$Intel(INTC)$ 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.

$Intel(INTC)$ 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.

$Intel(INTC)$ 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.

$Intel(INTC)$ 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.

$Intel(INTC)$ An inverse head and shoulders to close out all the bull patterns would be interesting.

$Intel(INTC)$ Intel reaffirmed that demand should stay exceptionally strong for another 2–3 years, potentially through 2030.

$Qualcomm(QCOM)$ $Apple(AAPL)$ 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.

$Tesla Motors(TSLA)$ 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.

$Intel(INTC)$ This is the train you want to be on... if you don't know...

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

$Micron Technology(MU)$ 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.

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? $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Apple(AAPL)$ 

$Intel(INTC)$  I'm calling it now. It has to go up past 110, so 111-113 at the close.

$Intel(INTC)$  Bought 110c 11/20 contracts here. Keeping it light. Risk management is in place. Discipline over emotions. NFA.

$Intel(INTC)$  This week a rumor was floated, and Intel got spoofed and naked shorted all week, while some journalists were pushed to put out fake stories. People's shares and calls got taken. Then four days later, LBT finally comes out and says Intel is in fact the foundry for SpaceX. This whole thing has been ridiculous. Once it breaks out of this downtrend, it should head higher.

$Intel(INTC)$ But the dip has left CPU and Quick Sync technology looking undervalued.

$Intel(INTC)$ The hourly chart looks like it is setting up for a breakout. Bullish flow showed up again today.

$Intel(INTC)$ The TSMC news is just noise. I'm not even worried about it. A new ATH is coming.

$Intel(INTC)$ The market seems to be lifting all US stocks that have 100% dependence on Taiwan / TSM while beating down US chip makers. You could interpret that as the US government continuing to exclude foreign-made advanced chips from tariffs, and it also suggests the market feels comfortable about the Taiwan geopolitical situation after the US-China meeting. None of that should be harmful to INTC anyway, since they have already achieved 85% yield for 18A and are moving ahead to outpace TSM's 90, while Samsung has already been left behind.

$Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Intel(INTC)$ JPM's Wiwynn report models what Meta's Muse adoption could mean for CPU demand. At 100M monthly active users, their assumptions point to roughly 600,000 additional CPUs and about 300,000 general servers, based on dual-socket systems running 64-core AMD Venice processors. Agentic AI could drive meaningful CPU demand alongside accelerator spending.