Diamond Rapids

@PAULLEUNG71287 @ShanghaoJin 宋矫枉过正于唐，明矫枉过正于宋。 经历了Gelsinger近乎毁灭了英特尔的大兴土木，任何精神正常的继任者都会偏保守的。没有办法的

@amen88129310 @XiaoZha62335239 @FengLeo150196 @grok diamond rapids削减sku数量和workstation也是这个原因。知道top sku会被买爆，全力应对纯AIDC需求

@XiaoZha62335239 @diamondrapids @FengLeo150196 @grok vera 是ai服务器定制cpu，跟通用cpu不是一个赛道。而且目前来看vera即使用在ai服务器上也不是最好的那一档。

$INTC Foundry Direct Connect 2026 status from @grok [Yes, you're right—the Intel Foundry Direct Connect 2026 (originally planned for March 24 at the Santa Clara Convention Center) appears to have been quietly cancelled or significantly scaled back. This lines up with CEO Lip-Bu Tan's reported shift toward private, one-on-one customer talks instead of a big public event. It matches Intel's broader cost-cutting moves and focus on targeted foundry wins (especially for 18A/14A nodes) rather than a large-scale gathering. No formal "cancellation" press release ever came out—it's just gone silent, which is why outdated listings lingered. If anything changes in the next few days, it might be a very small internal session, but the flagship event as announced is off the table. This fits the bigger picture of Intel Foundry right now: pushing hard for external customers while tightening spending.]

@XiaoZha62335239 @FengLeo150196 @grok there are no losers in a shortage

@diamondrapids @FengLeo150196 @grok nvda自己的vera cpu不是会吃掉大部分agentic带来的cpu需求增量吗

More Trump-Iran lore x.com/diamondrapids/…

他自己18年退出伊核协议挖的坑，走了鹰派路线 结果他妈的20年输了。颠覆计划没有执行下去，给了伊朗四年喘息机会。现在伊朗越来越接近洲际导弹，Pickaxe mountain新浓缩设施快弄好了，只能硬着头皮上 他如果这届不把自己拉的屎给擦干净了，几年后搞得全世界被核blackmail 他的历史评价就是第二个卡特

Told you guys, on International Relations, Geopolitics and History I am almost ominscient. I've done so much reading over the years like you wouldn't believe.

故事线完整了。

@diyas_1989 strait first, kharg second. maintain control of the coastline then final push later

@diamondrapids He now needs to open strait first. Iran now still no response about US/Israel claim that they lost uranium stockpile and centrifuges. 4x B61-13 will be ready in june for final resort anyway if new secretary of iran national security still wants to be next dead one.

核协议也是养虎为患，退出是完全正确的，但一旦走了鹰派就得执行到底，打到神棍咽气方可罢休。问题就出在他20年居然输了，在眼看就要颠覆成功的时候 不知道你记不记得，Jan 6失败以后他都考虑过对伊朗开战，以战时总统身份延长在位，现在明白了原因吧。 是真的知道这场选举输了就完大蛋了，拜登是绥靖派（伊核协议就是奥巴马政府签的）不会继续执行极限施压和石油禁运，但回到伊核协议的门从18年那一刻就闭上了，更不用提拜登的能源政策必然推高油价 - 伊朗必然死灰复燃，四年后必然势大，美国面临被从中东扫地出门，甚至未来本土被核打击的危险 金穹计划也是对这一最坏打算的应对，突袭者计划（B-21）最近显著加速亦是如此，@diyas_1989 提到的B61 Block 13 战术核武器就是为突袭者平台开发的。这里面有太多太多的内幕，连起来之前是不会make sense的

@diyas_1989 wyt about this scenario x.com/diamondrapids/…

@UnsweetMilktea 应该是先打通霍尔木兹，抢几个岛然后建立观测站，launch detection 这个我看@yao30059829 分析比较多

@diamondrapids 是，得调整加仓价格预期了，股价太硬了，已经不是那个被23块压得抬不起头的intc了。我看预计登陆舰要下周三才能到，所以我猜还是会周末开打？

$INTC $1.6M in puts came in yesterday at 15:30... I think it's a hedge, likely added a third time. A total of 16,000 cons, expires the week before Q1 earnings. Total value around $5M, a mix of ML-S and SL

@7v8utCWgXAtfRQL @FengLeo150196 @grok amd也很不错

@diamondrapids @FengLeo150196 @grok amd咋说

2020年让美国国祚减半不是随便说的，我知道的只有亲历了那年大选的美国选民可以告诉你

@FengLeo150196 @grok 有agentic需求托底，英特尔的叙事接下来非常非常硬。代工都不那么重要了。逢低就加，往死里加，clawdbot这种工具普及下去CPU要上天

@diamondrapids @grok 谢谢老哥，完全没注意取消了🥺🥺😱

@UnsweetMilktea 难了，等美军和伊朗下周大战吧。回44就可以开始放量加了

@diamondrapids Wanna add INTC back at 40😂

胜败与否，历史会证明史诗狂怒已经是在无奈情况下的上计，且无愧对难得的战机和多年的准备

想当21世纪尼克松，在野4年再上台眼看着就要变成21世纪卡特，从再造波斯变成遗臭万年，你说他急不急。 是我我也急，中期反正都寄了，ICE到处抓人也得继续（而且其中一个目的就是肃清伊朗sleeper cells）神棍上钩的那一刻是我我也打，再不打以后更难打 自己的烂摊子得自己收拾

Basically a Chinese version of this x.com/diamondrapids/…

$SMCI Can't believe it took this long

@JohnLoc18 LC500

Is there any $100,000 good car?