Author
@Alex_Intel_ Alex_Intel_
grade Ax.com/Alex_Intel_ ↗
Obsessive Intel bull with deep fab-process and foundry-economics command
Builds a multi-year structural long thesis on Intel's foundr
trader score
+1.30
hit rate
65%
mean α
+0.53%
signals 14d
143
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 65% hit rate, +0.53% mean alpha, trader score +1.30. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 128 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | INTC | @Alex_Intel_ | +0.75 | Expects multiple new Intel fabs and argues tariff relief will incentivize domestic foundry orders. | — | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | +0.10 | Speculates Intel could buy an unnamed struggling asset back for $9B. | -2.8% | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | +0.50 | Projects Intel foundry capacity and fab expansion through 2032. | -2.8% | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | -0.40 | Rejects the claim that Intel will earn $6 next year. | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @Alex_Intel_ | +0.35 | Invites Intel Foundry orders and praises Nvidia's products from personal experience. | -4.6% | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | +0.20 | Invites Intel Foundry orders and praises Nvidia's products from personal experience. | -2.8% | tweet ↗ |
| 2026-08-27 | AAPL | @Alex_Intel_ | +0.00 | Asks whether Apple signed up for an unspecified arrangement. | +1.6% | tweet ↗ |
| 2026-08-27 | · | @Alex_Intel_ | · | Argues wafer scarcity could support higher pricing, similar to memory. | · | tweet ↗ |
| 2026-08-27 | · | @Alex_Intel_ | · | Frames US fab commitments as tariff protection and geopolitical insurance. | · | tweet ↗ |
| 2026-08-27 | TSMC | @Alex_Intel_ | -0.15 | Argues Intel's IDM model should outperform fabless peers in an AI bust. | · | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | +0.60 | Argues Intel's IDM model should outperform fabless peers in an AI bust. | -2.8% | tweet ↗ |
| 2026-08-27 | AMD | @Alex_Intel_ | -0.20 | Argues Intel's IDM model should outperform fabless peers in an AI bust. | -2.3% | tweet ↗ |
| 2026-08-27 | · | @Alex_Intel_ | · | Doubts eDRAM will displace memory volume soon because many new fabs are required. | · | tweet ↗ |
| 2026-08-27 | TSMC | @Alex_Intel_ | -0.55 | Argues tariff-driven foundry contracts benefit Intel and disadvantage TSMC. | · | tweet ↗ |
| 2026-08-27 | INTC | @Alex_Intel_ | +0.70 | Argues tariff-driven foundry contracts benefit Intel and disadvantage TSMC. | -2.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.