$Intel(INTC)$  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.

$Intel(INTC)$ I'm no Wall Street analyst, but to me, Intel looks worth a lot more than Nvidia. It just seems way too undervalued.

$Intel(INTC)$ Intel looks to be in a solid position. They have their US foundries, the new AI processors like 18A, 18A-P, and 14A, and the new Z-Angle Memory for DRAM and AI. Demand from partners and customers seems strong. The whole China/Taiwan situation is a constant topic in the news, which is a factor to consider.

$Intel(INTC)$  It could open around $100 and close near $105, as there's a view that institutional investors might be buying ahead of what's expected to be a strong quarter.

$Intel(INTC)$  Intel's recent price action seems to be among the most manipulated out there. This really shows how much Wall Street wants to take shares from retail investors.

$NVIDIA(NVDA)$ $VanEck Semiconductor ETF(SMH)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Invesco QQQ(QQQ)$ $ARM Holdings(ARM)$ The K3 model is getting way more traction than anticipated, and it's putting a strain on our GPU resources. In the last couple of days, demand has nearly hit our current capacity ceiling. To make sure current subscribers don't see a drop in service quality, we're putting a temporary hold on new sign-ups and are focusing compute power on existing members. If you're already subscribed, you're all set. We're scaling up capa

I'm watching how the combination of $Camp4 Therapeutics Corp.(CAMP)$  and $NVIDIA(NVDA)$  performs. It could be interesting to follow.

$NVIDIA(NVDA)$  I'm not calling it a comeback, but Nvidia could be at $300 by December.

It looks like the AI trade is trading at a major discount right now, and I think it could be poised to hit a record high in less than five months. Looking at some of the key names, $Broadcom(AVGO)$  is down 22.3%, $Meta Platforms, Inc.(META)$  is down 16.1%, $NVIDIA(NVDA)$  is down 13.2%, and $Advanced Micro Devices(AMD)$  is down 7.9%. At least from my perspective, the pullback seems significant.

I think algorithms might be pushing the price down before earnings to accumulate shares at a lower cost. I've seen a similar pattern with $Intel(INTC)$  and $Advanced Micro Devices(AMD)$  before. I didn't sell into that pressure then, and I'm not doing it now. I believe $Nokia Oyj(NOK)$  could reach $100+ by 2027.

$Intel(INTC)$  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.

Sentiment and price action are telling two completely different stories right now. The market is still focused on short-term noise, but the underlying thesis remains centered around massive AI infrastructure demand. With reported multi-billion dollar commitments tied to $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA(NVDA)$ , plus improving profitability and significant liquidity, the long-term setup still looks compelling. The recent ~30% pullback seems driven more by speculation around future capacity dynamics than a confirmed change in fundamentals. This is often where markets create opportunity: when sentiment weakens but the bus

$Intel(INTC)$ If the bull market continues, $200 could come by EOY. As I've mentioned, Intel might not have the best chips, but with the shortage, demand will keep going up as companies turn to them—and they are.