---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40440578.md"
description: "$Intel(INTC.US)Intel is massively purchasing chip packaging equipment; EMIB must have gotten an order, I guess it's from Google. Finally, to show off a bit, over the past year, several of my predictions have basically come true. 😎"
datetime: "2026-05-05T17:14:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40440578.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40440578.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40440578.md)
author: "[LipBu Tan](https://longbridge.com/en/profiles/14563506.md)"
---

# $Intel(INTC.US)Intel is massively purchasing chip …


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## Comments (7)

- **筱诺_ · 2026-05-05T17:32:38.000Z**: CEO, is there still a core narrative to look forward to? If not, we can only look at the guidance in the Q2 earnings report.
  - **LipBu Tan** (2026-05-05T17:36:52.000Z): AI inference, the CEG department established by lipbu tan has great potential, can't get it but there's a chance to cut into AVGO. There are also specific customer deployments, which will be reflected
  - **筱诺_** (2026-05-05T17:38:36.000Z): It's okay, wait for the next Taco to buy back! It probably won't be that fast to have favorable narratives like the past two months again.
- **石油大王 · 2026-05-05T17:24:19.000Z · 👍 1**: Almost, the few I follow on Twitter, jukan alex diamond rapids have been tracking very well.
- **止水观心 · 2026-05-05T17:23:33.000Z**: Does the CEO still have a position? It's also a witness to your continuous bullishness being successful.
  - **LipBu Tan** (2026-05-05T17:27:00.000Z): Basically nothing left, waiting for the call I sold to be exercised. 🙃
- **Ronade · 2026-05-05T17:18:11.000Z**: If oil prices continue to stay this high, will the impact on the stock market be long-lasting? What if there's a sharp drop?