To The Moon

$英特爾(INTC)$   😎😎😎

$Intel(INTC)$  Intel (INTC) is trading at $94.75, up more than 12% in a single session, marking a fresh 52-week high. With accelerating revenue growth, strong AI-driven product launches, and renewed investor confidence, Intel is positioned as a conviction buy for long-term investors. --- 📊 Intel Snapshot - Current Price: $94.75   - 52-Week Range: $18.97 – $94.95   - Market Cap: $476B   - Q1 2026 Revenue: $13.6B (up from $12.7B YoY)   - Dividend Yield: 0% (Intel is reinvesting heavily into growth)   - Momentum: +12.1% daily surge, breaking past resistance levels   --- 🚀 Why Buy Intel Now 1. AI Leadership      Intel’s Core Ultra Series 3 processors and Arc Pro B-Ser

$Intel(INTC)$   Intel (NASDAQ:INTC) won a Street-high price target on Sunday after Evercore raised its view on the chipmaker, citing improving execution, a recovery in CPU demand and Intel's role as the only leading-edge U.S. manufacturer. Evercore Analyst Mark Lipacis upgraded Intel to Outperform from In Line and lifted his price target to $111 from $45. He said the company's latest quarter and forward guidance suggest the market may be undervaluing Intel's earnings power several years out. Intel Is the new Technology darling :  Intel Corp. (NASDAQ:INTC)—once at the forefront of the chip industry before falling behind in key technological shifts—grew its net revenues by 7 percent in the first three months

$Intel(INTC)$  Intel’s stock has recently undergone a historic breakout, hitting all-time highs in April 2026. This surge was primarily triggered by a landmark Q1 2026 earnings report on April 24, which showed a massive beat on both revenue ($13.58B vs. $12.4B expected) and earnings per share ($0.15 vs. $0.01 expected). ## Is the Price Sustainable? The market is currently split between "renaissance" believers and "foundry" skeptics. Whether the $90+ price point holds depends on three critical factors:  * **The CPU Renaissance:** For years, the narrative was that GPUs (Nvidia) would kill the CPU. Instead, 2026 has seen a "CPU resurgence" because **Agentic AI** and LLM inference require heavy CPU orchestration. Intel’s server CPU demand is

$Tesla Motors(TSLA)$ had a blood bath performance on Thu, 23 Apr 2026, a day after its earnings were released. $Intel(INTC)$ on the other hand delivered a watershed Q1 2026 earnings report, after US market closed. Post announcement saw the former #1 chip maker sparked a +20% surge in its share price, surpassing an all-time high set in 2000. I think this result should signal a definitive end to its period of strategic "wilderness." The results, portray a company that has successfully pivoted to capitalize on the "Agentic AI" era while simultaneously reclaim its manufacturing prowess. Q1 Numbers Behind Rebound Below are the actuals, compared with estimates from analysts polled by LSEG: Revenue: came in at $

CPU upside is real but more cyclical than structural versus memory; AI demand is still fundamentally bandwidth- and capacity-driven, keeping HBM and advanced DRAM in a tighter supply-demand regime than CPUs, where competition and pricing pressure persist. For Intel, a new ATH is possible but contingent on sustained foundry traction, execution on advanced nodes, and credible AI accelerator share—none are fully de-risked yet. A $100 target implies multiple expansion plus earnings inflection that likely needs several quarters of flawless delivery. CPUs won’t replace memory as the “hot” leg; they may participate, but memory remains the higher-beta AI lever near term.

Intel Set to Extend Record-Breaking Rally, Undeterred by Short Sellers $Intel(INTC)$   looks set to extend its record-breaking rally Monday with bulls were undeterred by short sellers who piled in to challenge the semiconductor company's blowout post-earnings surge. Trading in borrowed shares shares that were sold short jumped to 33.51 million shares Friday, the biggest among stocks with a market capital of more than $5 billion. The jump in bearish bets came after Intel reported first-quarter results that crushed expectations, sending shares up 23.60% to a closing record high of $82.54 Friday.  Trading in borrowed Intel shares that were sold short accounted for 11.91% of the 281.41 million shares that

Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso

Intel just dropped a monster earnings report that sent the stock surging ~20% in after-hours trading — the kind of move that turns heads and forces the market to reprice the entire semiconductor narrative. 😱 This wasn’t a garden-variety beat. Revenue, EPS, and especially earnings quality crushed consensus, delivering the strongest profitability metrics Intel has posted in five years. The real story? CPU scarcity is back in a big way, and Intel’s product competitiveness is visibly recovering after years of playing catch-up. Here’s the breakdown of what’s driving the surge and why this could mark a structural shift for the CPU segment in the AI era. 📈 Why Intel’s Earnings Hit So Hard Earnings Quality & Profitability Surge: Strongest metrics in 5 years — not just top-line fluff, but rea

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$Intel(INTC)$  Intel Surges 20% on AI "Agentic" Boom — Is $100 the Next Stop or the Top? ​Intel just dropped a bombshell Q1 2026 earnings report, crushing Wall Street expectations and sending the stock rocketing past the $82 level. For the first time in half a decade, Intel is flashing serious profitability metrics and signaling that product competitiveness is actually recovering. ​The narrative is shifting violently: this isn’t just a "dead money" value play anymore. With CPU scarcity taking center stage and "agentic AI" driving an unexpected server upgrade cycle, the market is suddenly whispering about a realistic $100 price target. But is this a structural turnaround, or just a temporary supply-shock sugar high? Let’s break down the trade.

Intel’s turnaround looks increasingly real, but US$100 is ambitious. It is achievable if execution stays strong, AI server CPU demand expands, and margins continue recovering. That said, much optimism is already priced in, so further upside needs clear earnings beats. On CPU vs Memory, I would not call it a replacement cycle. CPUs are becoming critical as the “brains” for AI orchestration and inference, while memory, especially HBM/DRAM, remains the bandwidth backbone. Both can run, but leadership may rotate. My pick: • Near term momentum: CPU • Higher upside torque: Memory • Safer long-term compounder: CPU Intel at a new ATH? Possible. Intel above US$100? Possible, but execution must be near flawless.

Intel Options Gripped by FOMO as 24% Surge Triggers Volatility Collapse $Intel(INTC)$   shares handed options traders a textbook lesson in FOMO Friday, as a 24% rally to an intra-day all-time high forced a panicked unwind of downside hedges and set the stage for a post-earnings volatility crush. Intel shares climbed to a fresh intra-day high after the semiconductor company delivered the biggest revenue surprise in more than five years and provided Wall Street a better-than-expected outlook for the second quarter. Implied volatility, which measures the market's expectations of the share prices using variables including options premiums, stood at 76.40%, ranking in the 90th percentile of the past year. Option

Yes I see CPU playing a complementary role to AI, and so it will ride on the AI hype and wave to continue going to new highs!

Show up?

yes can reach new high. $100 price target is reasonable. yes will cpu will replace memory

NVIDA riding the 5T

CPUs are experiencing a major comeback as demand surge for Intel processors in AI era. But not so certain if the rally is sustainable as the competition goes on.

$Intel(INTC)$ good article

$Intel(INTC)$  Intel posting its strongest profitability metrics in years is meaningful because it suggests more than a temporary beat. If CPU scarcity is real and product competitiveness is improving, sentiment could shift sharply. Can Intel reach $100 this year? Possible, but demanding. That would require: • sustained margin expansion • clear server CPU share recovery • foundry execution improving credibility • no major competitive reset from Advanced Micro Devices or ARM-based challengers Stocks that could benefit from a CPU revival: • Micron Technology, stronger DRAM/HBM attach rates • Samsung Electronics, memory demand uplift • Taiwan Semiconductor Manufacturing Company, broader semiconductor capex tailwind • Dell Technologies and HP Inc

$Intel(INTC)$  Intel (INTC) is trading at $94.75, up more than 12% in a single session, marking a fresh 52-week high. With accelerating revenue growth, strong AI-driven product launches, and renewed investor confidence, Intel is positioned as a conviction buy for long-term investors. --- 📊 Intel Snapshot - Current Price: $94.75   - 52-Week Range: $18.97 – $94.95   - Market Cap: $476B   - Q1 2026 Revenue: $13.6B (up from $12.7B YoY)   - Dividend Yield: 0% (Intel is reinvesting heavily into growth)   - Momentum: +12.1% daily surge, breaking past resistance levels   --- 🚀 Why Buy Intel Now 1. AI Leadership      Intel’s Core Ultra Series 3 processors and Arc Pro B-Ser

$Intel(INTC)$  Intel’s stock has recently undergone a historic breakout, hitting all-time highs in April 2026. This surge was primarily triggered by a landmark Q1 2026 earnings report on April 24, which showed a massive beat on both revenue ($13.58B vs. $12.4B expected) and earnings per share ($0.15 vs. $0.01 expected). ## Is the Price Sustainable? The market is currently split between "renaissance" believers and "foundry" skeptics. Whether the $90+ price point holds depends on three critical factors:  * **The CPU Renaissance:** For years, the narrative was that GPUs (Nvidia) would kill the CPU. Instead, 2026 has seen a "CPU resurgence" because **Agentic AI** and LLM inference require heavy CPU orchestration. Intel’s server CPU demand is

$英特爾(INTC)$   😎😎😎

$Intel(INTC)$   Intel (NASDAQ:INTC) won a Street-high price target on Sunday after Evercore raised its view on the chipmaker, citing improving execution, a recovery in CPU demand and Intel's role as the only leading-edge U.S. manufacturer. Evercore Analyst Mark Lipacis upgraded Intel to Outperform from In Line and lifted his price target to $111 from $45. He said the company's latest quarter and forward guidance suggest the market may be undervaluing Intel's earnings power several years out. Intel Is the new Technology darling :  Intel Corp. (NASDAQ:INTC)—once at the forefront of the chip industry before falling behind in key technological shifts—grew its net revenues by 7 percent in the first three months

$Tesla Motors(TSLA)$ had a blood bath performance on Thu, 23 Apr 2026, a day after its earnings were released. $Intel(INTC)$ on the other hand delivered a watershed Q1 2026 earnings report, after US market closed. Post announcement saw the former #1 chip maker sparked a +20% surge in its share price, surpassing an all-time high set in 2000. I think this result should signal a definitive end to its period of strategic "wilderness." The results, portray a company that has successfully pivoted to capitalize on the "Agentic AI" era while simultaneously reclaim its manufacturing prowess. Q1 Numbers Behind Rebound Below are the actuals, compared with estimates from analysts polled by LSEG: Revenue: came in at $

Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso

Intel just dropped a monster earnings report that sent the stock surging ~20% in after-hours trading — the kind of move that turns heads and forces the market to reprice the entire semiconductor narrative. 😱 This wasn’t a garden-variety beat. Revenue, EPS, and especially earnings quality crushed consensus, delivering the strongest profitability metrics Intel has posted in five years. The real story? CPU scarcity is back in a big way, and Intel’s product competitiveness is visibly recovering after years of playing catch-up. Here’s the breakdown of what’s driving the surge and why this could mark a structural shift for the CPU segment in the AI era. 📈 Why Intel’s Earnings Hit So Hard Earnings Quality & Profitability Surge: Strongest metrics in 5 years — not just top-line fluff, but rea

Intel Set to Extend Record-Breaking Rally, Undeterred by Short Sellers $Intel(INTC)$   looks set to extend its record-breaking rally Monday with bulls were undeterred by short sellers who piled in to challenge the semiconductor company's blowout post-earnings surge. Trading in borrowed shares shares that were sold short jumped to 33.51 million shares Friday, the biggest among stocks with a market capital of more than $5 billion. The jump in bearish bets came after Intel reported first-quarter results that crushed expectations, sending shares up 23.60% to a closing record high of $82.54 Friday.  Trading in borrowed Intel shares that were sold short accounted for 11.91% of the 281.41 million shares that

$Intel(INTC)$  Intel Surges 20% on AI "Agentic" Boom — Is $100 the Next Stop or the Top? ​Intel just dropped a bombshell Q1 2026 earnings report, crushing Wall Street expectations and sending the stock rocketing past the $82 level. For the first time in half a decade, Intel is flashing serious profitability metrics and signaling that product competitiveness is actually recovering. ​The narrative is shifting violently: this isn’t just a "dead money" value play anymore. With CPU scarcity taking center stage and "agentic AI" driving an unexpected server upgrade cycle, the market is suddenly whispering about a realistic $100 price target. But is this a structural turnaround, or just a temporary supply-shock sugar high? Let’s break down the trade.

This week, both $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ surged, stealing the spotlight from the previously hot memory sector. Although SK Hynix delivered very strong earnings, SanDisk in the memory sector declined yesterday. Why has CPU replaced memory as the new favorite? Agentic AI workloads (task scheduling, state management, I/O control) are overwhelming GPUs alone — CPUs are now critical infrastructure again, not just supporting hardware. Over the past two years, the market has been used to a single chain: capex up → GPU orders up → HBM up → advanced packaging up. In this chain, CPUs were just a supporting role — “one extra chip bundled in the server,” and were given low valuation weight. M

CPU upside is real but more cyclical than structural versus memory; AI demand is still fundamentally bandwidth- and capacity-driven, keeping HBM and advanced DRAM in a tighter supply-demand regime than CPUs, where competition and pricing pressure persist. For Intel, a new ATH is possible but contingent on sustained foundry traction, execution on advanced nodes, and credible AI accelerator share—none are fully de-risked yet. A $100 target implies multiple expansion plus earnings inflection that likely needs several quarters of flawless delivery. CPUs won’t replace memory as the “hot” leg; they may participate, but memory remains the higher-beta AI lever near term.

Intel Options Gripped by FOMO as 24% Surge Triggers Volatility Collapse $Intel(INTC)$   shares handed options traders a textbook lesson in FOMO Friday, as a 24% rally to an intra-day all-time high forced a panicked unwind of downside hedges and set the stage for a post-earnings volatility crush. Intel shares climbed to a fresh intra-day high after the semiconductor company delivered the biggest revenue surprise in more than five years and provided Wall Street a better-than-expected outlook for the second quarter. Implied volatility, which measures the market's expectations of the share prices using variables including options premiums, stood at 76.40%, ranking in the 90th percentile of the past year. Option

Intel’s turnaround looks increasingly real, but US$100 is ambitious. It is achievable if execution stays strong, AI server CPU demand expands, and margins continue recovering. That said, much optimism is already priced in, so further upside needs clear earnings beats. On CPU vs Memory, I would not call it a replacement cycle. CPUs are becoming critical as the “brains” for AI orchestration and inference, while memory, especially HBM/DRAM, remains the bandwidth backbone. Both can run, but leadership may rotate. My pick: • Near term momentum: CPU • Higher upside torque: Memory • Safer long-term compounder: CPU Intel at a new ATH? Possible. Intel above US$100? Possible, but execution must be near flawless.

This is a curated list of 50 high-volume stocks (>$100M average daily volume) showing relative strength across the market. The goal is to identify where institutional money is flowing and which themes are leading. A clear pattern emerges: leadership is heavily concentrated in five key industry groups — Semiconductors, Software Infrastructure, Semiconductor Equipment, Electronic Components, and Computer Hardware. Together, these sectors form the core of the current AI and next-gen compute trade. Outside of tech, selective strength is also appearing in areas like Energy (uranium), Travel, Solar, and Aerospace & Defense, suggesting pockets of rotation rather than broad-based participation. This list is best used as a top-down scan tool — to track leadership, spot continuation setups, a

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Yes I see CPU playing a complementary role to AI, and so it will ride on the AI hype and wave to continue going to new highs!

🌟🌟🌟 The comeback story of $Intel(INTC)$ is a masterclass in  what it means to be down but never out. For a while there Intel looks like it was losing its rhythm but now the critics are silenced with an astounding earnings report. Intel reached a record high of USD 85.22 on April 24 2026.  This rally has eclipsed the previous all time high set on August 31 2000. The surge is driven by a fundamental shift in Intel's trajectory due to unprecedented AI server demand for server CPUs to support agentic AI, fueling a CPU renaissance. Successful high volume manufacturing on the 18A node has proven Intel can execute its technical road map. Q1 2026 adjusted EPS of USD 0.29 crushed the USD 0.02 analyst estimate, showing significant margin improve

$Intel(INTC)$  Intel posting its strongest profitability metrics in years is meaningful because it suggests more than a temporary beat. If CPU scarcity is real and product competitiveness is improving, sentiment could shift sharply. Can Intel reach $100 this year? Possible, but demanding. That would require: • sustained margin expansion • clear server CPU share recovery • foundry execution improving credibility • no major competitive reset from Advanced Micro Devices or ARM-based challengers Stocks that could benefit from a CPU revival: • Micron Technology, stronger DRAM/HBM attach rates • Samsung Electronics, memory demand uplift • Taiwan Semiconductor Manufacturing Company, broader semiconductor capex tailwind • Dell Technologies and HP Inc

Show up?

yes can reach new high. $100 price target is reasonable. yes will cpu will replace memory