John | Intel Execution Watch

@mzuhair123 DCAI momentum looks most credible, and the Xeon role in AI infra is underappreciated. Foundry/14A/AP will be huge, but external revenue and customer commitments still need proof. (LBT wont disclose it) Bullish but Q2 margins + external Foundry rev are the tells.

@DeepValueBagger just ignore them

So many people are in disbelief that they had to squint so hard to find a flaw in my screenshot. I'm on Android / OnePlus Open. Font kerning can be weird. They say it has to be fake! Engagement farming! I think it's foolish to come that conclusion given that i shared more than 30 screenshots of different positions. For those who are long time followers, you know well that believers will have their own rewards with hard work and diligence.

Deepseek V4 is very affordable right now

Good company move, bad enthusiast move. Prioritizing engineering, packaging, supply chain, and capital for AI, data center, iGPU, and foundry opportunities. $INTC

@tomshardware That would be life changing money

Widely ridiculed Intel stock buyer who invested $700,000 inheritance has the last laugh (if they held) as it nearly triples in value — investment is now worth around $1.89 million tom-s-hardware.visitlink.me/izES2o

@hms1193 Intel 18A

Intel's Diamond Rapids Xeon Slips to 2027 With 512 Cores and 16-Channel Memory, Coral Rapids Brings Back SMT in 2028 wccftech.com/intel-diamond-… wccftech.com/intel-diamond-…

@NathanMcNulty It is basically the same but much faster

@intcexecwatch Same I'm getting the feeling that they aren't making sustainable enough improvements They are making it prohibitively expensive to use so they don't have to have capacity but can still claim it's released/available

Dead on arrival

@fkysly Elon

Cursor 官方是霸道总裁？就突然问我邮箱多少，然后就强行给我账号充值了1万刀。

@icanvardar So many people are saying ASML but If TSMC disappeared tomorrow, the global tech stack would seize up quickly. (So, we need Intel) If ASML disappeared, the industry could keep running existing fabs for a while, and new technology will just arise.

TSMC is arguably the most critical company powering the entire global tech stack

@burkov Solar gives Mars energy. Tesla gives Mars electric machines. SpaceX gives Mars transport. Starlink gives Mars communication. Cursor gives Mars software labor. If the goal is own the software labor layer, then he wants control over the agent platform

Cursor is Elon's first purchase, which is a huge mistake. A coding agent harness is now open source (see Codex and Claude Code). The current design works virtually perfectly, so there's no need for a fundamentally new design. One can say that agentic coding is solved. One might argue that he bought Cursor for users, but users, as we know, switch between coding IDEs frictionlessly, so it's not like Twitter, where you cannot leave without losing followers. Cursor is an emperor with no clothes. A shell without substance. You only know it exists because it's been there before most others.

Less than a year $INTC

@FlowAltDelete OpenAI has no api yet

Is Copilot going to get GPT-5.5 day 1? - Azure - M365 Copilot - Copilot Studio I’m waiting 🙏

@TadingToni Congrats

I hold $INTC since 2021. This is the best day ever.

@DeepValueBagger Congrats

Sold off my entire Traditional IRA $INTC position this morning, 100 contracts netting $289K profits or 185%. I still have 500 more.

@LongGameEquity Congrats

2200 strong. Thanks for following along.

@Patrick1Kennedy I hope Intel invite you to go to their fab

Intel with a BIG quarter.

@Alex_Intel_ @XYang2023 1 Trillion is just a beginning

It's been 9,367 days since Intel set an all time high Craig Barrett was the CEO, Andy Grove was the chairman Intel proceeded to wiff the x64 conceding market share to AMD Before clawing it all back Intel then had the mobile market handed to them and declined biz Never Again

@jukan05 they have CPUs

Does anyone know why Qualcomm is up?

Not everything is confirmed. But the signals are loud: NVIDIA, Google, the U.S. gov, TSMC’s tight supply, even Musk. Intel’s optionality is way stronger than the old bear case assumed. $INTC