To The Moon

$Intel(INTC)$ Intel reports earnings on 7/23. I think the stock could reach $200 by the end of July after the report.

$Advanced Micro Devices(AMD)$ The competitive landscape in the sector could be reshaped soon. $Intel(INTC)$  $NVIDIA(NVDA)$  $ARM Holdings(ARM)$  $Qualcomm(QCOM)$ 

$Intel(INTC)$ There's a lot of buzz about agentic inference orchestration and harnesses. Check out the new SDLC document from Google. I wouldn't be surprised to see Xeon-6 booked through 2027.

Every semiconductor stock has had its moment to shine when its time came, even a company like $Intel(INTC)$  that's been lagging has seen its price go up. $Qualcomm(QCOM)$  is one of the cheapest stocks from a valuation perspective, and with the edge AI and data center thesis, its time might be now. It was a $200 stock five years ago and hasn't returned much since, but I think that could change soon. I'm betting it could reach $500 before 2030.

Three years ago, conviction on $Tesla Motors(TSLA)$  held when sentiment was split—the move from around $140 to around $457 showed what patience in a trend leader can do. Six months back, the rotation call on $Intel(INTC)$  and the energy-adjacent setup captured a strong move from around $39 to around $141. One year ago, early positioning in $Micron Technology(MU)$  around $83 played into a major semiconductor re-rating cycle. The key point: these weren't random trades—they were plays aligned with both trend and cycle. Markets reward conviction when timing meets structure. The next alert is coming soon. If you're not following with notifications on,

The next move for Rumble seems pretty clear. Chris Pavlovski has already closed the Tether deal, pulled off the Northern Data acquisition, and brought in an Intel-veteran CFO to run the AI infrastructure numbers. So, the next step isn't about proving he can execute; it's about putting big third-party names on stage with him. Think Tether, anchor customers, GPU vendors, maybe even a hyperscaler-type partner. You don't line up over 24,000 GPUs, 9 data centers, Tether backing, and an Intel CFO just to stay quiet. A significant reveal is likely coming. When they finally roll out the full AI data center vision with partners front and center, the market will probably have to reprice $Rum Group Inc(RUM)$  out of 'video stock' territory and into 'baby

$Rum Group Inc(RUM)$ Quake AI isn't some startup experiment. It has 24,000 GPUs, 9 data centers soon to be 10, and 250 MW of power. Currently 85% utilized, with 200 MW of power unmonetized. Holding a $150M contract with Tether and a $270M contract with Together AI. The team includes Mike Masci, a 20-year data center veteran from Intel. That's not a story that deserves to be ignored. You've got the hard assets, the power, the contracts, and the people. What else does the market need to see before it starts paying attention?

$Intel(INTC)$ Can you believe analysts were calling for Intel stock at $20 less than a year ago, and now it's in the $130s? That's like a weather forecaster predicting a sub-zero ice storm and getting a clear 100-degree day.

$Intel(INTC)$  Intel's strategy for "rack-scale" AI is a shift from being just a component vendor to becoming the "Control Plane" for the modern AI data center. As the industry moves toward Agentic AI—where systems reason, plan, and execute tasks rather than just training models—the bottleneck has moved from raw math (GPUs) to orchestration (CPUs). Here's how Intel is capitalizing on the 80% of data centers that are currently considered "AI-incompatible." 1. The 80% "AI-Incompatible" Gap Most global data center infrastructure was built for traditional cloud applications, not the intense power and concurrency demands of Agentic AI. * The Hardware Bottleneck: Legacy CPUs lack the PCIe lanes, memory bandwidth, and

Not many are putting in the work like we are. It's that simple. Up 70% year-to-date, sure, many might say we just rode the semi/memory wave… $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $Intel(INTC)$  AMD. No. Our returns are uncorrelated and come from deep research. That's why, even on a day like today when the high momentum trade has unwound a bit… we're still green (albeit slightly, but still). Understand what you own and who you're following.