🌟🌟🌟Intel $Intel(INTC)$  Q3 earnings aren't just a quarterly checkpoint.  They are a litmus test for a company in metamorphosis.  With new CEO Lip Bu Tan stepping in since March 2025, the tone has shifted from engineering bravado to strategic recalibration.  Tan, revered for his leadership at Cadence and his venture capital acumen, now steers a legacy titan through the fog of AI disruption and foundry reinvention. Analysts Expectations : A Loss But Less Bleeding  Wall Street Analysts expect Intel to report a Q3 loss of USD 0.12 per share, a dramatic improvement from the USD 0.63 loss a year ago.  Revenue is projected around USD 13.28 billion, slightly above consensus.  Analysts remai

[Heart]Hello Tigers,Is the US market curently a Carnival Before the Bubble Bursts or a "Baby Bubble"?[Allin]On September 25, the three major U.S. stock indices closed lower for the third consecutive day: the $Dow Jones(.DJI)$ fell 0.38%, erasing all gains since the Federal Reserve signaled a "50bp rate cut" on September 18; the $S&P 500(.SPX)$ dropped another 0.5%, with a cumulative 1.8% decline over three days; and the $NASDAQ 100(NDX)$ also fell 0.5%, showing obvious short-term pressure.Latest Valuation Check-Up: Big-3 Indexes & Mag-7 at a Glance:TickerLatest Price($)YTD 2025TTW P/EForward P/EAverage P/E in 10 yrsForward P/E VS. Average P/E in 10 yrs

Big-Tech’s PerformanceMacro Headlines This Week:The market is reassessing rate cut expectations. Due to slightly stronger economic data (particularly employment-related indicators), the market has been forced to adjust its expectations for further rate cuts. Some participants are questioning whether the labor market is more resilient than anticipated, leading to a resurgence in the U.S. dollar's strength. The three major indices all hit weekly lows as investors worry that the Federal Reserve might slow the pace of rate cuts. Meanwhile, technical corrections and profit-taking emerged in the market, with U.S. Treasury yields (long-end) rising, putting pressure on high-valuation tech and growth stocks.Political pressures on central bank independence, potential U.S. government shutdown, and co

过去几个月，市场对 AI 算力基础设施的热情只增不减。从 $英伟达(NVDA)$ 的市值突破4万亿，到电力紧缺成为算力扩张的瓶颈，大家都在问：谁来提供AI 时代的“新石油”——电力？ $Fermi LLC(FRMI)$ 横空出世。9 月公司向 SEC 递交了 IPO 申请，计划在纳斯达克上市，发行价区间 18–22 美元，最多融资 5 亿多美元。如果承销商行使绿鞋，规模可能更大。市场传言它的目标估值高达 130 亿美元——要知道，这是一个尚无收入的公司。所以问题来了：Fermi 是一个空中楼阁的 PPT 项目，还是一张高风险高回报的彩票？我们不妨拆开看看。公司故事：不仅是数据中心，更是能源巨兽Fermi 的定位不是一家单纯的数据中心运营商。它想做的是一个 “能源 + 数据中心一体化” 的巨型综合体。公司已经拿下了德州 5,000 多英亩的土地，规划了一个名为 Project Matador 的超大园区。核心理念是：在园区内部建设发电厂（包括天然气、太阳能、电池储能，甚至未来的核电机组），然后“behind-the-meter”直接供电给园区里的数据中心。目标电力容量：11 GW。这是什么概念？差不多能顶得上几个中等国家的总电力负荷。未来，这里将为 AI 超算、云计算企业提供“低碳、稳定、独立于电网”的算力基础设施。一句话：他们不是在建数据中心，而是在建“能源驱动的超级算力新城”。募资与结构：REIT 的外壳，AI 的故事Fermi 的架构比较特别——它选择了 REIT（房地产投资信托） 的路径。这意味着它未来的收入模式，不是卖 GPU，而是靠“租金”——租用机房空间、供电容量。IPO 计划：发行 25,000,000

$Intel(INTC)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Intel shares jumped 6% to $30.21 on Wednesday after reports surfaced of the chipmaker approaching Apple for potential investment, exploring deeper collaboration on iPhone tech. With a market cap of $116.2 billion, this move signals a turnaround for Intel amid AI chip wars. The S&P 500 rose to 6,650, up 0.5%, reflecting broader market optimism. Is Intel a buy at $30? Can it hit $40 next? With a $116.2 billion cap, how much ups

$Intel(INTC)$ The chip world just got a seismic jolt—Intel's outreach to Apple isn't just a Hail Mary; it's a calculated strike to reclaim its throne in the silicon arena. With whispers of multi-billion infusions and joint ventures swirling, the stock's 6% pop signals the market's betting big on this turnaround tale. But amid the hype, let's dissect the real firepower: from value hunts at current levels to moonshot projections and alliance dominoes falling. Buckle up—this could redefine Intel's 2025 playbook. Decoding the Apple Angle: Fuel for Foundry Firepower Picture this: Apple, the design maestro who's ditched Intel chips for in-house silicon, now potentially bankrolling its ex-partner's revival. The pitch? Deeper ties in custom silicon for iP

$Intel(INTC)$  💻 Intel’s Revenge Comeback? Can Apple Talks Spark a Real Turnaround? 🚀 Introduction – Intel Back in the Spotlight After years of losing ground to rivals like Nvidia ($NVIDIA(NVDA)$  ) and AMD ($Advanced Micro Devices(AMD)$  ), Intel ($INTC) is finally making headlines again. Reports suggest Intel has approached Apple ($Apple(AAPL)$  ) for closer collaboration, potentially even investment. While talks are still in early stages and no deal is guaranteed, the news alone was enough to lift Intel shares 6% higher midweek. As someone who entered Intel around $19, I’ve been close

September 25, Eastern Time – while the broad market slid for a third day, a clutch of Made-in-USA names dubbed the “Stars & Stripes basket” lit up the tape.$Lithium Americas Corp.(LAC)$ rose another 22.63% after popped 95 % on Wendnesday, $Intel(INTC)$ added 8.87% and $MP Materials Corp.(MP)$ surged 8.82%.5 DAY CHANGES AS OF September 25th 2025Below we unpack the catalysts, money-flow and a watch-list for the next Washington-backed momentum plays.1. What happened on 9/25?The Trump administration is in talks with $Lithium Americas Corp.(LAC)$ o restructure a $2.26 billion Department of Energy loan and is seeking an equity

Intel $Intel(INTC)$  share price has been in a tear this week as it is up almost 20% in the past 5 days and closed at USD 35.50 on Friday's trading.  What an amazing turnaround ! Intel has reportedly approached Apple $Apple(AAPL)$  for a potential investment and deeper collaboration .  This isn't just about money.  It is about reinvention and validation. What could the Deal look like? While Apple is unlikely to return to Intel chips for its devices, the collaboration could take other forms: Apple investing in Intel's foundry business, supporting domestic chip manufacturing. Intel could produce non core components for Ap

$Intel(INTC)$ Intel was once the undisputed king of semiconductors. For decades, the company defined computing performance, rode the PC boom, and held dominant market share across data centers and consumer devices. But in recent years, Intel has been relegated to the sidelines as rivals like AMD, Nvidia, and Taiwan Semiconductor Manufacturing Co. (TSMC) surged ahead. Now, the narrative may be shifting. Intel has reportedly approached Apple for a potential investment and collaboration, a surprising development that, while still in early discussions, has already sparked renewed investor enthusiasm. Shares jumped 6% higher on Wednesday, signaling the market is once again willing to entertain the idea of an Intel comeback. At around $30 per share, wit

Before we consider which tech giants might joined the Intel-Apple partnership as we have seen how it have been brewing. This Intel-Apple partnership have benefitted $Intel(INTC)$ which gained 6.41% on Wednesday (24 Sep), but we cannot see it on $Apple(AAPL)$ though there is bullish signal coming from the monthly chart. Apple lost 0.83% on Wednesday. In this article, we will looked at some of the factors and MOAT that investors might consider and which other tech giants are likely to partner (or be considered by Intel). Here is a breakdown of what we know so far about the Intel-Apple discussions, what moats and factors matter for investors, and which other tech giants might logically be next to partner (or

$Intel(INTC)$  These are sharp, well-structured questions — and they get to the heart of Intel’s long-term turnaround story. Let’s break this down systematically, considering Intel’s valuation, growth prospects, potential partnerships, and realistic upside under various scenarios. --- 1. Is Intel Still a Buy at $30? At $30/share, Intel trades around 17–18× forward earnings, depending on which recovery scenario one uses. While this valuation appears moderate compared to NVIDIA or AMD, Intel’s structural challenges remain significant: Bull Case (Reasons to Buy or Hold) Strategic partnerships: If Apple indeed invests — or collaborates on chip design, foundry services, or AI chips — it could rebuild investor confidence in Intel’s turnaround and a

$Intel(INTC)$   ⚡ Intel’s Revenge Comeback? Can the Sleeping Giant Rise Again in 2025? 🚀 Introduction – From Fallen Titan to Underdog Story Not long ago, Intel was the king of chips. Its dominance in PCs and data centers felt unshakable. But over the past decade, the crown slipped: Apple ($Apple(AAPL)$  ) ditched Intel for its own M-series chips. AMD ($Advanced Micro Devices(AMD)$  ) ate into Intel’s CPU market with superior designs. Nvidia ($NVIDIA(NVDA)$  ) captured the AI crown, becoming Wall Street’s darling. Intel, once the leader, became the laggard.

$Intel(INTC)$ Few companies in technology carry as much historical weight as Intel. Once the undisputed king of semiconductors, Intel powered the PC revolution with its “Intel Inside” dominance, shaped Silicon Valley’s rise, and generated staggering profits. Yet over the past decade, the company has stumbled — missing key product cycles, falling behind in manufacturing, and ceding ground to hungrier rivals like AMD, Nvidia, and Taiwan Semiconductor Manufacturing Company (TSMC). Now, reports suggest Intel has approached Apple for a potential investment and closer collaboration. The talks are still in their infancy, and no deal is guaranteed. But the news was enough to jolt investor optimism: Intel’s shares jumped 6% on Wednesday, its sharpest one-d

$Intel(INTC)$  Here’s how I assess the Intel situation (based on public information as of now). Use this as input for your own decision-making, not as definitive advice. --- 1. Is Intel still a “buy” at ~$30? It’s a risky “buy” — conditional on certain execution and external factors. Supporting arguments: The news that Intel has approached Apple about a potential investment has given renewed investor enthusiasm.  Intel already received a $5 billion investment from Nvidia, which is a strong signal of confidence (and a partnership in AI / chip development)  Intel is trying to reposition itself in the semiconductor / foundry / AI space, which has structural tailwinds (demand for compute, AI chips, data centers). At ~$30 (versus earlier