MQ

MQ@Mar364503

14A will win a place in $INTC history as one of the most successful nodes it ever developed

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

MQ@Mar364503

Nice summary of $MRVL latest earnings result

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

MQ@Mar364503

Best time to invest in fab owners $INTC $TSM

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

MQ@Mar364503

Agreed. Especially when 3D advanced packaging becomes more and more critical to AI chip designs, owing the best packaging technologies (and the packaging capacity) will position $INTC as a strong ASIC design competitor. $INTC can offer a better price because there is no third

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

MQ@Mar364503

Yea, I reckon $INTC should be valued at $2 trillion by end of 2028

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

MQ@Mar364503

This is really a golden era for ASIC specially designed for AI inference. Bullish for $AVGO and $MRVL. But the controlling gate and the bottleneck is still the advanced fabs like $TSM and $INTC

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

MQ@Mar364503

When Lip bu put $12 million of his own money into $INTC at $95, it tells you that it’s time to buy/hold and then sit back to chill. The best “analyst” covering $INTC is not anyone from the Wall Street. It’s the CEO who knows way better about the company and its potential. Lip bu

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

MQ@Mar364503

Yes, the data movement between compute and memory is actually the constraint. The CXL-based memory pool built on superior connectivity will boost utilisation of GPUs/AI accelerators and has to be implemented as the next step. Nice write up as always. Super bullish on $MRVL

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close