@Alex_Intel_ Alex_Intel_

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

This author is overwhelmingly focused on an Intel foundry recovery: 14A/18A process progress, EMIB/glass substrate packaging, Ohio/capex acceleration, and eventual US customer pull-through. The distinctive read is that Intel’s IDM plus US government support can erode TSMC’s advanced packaging monopoly, while Qualcomm and Samsung look strategically weaker. Late in the window, the narrative broadened from process/package comparisons into Intel as a broad transistor company potentially re-entering memory, with a separate bearish ASML transshipment concern.

Conviction is heavily concentrated in Intel, especially the idea that 14A/18A, EMIB, capex acceleration, and US government-backed customer demand can change foundry share dynamics. The author becomes more forceful mid-window with highest-ever Intel roadmap confidence and stock-will-rip language, then broadens the thesis late-week toward memory re-entry and long-term transistor breadth. Pump risk is high because INTC dominates the signal set, while bearish pressure is mostly directed at TSMC, Qualcomm, Samsung, and ASML.

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.