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
-2.02
hit rate
35%
mean α
-0.66%
signals 14d
149
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: 35% hit rate, -0.66% mean alpha, trader score -2.02. Their last-14d mentions, direction-adjusted, have moved -6.9% since posting (mean over 140 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @Alex_Intel_ | -0.20 | Argues Intel foundry can remain resilient in an AI slowdown while Nvidia orders and TSMC utilization weaken. | +1.4% | tweet ↗ |
| 2026-10-16 | NVDA | @Alex_Intel_ | -0.25 | Argues Intel foundry can remain resilient in an AI slowdown while Nvidia orders and TSMC utilization weaken. | -1.5% | tweet ↗ |
| 2026-10-16 | INTC | @Alex_Intel_ | +0.55 | Argues Intel foundry can remain resilient in an AI slowdown while Nvidia orders and TSMC utilization weaken. | -3.2% | tweet ↗ |
| 2026-10-16 | AAPL | @Alex_Intel_ | +0.00 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | +1.2% | tweet ↗ |
| 2026-10-16 | GOOGL | @Alex_Intel_ | +0.00 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | -6.0% | tweet ↗ |
| 2026-10-16 | TSM | @Alex_Intel_ | -0.25 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | +1.4% | tweet ↗ |
| 2026-10-16 | INTC | @Alex_Intel_ | +0.80 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | -3.2% | tweet ↗ |
| 2026-10-16 | NVDA | @Alex_Intel_ | -0.15 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @Alex_Intel_ | · | Estimates more than 5 million units and discusses substrate and ABF pricing, but the company context is missing. | · | tweet ↗ |
| 2026-10-16 | AAPL | @Alex_Intel_ | +0.10 | Builds a bullish Intel revenue thesis from TPU, packaging, Apple and other ASIC opportunities. | +1.2% | tweet ↗ |
| 2026-10-16 | GOOGL | @Alex_Intel_ | +0.10 | Builds a bullish Intel revenue thesis from TPU, packaging, Apple and other ASIC opportunities. | -6.0% | tweet ↗ |
| 2026-10-16 | NVDA | @Alex_Intel_ | +0.00 | Builds a bullish Intel revenue thesis from TPU, packaging, Apple and other ASIC opportunities. | -1.5% | tweet ↗ |
| 2026-10-16 | INTC | @Alex_Intel_ | +0.80 | Builds a bullish Intel revenue thesis from TPU, packaging, Apple and other ASIC opportunities. | -3.2% | tweet ↗ |
| 2026-10-16 | · | @Alex_Intel_ | · | Lists revenue estimates by CPU, wafer, packaging, royalty, ASIC and GPU business lines without naming the company. | · | tweet ↗ |
| 2026-10-15 | INTC | @Alex_Intel_ | +0.85 | Argues KeyBanc's 2028 Intel estimates are too low and forecasts $234B revenue and $17 EPS by 2030. | -8.8% | 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.