那个做intc的ted，也被intc的红柱子搞懵了。一定要敬畏市场。

我说的INTC一季度涨价兑现了吧～～ 对INTC/AMD今年供应弹性、业绩还是存疑的，但是CPU缺货是无疑的 缺货的东西往往会走的很强势，注意规避业绩

$AMD $INTC 准备提高CPU价格。

I like this. But I will skip this trade. Maybe do intc if you know the levels.

For people like me it’s “sell the news” event, I was following and part of the sell off on LITE/NVDA/VRT/INTC. It’s not about bullish or bearish, it’s just because I need more time to research and digest what Jensen said to understand which ones to buy back I guess this market is full of pods thinking in the same way as me.

这周GTC的演讲主题，将集中在内存与下一代GPU $INTC $MU $SNDK $NVDA $EWY

让你们见识一下intc咋跌 不跟着我跑的 你们难受吧

RT @jukan05: Some sell-side analysts are expecting that NVIDIA may unveil an x86 CPU developed in collaboration with Intel at GTC 2026. I…

OK spx崩了 我又救了你们的intc

你们跟着我薅intc羊毛是不是也赚的够够了 留个言

ok 又及时的救了你们intc的call。

intc差不多了 别太贪

1. 要成为NV供货商 2. AAPL投资 3. 帮AAPL流片 4. 着力packaging，可能还有并购案 总之，INTC是个今年业绩一大坨，但是叙事、消息极硬的票 主要后面几年业绩数字真能起来，今年避下业绩吧。当然长期持有的不用看价格，把IB删了

RT @ShanghaoJin: @frankyluan 腰斩优先买光模块、其次存储 不腰斩买intc和nv

我现在还在复盘，操作INTC的意义何在

嗯 大盘比预测的提前一天开始向下 还好😅带着大家跑了intc。拿住了copx。

交易计划：明日2:30pm-eod卖出long positions。开始慢慢买入大盘put。预判下行abc，Mar 4-5 and Mar 11-12两个低点。高点在Mar 7。到Mar 11附近重点操作对象是intc和amd。

给一下下次接intc的时间 Mar 10-12

我操 intc卖飞 算了😐 下次再撸

用 $TSM $INTC $ASML 侧击 $NVDA 🤤

intc注意risk management。我这里看明天有risk。spx明早也可能垮掉。所以confluence告诉我不要贪心。

intc注意 注意好止盈 不要亏了本钱

spy qqq在跌，intc却撑住，这货这周可期。

交易计划是周日到周三逢低买intc，然后周五高点卖掉。

按计划大盘应该继续下 intc应该探42-41

开始买intc slowly。这是左侧进入，没有止跌信号。

我知道我为什么“乌鸦”不到INTC了，因为我之前奶太久了 给他点时间～～

$AMD 的这个财报是Okay的，全部都beat了，主要是期望太高了，尤其是Guide，市场期望更激进的指引。目前的增速连 $NVDA 都赶不上，确实会有一些情绪面上的打击。 $AMD 和 $INTC 都给出了比较保守的指引。$INTC 后来反弹了，$AMD 有机会吗？

It is $AMD or $INTC or its own chips $AVGO

币圈愁云惨淡的哭喊啥？弄得好像跌了多少的样子 去看看我跑掉的INTC和卖飞的AAOI，再看看接下去几周的存储、金银。这都哪跟哪儿啊？ 其实华尔街不怕你跌，怕你不“性感”了。TSLA年初跌起来那么猛，没见那么多人去Fud呀

孩儿们 给你们一个intc点位 37.37 ！

虽然败笔了一把，现在换回买INTC还是赚的 能不能看看隔壁Meta，我怎么在Mega 5 ex Goog随便“点兵点将”点到了你呢？

别拿这个嘲笑我，我怎么知道他们把28年的预期拿出来都能炒一下 而且还远没到我卖的价格呢 我觉得INTC今年earning很难支撑年初55的。CPU和内存不同，内存是“商品”，买了囤货后年都能卖。他只能慢牛不能爆涨 在上周那个时点INTC胜率、风险收益比上不NVDA和MSFT 投资随缘的，等到买；等不到下一个

又来了，消息面股 $INTC

PETER LYNCH DROPPING GOLD TALKING ABOUT PULLBACKS IN THE STOCK MARKET, Peter Lynch's 1994 mic-drop is a much needed reality check for us in 2026 with the stock market at ATH's. "The math is simple. There have been 93 years this century. The market has had 50 declines of 10% or more. With 50 declines in 93 years, the market falls at least 10% about once every two years. We call that a 'correction' - a euphemism for losing a lot of money rapidly. "Of those 50 declines, 15 have been 25% or more. That's known as a 'bear market.' We've had 15 declines of at least 25% in 93 years, so every six years, the market has a 25% decline." I will repeat that - "every six years, the market has a 25% decline"!!! Today we have tariffs headlines, AI bubble fears, recession whispers. When we get a 1 or 2% pull back everyone panics, imagine a 25% pullback! Can you hold (or buy more of) great companies when the screen bleeds red? Understand what you own, buy on weakness if the business is solid, and remember - corrections are sales on stocks you already love! Are you buying dips right now like Lynch would? , we got some big pullbacks recently - $INTC comes to mind. What's one stock you would keep adding to when this 25% pull back comes?

据我所知，AMD在CPU上没增份额啊～ 意味着现在定价INTC没有吃到CPU缺货红利，转而被AMD吃掉的逻辑未必存在。存储涨价导致服务器短缺，INTC不敢贸然在Intel7上增产，AMD就会大量搞？ 我怎么感觉AMD财报出来也得跌

Exactly, $TSMC is investing in future production like 10 times more than $INTC. How can you see a future without investment?

那是因为自己瞎想，把预期想太高了 现在对INTC失望的、去年说公司要破产的、前几个星期说他要上天的，其实都是一批人 可以回想半年前市场怎么评论INTC，我买的时候差点被骂成白痴 公司产能、良率、产品、毛利都将改善。AAPL投资、流片，其他fabless合作，packaging也会发生～～但需假以时日

别瞎解读，我说下INTC看法 1. 缺货CPU不是18A，而是intel 3/7 2. 产能瓶颈在packaging，虽然技术不高，但非全自动的，产能提高很慢 3. 晶圆厂供不应求之际选择盈利与margin不一定是最优解。可能更好的途径是增产、爬良率，为今后打基础 晶圆厂非一蹴而就，不能既要还要 INTC长坡厚雪

还觉得我卖INTC去买大票MSFT、NV太土了吗？ 投资别总想着冲，要胆子小，逃顶了要“后怕”。我现在就有点后怕 晶圆厂提产能、提良率之后才能提margin。不能overnight捧天上，半导体行业十年吃💩才能一朝吃肉 不过泼完冷水再奶下INTC。“长坡厚雪”—5年后你们会看到半导体不同的格局，他将是重要一环

COMMON SENSE STORY TIME - HE WAS WIPED OUT ON INTEL EARNINGS! This is why you don’t use leverage $INTC Six months of wins. One bad day. Game over. He went all in on Intel earnings severely levered. Leverage doesn’t care about: • conviction • “long-term” views • being right eventually It only cares about volatility. You can be right on $INTC and still get wiped out before the thesis plays out. Most blowups don’t come from bad ideas. They come from too much size and borrowed money. Survive first. Returns come second.

$INTC 下跌的主要原因在于，其Capex投入比较保守，并没有表现出各种宏大叙事中Aggressive的一面。以目前的Capex其扩产目标根本不可能实现。看来相对于各种故事，Intel的高层更能认清事实。 所以我认为 $INTC 仍然只能是交易标的而非长期投资标的. 其与 $AMD $TSM $NVDA 的基本面是不能相提并论的。

14A customer announcement will drive the price up for the next price target of intc! But let’s wait for the dust to settle to long intc again.

What concerned me about $INTC ER is semi is currently consensus long and super crowded. We might see tomorrow: 1. some cascading selloff in other semi names as funds sell the basket 2. Long semi short software unwind If this occurs tomorrow, I'll use this opportunity to BTD

$INTC imploding - down 13% after hours! https://t.co/ozHXMnuJMN

If you were following my posts, you would find that I did not promote $intc for 1) it is too close to the er, and 2) I already closed my call positions. That reflects that I was not confident enough to long $intc and certainly not when it was pumped above $50. Again, do not fomo!

I so much like this negative sentiment on $intc . I embrace a discounted price.

lol. Discounted intc will be presented soon. Nice nice.

勿谓言之不预也 INTC说的就是你～～还有那几个涨的多的，也一样 https://t.co/Y2R6W5wqLv

I like this. Giving me another chance to long Intel.

$INTC earnings are out - dropping -7% after hours because of the CEO's soft forecast. I trimmed 50% of my position yesterday( post below) - locking in profits. If we continue to get a sell off I may re-enter. Follow to keep up to date. https://t.co/uTYOOkGROk

Took profits (50% trim on $INTC) and (30% trim on $BHVN) yesterday and rolled into $TLT. I posted my trade alerts in my SUB. https://t.co/IDfxU2Qffk

记住我说的 “要信早信，开始没信、坚决别信” 任何投资、在任何情况下，都坚决不能追高。错过10000次也不能高位站岗一次 我现在如果空仓intc，55的价即使我知道aapl马上入股、马上用14A我也不会追的

$MU is enjoying a massive run due to the DRAM supply squeeze, but memory is still cyclical. I prefer $AMD and $INTC even without the immediate price hikes. Why? Because scarcity in intellectual property is worth more than scarcity in commodities. The x86 monopoly is the true engine for sustained, long-term alpha.

以前组团骂我的都是说我看空BTC、看多美股，组团让韭菜买INTC 现在他们一般在骂我什么？说我诈骗了50亿？还是说我沾花惹草？ 我把他们block了，看都不到

半导体的剧本已经浮现。我们需要先call $AMD 来侧击 $INTC 然后call $NVDA 来赌 Jensen可以从中国带回新的好消息。

$IONQ cratering down nearly 6% today while the broader market is ripping. My longs are pushing higher e.g. $SRPT, $INTC, $BHVN, $CMG, bonds are back up today $TLT, and shorts are printing e.g. $IONQ , $RGTI, $QBTS. Subscribe for my full portfolio and trade alerts. https://t.co/nfNZJkOZsx

Hope you listened - $INTC up over 10% again today, stock is up 30% since my post on Jan 7th. https://t.co/qFkiFhWwC4

现在终于全都知道CPU缺货了吧？ 我来泼点冷水，CPU缺货是很难复刻存储缺货那种上涨的疯狂的。INTC AMD盈利不会那么快体现的 但～who knows呢～～现在买股票只要懂“冲”就行，不用懂半导体。我也不敢买SDNK，人家也照样翻倍 个人比较左侧，我觉得短期已经严重超买了

用$AMD侧击$INTC 绝对美滋滋

$INTC one of the few stocks up today, +3.4% on the day. My full stock review below - hope you listened! https://t.co/1615nDmsGH

另一个可以侧击 $INTC 的可能是 $ASML 因为他上次上涨比 $TSM 还猛。侧击 $NFLX ， 可以考虑 $DIS

我们可以用 $AMD 的财报侧击 $INTC的财报。

下周 $NFLX 会翻盘吗？ $INTC 会证明自己吗?

澄清下，我没有“变节”看空INTC，也没清仓。不过确实降仓、卖了call 我相信INTC必然翻身，也知道他很可能会像存储一样疯一下 可是一切都有价格背景，在50价格下： 1yr INTC性价比不如NV，3m不如MSFT 大概率会疯长不是追买的理由，上下“风险不对称”才是合理理由

我忽然发现全网都比我更懂INTC了，我还是不说得为妙