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I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$

Happy for all riding on this horse. Soon be 🚀 to the month. 

$Intel(INTC)$ I speculate range-bound, but I'm not convinced it will hit the +5%. As some tech stocks may start slowing down this time of year - or so I've noticed in the past within a similar financial climate (the instability of inter-global warfare, be it economic or by force or "pursuasion" notwithstanding)...

a

🟢 I think the stock might move up more than 5% after its upcoming earnings report! Turnaround momentum feels real right now & a solid report will help.

I chose C

The semiconductor industry is buzzing once more, with $Taiwan Semiconductor Manufacturing(TSM)$ delivering a blockbuster Q4 2025 earnings report that not only shattered expectations but also ignited a rally across the sector. Shares of TSMC surged over 4% in early trading, while $ASML Holding NV(ASML)$, a key supplier of chipmaking equipment, jumped as much as 7.6% to a record high, pushing its market capitalization above $500 billion for the first time. This enthusiasm stems from TSMC's robust results and optimistic outlook, underscoring the unrelenting demand for AI-driven chips and sending ripples through related stocks like $Lam Research(LRCX)$ and

TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong

My pick: B. Range-bound (-5% to +5%) Reason: Intel is still in an “expectations reset” phase, so unless guidance is a clear upside shock (AI PC demand, margins, foundry progress), the market likely treats earnings as a checkpoint, not a breakout catalyst. A big move (>5%) usually needs either a major guide-up (A) or a sharp miss / weak outlook (C).

Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside depends on whether this cycle stays “tight” rather than “normalising”. Why momentum can stay strong into 2026 TSMC is the bottleneck for leading-edge AI: Most meaningful AI compute still concentrates around advanced nodes (N3/N2, advanced packaging). Even if end-demand fluctuates, the strategic need to secure capacity stays high. AI is not just GPUs: Beyond NVIDIA/AMD accelerators, AI demand spreads into CPUs, networking silicon, HBM controllers, custom ASICs (hyperscalers), and edge AI. That broadens TSMC’s growth base. Margins accelerating is a powerful signal: When profits and margins rise alongside revenue, it implies pricing power + high util

I think range bound. INTC not like TSM, so strong with steady revenues. something might disappoint

It's the up cycle now.. ride the wave. As long as growth keeps on going, and revenues are rising, skies the limit for these AI linked companies. Allocation is impt. Don't put all the money into AI semi con. Spread it out. That is safer while you continue to ride the wave

TSMC's Growth Momentum and AI Impact Analysis Key Factors Driving TSMC's Growth Momentum TSMC's growth momentum is primarily driven by its critical role in advanced chip manufacturing and surging demand from the artificial intelligence (AI) sector. Dominance in Advanced Process Nodes: TSMC is the world's largest contract chipmaker and the leading manufacturer of advanced AI chips, making it a "pure-play artificial intelligence stock". It plays a critical role in making advanced chips like GPUs, which are essential for AI technologies. In the third quarter of 2025, advanced nodes (7-nanometer and below) accounted for 74% of its wafer revenues, demonstrating its technological leadership. Accelerated AI Demand: TSMC is experiencing accelerated demand for AI-optimized chips, with requests for

Yesterday, the Russell 2000, a key benchmark for small-cap stocks, climbed 0.86%, marking its 10th consecutive trading day outperforming the $S&P 500(.SPX)$ — the longest such streak since 1990.As a result, ETFs tied to the Russell 2000 have been on fire. $ProShares UltraPro Russell 2000(URTY)$ is up 24.5% year-to-date, while $iShares Russell 2000 ETF(IWM)$ has gained 7.9% YTD, both comfortably outperforming $SPDR S&P 500 ETF Trust(SPY)$ , which is up just 1.5% over the same period.Notably, $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth-quarter earnings repor

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ Buckle up, folks – the semiconductor giants are firing on all cylinders! TSMC just crushed expectations with a jaw-dropping earnings report, sending shockwaves through the market and proving the AI revolution is far from over. Shares skyrocketed as investors pile in, betting big on relentless demand for cutting-edge chips. But wait, ASML's riding the wave too, hitting record highs on the back of this frenzy. Is this the acceleration we've been waiting for, or just a teaser of what's coming in 2026? Let's dive deep into the numbers, trends, and why holding these beasts could be your smartest move yet. 😎📈 ASML TSMC First off, TSMC's powerhouse

If you are still worried about whether AI is a foam, yesterday TSMC gave you a loud slap in the face with real gold and silver - not to wake you up, but to plunge you into a crazier bullish dream! The market had originally expected that the semiconductor cycle might peak, but TSMC said it would not only exceed expectations across the board, but also send a shockwave: capital expenditures (CapEx) in 2026 would skyrocket to $52 billion to $56 billion. This not only set a record high, but also directly shattered the rumors of an 'AI demand slowdown'. This is not a big picture; this is an arms race of real gold and silver.

Replying to @SPOT_ON:[Call] [Call] [USD] [USD] [USD] [Like] [Like] [Like] [Like] [Like]//@SPOT_ON:my guess the closing price will be $342 @Tiger_Earnings @MHh @DiAngel @rL @StarLuck @Success88

so it closed up 4.44% ... i win i win !!!! @Tiger_Earnings