imnotharsh

China is becoming comical with claims now. FUD/propaganda basically. Especially when they have reliance on smuggled/foreign parts Started with DeepSeek narrative killing $NVDA . Yesterday, they tried to unsuccessfully push FUD against $MU $SK Hynix and Samsung that CXMT (who????) are flooding the market with cheaper DRAM/NAND and supposedly cause a potential price crash. Please… Now, apparently they’re competitive with $TSM overnight.

Must read. $INTC

Funny how general retail and even MSM have seemingly pushed the narrative that $SPCX is losing money hence the growth opportunity isn’t there. Yet, this is a TAM that hasn’t been realized and the shorter term business is still going to grow exponentially with Anthropic as a customer. And inevitably, SpaceX will merge with $TSLA Tesla. This is going to be the most important IPO ever. Laugh now, cry later. That is too everyone thinking it’s going to be a wash IPO.

Hilariously, the whole memory sector still hasn’t been re-priced to a fair valuation, and likely needs an extended period of re-pricing. $MU $SNDK $DRAM

$MU $DRAM Strong supply curve.

RBC is bullish software. Maintained Outperform stance on $MSFT Microsoft and $NET Cloudflare. Microsoft PT $640 on growth opp. One of the few IBs who have maintained their stance despite bearish narratives being pushed out at a mass scale, despite earnings growth and increasing guidance.

“Real men have fabs” - $AMD Founder, Jerry Sanders $INTC Intel has fabs.

UBS CPU TAM Analysis: Server CPU market to hit ~$170B by 2030E. - Traditional CPU: 30M units, $48B (8% CAGR) - AI CPU (bottom-up): 33M units, $125B - Total TAM: $173B $INTC Intel is the CPU leader and will continue to grow with their partnerships with every hyperscaler and major neocloud. Benefits them as AI CPU contender in high-ASP server chips.

$INTC and Quantum Computing Dr. Ravi Pillarisetty, a Principal Engineer at Intel Foundry, wokring on custom PDK on 18A for full-stack quantum computing. The vertical you had no idea Intel was even working towards.

With the Quantum theme catching steam again, urge you to read my article on $INTC Intel's Quantum Computing efforts and how it is positioning itself to being a leader in the space over time. Recently, to add to their positioning, Lip-Bu Tan just joined PsiQuantum’s board, which

$MSFT is king.

How do I short this before they IPO? $GOOGL is about to eat their lunch. $AAPL probably gets involved in a ring.

$INTC x Quantum Intel's Strategic Engagement in Quantum Computing: Technologies, Investments, and Future Prospects Intel is quietly positioning itself as a long-term leader in quantum computing through silicon-based innovations, strategic investments (e.g., in Quantum

$INTC x $QCOM IS HAPPENING? - Qualcomm's job listing for a Senior Staff Packaging Engineer seeks experience with EMIB, Intel's proprietary 2.5D interconnect technology for high-bandwidth multi-die integration, as a preferred skill, hinting at potential integration into their high-performance computing chips. - This mention aligns with reports of Qualcomm as Intel Foundry's first major customer for the 20A (2nm) process, signaling a strategic diversification from $TSM to leverage Intel's advanced packaging for improved yield and cost in complex SoCs. - Intel's recent expansions, like the $AMKR partnership for EMIB capacity, position it as a viable alternative in the packaging ecosystem, where EMIB enables denser interconnects than traditional methods, potentially boosting Qualcomm's AI and edge computing performance. Thank you @christophauto for this catch!

$INTC Intel bullish case for FY25 and FY26. The potential for growth in Intel’s stock, catalyzed by the foundry network enhancement / investment in manufacturing capacity, presents an undervalued opportunity for substantial market capitalization expansion. This growth