psychicduck

$INTC $MU $NBIS $SNDK $MRVL

[psychicduck @psysemis99]

@optionscjp next biggest market mover is TSMC ER 16 July i believe, strong forecast

[psychicduck @psysemis99]

@labubu_trader @ren_stocks why would anyone think the capex will slow down (at least within 2026), everyone sign into LTA and into aggressive multi-year strategies and within one quarter suddenly "wait we cancel all of our plan"

[psychicduck @psysemis99]

@babyfolio @TheBigBerbowski @ChairmansLedger

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@babyfolio @TheBigBerbowski @jiahanjimliu

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@asheaw @intel I want this badly do you ship outside USA, I ALSO NEED ONE LIP BU WITH RED LASER EYES

[psychicduck @psysemis99]

@A_Najumi @salmaogs which channel is this from? I'm a member but not the premium one haha, is this premium only? Thanks for all the great work and late night charting traveller

[psychicduck @psysemis99]

@Alex_Intel_ Crazy how nobody pick up the ohio news, we don't own enough $intc thanks bunch Alex you're the best intel guy #intelinside

[psychicduck @psysemis99]

@HyperTechInvest Did cantor analyst never watch qcom investor day presentation about their data centre pivot and securing meta and msft biz? Or is there a bunch of execution risk mentioned inside?

[psychicduck @psysemis99]

@Pablo01618 @bubbleboi @imnotharsh @HiCagr @Alex_Intel_ @intelfabs you miss this dude

[psychicduck @psysemis99]

@bubbleboi Thank you bubz as always for sharing your honest take, most don't believe but they will sooner or later

[psychicduck @psysemis99]

@BenBajarin Hi Ben, may i ask if you have any opinion on this simulation. The Q4 run-rate will be around 70% but further down it will go down to around 60% even though the revenue will continue to climb.

[psychicduck @psysemis99]

@optionscjp Any opinion on the mass exodus of the key leadership/talent in qcom?

[psychicduck @psysemis99]

@jukan05 @GavinSBaker Possibility of intel reviving their memory biz for terafab?

[psychicduck @psysemis99]

@damnang2 Mr @damnang2, Mr Tae Kim @firstadopter is very bearish on QCOM lol

[psychicduck @psysemis99]

@crux_capital_ Hi Gaetano, saw some analysis that interconnect is quite contested with MRVL, CRDO, ALAB. Does SMTC have a strong moat against these names ?

[psychicduck @psysemis99]

@optionscjp @nikitabier is this SEC case or nikita bier case haha

[psychicduck @psysemis99]

@LipBuTan1 @seokhee4 @intel THANK YOU LIP-BU TAN FOR MAKING INTEL GREAT AGAIN YOU'RE THE GREATEST RAINMAKER, Onwards to 1.5Trillion dollar company, intel stock price to $300 soon! This will go down as the best CEO turnaround story of all time

[psychicduck @psysemis99]

@jtsla4 @blademapai Thanks @jtsla4 the INTC call is solid. Wish i could join the blademap ai but i don't play options, but nevertheless you're awesome, thank you!

[psychicduck @psysemis99]

@bubbleboi Thank you bubbleboi our intel gospel preacher, i am a believer thanks to you and i am rewarded greatly

[psychicduck @psysemis99]

@damnang2 Aapl substack article coming next? Lol