c.l.a.s.v.a.

[Alexandr Wang @alexandr_wang]

shit's about to go CRAZYYYYY

[bubble boi @bubbleboi]

I’m dumping 1 million dollars in 15 delta 60 day to exp meta calls tomorrow. My agent has broken out of the sandbox and has gotten fly as helllllll 💯💯💯

@alexandr_wang thank you 🙏 so much for pushing the frontier. I am officially a meta maniac and bumping it up to my #1 position.

[c.l.a.s.v.a. @clasva1]

Wall Street closed sharply higher as chip stocks led the rally. 🚀

$NVDA + $AMD + $INTC + $ARM
Nasdaq +2.3% → new ATH
S&P 500 +1.5%

Semiconductors are clearly back in focus.
And $INTC +12.2% was one of the standout moves. 🔥

$INTC long live Intel

[Deep Core @DeepCoreHQ]

🚨 BREAKING: Apple says they will be making 19 billion chips in the United States AND will be only buying rare-earth magnets produced in the USA.

Every new iPhone and Apple Watch WORLDWIDE.

Follow me for more intel drops!

[ImNotHarsh | 📈💸 @imnotharsh]

$INTC Intel x Quantum continue work under the hood

[c.l.a.s.v.a. @clasva1]

@imnotharsh next level

[Sundar Pichai @sundarpichai]

Feeling good about this one:)

[c.l.a.s.v.a. @clasva1]

@HiCagr Neat

[c.l.a.s.v.a. @clasva1]

@TradingThomas3 $INTC long live Intel

[ImNotHarsh | 📈💸 @imnotharsh]

Keybanc believes $INTC Intel has secured design wins with $AAPL Apple, $AMD, $NVDA Nvidia, $MRVL Marvell, $MSFT Microsoft, $MU Micron, and OpenAI, and plans to significantly expand 18A capacity.

Keybanc: Yields on Intel’s 18A process have improved to over 85% from 65% last quarter. Believe Intel has secured design wins with $AAPL Apple, $AMD, $NVDA Nvidia, $MRVL Marvell, $MSFT Microsoft, $MU Micron, and OpenAI, and plans to significantly expand 18A capacity.

Intel has secured its second major design win on EMIB-T with $AMZN AWS Trainium 3, in addition to $GOOGL Google’s TPU Humu Fish. The company is increasing pricing on client CPUs again in the third quarter of 2026 by 6% to 15%.

KeyBanc introduced 2030 revenue and earnings estimates of $132 billion and $7.58 per share, modeling $10.6 billion in foundry revenue and over $22 billion in EMIB-T revenue. The $155 price target is based on 20 times the firm’s 2030 earnings estimate.

Intel has expanded capacity at its INTC 3 facility to support more than 25% to 30% unit server growth this year and over 50% next year.

Keybanc CPU Outlook:

"Outlook for general purpose server is increasing as AMD / INTC is able to squeeze out additional wafer supply, while ARM demand increases."

"…as x86 supply has slightly improved while ARM is increasingly being used for agentic AI workloads given the tightness at AMD/INTC."

"AMD and INTC hope to grow server CPU units >50% in 2027. Both AMD and INTC are expanding server CPU capacity to support server CPU unit growth of over 50% in 2027."

Stifel raised its price target for Intel stock to $120 from $75, maintaining a Hold rating. Stifel anticipates that Intel will deliver results that align with or slightly exceed expectations, though they noted risks related to commentary on CPUs and GPUs. Additionally, Intel Capital participated in a $1 billion funding round for AI chip startup SambaNova, which achieved an $11 billion valuation.

$INTC Price Target raised to $155 from $110 by Keybanc, remain Overweight.

[Intel @intel]

Meet Googlebook.

A new laptop experience from @Google and @Android, engineered for anything.

Learn more 👉 https://t.co/fiTmZ9KKhn

[Alex @Alex_Intel_]

Lip-Bu "I'm glad in life sometimes you need a break and the break, it turned out to be the case"

Intel 18A and Intel 3 capacity growing above 50% next year
ez money

$INTC

[ImNotHarsh | 📈💸 @imnotharsh]

This is coming to reality for $INTC.

The FOMO has not even happened yet. Most of retail has missed the trade to $48.

Hopefully they won’t miss it the trade to $100.

Intel bulls bought at lows when no one wanted anything to do with the company or the stock.

They said:

“terrible company”,
“missed the boat”,
“AMD is a better investment”,
“Intel doesn’t make good chips”,
“Intel has no moat”,
“Intel is behind”,
“Panther Lake is delayed”,
“18A is delayed”.

I have read and heard it all. I want those people to know, you can also be an Intellionaire. Don’t be so ignorant.

I am not boasting my conviction. I am simply stating: IT IS STILL EARLY. The fundamentals are yet to come about. Nothing has even happened yet. We don’t even have customers for Foundry confirmed (they exist). They have yet to announce Q4 earnings and every earnings after that are going to be exponentially greater margin improvements going forward. This is a growth business.

The market is literally showing you that Intel matters. The stock is up 32% in the first month… so far. And stocks that lead in January likely will lead the year.

The institutions have loaded up, while you capitulated. They loaded when you had nothing to believe in.

Intel for 🇺🇸 is Intel for you.

[RIZZY 🔫 (👁️ ͜ʖ👁️)╭∩╮ @RichieRiiicch]

$INTC

WE DONE FAGGIN IT UP OR WHAT

BONERTOWN

GO ON AHEAD AND TURN THAT FROWN UPSIDE DOWN

HAVE SOME FUN AND DO GOOD THINGS

[c.l.a.s.v.a. @clasva1]

@imnotharsh @zeroxkyle you're right

[c.l.a.s.v.a. @clasva1]

@imnotharsh @JamesTrvdes Porsche

[ImNotHarsh | 📈💸 @imnotharsh]

INTEL EMIB CLIENT MAP: SUBSTRATE IS THE BIND

A diligence table circulating this morning lists potential $INTC EMIB packaging sockets for Google and MediaTek TPU, AWS Trainium, Qualcomm Rolex, and Microsoft Cobalt 300, with mass-production windows from 2027 through 2029.

The Google and MediaTek TPUv9 EMIB-T row into 2028 lines up with the better-documented packaging shift. Several other rows carry question marks on the sheet itself, including TPUv10 and AWS EMIB-T/M on Trainium3. Qualcomm Rolex and Microsoft Cobalt 300 still lack the same primary confirmation.

Substrate capacity and EMIB-T yields remain the constraint. Treat the full customer stack as diligence until advanced substrate supply and packaging yields clear that pipeline.

[amit @amitisinvesting]

BESSENT:

- MEETING WITH THE CHINESE WENT VERY WELL

- WE FORMALIZED "USA-CHINA AI DIALOGUES" AND WILL MEET AGAIN IN 2 MONTHS

- OPENING AN INCIDENTS LINE WITH CHINA IN CASE ANYTHING HAPPENS WITH AI SAFETY

- NOW DISCUSSING PROTOCOLS AROUND CYBER, AI AGENTS, AND MORE WITH CHINA

If the China talks with Xi and Trump go well this week, could calm down the market around any concerns with AI safety derailing the broader semiconductor trade.

$MU $NVDA $AMD $AVGO $NBIS $CRWV $IREN $SNDK

[Ricardo @Ric_RTP]

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997.

12 months ago, Intel was dying.

Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries.

But on Friday, it had its BEST day since 1987.

Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again.

Up 335% from its 52-week low.

And the story of HOW this happened is absolutely genius:

In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia.

The company that invented the modern microprocessor was dying.

3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches.

His first year was ugly:

In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024.

"Multiyear journey" became code for "this company might not make it."

Then something shifted.

Tan went back to Intel's roots:

Killed the bureaucracy, cut the bloat, and focused entirely on engineering.

"We need to be data driven, paranoid, and engineering driven."

Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s.

And behind the scenes, Tan pulled off 3 moves that changed everything:

Move 1: He got Elon Musk.

Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner.

This is the deal Intel's foundry business needed to survive.

Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down.

Move 2: He got Nvidia.

Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead.

Intel stock jumped 23% that day alone.

Move 3: He got the US government.

And this is where the story gets really crazy...

The CHIPS Act allocated billions to Intel for domestic chip manufacturing.

But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel.

So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share.

They didn't want to give Intel free money, so they simply bought stock instead.

After Friday's earnings beat, that stake is worth $36 billion.

A $27 billion paper gain.

One of the most profitable government investments in American HISTORY.

And it was a complete accident.

Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous.

The earnings that triggered all of this were truly insane:

- Revenue of $13.6 billion vs $12.4 billion expected
- EPS of $0.29 vs $0.01 expected
- They beat by 29x on earnings
- Data center and AI revenue up 22%
- Demand for CPUs exceeded supply for the first time in years

Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity."

6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics.

No flashy pivots like other companies.

Just chips, engineering, and paranoia.

[c.l.a.s.v.a. @clasva1]

$INTC long live Intel