0x7c00. 𐤊 @Rzhang1024
infra engineer | leek Joined March 2019-
Tweets2K
-
Followers299
-
Following3K
-
Likes39K
Okay, so let's talk a bit about Panther Lake. - First 18A chip, hence there are big expectations around it. - The first 'true' Intel product will also determine whether using TSMC for internal products is the right move. It's former CEO Pat Gelsinger's "last remains" in the…
Huge deal between $NVDA and $INTC. NVIDIA and Intel announced a multi-generation collaboration across PC and datacenter and NVIDIA will invest $5B in Intel at $23.28 per share. The joint solution will be a tight coupling Intel x86 CPUs and NVIDIA RTX GPUs over NVLink for PCs…
1/6 — Next week game plan (UTC+8) Catalysts: • FOMC rate decision Wed 2:00pm ET (Thu 02:00 TW) • Trump UK visit Tue–Thu (AI/semis/data centers) • Meta Connect Wed–Thu (VR/AR) • US–China tariff talks Sun–Wed (Madrid) Goal: trade high-probability headline momentum. 2/6 — Mon…
Most traders plateau after their first winning streak. But the difference between good and great isn’t ideas, it’s just how you run risk. Part 3 of Zero to Stock Hero is live (and free) lordfed.co.uk/p/from-zero-to…
今天跟 @Mrve92351777 @BaldApeEx @ynzchn1545156 @yinjie_zhao 几个朋友早上开了个小会，写了个总结slides，分享给大家：docs.google.com/presentation/d…
$MRVL selling is overdone. Lack of ability to disclose customers and future XPU projects shouldn’t be confused for lack of customers and future volume on next gen XPU. Plus its connectivity business has intrinsic value and provided upside for developing more AI + Network…
最近看很多人在讨论这个，除了遗传因素，会不会是长期低碳或者生酮饮食造成的啊…
2025.35: Intel and the Least Bad Option The best Stratechery content from the week of August 25, 2025, including the U.S. getting into the chip business, KPop Demon Hunters and the Netflix machine, and China's plan for AI chips. stratechery.com/2025/intel-and…
THREAD: Why Taiwan’s “Silicon Shield” might be turning into a target. 1/ For years, Taiwan's dominance in semiconductor production has served as a kind of "silicon shield," a deterrent against Chinese aggression because any conflict could devastate global chip supply chains.
SoftBank held talks with Intel on buying contract chipmaking business on.ft.com/474bGei
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
Heard that this week will have a huge impact on US semiconductors for decades to come. Ongoing policy debates aren't about just one company. The scope of these policy discussions aims at regaining leadership, and all key people from major companies are involved. Stay tuned.
There’s the 🥕 and the related to the $INTC Foundry dilemma. Given the USG invests, the administration will have to invoke the . This can be done through Taiwan and Korean tariffs. Think that deal with $AAPL and Korea is iron-clad? Admin can always pull 232 and supersede all…
Same guy that met with Trump and Lip-Bu on Monday to discuss “suggestions” for USG and $INTC to collaborate. My guess: 1. US Govt takes stake in Intel, as they did with MP 2. Trump ties tariff breaks to fabless companies using IFS 3. Apple and Nvidia fab low-risk chips at IFS
Same guy that met with Trump and Lip-Bu on Monday to discuss “suggestions” for USG and $INTC to collaborate. My guess: 1. US Govt takes stake in Intel, as they did with MP 2. Trump ties tariff breaks to fabless companies using IFS 3. Apple and Nvidia fab low-risk chips at IFS
新时代的麦肯锡：信息工作者在结构文明时代真正的炼丹熔炉 我认为CS人转型的窗口之一：成为真正的信息工作者（以前你还真不是） 工业时代的信息金字塔之巅…
Intel’s statement after Tan’s meeting with Trump is very diplomatic, but we can still see hidden information in some details: newsroom.intel.com/corporate/inte…
Buy $intc calls. Eric Trump bought a huge number on Trump bashing the CEO. Trump meeting with Tan today to announce he’s a great guy and say Intel has great Ai products coming with Ohio plant back on track.
After talking with many smart people this weekend, here’s what LBT needs to do tomorrow: 1/ CLOTHES: Wear a suit 2/ PIN: Wear an American pin 3/ INGRATIATE: Tell DJT he’s the greatest President this country has ever had (I’m not joking folks) 4/ HERITAGE: Talk about your 40…
After talking with many smart people this weekend, here’s what LBT needs to do tomorrow: 1/ CLOTHES: Wear a suit 2/ PIN: Wear an American pin 3/ INGRATIATE: Tell DJT he’s the greatest President this country has ever had (I’m not joking folks) 4/ HERITAGE: Talk about your 40…
DOc Crypto ⭕️ @TheReaIDOc
5K Followers 4K Following 📽️ YouTuber (11k Subs) 🎥⭕️ RENDER ⭕️💰Claim a free $500 Airdrop here: https://t.co/Qcq8gC1mxt..
TSnGed7NKcMr @sn_mr11526
0 Followers 6 Following
OlivePatrick @a78Iqox9d441uw
21 Followers 567 Following
MutigesHerz @8K3Y1ftHV2PF4Uh
8 Followers 704 Following
Karnoov @Karnoov293
83 Followers 2K Following
WallisPater @gtxKxj4X47Ljy
6 Followers 524 Following
High-Quality Stock Sp... @ict6eq6ycn62267
2 Followers 163 Following Stock Market Analysis Buy and Sell High-Quality Stocks 📈 | Manage Your Positions Follow @FoCoBanShop on Twitter Daily High-Quality Stock Recommendations 📈 |
PamelaBernal @7783416ZA585C81
11 Followers 466 Following
asfhjkjjgd @Petermore55
0 Followers 4K Following
Jeahau @Jeahau115558
3 Followers 162 Following
SharonChild @LG0482WwnDDK7HP
12 Followers 554 Following
Ross Cameron @Ross_Cameron010
105 Followers 4K Following Education, Scanners, Community for Day Traders #Warrior Trading
SarahWatt @L3e4Q3DmsY17al
56 Followers 2K Following
SpotGamma @spotgamnma
123 Followers 4K Following We analyze the options market. Daily commentary: https://t.co/qyjdqZNu0N YouTube: https://t.co/yQTattJJhO... Disclaimer: https://t.co/5KO1AigYa8
VolatilityQuant🇺�... @Ewhernen2295
25 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Ariana Smith @ArianaSmit54326
4 Followers 55 Following
SetllaPollitt @2khU7KGw39EOO
49 Followers 2K Following
GlobalMacroX🇺🇸 @Ysrirgirp886
32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Forilud @Forilud724
33 Followers 770 Following
Wuiber @Wuiber990
8 Followers 282 Following
WagLayla @WagLayLa
2K Followers 3K Following $WALA is a fork of #Kaspa created for miners, investors, traders and people who have a love for #POW and #memecoins. No Premine, No Devfee, No Presale, No Burn
. @salmanogs
69 Followers 75 Following Founder of OGS | Partnered with @unusual whales | Flow&Darkpool Ivls
Salmas @salmaogse
111 Followers 3K Following Founder of OGS | Partnered with @unusual whales | Flow / Dark Pool / Charts | ONLY ACCOUNT •
SemiRational @PeterPredictor
163 Followers 3K Following
FedRateTrader🇺🇸 @Ycohserf5771
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Destini Wilkinson @DestiniWil74987
107 Followers 4K Following
CupAndHandleX🇺🇸 @Laumer3615674
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
PriceActionX🇺🇸 @Auslixou738350
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
PreMarketGains🇺�... @Plijarn573
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Heisenberg ✪ @Mr_Derlvatlve
25 Followers 796 Following Stock Market Insights. Bull/Bear Strategies. Technical Breakdown. Random Rants & Wit. NFA. Alternative Channel: @Heisenberg_100k, @He1senbergSport
Sataus @Sataus87834
42 Followers 2K Following
Auduwal @Auduwal24393
87 Followers 2K Following
SupportResist🇺🇸 @Aveeeemuh89349
54 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
TICK_Trader🇺🇸 @Orwhumor049772
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Alwovex @Alwovex1298
101 Followers 3K Following
飞凡 @feifan76866
597 Followers 7K Following 持续输出价值 | 喜欢深度评论｜微信投研群：feifan7686｜星辰阁投研社区｜GGD链游公会｜#ETH｜#SOL｜专注加密金融领域投研｜价值空投挖掘｜深度研报｜运营策略 | 合作DM私信｜广告 #DYOR | 电报群：https://t.co/lizvjaKB5p
EV_BatteryBets🇺�... @Etrevee979
32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Aquirre Mayton @AquirreM63538
90 Followers 476 Following 🌊 Liquidity pool provider | DeFi yield optimizer | APY hunter | Making money work harder
TapeReaderPro🇺🇸 @Ekouseeg812955
30 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Gerry Romaguera @GerryRomag10082
15 Followers 1K Following
Avis Treutel @ATreutel45622
26 Followers 2K Following
Chris Hutchinson 𐤊 @Chris__Hutch7
131 Followers 3K Following want to get people into Crypto as safely as possible. 🇬🇧Global Kaspa ambassador UK / Co-Host of Rock the Kaspa
Vivian @Vivian193299
2K Followers 887 Following 不构成投资建议（💡 ISFP的追星和碎碎念投资日记本 （Patience, confidence, discipline and a winning attitude ）
Alex Jones Industrial... @AlexJonesIA
19K Followers 942 Following PARODY. Head of Options Flow Uncharted Territory Promo Code ALEXJONES | Black Box Stocks: https://t.co/t9G1MbOmK6
SPX000 @OfficialSPX000
2K Followers 12 Following I am🔮 - My private Discord: https://t.co/9G9PhzfCG4 for morning plans. Not financial advisor. I trade 0dte SPY options.
Traveller @A_Najumi
3K Followers 71 Following Admin for OGS | Alhamdulilah always | NFA | Options trader 🥷🏼
Golden_Ted_ @Golden_Ted_
716 Followers 805 Following Just a 🐂 guy in the stock market who loves Ted. Go Lakers! 🏀
Tasteful Girls @TastefulZoomers
172K Followers 27 Following i like zoomer girls and don't own any of the posted content
Jim Keller @jimkxa
44K Followers 154 Following CEO @tenstorrent, Cofounder @atomic_semi @BayaSystems, FlexAI, AheadComputing board member. Fan of 2x2 matrixes, books, refactoring and creative tension
Flow God @FL0WG0D
37K Followers 151 Following Options Flow | Use link below for DISCOUNT on exclusive OWLS flow alerts and expert tips on how to spot flow yourself | SUB to me on X for exclusive information
Sofía & Jackson @sofiaortega2000
253K Followers 294 Following 情侣原创 • AMWF/亚男白女 • Cuckold/NTR/3 • 备用/backup @sofiaortega2003 • Subscribe for full content • 订阅获取全部内容 • 盗内容替我们消灾 🫵🏻
miss white @cinecitta2030
74K Followers 200 Following
Investing.com @Investingcom
1.3M Followers 311 Following 📍TAP HERE FOR INVESTING PRO PLANS :https://t.co/WvAMcbOXmF
鸡蛋面（淡推） @Jlifewithjdm
10K Followers 101 Following 05｜纯杂食主义｜ENFP｜推广自便～非黄推，无福利，匿名提问https://t.co/XFNoWkxc9K @PlanB_yh 纯绿🚪不陪聊100
Fed @lord_fed
40K Followers 627 Following Cross-Asset PM, predominantly L/S equities, commodities and FX. Sometimes rates, sometimes memes.
karin. @omokage_AIsOK
39K Followers 73 Following AIが生み出すいつかの日本。どこかでだれかと。いろんなことをできるだけ。 Someday in Japan. Somewhere, with someone. Do as many things as possible.All works are generated by AI.
Pythia Cap: Vertical ... @PythiaR
64K Followers 910 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Blueeee @Blue_eeee_e
2K Followers 150 Following
Overcooked @OvercookedJoJo
2K Followers 81 Following Building SOMETHING to release soon. Cornell AI/ML, exGoldman Sachs TMT IBD. Set my 1st stock account in 09/2024. X for product thoughts and trading journal NFA.
TMT Breakout @TMTBreakout
10K Followers 234 Following Top Ranked Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
Pike时政财经分�... @BigbirdflyChan
5K Followers 516 Following 美股资深研究者和投资者，广泛阅读、持续学习，有自己投资方法和逻辑。过去半年美股收益390%（2025.4.8-9.24），会员已满，招收超级vip会员。
tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY is the definitive history of Nvidia and reveals the successful strategies that built a $4 trillion company. Buy it here:
EMPATHCHAN, DESTROYER... @empathch4n
28K Followers 591 Following NO.1 PAIN ENJOYER ♡ CULT LEADER ♡ MOST LOVED ♡ EVANGELIST ♡ ABUSED ♡ Prophetic Messiah ✬🇮🇱🇨🇳✬
FundaAI @FundaBottom
4K Followers 620 Following FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. https://t.co/tbqWWvUA5z
Stratechery @stratechery
152K Followers 3 Following Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson.
Hot Chips @hotchipsorg
5K Followers 19 Following A Symposium on High Performance Chips Sponsored by the IEEE Computer Society Technical Community on Microprocessors and Microcomputers (TCMM)
Ray Wang @rwang07
19K Followers 2K Following Research Director / Semiconductor Analyst @TheFuturumGroup Own analysis on semis on SEMIPRACTICE Focus on Semiconductors and AI, sometime macro. DM open
Lip-Bu Tan @LipBuTan1
11K Followers 36 Following CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures
Jake Wujastyk @Jake__Wujastyk
357K Followers 869 Following I focus on finding simple, high probability trading setups. I provide these setups & daily market analysis for $14USD/month here: https://t.co/sMrqTsbCoo
good girls @thiscoolgirlss
266K Followers 0 Following don't own any of the content posted I turn on notifs ✨
kayliat 凯利亚特 @kayliatyyy
2K Followers 623 Following 美资头部债券资管/美股爱好者/虚拟货币探索中/记录交易投资心得 Not Financial Advice. All comments are from my own.Trends for United States
You might like
