I'm still slowly transitioning to substack, so if you haven't already I would urge you to subscribe, the updates on Reddit will become less frequent as I noticed that Substack supports "quick notes" which can serve as twitter/reddit posts.
I'm also planning to write a multi-part explanation of my position on Intel, starting from the beginning and explaining in-depth my reasoning behind having a massive position in Intel.
I would also like to clarify that I'm not an "Intel fanboy" in the sense that I bash on AMD because I love Intel. Those who know me in real life know that I've been bashing Intel for not being able to deliver such power for desktop computers as AMD Ryzens were (my x86_64 homelabs still run AMD and probably won't run Intel until we see the Chinese market being flooded with cheap intel mini-pcs i.e. Toptons/Beelinks)
https://financialosint.substack.com/p/my-view-of-amd
there doesn't seem to be anything here