The $INTC x $AAPL Partnership Thesis 🤝 For all the talk about potential partnerships for Intel's Foundry Services (IFS), like $MSFT, $AMZN, or even $TSLA, the forgotten rumor was Apple. Let's talk about it: Amid Intel's IFS push and Apple's $TSM reliance, a potential partnership could diversify Apple's supply chain, leveraging Intel's U.S. fabs and Arm expertise. This under-the-radar collab makes strategic sense for both parties, countering geopolitical risks and boosting Intel's foundry wins. Rumors originated from a Bloomberg report back in September stating that Intel approached Apple for early-stage investment and deeper ties, including foundry use, but nothing came of it. - Why it makes sense - AI / Data Center Push: - Apple's investments of over $1B+ in AI infrastructure and purchase of $NVDA systems could create opportunities for IFS for custom AI/server silicon complements Gaudi3, while securing domestic capacity. - Intel's Gaudi3 AI accelerators (for training/inference) pair with Nvidia systems. Apple could fab custom Arm-based server chips (e.g., M-series variants) on IFS's 18A/14A nodes, integrating Gaudi for hybrid clusters, boosting efficiency without full Nvidia dependency. - Domestic Capacity: With TSMC overloaded and US-China tensions, IFS's US fabs (CHIPS Act-funded) offer secure, low-latency production for Apple's Houston servers and data centers, hedging geopolitical risks while accelerating 2026+ rollout. - Strategic Fit: Aligns with Apple's $10B manufacturing fund and Nvidia buys. IFS has secured wins already with $MSFT and $AMZN, which validate it as a TSMC alternative, potentially shifting 10-20% volume for AI silicon by 2027. Arm Architecture Fit: - Intel holds Arm license and fabricates Arm chips (Lunar Lake). Apple's Arm-based M-chips align perfectly. Intel provides 14A process design kits (PDKs) to partners for testing. Apple could evaluate them for M-chips and success could shift production volume from TSMC to IFS. Modem IP Legacy: - Apple bought Intel's modem business in 2019 for $1B, which has ongoing use in iPhones. This could extend to IFS for modems or A-series variants on 14A, leveraging existing IP and US fabs. IFS Momentum: - Confirmed wins with Microsoft (MAIA), AWS, DoD. Apple as anchor customer mirrors the Tesla, Nvidia, and $AMD interest. It ultimately fills Intel's underutilized fabs and accelerates CHIPS Act ROI, while pushing government support with Intel. Apple x IFS deal would be a geopolitical win, supply chain hedge, and IFS game-changer. America will win. Intel will succeed. 🇺🇸🚀 If you like this content, shoot me a follow. Or don't. Do what you want. Just like Apple.

Gang gang 💪 🐮🍀🚀🚀🚀🚀

Get ready, folks! This is just the beginning. I won't be shocked if half of the MAG 7 dumps +$5+ billion each into $intc $aapl $msft $meta $amzn $goog $nvda $tsla

Oh no, RSI sell off because it's been overbought. -3 percent dip after a +25 percent pop. Sideways consolidation , lower RSI, and a pop towards the upside after earnings! Won't be shocked if we see $47.45 or $45.47 next! Let's go! #intel $intc

$intc #intel We all know Intel $intc will hit $47 very soon. This is a no brainer.

Come on $intc #intel. We can generate almost free $4 billion if we Hit $60/share: Price: $60, Shares: 4.0B → Market cap: $240B Raise $4B → issue 66.7M shares, total = 4.067B New value = $244B $244B ÷ 4.067B ≈ $60.02/share ✅ Stock stays flat (≈ $60 → $60.02).

Kiss the Ring LBT! We know that u will sell out all the CCP secrets for $50 + per share. Them $23.69 shares are looking heavy. Time to kiss the ring and let it ride. Let's go!

Attention is attention... This is going to be an epic pump. I won't be shocked if Tan spills his beans to the US Government on how the CCP Chinese funds everything. Let's go!

Rip #nvda buy $intc confirmed 👌 @jimcramer

Here’s how Americans 🇺🇸 spend their days

🚨HISTORY: Triumphant Trump Takes Stage LIVE at Butler, PA|MASSIVE MAGA Rally After Assassin Attempt x.com/i/broadcasts/1dRJZdrQX…

Why did a farm animal welfare charity just buy $500M worth of Nvidia chips?🧐 $NVDA

Who is Coreweave and where is their money coming from? Nobody is asking!🧐 #Coreweave #Nvidia $NVDA #Magnetar

Time .. person of the year @TIME

FEDs have lost the battle, guys. We're doomed! RUN FOR THE HILLS

Oh God.. #RIPElonMusk

Orange man has documents.

Nancy just called "Taiwan" "China". Meaning she recognizes Taiwan as the "Real China" under the "One China Policy". I kind of give it to her. Balls! @GundamNorthrop