Kruse

AI + Biotech + Cybersecurity aficionado, crappy golfer, former Verdansk skydiver. AI is under-hyped. Our future is fantastic.

[Kruse @XKruse]

LBT is The One. $INTC will reach a new ATH in 2026. Save this post.

[Patrick Moorhead @PatrickMoorhead]

How it started and how it’s going. $INTC

[Crémieux @cremieuxrecueil]

Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion!

[Kruse @XKruse]

@nanduri_anil @XYang2023 @ashishtuli @magicsilicon Sick! Please add these to the merch store 🙏🏼

[Kruse @XKruse]

@magicsilicon Ohio. Funding. Secured. 😎

[Kruse @XKruse]

@mattshumer_ The acceleration is accelerating. AI is under-hyped.

[Kruse @XKruse]

I grew up a huge Braves fan. Rest in peace, Skip 😔

[Kruse @XKruse]

@PatrickMoorhead @schamorro357 Yep. Curious, do you think Apple likely took an equity stake as part of their deal as well?

[Kruse @XKruse]

@apoorv03 @sk7037 Apoorv, your lecture series is fantastic. Looking forward to this one with Sachin. I’m sure you already know this, but @intel is just getting started.

You should consider a lecture with @magicsilicon as a guest.

[Kruse @XKruse]

The robot butlers are coming @Figure_robot

[Peter H. Diamandis, MD @PeterDiamandis]

Figure Robot Production is SCALING... They just went from building 1 Robot/day to 24 Robots/day. Manufacturing scaled 24x in 120 days. The humanoid production curve looks exactly like the early days of Model T assembly lines... and soon will scale to iPhone rates.

[Kruse @XKruse]

@imnotharsh

[Kruse @XKruse]

@magicsilicon Great post, and history lesson! Excellent work you and your team are doing to turn $INTC around, Pushkar. Sentiment is already shifting and Intel will become a 1T in short order.

Also, you can't spell Artificial Intelligence without Intel so it's inevitable.

[Kruse @XKruse]

@sssjeffpu Welcome Jeff, excellent choice on covering $INTC for your first X post. $94 TP is still conservative though.

[Kruse @XKruse]

@awakenowzone Yep. The real ones know $INTC is going to 1T

[Kruse @XKruse]

@kevinxu $INTC ?

[Kruse @XKruse]

@TommyThornton God forbid Intel’s value be forward looking. Are you being serious or are you just truly bad at your job? C’mon now.

[Kruse @XKruse]

@imnotharsh By “nothing new” this guy means “don’t buy yet so I can keep buying $INTC at low prices”

[Kruse @XKruse]

“As far as I’m aware, Elon has only confirmed that their Advanced Technology Fab will use this approach in order to rapidly iterate, before then sending finalised design out to a high volume manufacturing site, AKA the Terafab - which would presumably have separate logic, memory & packaging modules.”

First, fully agree here. The @Tesla ATF will mirror Intel’s own fab model, specifically their Hillsboro, OR fab being the fab where process technology gets proven out before scaling out with their larger fabs.

Secondly regarding the Terrafab location, I’m thinking Ohio here given that it’s already underway. Elon and his team are great partners for accelerating the Ohio buildout based on what they were able to do with @xai Colossus in Memphis - a complete buildout in 122 days.

[Kruse @XKruse]

Another banger from @Intellionaire. Two additional thoughts below…

$INTC $TSLA

[Due Calli @Intellionaire]

New $INTC investors & old - come and get your fill of latest Intellionaire!

$TSLA fans don’t be shy

https://t.co/Y3A27HyUak

[Kruse @XKruse]

@imnotharsh @Intellionaire

[Kruse @XKruse]

$INTC x @AnthropicAI 😍😍

[Intel News @intelnews]

As AI capabilities advance, so do the methods used to discover and exploit vulnerabilities.

That’s why Intel is joining Project Glasswing alongside @AnthropicAI and industry leaders: to help proactively identify and remediate security flaws before adversaries can take advantage, leveraging Intel’s unique role at the foundation of the computing stack—from silicon and firmware to platform software.

Securing modern AI systems requires protecting the infrastructure the world already depends on.

More here: https://t.co/GQ0TB1qs1S

[Kruse @XKruse]

🎯

[Ben @BlockChain187]

So what you’re saying is, $INTC has the only US domestic foundry that can produce leading edge nodes at scale with limited impact when mainland China does decide to take over an island only 80 miles away for their 100 year celebration of the PLA in 2027? 😘

It is also the 30th anniversary of the Hong Kong handover back in 1997. 🫣

So all these companies are scrambling for a contingency leading edge foundry. Especially with what just happened with the Iran/US war. And the only choice is $INTC?

$TSM $NVDA $AMD