$INTC
Intel CorporationHow his view evolved
Every substantive take he's posted on $INTC, newest first — each labelled with the stance he expressed at the time.
- Jun 11, 2026Bullish
Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE,
View on X → - Jun 8, 2026Bullish
Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently. https://t.co/tZGLrFEGoh https://t.co/1mkk0NG6Ao
View on X → - May 22, 2026Bullish
@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/different US positions, just let the ones you have compound over time.
View on X → - May 22, 2026Bullish
People keep asking: Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci? And not much with new US ones? It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed. You can always just let the ones you like grow. https://t.co/ostZWjOAAm https://t.co/1mkk0NG6Ao
View on X → - May 9, 2026Bullish
Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera
View on X → - May 2, 2026Bullish
I called out Bernstein for being a clown when they gave $INTC a $35 price target in Jan. They just slap dumb PTs. Retail panic sells as an intended consequence. While the other institutions silently go long (as seen with $SOI). Only reason you should read these anymore is for https://t.co/CD30ncqyb3 https://t.co/XZWfm49jwb
View on X → - Apr 29, 2026Bearish
@MickaelLacoste2 No. Glass substrates are the next advanced packaging wave. And $LPK has a functional monopoly over laser induced deep etching. It’s more of pure play exposure to the next packaging paradigm without the drag SKC has or other segments $INTC has.
View on X → - Apr 23, 2026Bullishconviction 3/4
Holy **** $INTC. Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi
View on X → - Apr 23, 2026Bullish
@northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy.
View on X → - Apr 22, 2026Bullishconviction 3/4
@Adnan_M01 I’m a fan of $INTC now and that was the very first company I worked at. America needs to secure sovereignty over its advanced semiconductor supply chains. Part of that is subsidizing the capex until profitability.
View on X → - Apr 9, 2026Bullishconviction 3/4
Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They https://t.co/lMUQJsYKvf
View on X → - Mar 24, 2026Bullishconviction 3/4
@AleMissakian Long term bullish on $INTC. You have downside protection from the government, since America needs Intel to succeed. Great hold if you have the patience, won't be a 100-200% a month type stock for sure. I've been guilty of swing trading it recently instead of holding.
View on X → - Mar 24, 2026Bearish
Honestly... I have more trust in Elon with building a foundry like Terafab. Then I do with $INTC with their merchant one? The guy literally made reusable rockets like Starship, the size of small mountains, go vroom vroom into Space. Yes, $TSLA looks overvalued by every https://t.co/JH8xXamZyg
View on X → - Mar 22, 2026Bearish
$INTC dumping its pluggable optical transceiver silicon photonics segment… At dirt cheap in 2023 to Jabil. When there’s now a photonics supercycle 2-3 years later. Was possibly, one of the dumbest moves of the decade? https://t.co/ITvaFR20Xq
View on X → - Mar 7, 2026Bullish
@MontSalvatUSA @daniel_koss I’ll make a follow up post on this, stuff like $INTC, $COHR, $RDDT, $IBIT, and $RKLB are not going away anytime soon.
View on X → - Mar 1, 2026Bullish
@jahintanvir_ Probably the likes of these: Memory - $MU, Samsung, SK Hynix, Sandisk Foundries, Packaging- $INTC, $TSM, $AMKR Photonics - $LITE, $COHR, $AAOI ASICs - $AVGO, $MRVL Connectivity - $ALAB, $CRDO Power/Grid- $XLU Datacenters - $NBIS, $CIFR, $WULF
View on X → - Feb 11, 2026Bullishconviction 3/4
For the vast majority of retail: If you want to ride the capex trends happening right now, these are probably must have imo: 1. Memory - $MU, Samsung, Sk Hynix, $SNDK 2. Photonics - $LITE, $COHR 3. CoWoS/Foundry/Advanced Packaging - $AMKR, $TSM, $INTC There's a lot of https://t.co/10vakUjUsq
View on X → - Jan 27, 2026Bullishconviction 4/4
@Neomeldir Nice! I personally loaded up on $INTC and $META, curious to see how those two do in the upcoming weeks.
View on X → - Jan 27, 2026Bullishconviction 3/4
"Made in America" is the greatest moat $MU and $INTC have. Here's the recent developments with Micron: From NAND + DRAM hike est. on the 25th: $MU forward P/E would likely be ~8.2-8.5 with gross margins sitting at 75-77%. This is followed by new comments from Trump and https://t.co/FO7tGu07w6 https://t.co/uHDetnqySj
View on X → - Jan 23, 2026Bullishconviction 3/4
$INTC crashes 17% and finishes the day back at $45. Short dated options are down 95%+ with leaps down 40%+. Intel is the perfect example of “Stocks don’t move in a straight line up” (unless it’s $SNDK). And it’s still up 26% in 1M. If the fundamental thesis hasn’t changed https://t.co/azeOoWnsLR
View on X → - Jan 23, 2026Bullishconviction 3/4
@tHERO0kie I don't think anyone expected $INTC to deliver everything in 1-2 quarter. It's one of the most asymmetrical longs there are, since it's a waiting game with infinite backstop from US Gov to buildout their foundry. I'd say it's a long on policy, not fundamentals. In terms of
View on X → - Jan 23, 2026Bearish
@acchcch $INTC price is back to where it was… Monday. Price aside, the CFO sounded horrendous on the earnings call
View on X → - Jan 22, 2026Bullishconviction 3/4
@VotrubaLog It's extremely easy to overthink things with qualification risk or Sk Hynix ramp + competition. $MU has the biggest moat in the world: US national security + Made in America supply chains. The White House + US hyperscalers won't let $INTC or $MU fail. And it's trading at 11
View on X → - Jan 21, 2026Bullish
@michaelsikand So this is just an oversimplified bull case scenario for $MU. There's obviously bear cases too, one being HBM4 qualification execution risk for stuff like $NVDA Rubin that @MarkosAAIG mentioned. Similar thesis with $INTC here, Micron is in the US. US government likely tarrifs
View on X → - Jan 21, 2026Bullishconviction 3/4
@Crypto_fox7 Yep. Not every day do you get a company backstopped by the White House like $INTC. Both the government and all the Mag7 companies like $NVDA and $APPL are just pushing for Intel to succeed.
View on X → - Jan 21, 2026Bullishconviction 4/4
Never bet against the White House. $INTC is probably one of the most asymmetrical longs in the semi space right now. https://t.co/ow1BO48XO4 https://t.co/CH2XyHBkBo
View on X → - Jan 17, 2026Bullishconviction 3/4
@traderofstox I think the issue regarding $INTC is bipartisan ensuring American domestic capability like CHIPS act. Other ways like taking a 10% stake, not so much. Either way support is expected to continue in any administration since Intel is now a national security issue.
View on X → - Jan 17, 2026Bullishconviction 3/4
@B38B37 I have Samsung, $TSM, and $INTC exposure. They're like Fire, Water, and Grass starter Pokemon, can't go wrong with any. - Samsung you have high upside with memory + foundry capturing overflow from TSM. - $TSM, has insane profitability/growth + everyone uses them and they're
View on X → - Jan 17, 2026Bullishconviction 4/4
$INTC is basically the $RKLB to SpaceX and is one of my biggest positions. Everyone knows it will catch up to TSM as the de-facto semi arm of the US government with Nvidia to Apple backing it. It’s more of a matter of time. At a $234B MC ( $TSM is $1.5T), ~7X return just for https://t.co/d7upeoxC1b
View on X → - Jan 13, 2026Bullishconviction 4/4
@jukan05 Sorry but Stacy is trolling if they are applying standard financial modeling to $INTC and pricing it like a cash burning foundry. It’s the unspoken de facto semi arm of the US government for national security at this point. The infinite money printer won’t let it fail. And any
View on X → - Jan 2, 2026Bullishconviction 3/4
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE https://t.co/Exn9pWEFPO
View on X →