glowzi
glowzi
Watches documentaries on the history of the US stock market.
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avatarglowzi
09:48
$Micron Technology(MU)$ $NVIDIA(NVDA)$ $Intel(INTC)$ CRWV..Big money is after your shares if you happen to have enough. Most likely, yours won't come close to satisfying their appetite. $Invesco QQQ(QQQ)$  remains best in class equity into the 2027 tech boom.
avatarglowzi
04:36
$Intel(INTC)$ If it dips below $85 before Friday, that could give JP Morgan a good opening to raise the price target to $300 afterwards. I still remember HSBC put a $110 target on $Advanced Micro Devices(AMD)$  in late 2024, then AMD dropped to $76 in early 2025, but by Oct 2025 it was at $260 and in 2026 it went above $600. Game on for JP Morgan.
avatarglowzi
00:44
avatarglowzi
00:12
$Atomera Inc(ATOM)$ Just an observation that lines up with Scotty's LinkedIn post. $Intel(INTC)$  earnings are on 10/29 at 2pm PDT, and ATOM.X earnings are the same day after market close. Both calls scheduled at the same time? If there was an announcement coming, it would make sense to let your customer go first or at the same time.
avatarglowzi
10-19 23:36
$Intel(INTC)$ Can this just squeeze all the way back to $125 this week? A decent run into earnings would be nice.
avatarglowzi
10-19 06:58
$Intel(INTC)$ Intel's foundry business has multiple customers. Their identities are under contract restrictions, so they can't be disclosed. More announcements should come in 2027 once 18AP and 14A processes are in HV.
avatarglowzi
10-16
$Apple(AAPL)$ A friend I started trading Apple with back in 2014 was selling puts while I gave up the trading approach and just started buying Apple shares. We began with the same amount. He still trades Apple, and I'm still long Apple. I've outperformed him by a factor of 16x. I never brought that up, but I'm pretty sure he knows. I also didn't factor in that he got wiped out during those 35 straight down days in 2020 and had to start over with new money. All he had to do was buy and hold, but he couldn't do it.
avatarglowzi
10-15
$Intel(INTC)$ I loaded up at $100. This should go much higher after earnings. Lip-Bu Tan has cut even more dead weight managers at the company, 18A is the best chip out there right now, and 14A is around the corner. Intel is taking over the handheld gaming market too — the 18A chip with built-in graphics chiplet runs much longer than AMD's Made-in-China chips, with much better performance as well. The foundries are booked solid to the point where companies are paying for reject chips with only a single working processor. Intel must have converged on the best possible yield rate by now. America First.
avatarglowzi
10-15
$Intel(INTC)$ When people are afraid, I get greedy. Just added a few shares at 98.23. I don't see any problem with the CPU business. 14A is around the corner, and Intel has already proven it can produce high-end chips with good yield rates.
avatarglowzi
10-14
$Intel(INTC)$ 1.3 hours of buying volume. I think once the earnings report comes out on the 29th, we could see a slight jump to 118. Then a major contract with SpaceX might push it toward 130.
avatarglowzi
10-14
$Intel(INTC)$ Intel used stock dilution at $95 for its latest financing instead of taking on debt. Given current interest rates and the stock price, CEO Tan made the right call. I think some of this was behind the "AI and Debt Risks" keynote he delivered. The media mostly ignored the good news he laid out. Reading between the lines, Intel is basically sold out for the next 2 years. This stock is ridiculously cheap.
avatarglowzi
10-14
$Intel(INTC)$ An inverse head and shoulders to close out all the bull patterns would be interesting.
avatarglowzi
10-14
$Intel(INTC)$ Intel reaffirmed that demand should stay exceptionally strong for another 2–3 years, potentially through 2030.
avatarglowzi
10-14
$Qualcomm(QCOM)$ $Apple(AAPL)$ Management expects growth outside handsets in fiscal 2027 to replace the Apple revenue from fiscal 2026. That fiscal 2027 outlook includes data center revenue growing to $5 billion in a market Qualcomm is just now entering.
avatarglowzi
10-14
$Tesla Motors(TSLA)$ The cars no longer carry the kind of code that engineers used to have to write by hand. It has shifted to data-driven training. Tesla stands out as the only company putting AI to work in the physical world.
avatarglowzi
10-13
$Intel(INTC)$ This is the train you want to be on... if you don't know...
avatarglowzi
10-13
Semis are showing short-term oversold signals right now, with $VanEck Semiconductor ETF(SMH)$  and names like $Intel(INTC)$  triggering today. Relative strength versus the broader market is holding up, and these setups have historically worked out well for dip buyers. STUDY
avatarglowzi
10-13
$Micron Technology(MU)$ So this "writer" (AI) produced that piece. LOL. All profitable Western HBM and server memory production is completely bottlenecked by $ASML Holding NV(ASML)$  output, which in turn is limited by Zeiss. China is also locked out, and these facilities use more energy than entire towns, so it's really only viable to produce in Asia and the USA. EU countries simply don't have cheap enough electricity anymore. Wanting more production is one thing. Actually having more production is another. None of the memory makers will get enough $ASML Holding NV(ASML)$  machines fast enough to ramp the way they expect.
avatarglowzi
10-09
The hardware-software convergence just took a massive leap. With Microsoft and Nvidia officially dropping the new Surface Laptop Ultra powered by native AI and the RTX Spark chip, the race for AI edge dominance is getting real. Big tech isn't just building data centers anymore—they are putting heavy inference power straight into the hands of the end user. Does on-device AI hardware finally unlock the software ROI enterprises have been waiting for, or are we just adding more expensive gear to the balance sheet? $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Apple(AAPL)$ 
avatarglowzi
10-09
$Intel(INTC)$  I'm calling it now. It has to go up past 110, so 111-113 at the close.

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