Tigris | 会讲课教授是好老师 · 2025-11-28 · 帖子

Intel $INTC didn’t rally on vibes today. The market is slowly waking up to a simple but brutal shift: Apple, Google and Meta might push part of their advanced packaging to Intel. If that’s true, you’re not looking at a chip stock anymore. You’re looking at the next control point in the AI physical stack. But here’s the thing most people can’t hold a position even when the thesis is screaming at them. They don’t internalize anything. Three green candles create conviction, one red candle destroys it. This entire setup only makes sense if you understand the structural logic. So I put it all in the new deck. Start with page one.