$Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ I’m stepping into Intel’s breakout with full conviction because the alignment of price action, Washington backed capital, foundry momentum, earnings inflection and unprecedented call side aggression has reached a level I have not seen since the first explosive leg of the AI cycle in early 2023. This is not a casual push higher, it is Intel rewriting its narrative in real time. I’ve completed a full external research sweep across public filings, government releases, press and niche semiconductor sources. Everything material has been integrated into this analysis, including the fresh $208M Malaysia expansion

$Intel(INTC)$ $Apple(AAPL)$ Hold the presses, chip chasers – Intel just detonated a 10% Friday fireworks show, blasting to $40.56 and piling on a scorching 17.57% weekly rip that vaporized October's gloom, all thanks to whispers of a blockbuster Apple reunion that's got supply-chain sleuths buzzing like overclocked circuits. With YTD gains exploding 84% from January's $22 doldrums, INTC's flirting with 52-week highs at $42.48 and leaving Wall Street analysts scrambling to hike targets amid foundry revival fever. But as December 1 dawns with QT's liquidity lava flooding markets and Fed cut odds sizzling at 87%, is this the climax of Intel's phoenix flight or the launchpad for a $50 breakout fueled by M-ser

Lately, I've been feeling increasingly positive about the direction of the U.S. market. With Japan's rate move stabilizing currencies, expectations of a Fed rate cut rising, and the next Fed chair candidate becoming clearer, the macro backdrop is turning far more supportive. On top of that, SEC Chair Paul Atkins' plan to roll out new IPO-friendly proposals in January signals that the U.S. is preparing for another cycle of capital expansion. To me, this is exactly the kind of environment where growth stocks and tech leaders tend to outperform—and we're already seeing early signs of that. Intel's $Intel(INTC)$   performance is one of the clearest examples of this shift. The stock has more than doubled this ye

🚀 Intel Up 100% YTD — But Is This Just the Beginning of a Multi-Year Comeback? Or the Peak Before Reality Hits? Intel $Intel(INTC)$  has become one of 2025’s biggest comeback stories — a stock many had written off as a dinosaur, now roaring back over 100% year-to-date and jumping another 8% on reports it may supply chips to Apple. But beneath the surface hype, something far more important is happening: 👉 Intel is fighting for its life — and may actually be winning. 👉 But the risks are bigger than most investors realise. Let’s break down what’s really driving this rally — and whether it still has room to run. --- 🔧 1️⃣ The Return of Intel’s Engineering Mojo — Finally More Than Talk? For nearly a decade, Intel lagged badly behind TSMC. Now

🚀 Intel Rallies 100% YTD — But Is This Just the Beginning of the Comeback Story? Intel just surged another 8%+ after reports that it will supply chips for Apple — a partnership the market thought was dead forever. And suddenly, Intel at +100% YTD doesn’t look like a fluke anymore… It looks like a full-scale resurrection. 🔥 So the big question everyone is asking: 👉 At $40, do you sell into strength? Or hold for the real upside? 👉 Has the turnaround already peaked, or are we witnessing the opening chapters of Intel 2.0? Let’s break it down with a deep dive worthy of a research desk — but packaged for maximum impact. ⚡ ⸻ 🟢 1. The Market Mispriced Intel for YEARS — Now It’s Catching Up For almost a decade, Intel was treated as a dinosaur: • Lost Apple • Lost manufacturing leadership • Lost dat

U.S. stocks climbed on Friday in thin trading volume during a shortened session after Thanksgiving, driven by gains in retail and a recovery in tech stocks.Regarding the options market, a total volume of 36,353,068 contracts was traded on Friday, call ratio accounted for 65%.Top 10 Option VolumesTop 10: $Nvidia(NVDA)$; $Tesla(TSLA)$; $Intel(INTC)$; $Apple(AAPL)$; $Meta(META)$; $Strategy(MSTR)$; $Amazon(AMZN)$; $AMD(AMD)$;

Last week's move in Intel was undeniably strong. A 10% jump on Friday and nearly 18% gain for the week tells me the market is clearly repricing Intel's strategic direction, especially with the renewed optimism around its foundry ambitions. The talk about Apple potentially tapping Intel for advanced-node production is a powerful sentiment driver — even if nothing is confirmed, the improved supply-chain "visibility" alone is enough to shift expectations. That said, the stock has already doubled year-to-date, and that naturally raises the question of whether the easy portion of the run is already done. From my perspective, this surge is less about short-term momentum and more about the market acknowledging a multi-year turnaround story. If the foundry reboot is real and large customers like A

You raise very timely and important questions about Intel (INTC), and whether the recent rally marks the end of its run — or a stepping-stone in a larger transformation. Below is how I view the situation, and my thoughts if I were you, given a price around US $40. --- 🔍 What’s behind Intel’s recent surge The recent ~10 % surge was triggered by a report — from analyst Ming‑Chi Kuo — that Intel’s chance of becoming a foundry supplier for Apple has “improved significantly”, possibly leading to Intel manufacturing Apple’s M-series chips starting 2027.  The rally reflects renewed investor optimism: after years of being seen primarily as a legacy CPU maker, the market seems to be repricing Intel as a potentially relevant “foundry + manufacturing infrastructure” play.  Despite the run-u

🚨 Apple May Return to Intel — And It Could Reshape the Entire Chip Industry Last Friday, the most accurate Apple analyst in the world — Ming-Chi Kuo — dropped a quiet bombshell: 👉 Apple may start using Intel to manufacture its M-series chips as early as 2027. Yes, you read that right. After dumping Intel CPUs in 2020, Apple may now return to Intel… but this time as a foundry partner. This isn’t just another supply chain rumour. This could be the biggest shift in global chip power dynamics in years. Here’s what retail investors need to know 👇 --- 🔍 What Kuo Revealed (Retail Edition) 📌 Intel could produce Apple’s entry-level M chips starting 2027 — Used in MacBook Air & iPad Pro — Annual volume: 150–200M units 📌 Chips would use Intel’s next-gen 18A process — The technology Intel is betti

November’s Turnaround - A Remarkable Reversal Nov End Just over a week ago, November looked headed for steep losses. The S&P 500 was down 4.4% month-to-date, sentiment was shaky, and markets were questioning everything, from AI to the Fed to the broader economy. But the Thanksgiving rally changed everything. Today’s shortened Black Friday session sealed the turnaround: Index Close Daily Change November Change: Dow Jones 47,716.42 +0.61% +0.3% $S&P 500(.SPX)$ 6,849.09 +0.54% +0.1% Nasdaq 23,365.69 +0.65% –1.5% S&P 500: Best Thanksgiving week since 2008 (+3.7%). 7 straight months of gains. Nasdaq avoided a deeper drop after being down as much as 7% earlier in the month. Hot Stock $Intel(INTC)$ +

Intel Soars 8% as Bullish Options Flow Amplifies Multiple Tailwinds $Intel(INTC)$   shares jumped 8% in early trading on Tuesday, marking another sharp rally after last Friday's more than 10% surge and sending the stock to its highest level in over a year on a wave of bullish catalysts. According to Tom's Hardware, citing analyst Ming-Chi Kuo, $Apple(AAPL)$   has signed an NDA with Intel and received the 18A process PDK 0.9.1GA, indicating meaningful progress in their potential foundry cooperation. If all goes smoothly, Intel could begin volume chip shipments to Apple as early as mid-to-late 2027. This would mark the first r

📈 Market Patterns Don’t Lie: Why I’m Watching the Next 3 Months Closely One thing I’ve learned from trading over the years is that markets move in cycles—sometimes loud, sometimes subtle, but always present if you know where to look. A fascinating stat many overlook: * Markets typically see a correction every 3 months * A significant pullback or major event every year * And roughly double in size every 10 years (driven by innovation, population growth, productivity, tech, and monetary expansion) Right now, with global rates stabilising and earnings holding up stronger than expected, I’m keeping a close eye on:
🔹 Tech and AI leaders consolidating after big runs
🔹 Energy stocks reacting to geopolitical shifts
🔹 Financials benefiting from early signals of rate cuts My strategy for the next 90

$Intel(INTC)$   I'm very bullish on Intel, although it is up 100% year to date but I think there is so much more room to go up. Intel CEO lip bu tan is so many good things and I'm very confident of his leadership. On the other hand US gov have a stake in it where president trump broker it. Another important point is AI data centers, you gonna need a lot of their chips that is made in US. Intel currently is still far from its all time high, I'm very confident that this all time high will be break within 2026. There are just too many things going right than wrong for Intel. 

Intel’s 100%+ YTD rally is impressive but not unreasonable given the turnaround story and AI/Foundry ambitions. The upside from here depends on execution: if they deliver on process roadmap (18A/14A) and land more foundry customers, the stock can still move higher. But after such a big run, volatility increases. I’d say upside is possible but not as explosive unless earnings start catching up to the narrative

I would certainly sell Intel , TSMC makes the best chips 

$Intel(INTC)$ Intel go go go to the moon 🌙!!!

Yes as NVIDIA better