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The Chip Chessboard #4: The Parabola and the Sell Plan
$INTC
open.substack.com/pub/thetrading…
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TradingToni
179 posts
TradingToni
@realTradingToni
Author of The Chip Chessboard, Moderator of r/intelstock and early investor, Software Engineer and Tech Geek at heart
Katılım Ocak 2026
64 Takip Edilen76 Takipçiler
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Humanity, created by God in all its grandeur, is today facing a pivotal choice: either to construct a new Tower of Babel or to build the city in which God and humanity dwell together. In Jesus Christ, this humanity in its grandeur becomes the Way, the Truth and the Life, opening the path for each of us to grow toward fullness. #MagnificaHumanitas
vatican.va/content/leo-xi…
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$INTC has so many bullish catalysts ahead of them... it's astonishing
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@Alex_Intel_ The question still remains what IFS U-Node variant even is
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I also think we can imply that Coral Rapids is on 18A-U and Copper Shark w/ SMT. This is why Intel is so upbeat
Otherwise Coral Rapids would be porting over GNC on a node where it's only N2P and applying SMT
(Notice that Razor Lake skus that are 18AP are Panther Cove)
$INTC
Alex@Alex_Intel_
Intel's first 14A product is RZL-UL 2+0 PNC is on P1280.3 All of Razor Lake uses 18AP for graphics which is interesting. Sorta implies the obvious that Crescent Island and Jaguar Shores are Intel technology as well
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The latest from @USATODAY explores how @Intel_Foundry is advancing semiconductor innovation, strengthening supply chains, and building the foundation for the next era of computing. Hear insights from Intel leadership along with @PatrickMoorhead. Watch now!
Intel Foundry@Intel_Foundry
Where the world’s most advanced chips are built matters. The latest from @USATODAY highlights semiconductor innovation, resilient supply chains, and the future of computing. Featuring insights from Intel Foundry leadership and industry analysts: ms.spr.ly/6016vT744 #IntelFoundry #Semiconductors
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My hope is CWF turns out to perform okay on inference tasks and hyperscalers simply buy it up due to the CPU shortage $INTC
Wccftech@wccftech
Intel Xeon 6+ “Clearwater Forest” enters mass production on 18A with 288 Darkmont E-cores and 576 MB cache. wccftech.com/intel-18a-full…
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My team partnered with @USAToday to tell the @Intel_Foundry story — why it matters, what it takes to build at this level, and the talent behind it usatoday.com/story/sponsor-…
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TradingToni retweetledi
Where the world’s most advanced chips are built matters.
The latest from @USATODAY highlights semiconductor innovation, resilient supply chains, and the future of computing.
Featuring insights from Intel Foundry leadership and industry analysts: ms.spr.ly/6016vT744
#IntelFoundry #Semiconductors
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DCAI will be an absolute powerhouse by 2027 and very few have realized the scale of it $INTC
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Exclusive: Intel urges PC makers to use cutting-edge CPUs amid shortage s.nikkei.com/4ulhKbe
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If $INTC buys Tenstorrent and Jim Keller with it, we are going 2T before 2029.
Bloomberg@business
AI chip startup Tenstorrent is drawing early takeover interest from prospective buyers at a moment of renewed momentum for upstarts looking to challenge Nvidia and Advanced Micro Devices bloomberg.com/news/articles/…
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@Alex_Intel_ @jimkxa That would be dangerous because it could drive Intel hardliners into sudden heart failure due to an extreme and sudden increase of happiness.
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Big fan, Intel should buy Tenstorrent
@jimkxa was forced out by the horrible Intel C suite that gave into internal politics over engineering excellence
Bloomberg@business
AI chip startup Tenstorrent is drawing early takeover interest from prospective buyers at a moment of renewed momentum for upstarts looking to challenge Nvidia and Advanced Micro Devices bloomberg.com/news/articles/…
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It was great talking to @jimcramer this morning about @intel! Looking forward to the interview to air tonight on @MadMoneyOnCNBC
Jim Cramer@jimcramer
With Lip-Bu Tan, ceo Intel!
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Great to see the @NYSE trading floor covered in a sea of $INTC blue this morning!
Tune in to @MadMoneyOnCNBC tonight to hear @LipBuTan1 in conversation with @jimcramer !
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Glass substrates are proven to work exceptionally well in research and prototyping. But as with quantum, there is 0 real world implementation possible this decade, or, I would argue, even the next. $INTC
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress
To echo what Cheese said, if you think glass core substrate is in Clearwater Forest, you have a screw loose/have the vaguest idea of how stuff works in semis. Glass core substrate is a 2030s+ technology. I'm serious. It took 10 years for EMIB to get to the point where it yielded enough for production. GCS is going to take longer, much longer. I've only see one example of a GCS 'package' and that was an early research prototype this year, not even by Intel. Whereas CWF is likely already in mass production pending a launch given previous roadmaps. Stop taking your silicon and investment advice from Internet randos. I'm not saying take it from me either, but do the most basic of research and have some understanding.
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