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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (72738)	12/4/2025 3:02:31 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 73040

Just got back from a Costco run. They have three laptop display islands. One is an EVO Intel only island. One is an Apple island. The other is a mix of Intel and AMD. That island usually has 3-4 AMD. Today, there were 5. About half. Have never seen that many AMD on display at Costco before.

To: Pravin Kamdar who wrote (72738)	12/4/2025 5:36:12 PM
From: Joe NYC	Read Replies (1) \| Respond to of 73040

There is a big disconnect between the delusions of Intel longs and reality. (Going by Intel longs on Twitter) They think that Intel will be a foundry powerhouse by 2030, rivaling TSMC. Seriously, that's what they think. While in reality, even under ideal circumstances, Intel will have one fab, Fab 52 will be fully equipped by 2028-2029. That fab will be taken up by serving Intel needs (almost nothing left for foundry). Then, if there is money and customers, Intel can complete Fab 62 shell, utilities and start installing equipment. Mayb 50:50 probability if first wafers can be processed by 2030. At best, half a fab for extremal customers by 2030 timeframe. It would take $10s of billions in cash to be on hand to seriously accelerate, maybe $100 billion to restart and complete the Ohio fab.