ImNotHarsh | 📈💸

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ImNotHarsh | 📈💸

ImNotHarsh | 📈💸

@imnotharsh

Investor | Options Trader | Banking | ex-Consulting | Semiconductor Enthusiast | Early $INTC 🐂 | Owner of 2 $TSLA Optimus Action Figures | Not Financial Advice

Katılım Aralık 2010
604 Takip Edilen4.2K Takipçiler
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
$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 potential, estimated to increase Intel’s market capitalization by at least 30%, is further bolstered by the regulatory policy changes anticipated by the Trump administration next year. Year-over-year earnings growth anticipated to surpass 200% due to the company’s substantial production plans, the conclusion of its high-investment phase, and the implementation of in-house manufacturing strategies that will lead to cost reductions. (source: Forbes)
ImNotHarsh | 📈💸 tweet mediaImNotHarsh | 📈💸 tweet media
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Planetraveller
Planetraveller@M_Astralplane·
@imnotharsh Got to love UBS. They come out yesterday and regurgitate some old news on Intel Data center market share (which initiates the crater we've seen the last two days) only to suggest today that NVIDIA may use INTC on their high end 4 chip Rubin Ultra. Priceless...
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
BREAKING: $NVDA May leverage $INTC Intel Foundry's EMIB-T advanced packaging technology for 4-chip flagship Rubin Ultra Per UBS analyst note, $NVDA Nvidia is reportedly considering two SKUs for its upcoming Rubin Ultra AI GPU: 1. a standard 2-chip version and, 2. higher-end 4-chip flagship that may leverage Intel’s EMIB-T advanced packaging technology. This follows confirmed supply-chain challenges where Nvidia scaled back an ambitious single-package 4-die design due to $TSM CoWoS-L warpage, yield, and capacity constraints. The move highlights Nvidia's efforts to diversify packaging options beyond heavy TSM reliance while maintaining high HBM4E memory targets for 2027 production. While the Intel collaboration remains unconfirmed speculation, it aligns with broader industry trends and Intel Foundry’s push into high-end AI assembly. Rubin base chips are still expected late 2026, with Ultra following in 2027.
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
EMIB-T > CoWoS-L There is a reason $TSM is afraid of $INTC Intel Foundry. Q4 2025, they paid no mind. Q1 2026 got their attention. By Q3 2026 they will lose their minds.
Jukan@jukan05

@Meito_1 @TShirtnJeans2 The technical characteristics are not that different. But for some reason, CoWoS does not seem capable of supporting a large-area design like the 4-die Rubin Ultra.

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Glitch
Glitch@Glitch_Trades·
Holy shit Black Monday? /s
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
Stanley Druckenmiller owns $44.9M worth of Intel $INTC.
Evan@StockMKTNewz

JUST IN: Stanley Druckenmiller just updated his portfolio This is everything Duquesne Family and Stanley Druckenmiller owned as of the end of Q1 Natera $NTRA: $576.7M Taiwan Semiconductor $TSM: $201.2M STMicroelectronics $STM: $161.1M YPF Sociedad Anonima $YPF: $142.0M Insmed $INSM: $126.3M Brazil ETF $EWZ: $124.6M BBB Foods $TBBB: $113.6M NewAmsterdam Pharma $NAMS: $109.2M Sea Limited $SE: $96.8M Roku $ROKU: $93.2M Alcoa $AA: $92.9M Broadcom $AVGO: $83.7M Teva Pharmaceutical $TEVA: $82.1M Woodward $WWD: $73.6M Sandisk $SNDK: $54.1M Figure Technology $FIGR: $51.2M Revolution Medicines $RVMD: $46.0M Intel $INTC: $44.9M Coupang $CPNG: $43.5M Humana $HUM: $42.1M Seagate $STX: $40.6M CRH $CRH: $39.0M Lattice Semiconductor $LSCC: $39.0M Bloom Energy $BE: $38.6M Option Care Health $OPCH: $36.5M Twilio $TWLO: $36.0M Restaurant Brands $QSR: $34.6M Global X MSCI Argentina ETF $ARGT: $33.7M Jabil $JBL: $28.2M Caris Life Sciences $CAI: $28.1M Wabtec $WAB: $25.0M United Airlines $UAL: $24.6M Cleveland-Cliffs $CLF: $23.8M Arm Holdings $ARM: $22.5M iShares GSCI Commodity $GSG: $22.0M Southern Copper $SCCO: $21.7M Linde $LIN: $20.9M Unity Software $U: $20.4M Nuvation Bio $NUVB: $20.1M Qnity Electronics $Q: $19.8M Micron Technology $MU: $17.2M Protagonist Therapeutics $PTGX: $16.4M Coherent $COHR: $15.8M Belite Bio $BLTE: $15.2M Olema Pharmaceuticals $OLMA: $13.4M Xenon Pharmaceuticals $XENE: $13.0M ADMA Biologics $ADMA: $12.8M StubHub Holdings $STUB: $12.2M PureCycle Technologies $PCT: $12.1M Amazon $AMZN: $12.1M Celestica CLS: $12.0M Daktronics DAKT: $10.7M Cloudflare NET: $10.4M Twist Bioscience TWST: $10.1M LyondellBasell LYB: $9.9M Vista Energy VIST: $9.8M JBS JBS: $8.9M EchoStar SATS: $8.3M Almonty Industries ALM: $8.2M DBV Technologies DBVT: $7.5M Lumentum LITE: $6.8M Solstice Advanced Materials SOLS: $5.3M MercadoLibre MELI: $4.3M Westlake WLK: $1.9M Wave Life Sciences WVE: $1.2M

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The Fairing
The Fairing@FFairing·
@imnotharsh The shit you see on the timeline the day you destroy your liquidity
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
Tiger Global just disclosed a $72M initiated stake in $INTC Intel.
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Hooman
Hooman@hoomansv·
$INTC here we go again
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ImNotHarsh | 📈💸 retweetledi
ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
Don't think people understand that $MSFT Microsoft's biggest advantage is pricing power. They are the distribution layer for Claude and GPT, but can also eat their lunch and feed their dinner to the dogs. The third largest company in the world, with $78B in cash and $320B in revenue per year, has something Anthropic and OpenAI don't have: Power. GitHub Copilot is better than you think.
Max Weinbach@mweinbach

Great for Microsoft! GitHub Copilot has become way better in the past few months. Anthropic and Claude are going to become hard to justify with their egregious pricing, especially as other models are simply better and happen to be cheaper

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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
$INTC IS CRASHING! Getting CRUSHED! So glad I didn’t buy at $20 a year ago. This is an insane crash! Intel is only up +190% in 5 months!
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
😏 $IGV $MSFT
ImNotHarsh | 📈💸 tweet media
ImNotHarsh | 📈💸@imnotharsh

$IGV Software is about to go on a massive rally...and Microsoft will lead that. IGV's current Top 3 holdings in order: 1. $MSFT, 2. $ORCL, $PLTR. Friday's close was above a major fib rejection level of $90.73 (61.8%). It has already broken out from a major resistance line at $88. It double topped and still stayed within range until finally broke out over the last 2 days. Zooming out, the weekly shows you the story. $95 next week, with a breakout into $100 by May 22nd, but probably shows a push next week into that range. With Microsoft the #1 holding, showing a similar pattern to IGV. Both on the verge of a major upswing.

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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
This is obviously a joke. BTFD. Long. Live. Intel.
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