To The Moon

$Intel(INTC)$  Lip Bu clearly knew something when he bought more shares around $65. You don't see many CEOs putting $20 million of their own money into company stock.

$Intel(INTC)$ Apple is holding up. A PC purchase can be delayed, but people can't really live without iPhones. I hope IFS can land a foundry contract with Apple. That would be a big catalyst for INTC.

$Intel(INTC)$  A slowdown in data center demand is actually good for Intel. They currently can't fulfill demand. Even with a slowdown, demand is still so great that they won't be able to fulfill all of it, but some will be shifted to the future when their supply ability improves. In addition, their pricing flexibility will be greater than competitors due to margin stacking.

$SPDR S&P 500 ETF Trust(SPY)$  Feels like the unemployment numbers won't really change much either way. It still looks like the market will keep grinding higher.

$Intel(INTC)$  I bought AMD and Intel several years ago and I'm not selling either one. I built two PCs with each chip and they're still running smoothly.

$Intel(INTC)$  In August, institutions and Lip-Bu Tan personally wired $23 billion at $95 per share to buy the fab and packaging tools needed to handle those orders. Now at around $60 per share, some see Intel spending that cash to tool up for 3+ million Google AI chips and 30%+ Xeon server growth, and they seem to treat it as bad news. The discount the market is applying right now looks like short-term amnesia.

$SPDR S&P 500 ETF Trust(SPY)$  Best possible scenario for markets right now. General uncertainty is gone since the election is over, and the market likes that. The win was large enough that contested elections become meaningless, which the market loves. Without a 2/3 majority, democrats can't do much, so the ultra wealthy still have nearly unlimited access to the WH, veto power, executive orders, and every federal agency. The market is ecstatic over that.

$Intel(INTC)$ Buying opportunities. Foundry will be a trillion market cap by 2030. Fab 52, Fab 62, and the Ohio fab in full volume. Intel will be in the $200 range.

$Intel(INTC)$ This just shows the "monkey see, monkey do" mentality has reached Wall Street. Computers are driving the buy and sell moves. Intel beat earnings and the outlook is bright, but a building fire shouldn't trigger a sell-off of this magnitude. I got in at 24.20, so I'm holding, but it really shows how many people can't think for themselves.

$Intel(INTC)$ INTC is setting up with bullish asymmetry, but I am waiting for confirmation before doing anything with it. Negative GEX favors expansion here. Call wall and max gamma are both at $70, put wall at $65, and pin tendency looks low. The levels I am watching are $66.21, $68.76, and $70 on the upside, with $65, $64.12, and $63.99 below. Expected move is $62.31 to $69.21. The most likely outcome is bullish expansion if $66.21 breaks and holds, with the gamma flip still below spot. The risk side is that realized volatility is running above implied volatility, and the daily trend is still weak. DDR is balanced and stale, so it is not giving much of a signal either way. The idea would be long $66.14 to $66.56 after a breakout and retest,