To The Moon

$Intel(INTC)$ Musk showed his strong interest in Intel could trigger Intel PPS up cycle.My guess is it will break Nov 7's $26, then fill the gap at $30.Any good news on Q4 results and 2025 guidance and announcing a reputable CEO make it even higher.PT for this year is $50 or higher!Just a guess or wishful thinking!

$Intel(INTC)$ intc will be bought soon by one of these companies, nvda,qcom,avgo,or even Google which experimenting with quantum computers and making their own processors, any one of these companies can easily use their stocks to fund the transaction.

$Advanced Micro Devices(AMD)$ AMD is expanding the software team, aiming to double the size every 6 months. that’s quite an aggressive expansion. it looks like amd is continuing focusing on the inference market strategically, which is the right move imo.

$Intel(INTC)$ Intel currently makes the best PC chip available. They are the ONLY publicly traded company with ASML's new litho, and will be for years to come, and are now hyper scaling for mega growth. I'm glad they put 50Bil into a plan that will make the company over a trillion in the not so far future. They have 3x the assets and almost the same liabilities as AMD...and they actually make things, not just play on computers all day. Long and strong. gl.

$Advanced Micro Devices(AMD)$ Stock hit 52 Weeks Low, company dominates its main sector and earnings release is coming in 2 weeks with a potential guidance raise. Fine macro statistics got released yesterday. Anybody betting against AMD now is a regard.

$Advanced Micro Devices(AMD)$ AMD has also claimed that the performance leaks being circulated around the internet don't reflect the final performance of its RX 9000 cards, since no one has the latest RDNA 4 drivers, not even board partners. If whatever we've seen from the RX 9070 XT and RX 9070 performance leaks is anywhere close to the truth, Nvidia will have a fight on its hands.

$Intel(INTC)$ $Micron Technology(MU)$ To those who are technology minded, 18A is part of the puzzle to being the one and only US supplier of cutting edge chips for AI and other workloads. The other and perhaps even more complicated part of the puzzle is 3D assembly of chiplets on various substrates from cheap-and-cheerful to extraordinarily complex for binding together chiplets with high bandwidth communications both laterally and perpendicular to the carrier. One major benefit is far higher chip yield for smaller dies that thereby have higher yield and therefore lower cost or higher complexity. Intel has mastered both size and how to put together chiplets. All it needs is a board

$Advanced Micro Devices(AMD)$ the new gpu coming out in a couple of weeks will dictate the path forward….if they have a product to compete with nvda then the clouds begin to disappear…market will believe AMD will then ultimately catch nvda in the accelerator market…going to have to find patience but analysts may have given up a little too early

$Intel(INTC)$ There is too much event risk to short this stock after the 20th. The new administration solidly supports semi reshoring and they have a range of actions that can be implemented with the stroke of a pen. Tariffs are a big one, potentially resetting the value of domestic chip manufacturing. The President Elect does not support using taxpayer money for TSMC. The $6.6 billion initially awarded to TSMC could get redirected to Intel to help mature its 18A tech and accelerate its buildout. The administration could implement a "buy American" executive action requiring American made semis in all federal IT purchases - and the government buys a ton of IT Gear. A number of things with significant impact could happen w

$Advanced Micro Devices(AMD)$ If INTEL is not performing as a semiconductor. AMD will eat the market for cpu’s. Wise words of warren buffet. Be fearful when others are greedy and to be greedy when others are fearful. Buy opportunity. Nothing has changed with AMD’s fundamentals.