$Intel(INTC)$ CPU demand is exploding right now, and Intel can't even keep up with it. That makes me wonder how Intel alone could possibly support the Terafab project.

$Cerebras Systems(CBRS)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$  It's clear Sam Altman has something to gain from the partnership with Cerebras. Otherwise he wouldn't mention it on X. The question is what exactly that would be.

$Intel(INTC)$ Intel just printed another $1.24B in the dark pool today at $120.75. That's on top of the $2.04B day. September 18th was the first $2B day in the history of the name — $2.04B at $108.60. Today is the next one. Same tell as the $2.04B print, just $12 higher. $2B+ prints: September 18: $2.04B at $108.60 — largest dark pool day on record for this name. $1B+ prints: July 29: $1.02B at $81.88 August 11: $1.18B at $97.71 October 1: $1.24B at $120.75 — today's close. $500M+ prints: September 4: $590M at $95.80 September 10: $536M at $100.32 September 15: $975M at $97.14 $250M+ prints: August 21: ~$275M at $92.13 August 31: ~$285M at $89.51 Totals: the $2.04B day plus today's $1.24B comes to $3.28B in two sessions. Named prints above ad

$Intel(INTC)$ Micron reported that its core data center business surged 56% sequentially, specifically citing massive shipments of high-capacity DDR5 server DRAM modules. High-density server DRAM doesn't plug into standalone GPUs—it populates x86 server CPU sockets, like Intel Xeon and AMD EPYC. That looks like a solid setup for better days ahead.

$Intel(INTC)$ I still find it a bit funny seeing people daytrade this when I've been holding since $25. It makes zero sense to me. If anything, swing trading calls or puts seems more reasonable.

$Intel(INTC)$ Just waiting for Wall Street to start pitching that the real AI bottleneck is CPUs, not GPUs.

$Intel(INTC)$ Intel is priced about 4x cheaper than its competitors, and people are still positioning for a big drop. That gap stands out to me.

$Intel(INTC)$  Was busy all day, just checked INTC and wow.

$Intel(INTC)$ My chart reading and my crystal ball both point to 160+ soon. Curious what other chart-reading bulls are seeing.

$GameStop(GME)$ Remember when people were going nuts over the Intel CEO buying $10M worth of $Intel(INTC)$  stock? Outlets were calling it "major conviction." Ryan Cohen has bought $68M of GME this year alone.

$Intel(INTC)$ If this keeps up, I might be able to take the old lady out to McDonald's.

$Intel(INTC)$ No trading at $111.20 on hyper liquid. The call option whale alerts and those dark pool hundred million dollar purchases are going to run through this week.

$Intel(INTC)$  A recent Motley Fool article compared Intel to "Field of Dreams" and accused the company of relying on an "if you build it, they will come" mindset. But that framing seems backwards. With demand running at roughly double what Intel can currently produce, the demand side is already here, it's the capacity that still needs to be built out.

$Intel(INTC)$ When the CEO drops 8 figures on their own stock, that gets my attention.

$Intel(INTC)$  Large 1DTE call buyer spotted. Over $1.86M hit the $112 calls expiring tomorrow within a single 5-minute candle. 17,048 calls traded, with 16,805 contracts filled at the ask. Average fill near $1.10, and the buyer appears to still be holding. The contract has now traded 43.8K contracts and over $5M in total premium. Bulls are positioned for a quick move.

$Intel(INTC)$ I'm torn between waiting to see if it sells off or going all in right now. Decisions, decisions. For now, I'm holding.

$Intel(INTC)$  There's a rumor going around that Intel has landed Anthropic as a customer. The timing isn't great though, since it got buried under today's wave of negative news.

$Intel(INTC)$ Can you imagine what the stock market would look like if everyone got $5K? I remember it climbed for a year straight after the last $1,400 payment.

$Intel(INTC)$  is seeing heavy bullish option flow. Multiple million-dollar call buyers showed up, with about $16.2M in call premium across 28,194 calls versus just 1,802 puts. That works out to roughly 94% bullish call flow, and there were several $1M+ call sweeps at or above the ask. The action is concentrated in the $105, $110, and $115 calls. Worth noting that $1.8M, $1.7M, and $1.2M orders hit the 10/02 $115 calls, while another $1M swept the 9/18 $110 calls. Large money is loading $Intel(INTC)$  calls aggressively.

$Intel(INTC)$  $Rum Group Inc(RUM)$ Trump pump... good to see the printers are back at work.