ImNotHarsh | 📈💸
@imnotharsh
Followers
3K
Following
12K
Media
1K
Statuses
12K
Investor | Options Trader | Banking | ex-Consulting | Semiconductor Research | Not Financial Advice |
Joined December 2010
If you still don't understand the $INTC thesis and why it is not simply a competitor to $NVDA and $AMD, then let me explain (a thread - 1/5): The single, most crucial business (that MUST grow and gain partnerships / customers) is IFS - Intel Foundry Services. Intel's foundry
7
28
199
$AAPL Breaking if true
BREAKING: Apple has confirmed that the Polishing Cloth is compatible with the iPhone 17e and iPad Air (M4)
0
0
0
This is on top of the announcement of Clearwater Forest at MWC Barcelona 2026.
0
0
3
NEWS: $INTC Intel and Ericsson collaborate to accelerate the path to commercial AI-native 6G. Lip-Bu Tan, CEO of Intel, says: “Intel’s ambition is to be the undisputed technology leader in unifying RAN, Core and edge AI to enable a seamless transition to AI-native 6G
2
4
24
"Nvidia $NVDA is said to be preparing a return to consumer PCs with AI SoCs, combining CPUs from MediaTek and Intel with its GPUs." $INTC seemingly the packaging bond between Nvidia and Mediatek here.
BREAKING: MediaTek has reportedly placed a major order of packaging wafers with $INTC Intel Foundry for TPU v8e. The partnership will leverage Intel’s EMIB technology, for which MediaTek has prepaid. -GFHK
0
3
44
NEWS: $INTC Xeon 6+ "Clearwater Forest" is built on 18A Process Node using Foveros Direct 3D, an Intel Proprietary Technology available only with Intel Foundry. Foveros Direct 3D is advanced packaging technology uses ultra-high density interconnects via direct copper-to-copper
BREAKING: $INTC Announces Xeon 6+ “Clearwater Forest” at MWC 2026 Intel is using MWC Barcelona 2026 to preview Intel Xeon 6+, describing it as the next step in the Xeon 6 roadmap for network and cloud infrastructure. The company positions Xeon 6+ as part of its “AI-ready
3
5
51
BREAKING: $INTC Announces Xeon 6+ “Clearwater Forest” at MWC 2026 Intel is using MWC Barcelona 2026 to preview Intel Xeon 6+, describing it as the next step in the Xeon 6 roadmap for network and cloud infrastructure. The company positions Xeon 6+ as part of its “AI-ready
2
9
69
You know who’s working on 6G networking capabilities? Intel & Nokia. $INTC: #1 holding in $NVDA portfolio $NOK: #4 holding in Nvidia’s portfolio AI-Native Architecture: Network components designed with AI at their core for real-time optimization Advanced Spectrum Management:
Nvidia $NVDA is teaming up with telecommunications companies to build 6th generation networks capable of using AI Nvidia says the current generation, 5G, isn't capable of supporting the widespread use of AI, that the networks of today simply aren't ready for the use cases of
3
4
31
$NVDA Technicals 2/27 (weekly) An intriguing play here - this could go either way, but odds are, up. - Nvidia is playing the "longer the base, bigger the breakout" game. - Trading below 20MA but still above all major MAs - Since end of October 2025, Nvidia has literally not
0
0
0
$INTC The CPU demand is real. Hence why Intel partners on Cloud with $GOOGL Cloud, $AMZN AWS, and $MSFT Azure. Most probably don't even know, since it seems the market does not care - Intel supplies, and will supply massive # of Xeon chips as the TCO-forward alternative.
"but some large customers have found that certain agentic AI workloads can be run more efficiently on CPUs alone." Are you still not bullish on CPUs? $INTC $AMD
2
8
41
"but some large customers have found that certain agentic AI workloads can be run more efficiently on CPUs alone." Are you still not bullish on CPUs? $INTC $AMD
WSJ: Nvidia is set to unveil a new inference chip that leverages Groq’s technology at GTC. WSJ: OpenAI is set to become the largest customer for Nvidia’s new inference chip that uses Groq’s technology. $NVDA https://t.co/K725BKUDKL
26
53
540
Wanted to highlight $DELL's blockbuster earnings print. Michael Dell is one of the better CEOs on the block. Partly because he knows who to partner with. As a reminder of what the $INTC x Dell partnership is: - Intel will supply Xeon CPUs & AI accelerators for Dell Private
While others on this platform want to ignore $INTC Intel's growth in the AI trade, I will not. 😏 $INTC x $DELL announced a partnership, 2 days ago, on November 14th and no one talked about it. No fanfare, no hype. Why? Because it isn't the market darlings $NVDA or $AMD --
1
4
30
If you still don't understand the $INTC thesis and why it is not simply a competitor to $NVDA and $AMD, then let me explain (a thread - 1/5): The single, most crucial business (that MUST grow and gain partnerships / customers) is IFS - Intel Foundry Services. Intel's foundry
7
28
199
$INTC Technicals 2/27 EOM Feb 2026 (Weekly and Daily) Weekly - Weekly golden cross (50 / 200) in tact and with 50MA trending upward, seeing a massive volatile upward move here very soon - Getting bid up at the $43 support line - Still resisting $46 on the weekly which is the
1
0
27
$AMZN Technicals 2/27 (EOM Feb) - Weekly - Strong weekly close here, closing right above the 0.5 fib resistance - Bounced strongly above the 100MA ($205) suggesting some bidding on support there - Bounced above the lower band (BB%) - TTM showing potential volatile move upward
0
0
2