kyle linsley

option analyst

[Insider @Insiderkriptocu]

Intel Stock Surges: Why INTC is Up This Week

on Thursday thanks to an overall rebound in the tech and AI stock market. Alphabet ’ s announcement of its Gemini 3 AI model helped send various stocks in the sector higher on optimism about the growing AI bubble.

#bitcoin #ethereum

[WIN_TRADE @ANKITSH85153215]

Jensen Huang Once Said $TSM Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The $NVDA CEO Hit The Nail On Its Head?

https://t.co/AoXM7NdF3O

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (TSMC), referenced Nvidia CEO Jensen Huang's analogy to explain why Intel faces challenges in becoming a top chip foundry. Chang highlighted TSMC's collaborative ecosystem compared to Intel's solo approach. In the late 1980s, tech giants, including Intel, declined to invest in TSMC, which was eventually funded by the Taiwanese government, Philips, and local investors. TSMC's market value has soared to $1.16 trillion, while Intel lags with a market cap of $175.39 billion. TSMC dominates the chip foundry sector, serving clients like $AAPL, $AMD, and Nvidia. Intel has struggled to regain its market leadership, with its stock underperforming compared to TSMC's. TSMC's strong long-term trend contrasts with Intel's challenges. In the third quarter, Intel's revenue exceeded expectations, but its Intel Foundry unit saw a slight decline. #stockmarkets

[Reuters @Reuters]

Exclusive: President Trump's administration is negotiating a deal that could commit Taiwan to fresh investment and training of US workers in semiconductor manufacturing and other advanced industries https://t.co/7Cz6sfm34P

[baroque obama @baroqueobama87]

@BenBajarin Where does capacity come from? Any chance Google/AVGO sniff INTC for fabs?

[tennis_pro_98 @98_tennis]

@dnystedt Bullish Intc if true

[Golden_Ted_ @Golden_Ted_]

$INTC Example of large bids. Showed up again just now.

[Hira Faizan @hirafzn]

Every stock that Trump Administration owns is down on average 30% in the last month.

You can bet that they won't be happy seeing these positions down for long. Over the next 2-3 years, I'd be very surprised if this portfolio doesn't continue to do well.

Might dabble in $INTC.

[Mark to Mkt @mark_to_mkt]

$INTC MAs have caught up; needs a catalyst but given that the Trump Administration trade desk is working this one — something is bound to show up. 😜

[Francesco @FranVezz]

$INTC looking ready

[unusual_whales @unusual_whales]

JUST IN: The US to reportedly begin covert operations in Venezuela to destabilize Maduro, per FOX

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇨🇳 President Trump says Chinese President Xi Jinping agreed to accelerate purchases of US goods.

[ImNotHarsh | 📈💸 @imnotharsh]

$INTC JUST BROKE ABOVE THE 50 MA 🚀
- looking for a close above $36

The uptrend continues. $40 retest by end of the short week.

[Tradenometry @xiangwei36]

$INTC $TSM

Ethics aside, bullish $INTC

[Muhammad Zuhair @mzuhair123]

$INTC Rumored to Power $GOOGL Next-Gen TPUs With Its EMIB Packaging, as the Technology Gains Massive Attention Across the AI Industry

https://t.co/bhv9ssvAhn

[ImNotHarsh | 📈💸 @imnotharsh]

🚨 BREAKING: $GOOGL Google is actively evaluating $INTC Intel’s proprietary advanced EMIB packaging for next-generation TPUs (v9 and beyond), with $META also in discussions for its MTIA AI accelerators.

The move is driven by persistent CoWoS capacity constraints at $TSM, which remain fully booked through 2026.

Key EMIB advantages highlighted in Intel’s own documentation:
- 55 μm bump pitch for ultra-dense die-to-die connections
- Up to 1 TB/s+ bandwidth per bridge
- No large silicon interposer required (vs CoWoS)
- Proven at-scale with Ponte Vecchio and Meteor Lake

With TSM's CoWoS capacity sold out through 2026, and delayed consistently, hyperscalers are turning to Intel’s U.S.-based, Government-backed alternative for supply-chain resilience.

This would mark another high-profile win for Intel’s foundry business following Microsoft’s 18A commitment with MAIA 2. Diversification away from single-source advanced packaging is accelerating.

Point to question against Taiwan's golden child:
How are they magically conjuring infinite capacity to fab EVERYTHING for the AI boom? Google wants redundancy + geopolitics-proof supply. Intel provides that.

$INTC 🇺🇸

Sources: TrendForce, DigiTimes Industry Research

[The White House @WhiteHouse]

President Donald J. Trump launches the GENESIS MISSION - a national effort to accelerate scientific breakthroughs using AI and propel America into the GOLDEN AGE OF INNOVATION. 🚀

[Alex @Alex_Intel_]

Next we get Google and Meta on 14A

Good job Lip-Bu

$INTC

[ImNotHarsh | 📈💸 @imnotharsh]

BREAKING: $INTC Intel has officially updated their website's homepage. A new era has started at Intel.

Panther Lake is coming to CES 2026, Las Vegas (January 5th to 9th, 2026).

Check it out and add it to your calendar:

Join Jim Johnson, Senior Vice President and General Manager of Intel’s Client Computing Group, as he highlights the next generation of Intel-powered PCs, edge solutions, and the AI experiences enabled by the new Intel Core Ultra Processors.

Monday, January 5 at 3:00 p.m. PST

Visit https://t.co/zeyaEVwBGF

<https://t.co/K9PYwkdCPJ> to tune into the livestream and additional event information.

[Diamond Rapids @diamondrapids]

$INTC Finally, convincing call entries are here

[The Art Of Water 💧 God First 👼 @TheArt0fWater]

$INTC Maximum Bullish Case for Intel: Price and Market Cap Explosion!