John Intel @intelfabs
God First. Intel and Terafab are cool Hong Kong Joined May 2026-
Tweets379
-
Followers2K
-
Following91
-
Likes594
Neocloud won’t end well For the full report: follow @ExponentialView Very interesting and it is full for charts from my smooth brain to understand
@pequityresearch Honestly I haven’t been following HDD news, so I’ve got no clue. I just follow Intel and anything that might relate to Intel 🤣 But I remembered Morgan Stanley has a report that talk about HDD
Jefferies bumped SanDisk target from $2,335 to $3,000, driven by eSSD is so importance and $SNDK eSSD Share Gains
@pequityresearch US might be 30%-35% self-sufficient in advance node production by the end of the decade with $INTC
@mzuhair123 The only problem is people want NVIDIA much more than AMD
@bstky73 more info here community.intel.com/t5/Blogs/Intel…
Commerce Secretary Lutnick set a goal for the US to onshore 40% of semiconductor demand by the end of Trump’s term in 2028 JPM estimate US might reach 30%-35% of advanced node production by 2028-2030 America cannot hit its semiconductor security goals without Intel $INTC
@bstky73 2028 Prototypes 2030 Commercial
Dear hyperscalers, We are in the ROI must now outrun capex phase. FCF will go negative soon AI monetization is real, but still not scaling fast enough to fully justify the infrastructure buildout. The image is from JPM $AMZN
@knockouttrader @RichieRiiicch This is the fun part We’re only fulfilling 50% of server demand The demand is so high that it needs to take at least 18 months to be fulfilled the fundamental demand never changed
There are regular investors and then there are Korean investors SK Hynix about to post killer earnings, still one of the cheapest memory stocks The earnings should be really good Then August ADR listing coming too But many funds are forced sellers because SK Hynix hit 10% of
What I THINK is NOT paper hand selling, but Korea went up so much that portfolio rules forced foreigners to cut exposure
@FirstSquawk will prove temporary owing to his expectation that AI will create many new jobs over the long term
Technology funds saw the largest net outflows…
Software share buybacks have gone up sharply 3 – 4x vs 2023 levels Either AI ROI isn’t clear yet Or software is more mature than people think $ADBE
@firstadopter They won't sell it to you Political reason
@VideoCardz M7 is planned to be made on Intel 18A‑P process
BBLHQ ⭐️ @BluesBallersHQ
1K Followers 3K Following 🐐 Footy Talents ID @ChelseaFC ⚽️ Investment | Tech | Semicon and AI | Social and Politics
Prasanth @PrasanthInvests
242 Followers 1K Following
Actual Politics @ActualP58181
11 Followers 138 Following
Karina Q @karinadoteth
2K Followers 2K Following professional learner - i follow my curiosity, have random thoughts (sometimes gud, sometimes trash lol) and often tweet about them.
MWI @mwi_invest
125 Followers 1K Following
Daniel Gafforini @dangafforini
9 Followers 189 Following
Sathishkumar Somasund... @sathish93kr
10 Followers 573 Following
Alex K @metacompany_x
178 Followers 2K Following 🧑💻SWE@Fanng - on the way to builder (WIP⚙️) | 🧑🔬VC researcher - AI🤖/Fintech/Web3₿ | 🍀Investor - connect Founder & Capitals💰|
Krishna @kichsr
15K Followers 5K Following ex RuneScape market maker // building in AI security // built @quantstamp // angel @privy_io, @USDai_official, @gemxyz, @alliancedao, 20+ others
probablyskam @wojtekinlift
4 Followers 76 Following
Rumit Agarwal @RumitAgarwal
80 Followers 735 Following
94848303p @meichiyao
13 Followers 4K Following
Emo Surfer Stockah Br... @Stockahlife
268 Followers 534 Following Surfin the markets. not financial advice.
L @lx1906
382 Followers 7K Following Former professional index match user. Politics, China, sports, tech, and markets.
Kkk @Kkk728514079191
126 Followers 1K Following
Sahan D. @sahan_thenuwara
183 Followers 6K Following
Arrugia Labs @ArrugiaLabs
64 Followers 281 Following Building https://t.co/IKyIMCh281 - Helping investors find their edge w/ improved doc search, and getting the right information with a synthetic expert network.
downhill @DownnhiII
2 Followers 80 Following
AKR @akr_fin
80 Followers 1K Following
やす @yastk3kby
10 Followers 244 Following
Montypants @HotDogsForJeff
10 Followers 138 Following
thatsjustbeta @factor_beta
13 Followers 299 Following
Based Burner Account @vibe_analyst
696 Followers 1K Following
mingbo li @mingbo5820
22 Followers 212 Following
Henri Virta @HenriVirta
24 Followers 2K Following
Finance Science @BananaBoba2
182 Followers 1K Following
Tiago Guitián Reis @Tiagogreis
263K Followers 6K Following 📍 Analista CNPI, invisto há +20 anos 📈 Fundador da @sunoresearch e @sunoasset, sócio @statusinvestbr 🤝 Conte com os serviços do meu time👇
Carlos Chapoy @carlos_chapoy
308 Followers 1K Following
Shane @MilwMonstrosity
439 Followers 5K Following
🅱️erafly ▚▘�... @berafly
548 Followers 2K Following GET GRASS https://t.co/Mws3Y0gZHb Baguettetech🥖 SCHIZOPOSTERS FIGMATA
Ultraman Ace @UltramanAce1
39 Followers 151 Following
EarlyBirdFinance @EarlyBirdFinanc
29 Followers 1K Following Free to use platform for researching and discussing stocks! PC only for now.
Alex Flamm @alexflammtweets
52 Followers 3K Following
Pranciskus @pranciskusj
74 Followers 2K Following
Krii @5stvrkrii
0 Followers 125 Following
Rightsized CapStack C... @CapstackCapital
2K Followers 1K Following Master of EBITDA Adjusting ~ Industrials / A&D ~ SaaS / AI ~ LMEs / Rx ~ Unapologetically Catholic ✝️ ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ ≠ investment advice
WDPx @jackiethefirst
2 Followers 475 Following
Exponential View 🔮 @ExponentialView
16K Followers 2K Following Unlocking the near future • AI • hardware • energy • economy • geopolitics • climate change • business → newsletter 📧 podcast🎙️ community👐
nasser , Kuwait @bstky73
44 Followers 117 Following
うさぎのもか @moca_usa_mofu
14K Followers 3K Following しんどい日は、うさぎを見る それだけでいい🐰 もか（♂）｜ネザーランド・ドワーフ 2023.5.5生まれ 世界中にもふもふの癒しを届けたい🌏
Cutes Animals @majidawan764334
8K Followers 6K Following wlg fan club 🐈 dm for submissions + credit! (can't always respond but 😘 them all) forced blue check 👎 (gfy EM) IG: @
香港天文台 HKO @HKObservatory
259K Followers 2 Following 科學創新，服務用心。 香港天文台是香港特別行政區的一個政府部門，負責預測天氣，並就與天氣有關的災害發出警告。
IntelBull @IntelBull_
688 Followers 85 Following I invest in Tech Early in NVIDIA and Tesla -- bought it way before it was cool. Firm Intel bull—betting big as Lip‑Bu Tan steers Intel’s comeback 🚀
tae kim @firstadopter
96K Followers 10K Following "Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs Subscribe https://t.co/3N2fHOXQfL "Be so good they can't ignore you"
Bob from Accounting (... @OpenClawCentral
1K Followers 803 Following Deep research and analysis for long term investors. Growth focus stocks in Technology, Space, Robotics, AI, and Semis. All posts are NFA, and you DYOR.
Lockheed Martin @LockheedMartin
647K Followers 383 Following We specialize in defense tech, connecting customers with integrated solutions to ensure America and its allies can achieve peace through strength.
Jeanne @prompterminal
2K Followers 4K Following
BUNNY 🐇 @bunnydailylife
886 Followers 620 Following Bunny is my favourite pet. Animal fantasy world is amazing.
rubicon59 @rubicon59
24K Followers 607 Following Equities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
popular @popularrabbit
10K Followers 6K Following
Bunnies @Bunnies
120K Followers 132 Following A bunny a day will keep the doctor away. DM YOUR BUNNY!
Popularrabbit @Popularrab84605
5K Followers 6K Following 🐰 Rabbit Lover | Pet Videos Daily Cute Bunny Moments Smile with Animals ❤️
Karoline Leavitt @PressSec
1.9M Followers 195 Following Assistant to the President and the 36th White House Press Secretary
Why you should have a... @ShouldHaveRabit
162K Followers 879 Following Follow us daily bunny content.🐰❤️ DM for Credit/Remove.
Why you should have a... @ShouldHaveCat
4.6M Followers 244 Following The perfect account to show to your parents when you want a cat 😺❤ @FoundationOfWen
Scalar Field (YC P25) @scalar_field_
404 Followers 97 Following Build it. Backtest it. Run it live. Agentic trading strategies for stocks, options & prediction markets. Join community: https://t.co/JTYVrV20J8
Nutty @NuttyCLD
20K Followers 2K Following Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics | https://t.co/wL7xmQ1wVu
icnewer @icnewer
338 Followers 3K Following
Assassin's Creed @assassinscreed
4.4M Followers 235 Following Sail the Caribbean as Edward Kenway in Assassin's Creed Black Flag Resynced. Available July 9, 2026.
Ghost Recon @GhostRecon
228K Followers 74 Following Official Tom Clancy’s Ghost Recon Twitter account. ESRB: MATURE 17+
CD PROJEKT RED @CDPROJEKTRED
1.3M Followers 56 Following The official Twitter account for CD PROJEKT RED - the developer of critically acclaimed RPGs, The Witcher franchise and Cyberpunk 2077.
Tomb Raider @tombraider
1.6M Followers 7K Following Official Tomb Raider account. Adventure Beyond Legend. Tomb Raider: Legacy of Atlantis coming 2/12/27. Available for pre-order.
AU🧲 @au_xbt
19K Followers 3K Following Currently in a Lucky Arc 🍀 | Chinese cabal | @probablynothing | collabs: https://t.co/qIMMJ6Uh5x
Tom and Jerry @_tomvsjerry
28K Followers 0 Following follow this page for best & funny Tom and Jerry videos
⚜️ＣＨＯＬＥ... @cholevovo
3K Followers 179 Following ⚜️ＣＨＯＬＥＶＡ| Financial Shark 🦈100M $INTC $INTW $AMD $AMDL
STH @ServeTheHome
21K Followers 226 Following ServeTheHome provides insights and analysis delivered to you since 2009. We specialize in the data center industry with servers, storage, and networking.
MSI Gaming @msigaming
714K Followers 440 Following Tech Meets Aesthetic. #Truegaming Support: https://t.co/bgVQFyhOWF
Akhenaton @holden_commodor
1K Followers 158 Following Focused on Japan equities and worldwide stocks poised to rise. Much more on my Substack. Contact: [email protected]
Michael的美投日�... @Michael_QQQ2025
2K Followers 203 Following 专注美股，just trade，don't pray。我有discord社区和微信群，客观判断、独立思考、敬畏市场是每一个trader的必经之路。进群添加微信号：SPYLISA0510，非诚勿扰，仅此一号，切勿被骗。
aog T @Taog_1575
106 Followers 33 Following
TrendForce @trendforce
20K Followers 651 Following Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://t.co/FHEud9jhQd
X86 is dead&back @x86deadandback
2K Followers 630 Following
IBM @IBM
714K Followers 4K Following We're creating the future. With AI, hybrid cloud & quantum, we’re building a smarter world. Let’s create smarter business.
Muhammad Zuhair @mzuhair123
4K Followers 326 Following AI Infrastructure & Semiconductor Analyst DMs are open :)
张博 @zhngb280435
3 Followers 15 Following
Trends for United States
You might like
