Semiconductor Bull

[Semiconductor Bull @WaferBull]

@Teslaconomics 🤣

[Semiconductor Bull @WaferBull]

@Gfilche If you have to imagine, why stop at 1T revenue! Let’s think about what will happen if $SPCX generates a Quadrillion dollars every year!

[Semiconductor Bull @WaferBull]

Very few people understand this.

It won’t take long for companies building frontier AI models to start designing their own chips. Within the next five years, the idea of a purely “fabless” company may largely disappear.

Instead, there will be AI companies capable of designing virtually any chip they need, and foundries that manufacture those designs.

AI will likely take a bit longer to master the physical world, which gives semiconductor fabs some breathing room. At least in the near term, manufacturing will remain the harder moat.

$INTC $AMD $TSM $NVDA $SPCX

[Mojo @Mojo_flyin]

@austinsemis @AMD @BBCWorld $AMD has publicly committed 10 bln to its suppliers in Taiwan. This is only the start of what will become a more capex intensive model as the downstream supply chain passes the capital intensity back up to the fabless design houses.

The fabless model is breaking.

[Semiconductor Bull @WaferBull]

@hallilua @TheFederalist65 @luo_yuehan I’m pretty sure her family has contributed far more to the U.S.—through taxes and other service—than you ever could.

[Semiconductor Bull @WaferBull]

@commonsenseplay The market has heard enough BS numbers Elon pulls out of his ass already. Remember all the promises he made to Tesla investors? SpaceX is the new cash cow.

$SPCX

[Semiconductor Bull @WaferBull]

Thanks for listening $INTC

[Semiconductor Bull @WaferBull]

Okay… can we now go past 100 please! $INTC

[Semiconductor Bull @WaferBull]

@kyuu47427 They will collaborate. No stakes

[Semiconductor Bull @WaferBull]

@NotA_Bull $INTC

[Semiconductor Bull @WaferBull]

@imnotharsh Some unique cards $INTC got, some $AMD

But intel can potentially do everything AMD does in future, that’s possible. Other way around is not possible.

[Semiconductor Bull @WaferBull]

Okay… can we now go past 100 please! $INTC

[Semiconductor Bull @WaferBull]

@Mar364503 Simple rule.

Buy $INTC
No leverage
Let them innovate and scale

Sleep

[Semiconductor Bull @WaferBull]

@bubbleboi Please tell me 😬

[Semiconductor Bull @WaferBull]

@awakenowzone That’s how I feel doing to Korean investors

[Mark Sterling @MarkSterling0]

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000.
My July advice 27th:
$SNDK (SanDisk)— Don’t buy
$LITE (Lumentum) — Don’t buy
$MU (Micron Technologys) — Don’t buy
$INTC (Intel) — Buy at $85–$89
$TSLA (Tesla) — Buy at $300–$308
$NVDA (Nvidia) — Buy at $190–$196
$MSFT (Microsoft) — Buy at $380–$387
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Semiconductor Bull @WaferBull]

@kevinxu Thank god! We’re saved

[Semiconductor Bull @WaferBull]

@kiantrades He is right short term, for sure. You didn’t think such a massive rally will not pause for few weeks! Come on! Long $INTC

[Semiconductor Bull @WaferBull]

I know this will not reach far as I just opened this new account, so I feel free to say.

BUY!!!

[Semiconductor Bull @WaferBull]

And don’t forget, they still get their lithography machines from $ASML

We’ll see how Chinese lithography mass production goes

[Semiconductor Bull @WaferBull]

Same day: Micron -6%, SK Hynix -9%, SanDisk -12%. Why? Reports of China producing domestic DUV lithography machines just as $CXMT flexes its scale.
$MU

The real story isn’t today’s market share (~8-10% of global DRAM). It’s the trajectory: monthly wafer capacity nearly doubling by 2028.

But here’s the catch bulls are ignoring: CXMT’s revenue surge is pricing-driven, not volume-driven. Capacity shipped grew just 11% QoQ while ASPs rose 57%.

And in HBM — the actual AI money-maker — Samsung/SK Hynix/Micron still control 99%+ of supply. CXMT’s HBM3E target isn’t until 2027. DUV can’t touch leading-edge AI memory.

Commodity DRAM gap = closing fast.
AI/HBM moat = still intact.