To The Moon

$Intel(INTC)$ A company with a $450B replacement-value manufacturing footprint, heavy sovereign backing, and major structural catalysts like the 2027 18A/14A foundry and server ramps is being heavily churned by short-term algorithms. The trap tends to snap shut exactly when the crowd least expects it.

$Intel(INTC)$ While people argue about elections on here, sovereign U.S. silicon is 100% bipartisan. Intel looks like the most undervalued big tech stock on the Nasdaq, and it's one of only two companies on Earth with leading-edge fabs and High-NA EUV lithography—already paid for, already absorbing GAAP depreciation, and ramping into production ASAP. With 256-core Diamond Rapids (18A-P) sampling now for 2027 and Coral Rapids (14A) right behind it in 2028, every chip rolling off those already-paid-for lines turns straight into gross margin expansion.

$Micron Technology(MU)$  If there is concern about data center pauses, then why is AMD pumping? MU is a coiled spring that will inevitably launch. Deal with it.

$Intel(INTC)$ AMD reported solid earnings and AI growth is still strong. The selling in INTC looks overdone relative to the PC market forecast. There could be an opportunity to pick up cheap shares here.

$Intel(INTC)$ Funny how bears keep pointing to "written-off" assets when Intel is sitting on $106.5 Billion in fully depreciated cleanrooms and tools carried at $0 on the books, plus $45B+ in brand-new 18A/14A fabs that are generating $0 right now while they ramp up. At a $264B Enterprise Value ($318B cap minus $54B cash), Wall Street is basically pricing Intel's entire foundry empire at $0. Once 18A/14A and advanced AI packaging actually fill those fabs, that "$0" asset base turns into pure profit.

$Micron Technology(MU)$ AMD really delivered here. Looking ahead, December could be a big moment. Hoping things keep building from here.

$Micron Technology(MU)$ Adding to positions at lower levels still looks like the better approach here. It takes a lot of patience, and the cyclical pressure needs to be worked through. The buyback should help push this well above these depressed levels. Shorts have had an easy ride on a daily basis.

$Intel(INTC)$  Q4 2026 official guidance, even before the ninth beat: revenue of $15.0B to $16.0B, which is +13.4% to +17% year over year against Q4 2025's $13.67B. Data Center and AI is guided up another roughly 15% quarter over quarter to about $8.4B, roughly 79% year over year growth.

$Micron Technology(MU)$ Should've been up huge by now. Feels like a coiled spring getting tighter and tighter, ready to release toward new highs.

$Micron Technology(MU)$ Plenty of money for MU, SKHY and SNDK. Amazon is the only one that will have true negative cash flow. GOOG, META and MSFT will have a rough 2026 and especially 2027, but then things should look very good for them. Lots of sales for Micron for years to come.