Intel $1T Trade Thesis, Semiconductors & the AI Bubble - Bubble Boi

from Threadguy Live · host Counterparty

Threadguy sits down with Bubble Boi, the anonymous chip-designer-by-day who rode the Intel turnaround into post-economic by going all-in on his single best idea. Bubble Boi covers how he spotted Intel before anyone else wanted it, why the consensus on TSMC vs Intel is dead wrong, where his price target sits, and what comes next on his board after the Intel run. He gets into how retail traders are using AI completely wrong, what bottlenecks in the AI trade are real vs hallucinated, and closes with a risk-management framework that reframes what edge actually means for the average trader.

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This episode was published on April 29, 2026.

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