FAB

Can you fucking read? I just nvidia will use intel to fab chips

Delusion and hate and anger. I said “Don’t 🫠”. And you show this much emotion? Yikes. It might hit $100. But that’s 2x. the only thing saving them is their new Fab facilities and the governments need for state side x86 chip creation. But no one I know is buying consumer level Intel. So I think it’s a safe bet cuz government money printer go brrrr. But I don’t think 5x-10x is coming anytime soon. Lisa is clapping Intels cheeks.

I love how everyone is creating their own AI-chip to take on NVDA Where exactly is all the fab capacity coming from? TSMC is booked out till the end of the century.

Sure did. Who is buying their GPU’s for AI? Crypto Mining? Do they even design/fab gpu’s? Is Apple still buying CPU’s? I mean who wants an Intel CPU over an Apple Chip?

Watching Boeing after the aircraft whose windshield broke mid flight from debris. Watching Intel as a majority of the fab employees are visa holders, given the news that it may no longer make sense to pay visas and underpay employees.

Going balls deep in NVDA calls for earnings after that TSMC ER. They’ve been cutting their GPU production for more fab time for their AI chips.

Next OpenAI will sign a deal with ASML saying they're going to develop custom EUV machines. Maybe even one with TSMC to develop their own fab. You have to hand it to Altman, he's maybe the greatest grifter ever.

INTC news: Arizona fab 52 fully operational. 18a continuing on. Bullish

OPEN TLRY DNUT POET Fab 4

Every AI/data center is struggling with power costs — POET’s photonic chips cut energy use while boosting speed. Instead of chasing billion-dollar fabs like the giants, POET is fab-light — meaning low overhead, high margins, and scalability. Their platform isn’t tied to one customer or one chipmaker — it can slot into Nvidia, AMD, Intel, Broadcom, whoever needs faster interconnects. The market for AI/data connectivity is exploding, and POET is positioned as the low-cost disruptor.

Google and Amazon prob the only fab 7 stocks not completely overpriced

Then theres nothing else to buy ?? Huawei has a few years before their chip fab can do ai