oil prices?

[Shakeee @ShakeP2E]

@0xcoked They're asking for too much IMO. I don't think Trump can accept this... As much as he wants to fold this is objectively a humiliation.

[Shakeee @ShakeP2E]

@Intellionaire Would you rather be rich in a world of extreme abundance where the value of human labor approaches 0 - or rich in a world of scarcity where access to your wants and needs is still limited?

[Shakeee @ShakeP2E]

@jbulltard1 Less to do with the pump not working. Oil is down 6%. Semi sentiment is just still very negative

[Shakeee @ShakeP2E]

@KobeissiLetter @0xcoked Not looking good for oil... The mad lad better be bluffing.