To The Moon

$Oracle(ORCL)$ This reminds me of when Intel was in the low 20s. I see it as a strong buy at these levels.

I think BlackBerry $BlackBerry(BB)$  holds significant value today, mainly for two reasons. First, **Alloy Kore**. It's the industry's first production-ready **software-defined vehicle (SDV) foundation**. It enables OEMs like Volkswagen to dramatically reduce development costs, shorten certification timelines, and accelerate vehicle launches. Unlike vertically integrated solutions, **Alloy Kore is a plug-and-play platform designed to work with any OEM and virtually any automotive chip supplier**. Second, **QNX**. It's evolving beyond an automotive RTOS into the trusted operating platform for **physical AI**—covering robotics, industrial automation, medical devices, autonomous systems, and next-generation edge AI. Its combination of **functional

Just closed these $Intel(INTC)$  calls for 62%. The price is being pulled toward $150 like a magnet. Matrix Bull Trend retest and bounce. This is how it's done.

$NVIDIA(NVDA)$ Cantor Fitzgerald is increasingly positioning AMD as a top momentum name in semiconductors, raising its price target from $500 to $700 while maintaining an Overweight rating. The key takeaway from the note is relative strength in compute demand, with AMD highlighted as having the strongest near-term momentum among peers. At the same time, the firm still views Nvidia and Broadcom as undervalued relative to their earnings power, suggesting the AI infrastructure trade remains broadly intact. However, sentiment on Qualcomm is more cautious, with the argument that its multiple may drift back toward a more traditional smartphone-cycle valuation rather than a compute-driven rerating. Overall, this reflects a clear hierarchy emerging w

$Intel(INTC)$ Wherever we close, but going from down almost 9% to green now is just wild. That's why I don't trade stocks, especially Intel, but I invest in INTC. Day trading will make you lose money; it's like gambling. I always invest based on fundamentals and never day trade or do short-term trades. We can never predict the market. I thought we might be down $10 today... crazy.

$Intel(INTC)$  Another attempt by the short-sellers to negatively influence all the solid progress this company has made, and it will continue to execute. I have just one message for these naysayers: back off. I don't buy the AI narrative for this stock. It feels more like heavy manipulation, plain and simple. Q2 will be a reality check for them. Intel is set to soar further on Agentic, packaging, energy/pricing efficiencies, and a guidance raise.

$Rum Group Inc(RUM)$ Intel, Tesla, and SPCX/XAI need power, land, and real-world AI workloads to absorb terafab-level silicon capacity. Intel's VP Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the terafab's "off-campus" AI cloud – hosting those chips, running Starlink/video/AI workloads, and giving Intel a flagship U.S. customer outside the big three clouds.

Compared to its AI infrastructure peers, $Rum Group Inc(RUM)$  still looks ridiculously cheap. Look at the market caps: $Rum Group Inc(RUM)$  MKT CAP 2.75B $NEBIUS(NBIS)$  MKT CAP around 60B $CoreWeave, Inc.(CRWV)$  MKT CAP around 52B $APPLIED DIGITAL CORP(APLD)$  MKT CAP around 11B The new $Rum Group Inc(RUM)$  CFO Mike, from $Intel(INTC)$ , is talking about a $1B+ revenue run rate for the $Rum Group Inc(RUM)$  grou

$Adobe(ADBE)$ This reminds me of holding $AT&T Inc(T)$ , $Intel(INTC)$ , and BTI. I think this is the pivot point for a slow climb back to ATH.

Back in 2022, $NVIDIA(NVDA)$  around $10 was a generational entry point that no one believed in. In 2023, $Palantir Technologies Inc.(PLTR)$  under $8 became a similar trade met with disbelief. Now? Everyone is crowded into the same AI mega-caps… while the next setup is quietly shifting elsewhere. If history rhymes, the biggest asymmetric returns usually come from ignored names before the narrative forms. Five under-the-radar setups people are overlooking: $Ouster Inc.(OUST)$  $Cognex(CGNX)$  OKLO $BlackBerry(BB)$  CEVA Not saying they become the next