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ian king

T3 · host / generalist

Ian King covers semiconductors for Bloomberg, reporting on Intel's foundry turnaround and earnings.

3 calls·2 names·33% bull·last heard 19 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NVDANvidia

Nvidia Vera Rubin in full production with robot-assembled racks shipping to top AI labs

Nvidia's next-gen Vera Rubin architecture is already in full production with robot-assembled server racks deploying in tens of minutes, slaying rollout delay myths and accelerating data center buildout.

Bloomberg Tech2026-07→
2ndmedium conviction
$INTCIntel

Bloomberg's Ian King says Intel must prove foundry turnaround and margin recovery to vindicate AI story

Intel shows double-digit growth but lags peers; the stock needs proof that its foundry business (third-party contract manufacturing) is winning external customers and that gross margins can recover from ~60% toward 65%+ to be considered a fundamental part of the AI race.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

3 total
$INTC
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Intel
LOWian king·Bloomberg Tech·21 days ago
Intel continues deep cost cuts in data center group after massive layoffs
Intel is rightsizing its data center division with further redundancies after already cutting tens of thousands of employees, aiming to reduce cost structure to competitive levels.
"THEY ALREADY GOT RID OF MULTIPLE TENS OF THOUSANDS OF EMPLOYEES AND REDUCED THE COST COUNT APPRECIABLY. THAT LOOKS LIKE SOMETHING THAT WILL CONTINUE. THEY SAID THE DATA CENTER GRO…"
3:29
$NVDA
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Nvidia
HIGHian king·Bloomberg Tech·21 days ago
Nvidia Vera Rubin in full production with robot-assembled racks shipping to top AI labs
Nvidia's next-gen Vera Rubin architecture is already in full production with robot-assembled server racks deploying in tens of minutes, slaying rollout delay myths and accelerating data center buildout.
"THEY SAID WE WILL GO FASTER. THEY EVEN TOOK US TO A SECRET LOCATION AND SHOWED US A RACK OF SERVERS THAT IS ALREADY IN USE, UP AND RUNNING... WHAT USED TO TAKE HOURS FOR A HUMAN T…"
2:05
$INTC
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Intel
MEDian king·Bloomberg Tech·19 days ago
Bloomberg's Ian King says Intel must prove foundry turnaround and margin recovery to vindicate AI story
Intel shows double-digit growth but lags peers; the stock needs proof that its foundry business (third-party contract manufacturing) is winning external customers and that gross margins can recover from ~60% toward 65%+ to be considered a fundamental part of the AI race.
"WHAT INTEL HAS GOT TO SHOW IS THAT IT'S REALLY A FUNDAMENTAL PART OF THIS A.I. RACE. ... THAT WOULD BLOW THE STORY WIDE OPEN AND WOULD MAKE PEOPLE CONSIDER IT INTEL DIFFERENT, THA…"
45:11