imnotharsh

if you're not buying the $INTC dip, what are you doing?

Nothing against ARM cores, great IP But ARM stock is 75x price to sales and worth 2/3 of Intel lmao If ARM is truly better vs x86, both Intel and AMD can make ARM CPU's,pay 5-10% fee Hyperscalers and AI labs can design their own ARM CPU ARM has no supply advantage vs anybody

MediaTek says it has started working with $INTC Intel for advanced chip packaging in addition to its existing relationship with $TSM , as Taiwan's top mobile chip developer bets heavily on artificial intelligence hardware and infrastructure demand to drive its next phase of

Alright $PLTR you’re up Trump gave you the playbook: $INTC $DELL $MU And now, the only company he straight up used a ticker for

$DELL WHAT

$IGV $91 to $95 and soon $100.

JUST IN: $INTC Intel announced Arc G3 and Arc G3 Extreme processors built on Panther Lake architecture, targeting next-gen Windows handhelds. Summary: Immersive gameplay with powerful Xe3 graphics (up to Arc B390-class in the Extreme) Exceptional battery life thanks to strong

Intel Accelerates Foundry Revival, Spearheaded by Advanced Packaging Intel is accelerating the revival of its foundry (contract manufacturing) business through large-scale investment in advanced semiconductor packaging. By expanding infrastructure such as materials, components, and equipment, Intel is significantly scaling up its advanced packaging capacity to strengthen its response to the foundry customers it has recently secured. According to industry sources on the 28th, Intel is currently placing large-scale purchase orders for materials, components, and equipment from its global supply chain partners. Multiple supply contracts for materials, components, and equipment have reportedly already been signed. Some Korean materials/components/equipment companies are also participating. An industry official familiar with the matter said, "Advanced packaging facility investment on the scale of several trillion won is underway," adding, "Considering equipment lead times and the timing of materials and component supply, full-scale operation is expected next year." Intel is also discussing cooperation with some partners regarding facility investment in 2028. The investment locations cited as major packaging production hubs include the United States as well as Vietnam and Malaysia. This investment is said to be focused on expanding capacity for "EMIB (Embedded Multi-die Interconnect Bridge)." EMIB is Intel's proprietary 2.5D packaging technology that connects different semiconductors (dies). Signals are exchanged between chips via a silicon bridge embedded in the semiconductor substrate, and it is known to offer superior cost and productivity compared to the silicon interposer-based 2.5D packaging led by TSMC. In particular, it enables precise 2.5D packaging by connecting only the necessary areas with bridges. Intel is advancing EMIB further with technologies such as EMIB-T, which applies through-silicon via (TSV) technology to the bridge, and packaging that integrates glass substrates. The aim is to broaden its customer base by diversifying its packaging technologies. This materials/components/equipment investment also includes numerous new technologies to be applied to next-generation packaging. This packaging investment is a strategic move to strengthen foundry capabilities. Intel declared its re-entry into the foundry business in 2021 and pursued the development of advanced (front-end) processes, but it has struggled to secure major customers. This was largely due to TSMC's dominance in advanced chip foundry, including AI semiconductors. The packaging investment is also interpreted as a strategy to strengthen Intel's differentiated capabilities to attract foundry customers. Because the limits of circuit miniaturization mean the entire industry faces constraints in boosting chip performance through front-end processes, Intel is seen as attempting to break through this bottleneck with advanced packaging (back-end) and place its entire foundry business on a stable trajectory. Intel is also pursuing front-end advancement in parallel to maximize synergy. Last year, Intel brought its "Intel 18A" process—equivalent to the 2-nanometer (㎚) class—into full-scale operation. It has continued facility investment not only for its own chips but also to serve foundry customers. Another industry official predicted, "This packaging investment is evidence that Intel has secured a certain degree of advanced foundry process customers," and "The 18A process combined with expanded advanced packaging investment could be the starting signal for Intel's foundry revival." $INTC

$CRM Salesforce posted a 205% ARR growth to $1.2B for AgentForce. With AI being the very thing people thought would kill software, and a company like Salesforce, seems they have adapted pretty well. Record quarter and market still hasn't woken up. Hilarious.

$QS For Data Centers. QuantumScape isn’t just an EV battery story now and it's now clear. They’re targeting the massive AI data center power bottleneck. Solid-state tech gives them: - Higher energy density (more GPUs per rack) - 800V capability - Non-combustible safety (huge when you’re packing hyperscale racks) Power is a constraint for the AI buildout. This fits perfectly as a fast-discharge buffer / BBU play. The biggest signal to me is that they just hired Shahar Noy, who has 25+ years in semiconductors, ex-Broadcom $AVGO , MediaTek, SanDisk $SNDK , Marvell $MRVL . You don’t bring in a data center systems veteran like that for car batteries only. This screams serious commercialization push into AI infrastructure. The EV track still alive with PowerCo, but now they’re positioned for TWO monster capex waves. High risk, high reward. Execution is everything, but the setup is getting very interesting.

$QS Technicals 5/27 FIRE

$CRM Salesforce posted a 205% ARR growth to $1.2B for AgentForce. With AI being the very thing people thought would kill software, and a company like Salesforce, seems they have adapted pretty well. Record quarter and market still hasn't woken up. Hilarious.

The best trade in the market outside of semis right now are $IGV $MSFT $NOW and $CRM . All severely mis-priced, undervalued, and thanks to $SNOW , will be undergoing a MAJOR narrative shift. "There's going to be losers but the winners are going to win big." Enterpise SaaS is sticky. Not easily penetrable. The winners I mentioned have their footprint well inside the niche services required in large-scale Enterprises. They are all distributing AI models better than you think. Anthropic and OpenAI cannot disrupt it. A model is a model. It is not a service. It is not going to do everything for every single process in business. It is a tool. Salesforce, Snowflake, ServiceNow, and Microsoft's Suite of Enterprise capabilities / resources are the best products and services that exist. They will continue to refine their SaaS strategy.

$intc and $dell Technologies support the U.S.G RAMP-C initiative by helping strengthen a trusted domestic tech ecosystem. Intel’s leading-edge manufacturing and Dell’s enterprise systems help enable secure, x86-based infrastructure for critical government and defense computing

$MSFT wins $9.7B Enterprise deal from the Pentagon.

BULLISH $MSFT

“…quality infrastructure stocks were unfairly punished…” $SNOW killer earnings. $CRM as well. Software $IGV time. narrative shift.

$CRM killer earnings. No SaaSpocalypse here. Long.

Wow... Salesforce spent $27 billion on buybacks in Q1. $CRM

$QS going deeper into the AI data center market. Energy is still a bottleneck for DCs and for AI. It will continue to be. QuantumScape’s solid-state batteries will be a major player, very quickly.

$CRM Hype posting their earnings. Bullish $IGV

$MSFT Bullish. 4x power capacity growth (5GW to 20GW by FY28) immensely validates massive AI/cloud demand and Azure expansion. More capacity means more servers/GPUs, which in turn means higher AI services revenue. This is also very positive for chips, data center equipment, power providers, and hyperscalers. AI buildout is accelerating from the company with the strongest moat in the market.

$CRM earnings today:

"Likely SpaceX Win for new datacenter ASIC." Mediatek is the likely design service provider for xAI's datacenter ASIC on $INTC Intel 14A EMIB-T with volume ramp in 2029, plus first-mover advantage on 2nm TPU after competitor PumaFish cancellation - per Jeff Pu, GF Securities

$IGV Monthly Technicals 5/26 Pay attention to the ellipses on the Monthly candles here: Every close above the fib levels has resulted in 2 months of rallying, showing momentum for the sector as a whole Never seen more volume than in the last 3 months, which has effectively bottomed the ETF Trend channel degree is rising and so I expect, with $MSFT inevitably rallying violently within the next couple weeks (initiate), that it will carry the whole sector - alongside names like $ORCL and $CRM (earnings tomorrow) Candle is stuck between the 20MA (strong resistance at $94.19) and 50MA (strong support) - clearing the 20EMA will push IGV to $103 and I expect that in the next couple weeks $94.75 is the Weekly 50MA close that will be reclaimed after being tested $94.17 is the Daily 200MA that is acting as the strongest resistance point - so basically, it has done the hard work of breaking fib resistance and now needs to test this level for the 4th time in 6 trading days

Great point on $AMD book value that I missed: AMD acquired Xilinx in 2022 and its goodwill from that deal (now ~$25B total goodwill), represents about 40% of shareholders’ equity (~$63B as of end-2025), with total goodwill plus intangibles at around $42B. So, the reported book

Congrats, Lisa Su, for taking $AMD to $500 and convincing everyone that it should be immensely overvalued! $AMD now: - trades at a 67x Fwd P/E - makes $37B a year while having a $820B Market Cap - does not actually build their own chips -- has no Fab (real men have fabs) - has a whopping $12B in cash - is still not the CPU leader and will never be - has only $7B in FCF while having zero moat - P/S 20.50 is Very expensive (the tech avg is under 10x). - P/B 11.83 is extremely High. - EV/Revenue 20.13 is at a massive Premium. - EV/EBITDA 93.23 is Extremely rich. Meanwhile, $INTC : - trades at a ~60x normalized Fwd P/E on core business (high due to losses, far cheaper ex-foundry drag) - makes ~$54B a year (core) while having a $602B Market Cap (stronger rev-to-cap than AMD). - actually builds their own chips. -- has multiple advanced Fabs (world-class owned manufacturing). - has ~$33B in cash. - is the CPU market share leader (~60%+ share) and dominant in many segments. - has strong FCF trajectory on core ops turning positive faster ex-foundry losses, with the #1 moat in manufacturing (the only fab with US IP) - P/S ~8-10x on core is reasonable/cheap - P/B ~5.4 (core assets) is moderate. - EV/Revenue 11x on core is attractive versus 20 for AMD. - EV/EBITDA 53x much lower on core ops vs AMD's 93x.

This market will exhaust you, and you will give up. SaaS companies getting killed is a product of not understanding Enterprise scaling / operations. AI requires distribution and AI will not kill all SaaS companies. Especially not those who have already proven their stickiness. After an entire year of getting killed and companies still guiding up and beating earnings, how is selling off justified? How long does it continue? Beats and raises not getting rewarded just means there's no real thought being put into the price action. It's just manipulation, as it usually is. Wall Street plays games. It's not good to fight a trend, but also not okay to sit back and think it's the correct trend. Anyway, this is all fundamentally stupid thinking. Just my opinion and you are entitled to your own. A company like $ZS should be rewarded for "proving otherwise". Despite the year long SaaS-pocalypse, no earnings seems to be enough. Hate to break it to you, Claude and GPT are only entering legacy Enterprise via distributors like $CRM , $MSFT , and $SNOW who are adding a layer above that provide niche services. Anthropic and OpenAI do not have the resources, knowledge, or consulting to provide this capacity. Narrative will shift tomorrow with Salesforce and Snowflake earnings. The stickiness exists. If you can't see it, then it is the alpha you need to get in early, and be right, rather than miss the move.

The $MSFT re-pricing is going to be so fun.

Extended period of re-pricing started today. $MU $SNDK $DRAM

$MSFT Shares of Microsoft are down 13.3% year-to-date even though earnings are expected to jump 27.1% this year. This is after growing earnings 15.6% last year. Make it make sense.

Intel Foundry’s packaging technology continues to progress, with EMIB-T serving as the newest advancement this year. EMIB-T adds routing channels directly through tiny silicon bridges that connect different chips. By creating a more direct path for both energy and data, EMIB-T increases the efficiency and speed needed to power today’s largest AI engines.

$IGV with $CRM and $SNOW earnings tomorrow is ready for the catalyst. Officially flipped 100MA Weekly for support, looking to break 50MA on weekly. 200MA daily remains the resistance. Once that is broken through, the trend channel shows $100 is coming Friday. $MSFT will lead the charge on its breakout. I expect a major rally and narrative shift coming up. It's all in front of your eyes. It's time.

$INTC Fighting to get into my Price Discovery range. Once in, to $150.

$QS Technicals 5/26 SQUEEZE So many catalysts to come this year on QS. Strong Buy.

Intel’s Lip-Bu Tan is reportedly set to arrive in Taiwan this week for a visit to TSMC. $INTC $TSM

$QS QuantumScape - Electric Porsche = VW Makes Porsche = QS is VW Partner = Solid State Batteries coming soon TA: Weekly Chart - The move is just starting, higher lows and at a huge volume shelf launch area. $12.76 showing the next target area at the fib level.

China is becoming comical with claims now. FUD/propaganda basically. Especially when they have reliance on smuggled/foreign parts Started with DeepSeek narrative killing $NVDA . Yesterday, they tried to unsuccessfully push FUD against $MU $SK Hynix and Samsung that CXMT (who????) are flooding the market with cheaper DRAM/NAND and supposedly cause a potential price crash. Please… Now, apparently they’re competitive with $TSM overnight.

Must read. $INTC

Funny how general retail and even MSM have seemingly pushed the narrative that $SPCX is losing money hence the growth opportunity isn’t there. Yet, this is a TAM that hasn’t been realized and the shorter term business is still going to grow exponentially with Anthropic as a customer. And inevitably, SpaceX will merge with $TSLA Tesla. This is going to be the most important IPO ever. Laugh now, cry later. That is too everyone thinking it’s going to be a wash IPO.

Hilariously, the whole memory sector still hasn’t been re-priced to a fair valuation, and likely needs an extended period of re-pricing. $MU $SNDK $DRAM

Funny how general retail and even MSM have seemingly pushed the narrative that $SPCX is losing money hence the growth opportunity isn’t there. Yet, this is a TAM that hasn’t been realized and the shorter term business is still going to grow exponentially with Anthropic as a

$MU $DRAM Strong supply curve.

RBC is bullish software. Maintained Outperform stance on $MSFT Microsoft and $NET Cloudflare. Microsoft PT $640 on growth opp. One of the few IBs who have maintained their stance despite bearish narratives being pushed out at a mass scale, despite earnings growth and increasing guidance.

“Real men have fabs” - $AMD Founder, Jerry Sanders $INTC Intel has fabs.

UBS CPU TAM Analysis: Server CPU market to hit ~$170B by 2030E. - Traditional CPU: 30M units, $48B (8% CAGR) - AI CPU (bottom-up): 33M units, $125B - Total TAM: $173B $INTC Intel is the CPU leader and will continue to grow with their partnerships with every hyperscaler and major neocloud. Benefits them as AI CPU contender in high-ASP server chips.

This needs caveats. These are $NVDA Nvidia's own numbers, compared to $AMD EPYC "Turin" (9005 series) and $INTC Intel Xeon 6. Raw single-core or traditional server workloads does not beat top x86 in every case. x86 still leads in raw core count (AMD has 192-core options) or certain legacy/enterprise software with broad x86 certification. This is so specific to certain workloads: - Up to 1.5x agentic sandbox performance under full-socket load vs. competitive x86 platforms (compilers, scripting, runtime engines, compression, agentic tool calls). - 2x performance per watt and up to 4x density at the rack level for AI factory workloads (e.g., RL sandbox evaluation, ETL, analytics). - Olympus cores (Nvidia-custom Armv9.2) claimed to deliver leadership in control-heavy/agentic tasks, with ~1.5x IPC gains and Spatial Multithreading (176 threads on 88 cores) that avoids traditional SMT variability. - 1.2 TB/s bandwidth (3x per core vs. many x86), up to 1.5 TB LPDDR5X, monolithic die (no NUMA latency issues common in high-core x86 chiplets). These are not designed to replace x86 CPUs, especially in general compute. And they won't.

$MSFT is cheaper now than it was back in Jan 2025.

$INTC and Quantum Computing Dr. Ravi Pillarisetty, a Principal Engineer at Intel Foundry, wokring on custom PDK on 18A for full-stack quantum computing. The vertical you had no idea Intel was even working towards.

With the Quantum theme catching steam again, urge you to read my article on $INTC Intel's Quantum Computing efforts and how it is positioning itself to being a leader in the space over time. Recently, to add to their positioning, Lip-Bu Tan just joined PsiQuantum’s board, which

$MSFT is king.

$TSLA Megapack batteries from Tesla Energy to be used by $META Meta to power their AI datacenter in Wyoming. Unlocking a TAM.

How do I short this before they IPO? $GOOGL is about to eat their lunch. $AAPL probably gets involved in a ring.

NEWS: $INTC Intel Introduces SuperClaw, a hybrid agentic AI platform aimed at enterprise deployments on AI PCs and edge devices. As organizations face mounting pressure to control costs and secure data in increasingly complex AI workflows, the system is designed to distribute workloads between local execution and cloud-based models, depending on task sensitivity and computational intensity. Intel said SuperClaw addresses a key enterprise challenge in agentic AI systems, where autonomous workflows require persistent reasoning, document processing and external data access that can dramatically increase cloud compute usage. The platform prioritizes on-device processing for sensitive data while using cloud resources selectively for advanced inference tasks. Intel reported that SuperClaw reduced cloud token consumption by up to 70% in tested enterprise workloads and demonstrated strong accuracy in privacy-related benchmarks such as sensitive data detection and masking. The system supports Intel Core Ultra Series 3 CPUs and Arc Pro B-series GPUs, with a beta release scheduled for June and ecosystem support from OEMs including $DELL , $HPE , Lenovo and others.

$QS Technicals 5/21 SQUEEZE - TTM has let up - the volatile upward swing is here - Strong support flip on 23.6% fib for weekly Read the rest below - rising volume LONG

This is interesting. $AMKR Amkor is a major supplier for $INTC Intel. Amkor and Intel announced a major collaboration focused on EMIB (Embedded Multi-Die Interconnect Bridge) advanced packaging last year. This expands capacity in Korea, Portugal, and the upcoming U.S. Arizona facility. It’s Intel’s first outsourcing of high-end EMIB packaging (e.g., to Amkor’s Songdo, Korea fab), driven by strong AI chip demand. Amkor has repeatedly earned Intel’s Preferred Quality Supplier Award for outstanding performance in packaging and services. Amkor supports Intel’s foundry ecosystem and advanced packaging needs (including glass substrates work). Their Arizona campus positions them near Intel facilities for a stronger U.S. supply chain. With Amkor supporting $AMD for advanced packaging, what gives?

"One, they have a partnership with $INTC Intel, which is very important. They're getting access to 50 years of institutional knowledge." Bars. Gavin, who has exceptional domain knowledge from decades of researching and investing in the Semiconductor space knows the importance that Intel has in this $TSLA Terafab partnership.

BREAKING: Anthropic in talks to use $MSFT Microsoft's AI Chips

It's almost like the CPU market leader, $INTC Intel, should go up another 20% on this alone. Did I tell you this company also has a fab, that no other CPU maker has?

I think $QS is about the be the next 10 bagger. In one year. Execution matters. Sizing up. QS has the most intriguing combination of Board of Directors, Team, and Stakeholders of any company I have come across. QuantumScape is not the meme stock you think it is, just because it

$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.

$INTC Intel bulls bought at lows when no one wanted anything to do with the company or the stock. They said: “terrible company”, “missed the boat”, “AMD is a better investment”, “Intel doesn’t make good chips”, “Intel has no moat”, “Intel is behind”, “Panther

$INTC x Quantum Intel's Strategic Engagement in Quantum Computing: Technologies, Investments, and Future Prospects Intel is quietly positioning itself as a long-term leader in quantum computing through silicon-based innovations, strategic investments (e.g., in Quantum

$INTC x $QCOM IS HAPPENING? - Qualcomm's job listing for a Senior Staff Packaging Engineer seeks experience with EMIB, Intel's proprietary 2.5D interconnect technology for high-bandwidth multi-die integration, as a preferred skill, hinting at potential integration into their high-performance computing chips. - This mention aligns with reports of Qualcomm as Intel Foundry's first major customer for the 20A (2nm) process, signaling a strategic diversification from $TSM to leverage Intel's advanced packaging for improved yield and cost in complex SoCs. - Intel's recent expansions, like the $AMKR partnership for EMIB capacity, position it as a viable alternative in the packaging ecosystem, where EMIB enables denser interconnects than traditional methods, potentially boosting Qualcomm's AI and edge computing performance. Thank you @christophauto for this catch!

$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