Diamond Hanz, CFA (NFA) 💎

@stockswithtom $intc is the only answer!

What’s one stock you wish you bought more of? Mine: $AMD

Would you rather own $NVDA or $AMD for the next 3 years?

@JSadkow This is the way

Thank you $INTC for the crazy gains and the fastest cpu's!

What stock will perform the best from now to the end of 2026?

@FFrontAlpha Let's go! $intc making the USG 1 trillion dollars soon!

When $INTC reaches $500

Intel $INTC case study is needed. Existing at the right time? From infusions by Softbank, US Government, NVIDIA etc.. to.. 🚀

💯 why analysts are not to be taken seriously. Get insider info (if any) from their reports and IGNORE everything else especially opinions on PT

$NVDA with the ultimate pump and dump this week…. Are you still buying at these levels?

@GrindeOptions @ReardonTrades Bull shit. $intc will eat tsms lunch

@ReardonTrades It’ll continue to grow for decades to come!

What’s one stock you don’t own enough of? 👀

@GrindeOptions $intc

@ConsensusGurus 😂😂😂...

*IRANIANS OPEN TO REENGAGING IF INTEL STOCK-FOR-URANIUM SWAP IS ON THE TABLE

@treasureh8nter Don't drop the soap, AMD ! Don't be that guy that pulls the market down! U got one job!

If you’re not aware $AMD Q1 ‘26 earnings are next week Tuesday after market close 😉 It’s gonna be a cracker!!! 🚀🚀🚀

@treasureh8nter Zzzzzz.... Buy more $intc if u want to be rich. $200 incoming 🎉

Exactly right!!! The mere fact that $AMD is “smaller” in market share means they have more room to grow! ☝️☝️☝️ And let’s not forget AMD server CPUs are still far superior than Intels ☝️ Venice on TSMC N2 is coming soon while Intel Diamond Rapids is postponed till next year….. 😅

@IntelBull_ @intel

1/2 Everything you need to know about the $INTC turnaround. My updated $200 price target thesis. 1. Earnings and Margin Explosion Under Lip-Bu Tan, the turnaround is moving much faster than expected. The massive Q1 EPS crushed Wall Street consensus estimate, proving the fundamentals have shifted completely. The company delivered an impressive $13.58 billion in quarterly revenue, up 7.2% year-over-year, alongside reaching a massive 41.0% Non-GAAP gross margin. My old $110 price target was way too conservative, and Wall Street is finally waking up. Evercore ISI just upgraded Intel to Outperform, adjusting their price target to $111 from $45. Tigress also boosted their price target on Intel to $118 from $66, maintaining a Buy rating. 2. Complete CPU Dominance & Google Partnership Intel still dominates the overall x86 CPU market with roughly 70-72% share. They maintain a massive 71% unit share in the critical Server and Data Center CPU market, which is essential for AI and agentic workloads. Client PC share remains a stronghold at 72-75%. Data Center and AI (DCAI) revenue just hit $5.1 billion, up 22% year-over-year. Beyond market share, Intel recently announced a massive multiyear collaboration with Google to advance the next generation of AI and cloud infrastructure. This partnership reinforces the critical role of Intel's CPUs and custom infrastructure processing units (IPUs) in scaling modern, heterogeneous AI systems across Google's global infrastructure. 3. Advanced Packaging, TeraFab, and Tesla Intel's EMIB packaging is actually ahead of TSMC and represents the future of what they call a Systems Foundry approach. They are not just manufacturing wafers; they are dominating the entire packaging process. Wccftech just reported a massive foundry breakthrough, noting that Intel's EMIB has hit a 90% yield and that EMIB-T will scale to greater than 12x reticle in 2028. Current packaging revenue sits at $4-6B, mostly from internal EMIB and Foveros demand. Internal AI chiplet demand will grow 30-50% through 2026, and external foundry customers will drive a massive growth in 2027. We are also seeing this scale in real-time with the TeraFab project with Tesla, which is set to utilize Intel's packaging capacity for Tesla's next-generation silicon. This TeraFab-level scaling secures their long-term path to becoming the dominant global foundry. 4. Big Tech is Moving to 18A & Expected Q2 Customer Announcements Supply chain sources confirm that major players, including Google and Apple, have already started test chip verification for Intel's 18A process. Analyst Jeff Pu just backed this up, confirming that front-end 18A yields are doing well and consistent with management's comments. Even more massive: Pu expects Intel has already started 18A trial testing for an external customer's 2023 chip that was previously built on TSMC's N3B node. Moving through Q2, Wall Street is highly anticipating official announcements naming these major external foundry customers. Locking in these whale clients publicly in Q2 will serve as a massive catalyst that forces the market to completely re-rate Intel's foundry valuation. 5. The Nvidia Partnership Jensen Huang directly confirmed Nvidia will use Intel's Foveros packaging for their upcoming x86 consumer CPU that utilizes Nvidia's GPU chiplets. Predictions point to Nvidia replacing Grace with a co-designed x86 CPU featuring 288 or more E-cores. They will need Intel's advanced packaging for Project Feynman, stacking SRAM and I/O dies on 18A/14A nodes. Furthermore, Intel's 14A 1.0 PDK will have a sizable advantage over TSMC's 2nm, giving Intel a one-year head start since TSMC's A14 is expected to be delayed past 2028.

@imnotharsh Them Amd boys have been sour all week. Love it 😂

$INTC Nice dip. Want some potato chips with that? IFYKYK

@StevenDickens3 @danielnewmanUV No one cares what u think, Steve. Go give @PatrickMoorhead some or ur dicks

@danielnewmanUV Governments should not be investing in foundational technology companies 🤣🤣🤣

$INTC printing for the taxpayers of the USA. 🇺🇸

@rubicon59 @imnotharsh Someone tag stonefoxcapital from Seeking Alpha. Lol that bum! Intel to $145! @Stonefoxcapital . U bum! 😂😅😅

For those in doubt, a single meaningfull 14A foundry contract by Apple, xAI, Microsoft or another hyperscaler will surely send $INTC +30% overnight, pointing the way to $1T. And one can be pretty sure that those are in the works as we speak.

$TSM is at $1t MC while the $INTC foundry, now fully backed by the US Gov, is valued at essentially $0

@treasureh8nter @BenBajarin Ally, sit down little girl. U missed the boat because ur grifting over amd

@BenBajarin overbought imho 😅😅😅 but what do i know..... 🤭

For a brief moment. Honestly, this is wild. A lot of momentum and specific industry dynamics are starting to swing in favor of $INTC.

@Brogan01122972 Please 🙏😭

Will $INTC close above $100 today?

Holy crap $NVDA got pegged today 😬