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taking a break from trading so i can watch for the absolute crash through the floor i belive the iran conflict will cause soon.
week before i sold alot of positions in preperation for the ripples of the oil shock to become the tidal wave that pushes the usa markets over a cliff. probably wont buy back in untill more information in november or i see that crash im predicting
What stands out is that Intel is no longer directly competing with Nvidia in GPUs, but instead carving out a role in AI through CPUs as workloads shift toward inference and autonomous agents. This is a key shift, as CPUs remain critical for deployment. At the same time, partnerships with Tesla and Alphabet suggest Intel is rebuilding ecosystem relevance.
That said, this is still a high-risk turnaround story. Competition from AMD & Arm remains intense & execution will be key. The narrative has improved, but Intel still needs to prove this momentum can last.
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Have not been patient again and traded a fair bit. Thinking about upcoming "Sell in May and go away".