Rod Harte
07-08

$Intel(INTC)$  I added some 110 calls with an August 21 expiry. It looks like liquidity is starting to come into the name. Given that, it seems like following the institutional flow might be the play here, as retail doesn't have much sway. Risk management is crucial. Discipline is more important than emotions. Not financial advice.

Intel Jumps 11% — Can an Expanded Foundry Toolkit Win Real Customer Orders?
Intel surged 11.30% on Thursday and added a further 3.17% after-hours, catalyzed by the expansion of its foundry toolchain for AI chip customers, prompting a repricing of its foundry narrative. The move nearly fully recovered three consecutive days of selling, immediately putting sell-side "valuation fully priced" calls to the test. The real debate remains the pace of customer wins and capacity utilization on advanced nodes. With the toolkit arriving ahead of the orders, how far can this rebound run?
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