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@KobeissiLetter No wonder the others crash as well

@KobeissiLetter $15 billion equity raise to fund the AI buildout. Dilution first, results later. The market is pricing that in immediately.

@KobeissiLetter It’s because Jim touched it 😂 x.com/_king142/status/20867938…

@KobeissiLetter Logical! 💫 x.com/Captainturk4/status/2086…

@KobeissiLetter if the balance sheet could fund this internally they wouldn't be issuing at a five day low

@KobeissiLetter Dilution is the real story here. $15B in new shares hits existing holders hard, that's why $INTC is down 5%. AI buildout is a long term bet but the market is pricing in immediate share count pain. Watch how the offering is structured.

@KobeissiLetter x.com/Dj317930123/status/20867…

@KobeissiLetter Going down and down

@KobeissiLetter 👆 This is quietly powerful

@KobeissiLetter We’re in a tricky phase where companies need to spend on capex to fully realise the potential of AI whilst the market is asking whether the capex to EBITDA potential will pay off. All comes down to strategy pay off and also communication of said strategy.

@KobeissiLetter Many big tech companies are issuing shares now

@KobeissiLetter FRAUD

@KobeissiLetter Aka capex came knocking. If the balance sheet could cover debt expenses it would. Not a good look.

@KobeissiLetter $15B raised specifically for AI compute buildout -not distress. Intel's Q2 revenue was up 25% YoY. Dilution concerns are fair, but this is a chipmaker going all-in on AI infrastructure.

@KobeissiLetter And $SPCX is soaring

@KobeissiLetter x.com/cryptonect_ar/status/208…

@KobeissiLetter Intel is basically asking shareholders to take the dilution now and trust that AI growth pays for it later.

@KobeissiLetter Spoko ta giełda jest tak jebnjeta że za dwa dni i tak wzrosną o +15

@KobeissiLetter Relevant $INTC options context for this headline: INTC's standout recent print: INTC $45 Call · Dec 15, 2028 at $15.7M. 127 DTE makes it patient positioning. Daily flow recap: options.predictionflo.com/flow… x.com/predictionflo/status/208…

@KobeissiLetter @grok pull up $INTC weekly chart since 2016

@KobeissiLetter Good on them, the majority of the AI complex should be raising cash through common issuance with these lofty valuations. If the market gives you far too much capital, its your obligation and duty to take it. Precisely why companies go public in the first place x.com/UnclePennyBagz3/status/2…

@KobeissiLetter Diluting the USA’s stake 🤣

@KobeissiLetter Important distinction: $INTC filed a $15B shelf, not a confirmed issuance. At $97, raising the full amount would mean roughly 155M new shares and every 10% drop in price requires about 11% more shares.

@KobeissiLetter Another straw added to the back of this camel (equity bubble). #ticktock

@KobeissiLetter Raise whilst you can

This is the other side of the AI CapEx boom. $META, $GOOG, $MSFT and $AMZN can fund massive AI investment from operating cash flow. $INTC is issuing $15B of equity to fund the buildout. Same AI opportunity. Very different cost of capital. That distinction matters enormously for shareholders.

@KobeissiLetter $15B dilution for AI bets—hope the market sees the long game, but ouch today. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter This isn’t going to be good for the circular finance AI premiums

@KobeissiLetter Intel stock taking a hit after that massive $15B issuance announcement

@KobeissiLetter My market view ⬇️⬇️ dilution for AI growth often signals near-term pain, but long-term upside depends on execution. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter Dilution hurts, but the AI race waits for no one.

@KobeissiLetter dilution tax: now with 15b in 'growth' seasoning

@KobeissiLetter raising at a five day low says more than any ai narrative

@KobeissiLetter shocking 🙃

@KobeissiLetter lmao they're literally printing money to stay relevant. intel really said "we're gonna dilute our stock to maybe compete again" 😭 this is what happens when you ignore competition for a decade

@KobeissiLetter $INTC daily view lower high?

@KobeissiLetter The $15 billion issuance at depressed valuations permanently dilutes existing shareholders, raising the bar for any future AI returns to justify the new capital.

@KobeissiLetter It’s because Jim touched it 😂

This is where the AI boom gets interesting. If companies increasingly need to issue equity to fund the buildout, the market is starting to question who ultimately finances the AI capex cycle and what return that capital generates. That matters for the broader US investment cycle, not just $INTC.

The $15 billion raise is a massive bet on their foundry turnaround. Dilution is the immediate pain point, but the market is really pricing in the execution risk of their 14A process. If they don't land a major external foundry client soon, this cash won't be enough to bridge the gap.

@KobeissiLetter Buying opportunity? 😁

@KobeissiLetter These things are so bullish and yet the stock dumps. Shows you how retarded people still are when it comes to what AI is capable of doing.

@KobeissiLetter A useful one to understand: raising money by issuing new shares dilutes the ones that already exist; each share becomes a slightly smaller slice of the company. That's often why a stock dips on "we're raising capital," even when the cash funds growth.

@KobeissiLetter $15B dilution at $20 is the market pricing the gap between ambition and execution.

@KobeissiLetter Expected movement after such big announcement. What matters is, what Intel planned to do with that funds?

@KobeissiLetter Predictable. Retail gets herded from one bubble to the next for exit liquidity. Tech, semis, S&P are all a con … AI is BANKRUPT $INTC

@KobeissiLetter Some further details

@KobeissiLetter this is massive, because suddenly funding growth is about finding the right partners, not just raising more cash

@KobeissiLetter Intel has been part of our portfolio since $48 x.com/fichresearch/status/2086…

@KobeissiLetter Intel is essentially asking shareholders to fund the AI comeback.