John Intel

God First. Intel is cool

[John Intel @intelfabs]

@jukan05 I’m just worried about deleveraging

[John Intel @intelfabs]

@Intel_Foundry @BusinessInsider The only America company

[John Intel @intelfabs]

Very interesting view from Jefferies
Higher-risk, higher-upside winners: Bitcoin miners converting into AI infrastructure.

AI data centers need power.
Traditional data center developers may need years to get grid approval and build new sites.

But some Bitcoin miners already have powered land, grid connections, and electrical infrastructure.

That means companies like $CORZ, $WULF, and $RIOT may be able to move faster than traditional developers.

The catch?
A Bitcoin mining site is not automatically an AI data center.
AI/HPC needs better cooling, reliability, networking, and customer-grade infrastructure.

Miners with the best power access may become valuable AI infrastructure players.

[John Intel @intelfabs]

Citi says the US market is flashing more warning signs than Europe.

No credit stress — just valuation + sentiment + AI‑capex hype.

Not a 2008 moment. Just a market priced like nothing can go wrong.
If AI capex slows, the correction could be painful.

$INTC

[John Intel @intelfabs]

@CleansedTweets It is the ground floor!
It is basically on the ground

[John Intel @intelfabs]

@sorianmaran 100%
local AI is often limited
How much model you can load
Memory bandwidth
Whether CPU / GPU / NPU can share data without copying (very important)
Software support

Unified memory solves that

[John Intel @intelfabs]

$INTC needs to have a local AI laptop
We need much stronger integrated GPU and a serious Arc Pro mobile

[John Intel @intelfabs]

From JP Morgan
TSMC might allocate more capacity to AMD and Nvidia

cus $INTC is a foundry competitor

[John Intel @intelfabs]

@imnotharsh 14A

[John Intel @intelfabs]

@harry03994688 For TSMC, only 3 are N2 capable

Intel has one main production fab (Fab 52) + supporting sites that ship 18A

ASE is NOT a wafer fab
it is more like high efficiency in packaging

[John Intel @intelfabs]

@NYSE @dunkindonuts @InspireBrands @lynnmartin and yet we are down 4%

[John Intel @intelfabs]

$INTC is apparently very important for humanoid too

[Serenity @aleabitoreddit]

专门写给我的中文读者：

绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。

他们的业务涵盖：

谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）

人形机器人旋转关节减速器

直线执行器

电机/关节，以及许多其他核心零部件。

并且他们正在进军行星滚柱丝杠（planetary roller screws）领域。

目前占据着绝对的主导地位：超过60%的国内市场份额以及1800多家全球客户。

主要客户包括优傲机器人（Universal Robots）、优必选（UBTech）、智元机器人（Agibot），而特斯拉（Tesla）、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。

如果你看一下这些零部件的 BOM（物料清单），粗略估计它们占到了每台研发出的人形机器人的 4-15%，随着他们进军更多细分领域，这个比例可能还会更高。

我认为没有人能对这类公司进行精确的财务建模，其前景更多取决于未来几年内会有多少人形机器人实现量产。

这其实是对一家能够在每台生产出的人形机器人中占据可观份额的公司，进行的一种方向性做多（directional long）。

在可扩展的规模化量产方面，中国显然是该领域的领导者，许多西方玩家无法将成本降到绿的谐波那样的水平。

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。

[John Intel @intelfabs]

That's actually good news for $MU
HBM shortage and HBM profits

$INTC ZAM is 2030 optionality. HBM shortage is today.

[John Intel @intelfabs]

All in $INTC
not SK Hynix, not samsung

[John Intel @intelfabs]

AI packaging demand is so large that TSMC alone may not satisfy everything forever. EMIB gives Intel a real angle. $INTC

[John Intel @intelfabs]

@0xSero It will be fun too

[John Intel @intelfabs]

@mattparlmer 5N4Y

[John Intel @intelfabs]

@anni_sen Never underestimate Elon Musk actually

[John Intel @intelfabs]

@mzuhair123 Discount, buy it

[John Intel @intelfabs]

@lithos_graphein The first thing I see when I woke up 🥹