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2025-12-02

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Tigris | 会讲课教授是好老师 @tig88411109
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One week ago I published a buy-side style Intel memo around $36, priced at $4.99. Today the $INTC stock is ~$43 after a +10% day and a +6% day. The point of Tigris Research is not “I called the bounce”, it’s to put a clear, one-read framework on paper before the move: packaging, foundry, Apple 18A, and the “post-Taiwan” re-rating path. Current price for the memo is $7.99. Link in the comments.
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