“Just over the last few months, we have Dell, AMD, and Intel talking about 3-5 year locked-in supply contracts from hyperscalers. So this is a major trend over the next few years. We're going to see this massive demand for CPUs that people aren't really understanding yet. Because AI agents — the whole thing — require orchestration, tool calls, database queries, web searches. That's all handled by the CPU.”

“Intel is starting to reap the benefits of the tens of billions of dollars the company invested in recent years. But unfortunately, new supply constraints will likely limit the growth of the PC industry in 2026. Most notably, supply constraints for memory and storage as reported by Micron and others are causing prices to soar for these components.”

“如果光能存储跌个40%-50%，INTC到35，那就去抵押房吧”

“In Q3, we delivered the fourth consecutive quarter of revenue above our guidance driven by continued strength in our core markets.”