$SPDR S&P 500 ETF Trust(SPY)$ Honestly, it feels like the bears might be out of steam here. To me, there's a chance we could see a large-scale breakout with some momentum.
$Intel(INTC)$ Looking at the Q1 numbers, Intel posted revenue of $13.6B, which came in $1.4B ahead of guidance. Non-GAAP gross margin was 41% with EPS at $0.29. The AI-related segment saw 40% year-over-year growth and now makes up 60% of the total revenue.
$Intel(INTC)$ Intel's stock has surged 370% over the past year, driven by strong performance in its Data Center and AI segments. There's some optimism around its upcoming earnings, with expectations for growth in those key areas. The earnings report on July 23, 2026, is getting attention given the company's track record of recent beats.
$SoFi Technologies Inc.(SOFI)$ Trading under $20 brings to mind the opportunity AMD presented when it was under $100. I say this as someone who owns AMD with an average cost of $118. The risk/reward setup for SOFI is getting quite interesting. The market doesn't seem to be pricing in its potential growth over the next few years, while sentiment remains extremely low. Some of the best opportunities often emerge when expectations are reset and investor confidence fades. With continued growth in its financial products, expanding customer adoption, and potential future inclusion in the SPY ETF, SOFI is a stock I'm watching closely.