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@KobeissiLetter Intel seeing that demand and immediately deciding to raise the target

@KobeissiLetter My market view ⬇️⬇️ That kind of oversubscription signals deep institutional conviction, but dilution risk still caps the upside near-term. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter x.com/livermore1913/status/208…

@KobeissiLetter i’m hearing the extra $5b is from @bubbleboi alone

@KobeissiLetter retail is about to get max extracted again

@KobeissiLetter $100B+ of demand for a $15B share sale is insane lol. If Intel can really bump this to $20B and still have buyers lined up, the market is clearly willing to fund this turnaround in a BIG way.

@KobeissiLetter They saw how $ORCL indebted themselves to the neck and how the stock is rising so... why not?

@KobeissiLetter Tell me more about it

@KobeissiLetter 👆 You’re close.

@KobeissiLetter Investors realizing they can buy the $INTC dip x.com/insidegadsmind/status/20…

@KobeissiLetter x.com/i/grok/share/baf7a0d6f9a…

@KobeissiLetter At what price did the book reach $100 billion, and how concentrated is demand among the largest orders?

@KobeissiLetter $100B in demand for a chip company that spent years buying its own shares. Markets really do have short memories.

@KobeissiLetter $100B demand on a $20B raise says everything about how badly investors want in. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter Todos quieren ser parte de $INTC

The key signal isn’t just the $20B raise — it’s the reported $100B of demand behind it. A share sale still dilutes existing holders, but heavy demand means Intel can raise a lot of equity with less financing stress. For investors, the question is whether that cash funds a real turnaround or just buys time.

@KobeissiLetter $100B in demand for a $20B raise tells you institutions want in no matter the dilution

@KobeissiLetter $100 billion demand for Intel's $20 billion share sale shows the market can absorb the full raise without immediate price dislocation.

@KobeissiLetter What happens to the $80B that missed?

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

@KobeissiLetter @dzinsner - As a thank you, I will place a bet on the Steelers to have a winning season 🍻

@KobeissiLetter send it back to the lows

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

@KobeissiLetter Nancy Pelosi knows best

@KobeissiLetter More dip for $INTC then

Intel is seeking $20 billion on $100 billion of demand is factually incorrect. Intel officially announced a $15 billion underwritten public offering of common stock today. The "$20 billion raise with over $100 billion in demand" metric actually belongs to a recent Alphabet (GOOGL) bond sale, not Intel.... Adam help?

@KobeissiLetter Bag holders 😂😂😂😂😂

The oversubscription may be more important than the size of the raise. If Intel can increase the offering and still attract multiples of that amount in demand, the market is signaling that capital is available for semiconductor capacity — even before the operating turnaround is fully proven. The next test is whether that capital converts into competitive capacity and acceptable returns. Funding the turnaround

@KobeissiLetter oversubscribed like crazy, still wary of dilution long term

@KobeissiLetter Will it survive

@KobeissiLetter 认购超千亿美元说明承接力强，但不等于股价利好；若扩募至200亿，最终定价折让和稀释幅度才是股东该看的核心。

@KobeissiLetter We’re going to need a bigger boat. x.com/PatrickMoorhead/status/2…

@KobeissiLetter Bullish $INTC, if there’s so much demand, how can you not be bullish?!

@KobeissiLetter I am sure Warren Buffet wanted the whole offering. They have so much cash right now.

@KobeissiLetter Now Intel can buyback stock if it gets hit at all.

@KobeissiLetter Dilution brings all the investors to the yard And they're like, "It's better than yours" Damn right, it's better than yours I can teach you, but I have to charge

@KobeissiLetter x.com/Kubik339/status/20869784…

@KobeissiLetter They should raise 50 billion and start producing ddr5 dram chips too.

@KobeissiLetter Strong demand follows strong conviction. Nakamoto is focused on building the next generation of digital economies.

@KobeissiLetter Yeah they like we can get more ?? Our stock price hardly moved lol

@KobeissiLetter Dumping the bag on retail

@KobeissiLetter @WayWLeung 思考一下这个。会有什么影响？

@KobeissiLetter Seems like a lot... 🤡

@KobeissiLetter Intel has the most advanced semi techs on this planet. x.com/durian_invest/status/208…

@KobeissiLetter WTF doesn't the stock go up then?

@KobeissiLetter Intc is the b team A Team is TSMC, AVGO, NVDA, ON, MRVL.

@KobeissiLetter well well well not too mad at my $INTC purchase now

@KobeissiLetter sure, $100B of demand looks bullish 🔥 but $20B only matters if it buys foundry customers—not just a bigger float. ⚙️

@KobeissiLetter Intel hasn't done a public share sale since it listed in 1971. First time back in 55 years, timed exactly to the AI capex surge with the stock near a multi-year high. $100B+ demand on a $15B ask, so they upsized to $20B — that's not caution, that's cashing in near the top.

More than $100 billion of demand for a proposed $20 billion Intel share sale would be a powerful signal that capital markets are willing to fund the turnaround. But strong demand does not remove the dilution question. The key is what Intel does with the capital and whether that investment produces returns above the cost of issuing new equity. Raising money is the easy part when investors are interested. Turning that money into sustainable earnings growth is the real test.