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Tech Research Ideas

Find interesting long and short ideas in the technology sector
SoftNotes Daily — Jan 15, 2026

SoftNotes Daily — Jan 15, 2026

vinay shah 15 Jan 2026

Could Intel be the next AI play? And what to do with Nvidia?

Why Intel Might Be a Buy — The Hidden AI-Play * According to a recent report, Intel is “probable” to get orders from Google for advanced packaging services for Google’s next-gen TPUs. (Wccftech) * The core of this is Intel’s proprietary packaging technologies (like EMIB / Foveros) — something the report positions as
vinay shah 28 Nov 2025

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