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$INTC is a steal

AMD has effectively admitted Panther Lake will be disruptive...
Emerald Boistinker
  01/23/26
Intel has enough RAM for Lunar Lake: 'we were relatively ...
Emerald Boistinker
  01/24/26
Shoulda listened to NSAM!
Emerald Boistinker
  01/28/26
hello my nigga
odious codepig
  01/28/26


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Date: January 23rd, 2026 7:12 PM
Author: Emerald Boistinker

AMD has effectively admitted Panther Lake will be disruptive, and that's going to draw customers to 14a. Intel is also better prepared to withstand supply shocks for vital components than literally any other company, including Nvidia. Nvidia is have trouble meeting demand right now because it can't get enough peripheral components, but Intel gets whatever it needs. AMD needs TSMC to make their shit but Intel does it all in-house (again) now. I could go on.

(http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2\u0026mark_id=5310906#49613017)



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Date: January 24th, 2026 10:22 AM
Author: Emerald Boistinker

Intel has enough RAM for Lunar Lake:

'we were relatively aggressive in terms of getting the memory early'

CFO David Zinsner stated the company was relatively aggressive in securing the memory early, ensuring sufficient stock to maintain shipments despite broader industry shortages.

This positions Lunar Lake laptops to continue rolling out without major RAM-related delays.

https://x.com/i/status/2014956835392913821

(http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2\u0026mark_id=5310906#49614158)



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Date: January 28th, 2026 9:41 PM
Author: Emerald Boistinker

Shoulda listened to NSAM!

(http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2\u0026mark_id=5310906#49629061)



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Date: January 28th, 2026 9:42 PM
Author: odious codepig

hello my nigga

(http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2\u0026mark_id=5310906#49629064)