王不爱|May 12, 2026 14:17
"Intel dipped slightly tonight, not buying it means you're not Chinese 中国
Why am I bullish?
1. Intel secured Tesla's order (official announcement in April 2026)
Tesla confirmed: Intel will exclusively supply chips for FSD, Optimus robots, and AI data center chips.
This is Intel's first major client for its 14A process. Musk announced it during the earnings call—no TSMC, no AMD, just Intel. The big boss has spoken, what else is there to say???
2. Trump administration invests in Intel (signed in August 2025)
The U.S. government invested $8.9 billion, acquiring a 9.9% stake in Intel (around 10%). Musk and old Trump are on the same boat, what more is there to say???
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