$INTC Intel bullish case 🐂 for FY25 and FY26. The potential for growth in Intel’s stock, catalyzed by the foundry network enhancement / investment in manufacturing capacity, presents an undervalued opportunity for substantial market capitalization expansion. This growth potential, estimated to increase Intel’s market capitalization by at least 30%, is further bolstered by the regulatory policy changes anticipated by the Trump administration next year. Year-over-year earnings growth anticipated to surpass 200% due to the company’s substantial production plans, the conclusion of its high-investment phase, and the implementation of in-house manufacturing strategies that will lead to cost reductions. (source: Forbes)

"...and ASICs."

$INTC is about to feed.

$INTC 𝗜𝗻𝘁𝗲𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱𝗹𝘆 𝗮𝗰𝗾𝘂𝗶𝗿𝗶𝗻𝗴 𝗜𝘀𝗿𝗮𝗲𝗹𝗶 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗖𝗹𝗮𝘀𝘀𝗶𝗾 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗶𝘁𝘀 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. Bloomberg is reporting that Intel has agreed to buy Classiq Technologies, the Tel Aviv-based quantum computing software company. This fits into Intel’s broader push into quantum as a complementary technology alongside CPUs and GPUs. Classiq, founded in 2020 by Nir Minerbi (CEO), Amir Naveh, and Yehuda Naveh, specializes in high-level quantum software. Its platform uses a modeling language (Qmod) and automated synthesis engine to turn functional descriptions of algorithms into optimized, hardware-aware quantum circuits. This makes development more accessible for domain experts in areas like finance, chemistry, materials, and optimization, without requiring low-level gate programming. The approach is designed to be hardware-agnostic, supporting superconducting, ion-trap, neutral-atom, spin-qubit, and other modalities, plus major simulators and clouds (including Intel’s own backends, NVIDIA CUDA-Q, AWS, and others). The company has raised roughly $200 million+ in total funding (including a major Series C and later rounds with SoftBank, AMD Ventures, Qualcomm Ventures, IonQ, and others). Customers and collaborators have included BMW Group, Rolls-Royce, Comcast, and various research and enterprise users. It has also expanded through partnerships in Japan, Taiwan, Korea, Romania, and elsewhere, and has been exploring public-market paths such as SPAC discussions with targeted valuations in the multi-billion-dollar range earlier in 2026. Intel’s quantum efforts provide clear strategic context. CEO Lip-Bu Tan has publicly discussed the company’s work on silicon spin qubits (leveraging Intel’s fabrication strengths for potential scalability), noted that Intel has around 70 people focused on quantum computing, and emphasized the need for error correction, practical applications, and a viable business case. Tan has personally backed Classiq, describing its goal as building something like “the next Cadence” for quantum - high-level design automation that sits above the hardware. He has also framed quantum as likely to run alongside CPUs and GPUs for specialized workloads rather than replacing them, with a relatively optimistic view on timelines for useful systems (on the order of several years in some comments). An acquisition would give Intel a mature software layer that already integrates with its simulators and could help accelerate application development, customer readiness, and hybrid classical-quantum workflows. For Classiq, it would provide the scale, manufacturing relationships, and distribution of a major semiconductor company. In the broader quantum industry, still largely pre-commercial with significant technical and commercial hurdles remaining, this kind of software-hardware combination reflects a common theme: the software stack (compilation, optimization, abstraction) is viewed as a critical bottleneck and potential source of defensibility as hardware modalities continue to evolve.

RT @intel: Intel announced it has entered into an agreement to acquire @ClassiqTech to advance scalable quantum computing. Combining Intel…

Funds are caught off guard.

Hedge funds / institutions are about to get shown the squeeze of their lives by the Semi / AI trade - They deeply hedged - got utterly comfortable naked shorting and buying puts in size all month assuming there would be no inflow. When institutions start de-risking, and consequently hedging to extreme levels (like they did during Deepseek moment, during Tariffs, in March Iran War, and recently during the July selloff), it doesn't go well for them. Retail are the sharps. FUD never works for too long. Because it is FUD. It's not fact, or truth. Flip the script. Now.