$AST SpaceMobile, Inc.(ASTS)$ Does anyone remember that Rakuten trimmed their position? That doesn't scream confidence to me. Also, the launch isn't happening until at least mid or late September. Let's stop pushing narratives and just let the stock do its thing while the company executes. Similar pattern played out at INTC.

$Intel(INTC)$  Asking for a friend here. What happens if Intel solves the memory bottleneck by making their own memory for all the datacenters? Does it immediately go to $1000 like MU and SNDK?

$Intel(INTC)$  The advanced packaging business is growing nicely, and server CPU sales are solid with better yield rates. Memory and foundry look like the next growth drivers. Intel should be fine for years to come.

$Intel(INTC)$  I picked up 2K shares at 96.85 today. Might sound a bit hard to believe, but that's the entry.

$Intel(INTC)$ If the company is raising capital, it suggests there's demand to grow faster. I'm massively bullish on that. The argument that this is a negative doesn't really hold up.

$NVIDIA(NVDA)$ Imagine sitting in a board meeting, watching your stock finally break out, and then someone goes, yeah, let's do a 500 billion debt offering. Smart idea, because that went over so well with the hyperscalers.

$NVIDIA(NVDA)$  Jensen has clearly been a major force behind the scenes. The constant stream of partnerships, investments, and leading hardware across chips, software, and ethernet switching is hard to ignore. The alignment between Musk and Jensen feels like something worth paying attention to.

$NVIDIA(NVDA)$ I have to point out this guy Mark again. He's the one who kept warning everyone nonstop, saying people would only wish they could get NVDA back in the $200s again, and that he was trying to save everyone money. Honestly, if anyone actually listened to him, they've lost serious money because of it. A big personal apology seems like the least that's owed here.

$Intel(INTC)$ I bought at the top and I'll add more if it drops further. I don't really care at this point. I'm back to holding, and I think it could hit $150 by next week.

Never look a gift horse in the mouth. Taking profits on $NVIDIA(NVDA)$  while the market is running hot.

$Intel(INTC)$  If Trump finds out this isn't at $150 before the midterms, he'll have nothing to boast about. One tweet would be enough to send it flying, and he'll probably do that. Just a matter of time.

$Intel(INTC)$ I think a lot of bulls are probably just tired of watching this thing stuck in two-digit territory. It really feels like it should push into three digits this week and finally stay there.

$Intel(INTC)$  Hyperscalers are still spending, and the worst of the ghost story seems to be behind us. Intel could rise again. Some people grabbed the cheap shares, some took profit. Everyone walks away happy.

$Intel(INTC)$ Bank of America has a $160 price target and is maintaining its Buy rating.

Nvidia $NVIDIA(NVDA)$  keeps finding support at the 200-day moving average, and it's been doing a pretty impressive job of it. Just looking at 2026 alone, it has a long history of respecting that MA — both as support and as resistance. On top of that, broken resistance is now acting as support for the second time, and there's price level support at 192. Going forward, the level to watch on the upside is resistance at 213.

$Intel(INTC)$  Noticed two rounds of aggressive buying in the Aug 21 $115 calls today. One wave came in around midday with about $940K bought at the ask across 1,504 contracts, and another large ask-side buying wave followed shortly after. It feels more like institutional positioning to me, and I think the $100 level should keep acting as key support. If that holds, these call buyers might be setting up for a move higher into earnings. Just watching now to see if the buying continues.

$Intel(INTC)$  Looks like we're back. Cameron's saying to stop trading INTC. Now, it's about whether INTC can reach its all-time high.

$Intel(INTC)$ Google and Intel are both making smart moves. It's better to build capacity before demand peaks, rather than waiting until you're already at full utilization. Once factories approach their limits, that's the signal to start constructing the next one. Analysts aren't the ones running these companies, and they aren't ultimately responsible for success or failure. They're mostly commentators whose job depends on being seen as correct. Tan's investment in Ireland wasn't a gamble with shareholder money; it was a strategic move based on seeing client orders and planning for future demand. We might have to deal with more short-term noise from Wall Street for a bit, but the long-term planning is what matters.

$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.

$NVIDIA(NVDA)$  NVIDIA longs are watching, while SanDisk, Micron, Western Digital, and Seagate Technology longs are each banking over 11% gains on their stocks today. It's a stark contrast for some.