Marcus Wu

Investor & Philanthropist

[Marcus Wu @WuMacus]

@DasTechnocrat @desaisshk @BenBajarin There's no way TSMC doesn't know how many customers are switching to @INTC. The pie is only so big and there are only a few players splitting it.

[Marcus Wu @WuMacus]

@LinQingV 是的。大廠並沒有多麼喜歡英偉達。老黃也清楚，所以一直在其他地方發力。關注毛利率是一個很好的指標。

[Marcus Wu @WuMacus]

@imnotharsh Right. The market has forgotten a lot of other things too.

[Marcus Wu @WuMacus]

@Anoldoldwooden Exactly. It's happened before with great companies.

[Marcus Wu @WuMacus]

For long term investors, this might actually be harder to sit through than 2025. Back then $INTC was in deep trouble and a comeback felt a long way off, but at least you knew where you stood.

Today, many certainties are in plain sight, but the market is looking the other way.

In any case, believe in your thesis and stay the course.

[Meekyuu @kyuu47427]

I hope your puts get assblasted into oblivion. Hope you hold thru $NVDA ER.

En garde, fellow regard! $INTC

[Marcus Wu @WuMacus]

@WaitWhat1123 Given that the market is not bearish on the overall semi sector, the only reasonable conclusion is that it sees Intel has come out of the operating room but nowhere near strong enough to outperform the competition.

[Marcus Wu @WuMacus]

@kyuu47427 @LipBuTan1 is clearly seeking a breakthrough in this highly competitive market. I've tried to understand the bear's viewpoint, but @INTC's plan and roadmap make me more confident he can succeed.

[Marcus Wu @WuMacus]

@cherryPayment 從 PB、PS 來看，都比同行低估很多。現在賭的就是 $INTC 未來賺錢的能力，這在我看來根本不是賭，而是市場上確定性很高的標的

[Marcus Wu @WuMacus]

@howardlutnick @x86deadandback

[Marcus Wu @WuMacus]

@imnotharsh

[Marcus Wu @WuMacus]

@yao30059829 @TJ_Research 你說那麼多忘了最關鍵一點中加經濟互補性很強，電車只是一個開端。你如果了解一下美國對加拿大想要的根本不是電車不電車而是徹底要吃掉加拿大的經濟和自主性

[Marcus Wu @WuMacus]

@yao30059829 伊朗這些問題遲早是要爆的只不過正好遇上川普。不過也許有更好的處理方式

[Marcus Wu @WuMacus]

@RealNickMugalli Yes I have some long term positions.

[Marcus Wu @WuMacus]

@stockseer Eric has done a good purchase. @CeoOndas

[Marcus Wu @WuMacus]

@imnotharsh No. Not a single share.

[Marcus Wu @WuMacus]

@imnotharsh Intel has seen almost zero insider sales for quite some time now. I'm really glad to see the management and the board united in their strong confidence about the company's future. @intc

[Marcus Wu @WuMacus]

@jbulltard1 Most likely. Hold for the long term or trade a portion for fun

[Marcus Wu @WuMacus]

This is a solid buy. I am fine with the dilution. $onds

[Ondas Inc. @OndasHoldings]

Ondas has entered into a definitive agreement to acquire Aran Defense Ltd. (TASE: ARAN division) for approximately $33 million, adding 4,400 square meters of sovereign Israeli engineering and manufacturing capacity to scale counter-UAS, ISR, loitering munition, and autonomous aerial and ground robotic platforms. Expected close in Q3 of 2026. $ONDS

https://t.co/kJe4vS2TxL