It is a foretold prophecy
Fear & Greed Index still in Fear
"our channel checks indicate server CPUs will also undergo another round of price hikes of at least 15% in 26Q4."
Hell ya Intel DCAI margins up and to the right
$INTC
i think this is bullish semiconductors
JUST IN: Zero hurricanes have formed in the Atlantic by September 21 for the first time since 1914.
$intc is still underrated btw. It was dismissed during the pullback but here we are.
I didn't realize it would start the next day, but long ways to go
CPU makers need a serious re-rate here. The demand here is being overtly underestimated.
time for $INTC to hit $1T market cap
if $AMD is $1T, then $INTC should be also (more, but at minimum that)
$AMD is now officially a trillion-dollar company.
the killer product is still the cpu
This is fun
Grok Bot runs on 8 $INTC Xeon virtual CPU cores
Grok Bot uses Intel CPU $INTC
Muse Amd.
this train is not going to stop
get on now, or be left behind
$INTC Intel-powered Googlebook's will include Intel WiFi and Dual Intel Bluetooth Core 6.0
JUST IN: $INTC Intel announces first $GOOGL Googlebook devices powered by Intel Core Ultra Series 3 processors (Panther Lake)
Googlebook is officially out for pre-order today.
Googleโs new premium laptop line starts at $899, ships October 4 in the US (Oct 5 elsewhere), and comes from Acer, ASUS, Dell, HP, and Lenovo.
Itโs not a Chromebook. These run an Android-based OS with Gemini built in, with Magic Pointer, phone apps/files on the laptop, native Play Store apps, and up to 10 years of updates.
Intel Core Ultra Series 3 and Snapdragon X Elite power the first models. Every unit includes a year of Google AI Pro.
"Googlebook represents the best of what a deep engineering partnership can achieve, bringing together the strengths of Intel, Google and our ecosystem partners Acer, ASUS and Lenovo to create something truly compelling for consumers.
By combining Google's innovative experiences with Intel's latest advances in performance, AI and connectivity, Intel-powered Googlebook laptops delivers a premium experience that helps people do more, create more and stay connected wherever they are." - David Feng, Intel Vice President, CCPG; General Manager, Client Business Group
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Lip-Bu "I'm glad in life sometimes you need a break and the break, it turned out to be the case"
Intel 18A and Intel 3 capacity growing above 50% next year
ez money
$INTC
JUST IN: $INTC Intel announces first $GOOGL Googlebook devices powered by Intel Core Ultra Series 3 processors (Panther Lake)
Googlebook is officially out for pre-order today.
Googleโs new premium laptop line starts at $899, ships October 4 in the US (Oct 5 elsewhere), and comes from Acer, ASUS, Dell, HP, and Lenovo.
Itโs not a Chromebook. These run an Android-based OS with Gemini built in, with Magic Pointer, phone apps/files on the laptop, native Play Store apps, and up to 10 years of updates.
Intel Core Ultra Series 3 and Snapdragon X Elite power the first models. Every unit includes a year of Google AI Pro.
"Googlebook represents the best of what a deep engineering partnership can achieve, bringing together the strengths of Intel, Google and our ecosystem partners Acer, ASUS and Lenovo to create something truly compelling for consumers.
By combining Google's innovative experiences with Intel's latest advances in performance, AI and connectivity, Intel-powered Googlebook laptops delivers a premium experience that helps people do more, create more and stay connected wherever they are." - David Feng, Intel Vice President, CCPG; General Manager, Client Business Group
Show more
I'd rate current Intel selloff as slightly less dumb, everything is selling off
However Intels yield turnaround and Foundry design wins have only increased
I would take Keybanc report of customers VERY seriously ๐
Intel Foundry is free given current Intel products EPS
$INTC
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when $INTC was trading at $85 and I was losing followers because people don't have the capacity to handle volatility
they got washed out - but they will never phase me...
The FOMO that the market is going to undergo soon (again) with Intel is going to be miraculous.
Institutions are already loaded to the gills during this drawdown (that they caused).
The sudden, immediate realization by the rest of Wall Street and Main Street that they have completely undersold and underestimated the extent to Intelโs roadmap / ability to execute - is going to be a sight to see.
Time to release the bees and make honey.
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CPU makers need a serious re-rate here. The demand here is being overtly underestimated.
Another great deal will be reached with Iran really soon!
$INTC and $AMD lead the way in share gains, with $QCOM significantly underperforming the Chip Index.