🚨 BREAKING SETUP
$INTC surged as much as 11% after a reported Apple chip partnership announcement.
📌 10 Stocks Affected:
$INTC
potential foundry share gains on Apple supply shift U.S. manufacturing reshoring narrative
$AAPL
supply chain diversification reduced reliance on overseas chip production
$TSM
potential allocation pressure from partial U.S. production shift
$AMAT
higher U.S. fab expansion demand expectations
$LRCX
increased chip equipment orders tied to new capacity buildout
$KLAC
stronger process control demand from advanced-node expansion
$NVDA
indirect validation of U.S. advanced chip ecosystem
$AMD
intensified domestic AI chip competition narrative
$AVGO
custom silicon demand reallocation risk
$QCOM
increased exposure to U.S.-based chip design shift
♻️ Comment “INTC” and I’ll send my top 3 chip setups.
#INTC #AAPL #Semiconductors #AIStocks #StockMarket
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$CRM $QCOM $AGNC
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@MichaelCarter_6 🔥🔥🔥
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🚀 While you’re sleeping, the market is printing.
I’m a futures trader, sharing my personal high-probability setups and exact entries/exits for free.
#Web3
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$BKNG $QCOM
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4n2m
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angelgoddessbunny retweeted
53m
Jun 16
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Changhyon Lee retweeted
CPU 병목에 대해서는 이미 알려졌고, 종목은 $ARM $INTC $AMD $QCOM
각 종목은 각각의 단점이 있다.
$ARM 펩 없음
$INTC 수율이 별로임
$AMD GPU가 발목 잡음
$QCOM 데이터센터향 제품이 아직 없음.
최근 시장의 반응을 보면 CPU pure play인 $ARM 이 조명 받는 듯 하다. 데이터센터향 제품은 아직 $ARM IP를 써야하고 자체 CPU 제작 기대감도 있다. 다만, 자체 펩이 없으니 물량 생산이 가능할지? 고객사들이 자체 CPU를 만들려고 하는 추세인데 ARM의 자체 제품을 쓸지? 의문이다. 이 부분에 대해서는 언젠가 지적될 거라 생각한다
$INTC 는 수율이 별로다. 18A 수익성을 바탕으로 수율 개선을 짐작 해볼 수 있을테니 2분기 혹은 그 다음 분기 실적이 한번의 티핑 포인트가 될 듯 하다. 14A 관련 일정도 증요해 보이긴 하는데 이건 당장 기대감에 반영되어 있는 것 같지는 않다.
Jun 16
Intel 14Aプロセスの欠陥密度D0が0.5まで下がった。
モルガン・スタンレーの最新リサーチで報告されたこの数値は、同じ開発段階の18Aを上回る改善ペースだという。
Panther Lakeのコンピュートタイル（約114mm²）を14Aで製造した場合の理論歩留まりは約56.45%。
まだ試作前。量産は2029年。
14nmと10nmで年単位の遅延を繰り返したIntel。
その同じ企業が1.4nm世代でTSMC A14と時期を合わせてきたこと自体、数年前には考えられなかった。
D0は0.1〜0.2まで下げなければ量産には届かない。
希望の数字と、その先の険しさと。
※D0（ディーゼロ）：ウエハー上の欠陥の密度。小さいほど良品率が上がる
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$QCOM set up is still valid! Needs to close above $227 to send it much higher.
Jun 16
$QCOM is reportedly in active discussions to acquire Jim Keller’s AI chip powerhouse, Tenstorrent, for a staggering $8 billion to $10 billion.
This isn't just a minor portfolio addition.
It’s an aggressive, structural declaration of war on the existing AI architecture.
Here is why $QCOM- Tenstorrent deal is an absolute game-changer for Qualcomm's stock:
Qualcomm has been trapped in high-stakes legal warfare with $ARM over licensing for years.
Tenstorrent doesn't use Arm architecture.
They are the premier vanguard of RISC-V—the open-source, license-free instruction set.
By acquiring Tenstorrent's Ascalon CPU cores, Qualcomm secures an immediate, high-performance escape hatch from Arm dependency.
Jim Keller designed Apple’s game-changing A-series mobile chips, built Tesla’s Autopilot hardware, and authored AMD’s legendary Zen architecture.
Putting Keller’s team inside Qualcomm instantly vaults their engineering prestige into the stratosphere.
Qualcomm already dominates on-device "edge" AI (your phone and PC processing AI locally).
But they have been completely left out of the massive cloud data center boom.
Tenstorrent’s Tensix cores are purpose-built to handle ultra-efficient AI training and inference workloads.
This acquisition buys Qualcomm an instant seat at the hyperscale data center table.
With their highly anticipated Investor Day on June 24, management is setting the stage to pitch Wall Street on a complete transformation.
Moving from a cyclical handset business into a high-margin, diversified AI infrastructure powerhouse.
$QCOM is ready to send it. 🚀🚀
Jensen told you to buy the stock!
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33
🚀 While you’re sleeping, the market is printing.
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$TWT $QCOM
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