Adam W.

[MQ @Mar364503]

Trump absolutely is the best salesman for $INTC

[Jim Cramer @jimcramer]

Intel will work.. best area of complex

[MQ @Mar364503]

Any of these announcements will send $INTC beyond $150 and ensure we see $200 by end of the year

[ImNotHarsh | 📈💸 @imnotharsh]

JUST IN: $SNPS Synopsys and $INTC Intel Foundry expand collaboration on PDKs for advanced nodes, including Intel 18A.

This is a meaningful step in lowering barriers for chip designers to adopt Intel’s foundry offering.

1/ PDKs serve as the critical interface between foundry process technology and EDA tools. The updated kits deliver full-stack integration across design, timing, extraction, and signoff-grade multiphysics analysis. This makes advanced features such as PowerVia accessible without requiring major changes to existing customer flows.

2/ Intel Foundry’s Jonathan Knudsen noted that the partnership has created “a very rich series of technology components” that now work together seamlessly. Historically, incomplete integration led to design escapes, silicon churn, and costly redesigns. The goal is to eliminate those friction points entirely.

3/ For designers, this translates to faster path from concept to high-volume manufacturing on Intel 18A and subsequent angstrom-era processes. It shifts more of the integration risk away from the customer and turns process innovation into immediately usable capability.

4/ Ecosystem maturity remains a key leading indicator for foundry competitiveness. Tools and IP readiness at this level support broader adoption, particularly for high-performance designs that benefit from Intel’s packaging and process roadmap.

5/ This development complements other positive signals around Intel Foundry, including customer engagement on advanced AI-related manufacturing. Continued progress on design enablement strengthens the case for Intel as a viable, diversified option in the foundry landscape.

[ImNotHarsh | 📈💸 @imnotharsh]

JUST IN: $INTC Intel and $HPE Hewlett Packard Enterprise Company expand 30 year partnership to deliver Enterprise IT infrastructure across on‑premises, hybrid, and edge environments

At HPE Discover 2026, where Intel serves as a Visionary sponsor, the long-standing alliance will emphasize integrated infrastructure solutions designed for enterprise modernization, practical artificial intelligence deployment, and secure hybrid operations from edge to cloud.

The primary focus will center on HPE ProLiant Compute Gen12 servers powered by Intel Xeon 6 processors. These platforms deliver measurable advancements in performance, including up to 2.5 times higher high-performance computing throughput in relevant workloads, alongside improved efficiency measured in performance per watt and per rack. The processors support CPU-based AI inferencing for practical enterprise use cases, such as small language models and high-performance LLM inference through validated vLLM integrations, without requiring accelerator hardware in every deployment.

Security enhancements will receive prominent attention. The solutions incorporate Intel technologies that provide quantum-resistant cryptography aligned with NIST and CNSA 2.0 standards, Intel Software Guard Extensions for confidential computing, and Trust Domain Extensions for virtual machine isolation. These features address compliance and data protection requirements in regulated and mission-critical environments.

Edge and telecommunications workloads will feature through HPE Edgeline systems combined with Intel Xeon 6 capabilities. The partnership will highlight reduced power consumption, smaller deployment footprints, and improved network performance for 5G core and distributed AI scenarios. This supports organizations managing growing data volumes outside traditional data centers.

Hybrid cloud and virtualization offerings will also be showcased. These include HPE GreenLake for flexible consumption-based models, validated Azure Local solutions, VMware trusted platforms, and modern VM management through HPE Morpheus VM Essentials on Intel architecture. Broader ecosystem elements, such as HPE Alletra storage and Juniper networking integrations, will demonstrate end-to-end optimized stacks for AI, analytics, and industry-specific applications.

Customer benefits will be framed around total cost of ownership reductions, accelerated time to value, sustainability improvements, and simplified compliance. Case studies and demonstrations in HPE Customer Innovation Centers, along with on-demand resources, will illustrate real-world outcomes in data center refresh, edge digitization, and AI readiness.

The messaging positions the partnership as a foundation for organizations seeking balanced, silicon-rooted performance and security while advancing practical AI adoption across core and distributed environments. Attendees can expect technical sessions, solution briefs, and interactive exhibits reinforcing these capabilities.

[A2THEZ @awakenowzone]

Great! I saw this coming given the historic Intel x HPE strategic partnership. It’s another reason $HPE is my second largest holding after $INTC. It was forgotten and underestimated like $INTC but has been executing quietly…

The future will hold more win-wins for these two 🚀

[SpaceX @SpaceX]

Teams are go for launch with a $135 price per share for the SpaceX IPO → https://t.co/HlsF4GxRbI

[Mojo @Mojo_flyin]

$INTC upgraded to Buy from Underperform but $BOFA

Price target is now $135

Hallelujah moment - Vivek Arya has come around

NFA please

[Adam W. @walton_ada79942]

@QC_Capitals Intel $INTC

[Diamond Hanz, CFA (NFA) 💎 @diamhanz]

@QC_Capitals Only

[Adam W. @walton_ada79942]

@MarcosMillaYT $intc Intel

You forgot Intel :)

[🇨 🇭 🇴 🇱 🇪 🇻 🇦 @cholevovo]

@PolymarketMoney $INTC $NVDA

Intel partners with Hitachi for physical AI market, while analysts flag valuation concerns after 192% YTD rally

[🇨 🇭 🇴 🇱 🇪 🇻 🇦 @cholevovo]

Intel $INTC $150 @TheProfInvestor

[🇨 🇭 🇴 🇱 🇪 🇻 🇦 @cholevovo]

$INTC X $NVDA

Intel partners with Hitachi for physical AI market, while analysts flag valuation concerns after 192% YTD rally

[A2THEZ @awakenowzone]

To anyone saying we’re in an AI bubble: Bill Gates, one of the architects of the modern tech world, is calling AI “the biggest technical thing ever in his lifetime.”

And he’s not wrong.

Remember: without advanced chips, there is no AI. And without $INTC, there is no U.S.-made advanced chip future.

Do what you will with this information.

[ImNotHarsh | 📈💸 @imnotharsh]

“TSMC was too naive from the start.”

It is not that they were naive.

They were ignorant. In fact, they were dismissive in thinking only they can do what they do.

EMIB is seriously competitive and may even be significantly better of a technology to CoWoS.

Slowly, surely, then all at once. Intel will be the fab for America and for the entire Mag 7. Think about that.

$INTC $TSM

[ImNotHarsh | 📈💸 @imnotharsh]

There is a point where saying good things about everything and everyone makes you less believable and gives less importance to your word.

Jensen seemingly just has a specific motive. The $MRVL callout feels like pure manipulation. Now, with $QCOM he is doing the same.

He knows what he did and that his words move stocks. He did the same thing a while back with Quantum stocks. Crashed them in a day by claiming it was 15 years away, and then the next day claimed we are closer to Quantum being reality than not.

Funny, he has mentioned every company in every sector, except the one he owns the most of: $INTC, and his other direct competitor: $AMD.

[ImNotHarsh | 📈💸 @imnotharsh]

$SFTBY refuses to sell $INTC shares. They know. Intel is currently their greatest asset on 3 fronts:
1. the value of the shares / company holistically is greater than the sum of parts that Son knows he can leverage;
2. manufacturing (foundry: 18A-P, 14A roadmap) and;
3. innovation (memory, quantum, robotics).

[A2THEZ @awakenowzone]

$INTC SINGLE HANDEDLY SAVED THE TECH MARKET TODAY. ALL TECH INVESTORS NEED TO BE THANKFUL FOR LORD LBT.

@LipBuTan1

[ImNotHarsh | 📈💸 @imnotharsh]

Lip-Bu Tan, CEO of Intel $INTC was the former CEO of Cadence Design Systems $CDNS from 2009 to 2021 and increased the stock price from $5 to ~$200 (a shareholder return of +3,500%).