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 🚀
Joined November 2025
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IntelBull retweeted
🚨 @ElonMusk ON WHY THERE'S NO AI DEMAND PROBLEM:
"We've actually tried to offload some of our inference compute to other cloud providers so that we can use more compute for training, and we get the Cheese Shop Sketch"
He says no one has any chips left to rent:
"We'll ask them, 'What about some GB300s?' 'Nope, don't have any of those.' 'What about some TPUs?' 'Nope.' 'How about some H100s?' And they're like, 'Well, we might have some overseas somewhere.' And then they'll come back and say, 'Nope, we don't have that either'"
And says demand isn't the issue:
"I don't think we're gonna have a demand issue here"
IntelBull retweeted
The sad irony of this is:
- the Leeds data centre is estimated to create 1,000+ jobs across the region
- its water needs are roughly equivalent to 5 moderately busy car washes
- and... it will use rainwater gathering, so a decent chunk of water needs are covered anyway
Objecting to it essentially makes the region poorer, for no real gain.
IntelBull retweeted
Super intelligence leads to abundance
SpaceX’s Arizona data center, per a county supervisor: “We could be reducing property taxes across the board in Cochise County, the entire county, by 20%”
Frank Antenori, whose district includes the site, brought up the county’s tax math during a live Q&A:
“Here’s just something to just chew on. Arizona has an expenditure limit requirement that is placed on counties. If we exceed that expenditure, we have to rebate back to the taxpayers a certain amount.”
“So, if we’re receiving revenue in from SpaceX, by law, we have to offset that to the taxpayers. We have the potential to reduce, based on the projected revenue they’re creating, as much as 20%.”
“Let me just say it again. We could be reducing property taxes across the board in Cochise County, the entire county, by 20% to offset for the revenue here, because we can’t spend all that money. So, we have to give that money back to the taxpayers. The law says we have to.”
“So, you could see a potential significant impact to local property taxes. What that is, I don’t know. We’re going to have to do the math on it. But the law, if we have this large increase in property tax revenue, we have to balance those rates. So that will reduce dramatically the property tax burden of every resident in the county.”
“The construction sales tax, which also is the TPT, the transaction privilege tax, the retail tax, and the jail excise tax. So that will be part of the construction tax. We could literally use that money to pay the jail off in 2 to 3 years, as opposed to the 13 to 20 years.”
“So this could be a revenue to eliminate the half-cent sales tax in 2 to 3 years. We can get rid of that half-cent sales tax.”
IntelBull retweeted
先购入天量的看跌期权，然后在周末释放Jensen的桃色丑闻进行发酵，一切看起来都那么的理所当然，充满着操纵与欺骗。
$10,400,000 of $NVDA $120 puts were just purchased at $1.04 per contract.
Expiring Dec 18, 2026.
IntelBull retweeted
People are confusing political theater and emotion with how the real world works.
The demand for super intelligence is only increasing and we don’t yet have at scale humanoid bots, self driving cars globally, AI in mfg, massive disease discovery , and even close to full AI penetration in business or personal agents scaled which will increase demand maybe millions of times where we are today.
Supply will eventually meet that demand whether it is built in the US, other foreign countries, and in space. The US controls their own destiny. We can choose to be AI sovereign, on the cutting edge, create the most amount of jobs/wealth, and be as secure as possible - making deals that greatly net benefit local communities too. We still have the opportunity to have our cake and eat it too… Or we can fall into a mob driven psyop used as a political wedge to help get one party elected. My gut tells me deals will get made.
But to be clear, the AI hyperscalers / cloud companies do not need US soil to build AI infrastructure. I think they prefer to have it in the US but these are highly resourced global companies who will go where is needed to fulfill demand. My other guess is the exec branch will start allocating significant amounts of federal land if local communities make themselves a bottleneck.
If you take one thing away from this post, just know AI infrastructure will get built to meet demand wherever in the world or universe is required. Taking the results of a midterm election in one country (that was mostly expected to be split gov outcome) and applying it to the demand/supply for super intelligence is literally absurd.
There is no fact-based argument for a reduction of data center build out due to an already expected split government midterm result or the state voting initiatives.
1. If a local/state gov doesn’t want to make a deal, the cloud/hyperscaler will move to one who will . This isn’t binary, most locals are making deals. The builds over the next 1-1.5yrs are already permitted.
2. If the US as a whole rejects enough land mass where the demand for AI factories cannot be fulfilled in the US, those AI factories will move offshore repeating the prior 3 decades of globalization and hollowing out of our middle class. It was dumb back then and even dumber now given the geopolitical national security implications of AI sovereignty…
@HalftimeReport @TheJudgeCNBC
IntelBull retweeted
Crazy week. Fought the good fight for what we believe to be true. Innovation does not stop and AI is the growth engine of the U.S. and the world. Long American Exceptionalism. ❤️🇺🇸
IntelBull retweeted
If Texas or other states don’t want the economic benefits of data centers, Alabama will gladly take the business.
alreporter.com/2026/10/16/op…
IntelBull retweeted
$INTC 8 years ago:
• $55/share
• Primarily an x86 CPU & PC business with no external foundry business or outside backing & no meaningful AI growth engine
$INTC today:
• $55/share
• A centerpiece of America's push for domestic advanced chipmaking backed by U.S. government & $NVDA with Data Center & AI revenue just posting its strongest growth in 15 years
Same price. Very different business.
IntelBull retweeted
the great semicon reset this week
has opened up juicy opportunities we didn't have just a few months ago. let me articulate some thoughts.
intel's stock has been cut hard, down 46% over the past 3 months.
the bull case for $INTC is that better manufacturing economics can turn Intel's product growth into much higher earnings.
- lip-bu tan says a couple of outside foundry customers could be ready to announce within two quarters.
- 18A (intel's newest chip process) costs are down 40% since Q1
- 18A chips went from <5% to nearly 1/3 of client CPU revenue
- wildcat lake, the cheap 18A laptop chip, grew units 70% q/q and is sold out
- data center revenue is on track to end 2026 ~$10B above what intel expected going in
CFO's rule of thumb: 40 to 60% of any new revenue falls through to gross profit
cheaper wafers plus more revenue on the new node is operating leverage. 2027 is when it should show. the CFO already calls next year a growth year.
IntelBull retweeted
$INTC White House NEC Director Kevin Hassett said today that President Trump is “excited about the deal made with Intel” and that it is “encouraging to see Intel show a sustained strong improvement.”
The comments come roughly a week after Intel’s weak guidance and sharp sell-off.
They signal that the administration continues to view its 2025 ~9.9% equity stake positively and still backs the company’s longer-term turnaround despite near-term PC and supply pressures.
IntelBull retweeted
Comical that so many people believe the AI race will suddenly pause and Google will just go back to ads and Meta will go full tilt on Reality labs etc.
Most of 27 Capex build is underway and nothing is stopping that. 28 comes with some risk but there will be time to negotiate or relocate projects to friendlier locations.
We will update our Capex forecast shortly but expect to see little revision downward. AI is the biggest economic driver on the planet. It may move locations, but it won’t be stopped. 👀
IntelBull retweeted
Democrats might be able to ban American superintelligence, but they can't ban China's.
Do you really think an ASI trained on walled-off data will have your best interests at heart? Think again. The next generation of Americans better get ready to learn Chinese.
If the democrats successfully pass a ban on Superintelligence, this will have negative ramifications that will ripple out for the next 100 years:
1) The final stock market top is in, possibly for several decades to come
2) China will win the AI race, and Chinese cultural influence will spread like wildfire
3) China will become the sole super power of the world
4) The US will be guaranteed to have a financial apocalypse in the coming years that will be the biggest in the country's history. Massive exponential AI growth was the only way to avoid it, and that is the last straw.
5) The DSA will probably win in 2028, and the US will sink into full socialism, and eventually Communism. Civil war possible, break up of the nation possible.
The SuperIntelligence ban is the dumbest proposal ever proposed by anyone. It's completely destructive on every level, and is fueled by social media and news media fear mongering.
IntelBull retweeted
The AI selloff is stupid.
Everyone is panicking because some state governors flipped blue. And those future governors talked tough on data centers. If data center development slows, the semis and memory companies make less money. So naturally, everyone panic sold.
But think about this logically. Do you really think these governors want to reduce jobs, taxes coming in, and investment in their communities? No. The tough talk was to get elected. In reality, they just want data centers to be fair… don’t increase electricity costs, don’t pollute the water, and don’t treat employees like shit. Any good Neocloud is already doing this and will comply with the asks. Any Neocloud or data center company with connected power already has very little risk as well through 2027.
Are democrats going to wipe out AI? Well…
- $NVDA increased 1000% under BIDEN
- The majority of data centers in America are in BLUE STATES
- if they slow AI development, then China will win the race and America will never recover. They have 401ks and their constituents do too, they don’t want to wipe everyone out.
Federally, little will change over the next two years unless 2/3 of the senate passes a bill. Anything less than that requires Trump to sign off and he will veto everything. The actual risk here is a prolonged government shutdown.
But as for AI companies, they are still crushing it and the fundamentals have not changed. Sure, there may be a little more regulation at the state level but the good DC companies like $NBIS $CIFR $APLD $IREN $CRWV $HUT $GLXY $WULF are already complying or will comply. Semis and memory won’t slow down for years.
This will be a blip on the radar and we will look back at November 5th, 2026 as one of the best times to buy cheap stocks during our version of the Industrial Revolution.
Sure, there will be volatility ahead. But I believe the future is bright and the market will come around. It literally only takes one headline for the entire sentiment and market trajectory to change course now.