$Intel(INTC)$ Advanced foundry processes require many equipment suppliers, which is why the foundry business is both complex and costly. The most recognized supplier of the latest High NA EUV equipment is ASML, with each unit costing $400 million, primarily supplied to Intel Foundry. ASML's stock price is currently $1,892. As Intel Foundry signs up more external customers for chip manufacturing in the US, all these fab equipment suppliers stand to benefit.

$Intel(INTC)$ New estimates peg Intel at $200. The report suggests this is even a conservative estimate. Interesting.

$Advanced Micro Devices(AMD)$ Diamond hands to $1000+ $Intel(INTC)$  $NVIDIA(NVDA)$  $Qualcomm(QCOM)$  Dip buyers know a good dip!

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ , $NVIDIA(NVDA)$ , and $ARM Holdings(ARM)$  are trying to break out. A close above $502 would be an awesome finish today.

$Alphabet(GOOGL)$ This is significant. Google just leaned on Intel to package over 3 million TPUs, and it's a big deal for the AI supply chain. Here's the situation: Google expects over 6 million TPUs to use Intel's advanced packaging in 2027-2028. Intel isn't just a backup anymore; they're becoming a core part of the AI compute puzzle. Every TPU packaged strengthens a piece of Google's AI infrastructure. I'm watching this closely because packaging and I/O bottlenecks are real, and Intel stepping in at this scale could move the needle for both revenue and AI deployment speed. It feels like Intel might finally get some of the spotlight they've been waiting for, and Google is making a substantial bet.

$Intel(INTC)$ Consolidation means institutional algos will only buy when most retail investors give up. Nothing new here. Still looking at $200 (or more) by year-end and $500 a share next year.

$Oracle(ORCL)$ Looking at ORCL's current price action and trend, it feels very similar to when $Intel(INTC)$  dropped from $50 to $40 earlier this year and then chopped around before the next move. A healthy consolidation is exactly what a strong uptrend needs. I'm still targeting $300+ by year-end, conservatively.

$Intel(INTC)$  I'm seeing some reversal signs here after the healthy pullback from 118. It should consolidate and move up from around the 112 levels.

$Micron Technology(MU)$ I've always liked $Advanced Micro Devices(AMD)$ 's products and have owned a few myself. I'll keep trading it long term, but I've exited the long position I built last year. I'm not a fan of any $Intel(INTC)$  products, though I bought it under $20 and have now fully exited. Long term, I think it's not promising. I bought $GSI Technology(GSIT)$  under $2 and am 80% out, holding the rest in case it goes wild long term. For $fuboTV Inc.(FUBO)$ , I bought some around $8.90 and trimmed above $11, as $13 and above is resistance. I've set

$Intel(INTC)$ The candlestick chart looks good for a potential move up tomorrow. Just my take.

$Intel(INTC)$  Dan Niles recently commented on Intel. He cited a structural shift in AI workloads and strong demand signals as reasons to keep holding the stock. He mentioned during an interview that there's more upside over the course of the year. He argued the move wasn't just a short-term price reaction, but that the underlying story had changed, pointing to the growing importance of CPUs in AI infrastructure and strong industry demand.

$Intel(INTC)$ Intel will likely pop when Blinken speaks. I think it will be around 1:30am EST, or 10:30pm on the West Coast.

$VanEck Semiconductor ETF(SMH)$ Funds can slowly flow into semiconductors. Brothers, build positions and make money.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ finally broke even，it’s been a rollercoaster but we’re back in the game! Let’s push for $20 this week, shall we? If it hits $20, I’ll send a red envelope (yes, real cash!) to every single person who likes this post! C’mon semis, don’t let me down now!

$ProShares UltraPro Short Russell2000(SRTY)$ Guys, this stock’s a total monster. Not getting in feels like missing free money. I went in big and now I’m just waking up smiling every day!

$Astera Labs, Inc.(ALAB)$ has set its revenue guidance for the first quarter of 2025 between $151 million and $155 million, indicating strong and sustained growth. The company’s strategic focus on AI and the expansion of cloud infrastructure is expected to drive future performance. With a strong push in technological innovation and market demand, Astera Labs' outlook remains promising, making it a company to watch for investors.

$POP MART(09992)$ Here’s a quick update on my profit from Pop Mart today, and I’m feeling pretty good about it! Recently, the company has been making huge strides internationally, especially with their first overseas store opening in Bangkok, Thailand—“POP MART HELLO CENTRAL PATTAYA”—marking their growing global presence! Not to mention, who can ignore their popular Nezha series? With the movie "Nezha: Birth of the Demon Child" breaking box office records, their IP collaborations are working wonders, and sales of collectible toys are soaring!

$Nvni Group Limited(NVNI)$ Another stock that took off! Although I didn’t sell at the highest point, I’m already very content with the profits I’ve made. Thanks to CBA.

$CleanSpark, Inc.(CLSK)$ It’s going to happen eventually. BTC breaking out is inevitable. If one more bitcoin to retest the high $70-$71 and it's the time for me to get rid of all crypto assets of clsk, ibit, gsol, etc. before this summer blues.

$Affirm Holdings, Inc.(AFRM)$ This stock is rock solid. It's hard to drop. It's a killer for short sellers. It seems stronger than the UPST trend so far. The trend is coming soon to go up, hold on, guys!