$SUPER MICRO COMPUTER INC(SMCI)$ $SpaceX(SPCX)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ I'm planning to hold until it reaches at least $120.

$Oracle(ORCL)$ When ORCL was still below $120, I added heavily to my positions in the 2x leveraged long ETFs ORCX and ORCU. Those are already up around 50%. Feels pretty good right now.

$Intel(INTC)$  I'm not really expecting LBT to bring up new customer announcements tomorrow. He's said before that he prefers to let the customers do that themselves. What I think he will talk about is the offering and what the plan is for the capital. We'll see.

$Intel(INTC)$  A CEO buying their own company's stock during a secondary offering says a lot and shows extremely strong conviction. Intel CEO Lip-Bu Tan just picked up $12 million worth of INTC. That's a pretty clear signal for the bears.

$Intel(INTC)$ Seeing some large orders go through before overnight trading kicks in. Feels like a big move might be coming.

$Intel(INTC)$  Anyone who sold or doesn't think there's major news coming shortly after this offering is probably about to get burned. There's still some time to limit the damage, though the window is closing.

$Apple(AAPL)$ That downgrade really didn't make much sense, and it's what triggered today's pullback. From where I stand, I still think there's a chance of a bounce back toward $317.40 in the short term.

$Intel(INTC)$  Intel is seeking 20 billion in orders of 15 billion and the demand is 100 billion. I'm not going to pretend that I fully understand all the implications here for us bulls, but I do know that Lip Bu Tan has a plan.

$Intel(INTC)$  $15 billion isn't really going to rattle anyone when you compare it to the hundreds of billions hyperscalers are pouring into AI. I think the market is starting to figure out what this announcement actually signals. To me, LBT is essentially saying there's unprecedented demand and they have to step up to meet it — existing tooling won't cut it, so they need to buy more tools and make better use of the capacity Pat Gelsinger built out. The quiet message underneath is that Intel foundry is off to the races with external customers.

$Intel(INTC)$ INTC's secure enclave just passed DOD approval for advanced chip manufacturing on 18A, and one outside company with significant DOD ties has contracted INTC — Fortinet as its first named corporate foundry customer for security chips. This is a pretty significant milestone that barely got any press coverage, especially considering Fortinet chips were previously fabbed by TSM. Moving that over to INTC is not nothing. I'm still waiting for the mega companies to sign some large contracts, but that feels like a very short-sighted view at this stage. Right now INTC seems to need partners that understand its importance to the US and are willing to pay INTC's price, while moving away from foreign power subsidized companies. Those partne

$Intel(INTC)$  A lot of top US companies have deep ties to the DOD, and that revenue stream tends to be a lot more reliable than commercial business. Commercial contracts usually come with a very short outlook, while the DOD works on long-term plans. So it makes sense that companies want to stay on that DOD gravy train, and it ends up shaping their strategies. From that angle, it's clearer why Musk would want to get into advanced chip production, and why NVDA put $5 billion into INTC even though their preferred fab is a foreign company. NVDA has been trying hard to stay on the DOD gravy train without actually doing fab at INTC, but I don't think that can last much longer now that Intel's secure enclave has been

$Intel(INTC)$ INTC has proven itself again as the technology leader in fab, and especially in packaging. But the bigger value, from where I stand, is its role as the key chip manufacturer within the U.S. Defense Industrial Base. If you ask AI to list the major approved participants, it's worth considering that all of them could become INTC customers in the near future, since no other advanced chip maker is likely to qualify for the clearances INTC already holds.

$Rum Group Inc(RUM)$ $Rum Group Inc(RUM)$ $Reddit(RDDT)$ There was a $515K buy on the same $10 strike calls where someone dropped $314K last month when RUM was only at $6. That kind of activity makes it look like someone expects something around this week's earnings. Maybe a government cloud contract is in play. Rumble's ties to the US government seem closer than what people usually associate with INTC.

$Tesla Motors(TSLA)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Ron Baron mentioned that Tesla could reach $10,000 per share in 10 years, driven by Elon Musk's Optimus.

$ServiceNow(NOW)$ I'm bullish on this one up to $140 and on $Intel(INTC)$  up to $120, at least for the short term. I've got call options about a month out and shares in both for the long term. I also like $Intuit(INTU)$ , but it's just shares for me right now with no options exposure.

Here are four names I'm keeping a close eye on at the moment: $Credo Technology Group Holding Ltd(CRDO)$  and $Astera Labs, Inc.(ALAB)$  — both have shown serious breakout strength. AI infrastructure is still where the momentum seems to be. $Dell Technologies Inc.(DELL)$  — holding near the highs and building a clean bull flag. A breakout with volume could get interesting fast. $Intel(INTC)$  — buyers have been stepping in on weakness, while the weekly trend remains constructive. I don't think you need to own everything. Pick a few, wait for the right entries, and let the trend do the heavy lifting. S

$Intel(INTC)$ What keeps me interested as an Intel shareholder is knowing there will eventually be more news. With everything the company has going on, it feels like it's only a matter of time before the next announcement. Every day I wonder if today is the day, and that's part of what makes investing interesting. You stay on your toes, waiting to see what comes next. I believe positive developments will continue to unfold over time.

$Intel(INTC)$ Pat deserves a lot of credit for getting Intel properly positioned, particularly with the US foundries. Lip-Bu Tan has taken full advantage of Pat's work and then some. LBT is now the driving force pushing Intel forward — AI, advanced chips, customers, partners — and restoring its former stature, like the Wintel days.

$Intel(INTC)$ It feels like we're sitting on the launch pad, waiting for the countdown to start. Trump and Howard are talking chips this afternoon, which is a good thing. I could be wrong, but the past few days seem like fuel-loading days. If we can break that 106 level, we might be off to the races.

$Apple(AAPL)$  Nice to see another green day for Apple, and I'm holding on for what's next. The recovery toward the end of the session was solid again. Just looking ahead to the dividend now.