CHUIP LEUNG
3.2K posts
$intc needs to raise more capital IMO and I know the perfect partner to do just this with…. Doobie doobie doo
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$intc $spcx 静待明天SpaceX上市。
说一点对Intel和SpaceX的看法，风险投资就是对未来的判断，肯定会有风险的，但风险同时伴随巨大的收益，这个世界不存在低风险高收益的事，那些像Wall Street分析师一样等待着各种利好落实才去买入的人，主动只能错失，然后一次又一次的怀疑人生，但同时下一次继续错过。
这类人真不适合投资，老老实实的买指数ETF好了
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$intc 美银对Intel的最新评级大幅改变（从敌视改成买入），当三个最顽固最敌视Intel的Wall Street巨头投行改变了态度时，Intel重新估值的趋势已经势不可挡，Intel foundry会重新带Intel站立回去半导体王者地位，成为美国和世界AI行业核心的一环。
Boa的态度改变再一次说明了在AI年代，真的没有必要再去迷信分析师，自己的研究更加重要，这些分析师偏见和敌视以及滞后都会让投资者失去先机。
恭喜各位早早投资Intel的朋友，拿着低成本（我均价$18.64）一直持有，伴随着Intel的重新崛起而不断获得丰厚回报
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@intelfabs @imnotharsh @Mar364503 @awakenowzone @Mojo_flyin @Alex_Intel_ When the last Wall Street analysts bearish on Intel throw in the towel, Intel is set for much bigger upside, targeting a market cap of over $1T.
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What do you think? @imnotharsh @Mar364503 @WayWLeung @awakenowzone @Mojo_flyin @Alex_Intel_ and I am sorry for not remembering all the Intel OG
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Bank of America just DOUBLE upgrade Intel to buy!!!
Yes, DOUBLE UPGRADE $INTC
BofA is modeling Intel as a future AI infrastructure company where foundry + packaging contribute nearly half of the growth story.
BofA is no longer valuing Intel as a turnaround. They're valuing it as a future AI infrastructure platform.
The foundry numbers are far larger than most people realize (very important)
Apple wafers = $10.6B
MediaTek TPU = $12.4B
Terafab = $8B
Other ARM server CPUs = $10B
Packaging may actually be more important than wafers
(that is ultra pro max important
The Cadence 14A mention is actually a bigger signal than many investors think
The CPU thesis is much more aggressive than people realize
Ownership may be the most important near-term catalyst
BofA says Intel is only:
16% institutionally owned, despite being the fifth-largest semiconductor/AI infrastructure company by market cap.
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CHUIP LEUNG ری ٹویٹ کیا
LOL -> BofA: "We double-upgrade Intel $INTC to Buy from Underperform on higher confidence in INTC's opportunity to help address industry constraints in leading edge wafers/packaging, plus supply into a much larger agentic CPU TAM.
See accompanying industry report for INTC’s position in the rising server CPU opportunity of $170B + by CY30.
Overall, we now see the total IDM CY30 EPS power of $6+ vs. $3-4 prior, though execution in both product/foundry remains key. We also point to the recent CDNS ‘14A node’ IP sign-up and Terafab engagements as additional supportive data points, helping build INTC’s longer-term visibility in external foundry with a more sustainable IP ecosystem.
We raise ests and PO to $135 from $96 prior, now based on a comprehensive IDM valuation of 25x at CY30E EPS power of ~$6.24, discounted back two years, given the longer-term nature of foundry opportunities and a shift from our prior CY28E sum-of-parts methodology."
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$intc 再说多一点，今天马斯克会视频出席ASML的闭门会议讨论Terafab，然后BOA在这个关键节点把Intel的评价从卖出变成买入，同时不再强调要Intel卖掉foundry……
Wall Street这帮孙子割韭菜割得太狠了
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$intc 我一直坚持说Intel和马斯克深度合作搞Terafab就可以给Intel带来$1T市值😎马斯克的远见绝非普通人甚至是Wall Street的人可以轻视的——当然敌视和对马斯克抱有偏见（就如敌视Intel一样）的人无论怎么努力向他们解释都依然是敌视和偏见，所以最后直接无视这种人发出的这些杂音就好
MQ@Mar364503
Cloudflare said that the world needs 1 billion server CPUs for AI agents, and that’s 20x current global server CPU production. Again, 20 times of current capacities of $TSM and $INTC combined for server CPUs. If their estimates hold well, the fabs at TSMC and Intel should be the most valuable assets in the world. Given how much time it takes to build the shells, install the toolings and run the production at good yields, I don’t see how the CPU shortage would cool down within the next decade. $NVDA $AMD $ARM
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