2025

@SnagsLewis1978 @HorsemanCountry @ArgueAlone That’s all excuses stubborned F2 investors found for themselves

@HorsemanCountry @ArgueAlone So basically, in a nutshell, BESSENT flat out, said they can’t do the IPO until they get the rates under control lower? $FNMA

$FNMA $FMCC This is why Warsh is key in the path forward for Fannie Mae & Freddie Mac. Listen to Warsh (7/13/25) & Bessent (9/24/25). A pro rate cut Fed Chair is the lynchpin. Yes. I know. The administration created shareholder expectations it hasn’t YET delivered on. But the F2 situation is fluid & nuanced. Timing is everything. Trump knows this better than anyone. Executing under optimum conditions behooves all of us...shareholders...home buyers...and yes, the U.S. government. The countdown to Warsh's confirmation is on. GLTA.

@dnystedt Old news

Rumor: Nvidia will outsource some work on next-gen Feynman GPUs to Intel Foundry in 2028, mainly production of I/O dies and advanced packaging, media report, with Nvidia to use either Intel 18A or 14A for the I/O dies and EMIB packaging for 25% of Feynman, while 75% use TSMC’s CoWoS. TSMC will make all GPU dies. The story also reiterates the rumored entry-level Apple M-series chips to be made at Intel Foundry. $NVDA $INTC $TSM #semiconductors digitimes.com.tw/tech/dt/n/shwn…

Intel $INTC breaking out of a 25YR consolidation. My goodness what a chart.

@bubbleboi I don’t care about percentage, post absolute dallar value

Coincidence that Marvell and AVGO fall after Lip-Bu's ASIC comments? Toll booths are meant to be eliminated No better opportunity to work directly with Intel Foundry and the Intel ASIC team for your accelerator. No fees on HBM, no walled garden

@usnavycmdr @howardlutnick Litnick is busy covering his own ass

@howardlutnick you said "Fannie/Freddie IPO would happen "sooner" than people think" ... WRONG HOWARD !

@XfractiousX @FHFA @pulte @POTUS He knows nothing

Hi @FHFA DIRECTOR @pulte. Have you read #HERA? You understand you pull the trigger on release NOT @POTUS CORRECT? THANK YOU FOR YOUR ATTENTION TO THIS MATTER $FNMA

@rubicon59 We both invested fnma and intel

+ 3x later, Mr. Market is perceiving it now. $INTC

@FalconINTC I don’t care, lock until 200

@Leoskie_L 我记得英特尔在布局下一代内存，什么z memory, 可能拼写错的

沒有。 不是技術上做不到，是Intel 選擇不做。 現況 - NAND：2025 年全部賣給 SK Hynix，大連工廠、IP、研發全部清掉 - DRAM：幾十年前就退出了，當年記憶體變成低毛利商品，Intel 果斷走人 那現在呢？ Intel 現在的能力是邏輯晶圓（CPU、GPU、Foundry），不是記憶體。 - 18A（~1.8nm）量產中，RibbonFET + PowerVia 這是他們的驕傲 - 先進封裝 EMIB/EMBI 很強 - 但記憶體？零。 技術上能做嗎？ 理論上可以。Intel 的 process R&D 還是很強的。但： 1. 要花很多錢：重建記憶體產能是千億美元等級的投資 2. 時間要很久：良率、學習曲線要追上 Micron/SK Hynix/Samsung 需要 5-10 年 3. 毛利率太低：除了 HBM，記憶體是慘烈的景氣循環生意 Elon 說記憶體是瓶頸 Elon 說的是對的——記憶體缺貨大家都看得到。但 Intel 選擇不淌這灘混水。 「我們當年就是從記憶體起家的，1970 年代。後來它變成commodity，我們就走人了。現在再回去？不如把邏輯技術搞回領先。」 Intel 現在沒有能力（沒有產線）、沒有計劃（戰略放棄）、也不想（毛利太低）。 他們 all-in 18A + Foundry，這是他們的赌博。

你們只看到 Intel 握手，沒看到後面那句話 是啦，Elon 跟 Intel 握手了，14A，大家都知道。Old news。 但你們有沒有讀進去後面那句？ Elon 說：「我們預期會撞上產能牆——在邏輯晶片方面，但尤其在記憶體方面。」 尤其!在記憶體方面。 這不是順便一提。這是一個在蓋 $25B Terafab、自己要做晶片的人，承認說：幹，記憶體比邏輯更缺。 而且他講這句不是只講 Terafab 的 CPU/GPU。他讲的是整個記憶體供應鏈。邏輯可以找 Intel 救，記憶體呢？找誰？台積電沒空，三星忙著賺自己的錢。 同一場 call，另一個消息你們也漏了——Samsung 剛把給 Tesla 的 GDDR6 DRAM 供應量拉到 四倍。不是 40%，是 four times。從其他產線調過來的。 所以劇本很清楚： Tesla 自己要蓋 fab，結果發現記憶體比邏輯更缺。14A 是 headline，但 headline 後面的訊號是——連 $1.4T 的公司都買不到夠多的記憶體，才要自己蓋。 這不是「Intel 驗證」的故事。這是「超市沒菜了，只好自己種」的故事。 2344 現在 87.8 塊，2408 今天 208 塊跌 5%。但當 Elon Musk 在電話上說「記憶體會撞牆」的時候，那個牆的另一端，站著的就是這些現在沒人要的記憶體廠。 晶片短缺你看得到。 記憶體短缺你看不到,直到短缺發生。 你說Alpha在哪？

@tonileuften I will pull trigger sub 2

$FNMA slowly coming to me. Waiting patiently to double down if pullback comes

@ErDkLive @Amank1412 I can’t follow step 2 (c), cos(kx) part, should we convert cos(kx) to something like exp(ikx) and exp(-ikx)?

@Amank1412 Ans is - 1

Average MIT Questions.

Listening to this $INTC call reminds of NVDA in 2022 when AI was just kicking off

@pulte You need to lower the capital rate, that’s the elephant in the room, all else is sub priority

We had an incredibly productive board meeting today at Fannie Mae - our best one yet! The team is energized and laser focused on AI, Operational Efficiency, and ROE with our main goal of restoring the American Dream of Home Ownership!!! Great job to the ENTIRE Fannie Mae Team!!!

Intel CEO Lip Bu Tan & CFO David Zinsner @ Q1 Earnings Call > Massive increase in CPU demand (due to increase in AI CPU-GPU ratio) > Good news for x86. Great news for Intel. Very strong demand for Xeons. > Coral Rapids accelerated. > Intel 4/3, 18A ahead of internal projections. Excellent execution. > Intel 7, 3 & 18A more wafer starts. > 18A-P, 14A external customer engagement. Mostly in 2026H2. > 14A progress outpacing 18A (at similar timelines). > PDKs shipped to multiple customers (14A 0.9 almost ready). > 18A ramp up excellent. PTL volume will be 6x (600%) in Q2. > Terafab (SpaceX+xAI+Tesla) deal in the works. Will refactor process. > Advanced Packaging... (usual stuff) > Intel sharing 14A process technology with Terafab? Lip-bu didn't give direct answer (deflected the question). Here's the official response: "Intel joined the Terafab project as a strategic partner alongside SpaceX, xAI, and Tesla. Intel’s ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate efforts to refactor silicon fab technology." (sic) > Lip-Bu: Intel is fundamentally a different company today. 100%. Congrats Lip-Bu Tan. Man of the year!!! Presentation (PDF): tinyurl.com/wdtkzekh Full Report: intc.com/news-events/pr…

Want more color from Intel But did Lip-Bu just say/imply the ASIC design business has strong customer interest and is in discussions right now? Winning IPU/DPU/CPU custom designs is good But the big win is getting a TPU/Traniunum/OpenAI/Anthropic accelerator win

@zephyr_z9 The most important line, 18A WIP wafers in the factory, matching the year-end target "We see more than 7% yield improvement per month, and right now, we are seeing the yield is supposed to be, anticipated the same number in end of the year, so we are way ahead of our schedule."

@Alex_Intel_ @zephyr_z9 This is the biggest

HOLY!!!