Wendy Piper

@dndnh1447781 And it’s happening everywhere If only happiness could go viral Suddenly unyielding peace breaks out, stubbornly unrelenting 🌹

@HighPotentialTV Wish, during hiatus, you could get Season One to repeat. That would ease the Withdrawal.

@HighPotentialTV Don’t know how I’ll make it to next season in the meantime. MORE MORGAN PLEASE

@aakashgupta Over an ASML machine.

Intel's foundry division lost $10.3 billion last year. Ten billion dollars in operating losses on $17.8 billion in revenue. The most expensive job application in corporate history just got accepted. Lip-Bu Tan has been CEO for 10 months telling Wall Street the foundry turnaround is real, that 18A yields are improving, that external customers are coming. The entire bull thesis on INTC, which has run from $18 to $52 in 12 months, depends on one thing: a marquee foundry customer signing on to validate the manufacturing. Elon just walked through the door. Run the math on why this makes sense for both sides. Terafab's stated target is 1 terawatt per year of compute. The project budget is $20-25 billion. Elon said publicly that every fab on Earth produces roughly 2% of what Tesla and SpaceX need across all projects. He can't get enough capacity from TSMC or Samsung because they're already supply-constrained for Nvidia, Apple, AMD, and Qualcomm. TSMC's CoWoP advanced packaging has a two-year waitlist. Intel has fabs. Intel has 18A. Intel has advanced packaging capacity that nobody is using because nobody has signed up to use it. Intel is literally the only company on Earth with leading-edge fab capacity and no line out the door. Now look at Intel's side. The stock trades at 50x forward earnings with negative free cash flow. Morningstar's fair value estimate is $19. The entire gap between $19 and $52 is the market betting that the foundry will land real customers. Before today, the biggest name attached was "rumors about Amazon and Google for packaging." Today it's Elon, SpaceX, xAI, and Tesla, with a $20-25 billion project behind them and SpaceX filing for an IPO this spring. That's not a partnership announcement. That's the foundry thesis becoming investable overnight. The part worth paying attention to: Elon chose Intel over building from scratch. He has $20-25 billion budgeted. He could have poached TSMC engineers and built a greenfield fab. He looked at the 3-5 year timeline to stand up bleeding-edge lithography from zero and decided Intel's existing infrastructure was the faster path. That tells you Intel's 18A and packaging capabilities are further along than the skeptics believe. Both sides needed this deal more than either will admit publicly. Elon needs chips faster than any foundry on Earth can currently supply them. Intel needs a customer large enough to fill fabs that lost $10 billion last year. The handshake in that photo is two companies solving each other's existential problem.

@mheeqey_money @LipBuTan1 $INTC just bought a ASML EUV Machine with Govt money last year. Never too many FABS.

@LipBuTan1 Intel's basically handing over its last shot at relevance to Elon, but we all know how these "partnerships" end, with the big guy taking all the credit once the real work is done.

Elon has a proven track record of reimagining entire industries. This is exactly what is needed in semiconductor manufacturing today. Terafab represents a step change in how silicon logic, memory and packaging will get built in the future. Intel is proud to be a partner and work closely with Elon on this highly strategic project 🚀🚀

@oelma__ A huge bull

@elibrooks0 YES, with curbs on future spending.

🚨🚨Rumors are circulating that this is the Democrat ticket come 2028! Would you vote for them?😋 A- YES B- NO

@AndrewBolis Money

You can earn $9000/month if you have ChatGPT, a laptop, an internet connection, and 60 mins a day. Normally, I charge $83 for this guide, but today I'm giving it away for free. Like + reply 'Money' and I'll send you my full guide for FREE. Must follow me to get guide in DM. Free for 48 hours only.

@0nlyk1tt3n YES! Absolutely

Should a sitting U.S. president be removed and criminally convicted if the evidence supports it? A. Yes B. No

@honeymoon250 Pack his bag

What’s your advice here ?

@LunarWhisper_X Daddy

What's your opinion for this situation...!!

@Bayer4CropsCA STOP THE USE OF RoundUp, herbicides & insecticides on ALL FOOD CROPS, without exception, RIGHT NOW. Known Cancer-causing agents since 1972, AGAINST OUR WISHES, WITHOUT PERMISSION NOR CONSENT, and now our grand babies are BORN WITH CANCER. Ingredients on ALL labels!

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@cr_0m As OFTEN as possible! Women find this to be the MOST SEDUCTIVE tool of all, and women are helpless against these charms.

Should A Man cook For his wife ?

@anxietymsgs VCR or tape deck

Who has an answer to this question?

@NightSkyToday Eisenhower was. Disclosure HAS HAPPENED, at least three times. Canada had Disclosure in the 1990s, along with France, Chile, Japan, and others.

If aliens visit us, who should be in charge of speaking on behalf of humanity?

@MAGAVoice HAHAHAHAHAHAHAHAHA! that was a good one

JUST ANNOUNCED: Patriots calling for Trump to receive the Nobel Peace Prize. President of Peace

@Bella_91m7u Because of perigee and apogee, the orbit of the moon is elliptical.

I wonder 😧

@ShadowBriefing_ NO. What was perpetrated by YOU & Warren Buffett, made me realize how BIG the flaws of the wealthy can get, and continue growing when no one is lookin! And we liked you too!🇨🇦

Be honest: Do you want him back? Yes or No?

@Matt_Pinner E. 🇨🇦

Simple poll. Please be honest! As of today, how much do you still trust this team? A. 100% B. 75% C. 50% D. 25% E. 0%

@dogeofficialceo Absolutely ‘UGE nuke!!

What’s your plan if nuclear war starts?

@lady_valor_07 5. All of the above. ✅

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