John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
240 フォロー中 6.6K ファン
Goldman on Intel earnings $INTC
What is the market really watching?
Not the quarter itself.
A double beat and raise are nice.
Investors want proof that Intel's turnaround is real
- Stronger server CPU demand
- External foundry wins
- Advanced packaging growth
- Improving margins
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