Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →
@citrini
accuracy score 54.8 on INTC over 29 INTC calls · 305 days of data · rank 7 of 14 INTC analysts (top 50.0%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 2, 2026 · Methodology →
Cite asCryptoQuant has tracked 29 directional calls on INTC by @jukan05 on X since Jun 2025: ranked #7 of 14 analysts scored on INTC by accuracy (as of Nov 11, 2026).
Other assets covered (30)
Relative view by default: fewer than 30 INTC calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
This is hilarious. No matter how many times MediaTek asked, nobody at Intel would get off their ass. MediaTek actually had to hire a former top Intel exec just to get them moving lmao. How is Intel’s culture still this much of a mess? LOL https://t.co/WPETkQH7BG
View original →SK HYNIX IS IN TALKS TO LEASE PART OF INTEL’S FAB IN NEW ALBANY, OHIO, OR ESTABLISH A JOINT VENTURE WITH INTEL AND MAJOR U.S. CLOUD COMPANIES. INTEL’S OHIO FAB, KNOWN AS A FOUNDRY FACILITY, IS UNDERSTOOD TO HAVE ALREADY OBTAINED APPROVAL TO MANUFACTURE MEMORY CHIPS AS WELL. $SKHY $INTC
View original →Taiwanese media: Intel’s EMIB has an overall yield of approximately 60–65%, but the process of embedding silicon bridge dies into ABF substrates has a yield of only around 25–30%. This is significantly below TSMC’s CoWoS yield of roughly 98%. https://t.co/SZcXmjW6Lx
View original →South Korean tech outlet The Elec has published a follow-up report on Terafab with some interesting details. Here are the key takeaways: - ACM Research is looking to supply panel-level packaging equipment to Terafab. Although the company generates 99% of its revenue in China, it has also been an Intel supplier. With an Intel veteran now overseeing Terafab, much of Terafab’s supplier base is similar to Intel’s. The project is moving forward with a 700 × 700 mm panel format. - Terafab is reportedly working with Samsung as well as Intel and TSMC. The partnership is not exclusive to Intel. - Micron reportedly declined to participate in Terafab. - Intel is working with Terafab because it sees the company as a customer rather than a competitor. Intel has yet to secure external foundry customers, so it lacks customer references. It needs to put its technology into actual customer products, refine it, and build confidence in its reliability. In that sense, collaborating with Terafab could be a significant opportunity for Intel. - Industry sources have been impressed by Terafab’s drive. The impression is that the team is serious about the project and determined to make it happen, whatever it takes. - SK hynix will eventually end up working with Terafab as well. - Fabs across Texas are reportedly losing substantial numbers of employees to Terafab, with Tesla seen as the most desirable employer in the state. Many employees have left NXP and Samsung for Terafab, and Samsung has been filling those vacancies by hiring from its suppliers, creating a ripple effect of talent losses across the supply chain.
View original →Could Intel’s steeper decline be partly attributed to Democrats being favored in the midterm elections? What I mean is, it looks like the market is unwinding the Trump trade.
View original →
