$SoFi Technologies Inc.(SOFI)$ Sofi is holding up well in these markets. Had it not been for mondays fiasco NASDAQ sell off we might be sitting around 19 + or higher. Im really not to concerned about the soft guidance. Noto is very conservative and doesnt want to over expectate future earnings.

$SoFi Technologies Inc.(SOFI)$ A week from now nobody will even hear a word about deepseek. This drop was uncalled for, a small start up taking down almost the entire NASDAQ doesnt make sense.Espeacilly SOFI that is a finacial service company not an AI chip manufacturer. Of all days deepseek appears and the earnings get wiped out. SOFI should be sitting at 19 + not 16, guidance is fine. SOFI is conservative. Anyways it will rebound sooner or later HEDGY WILL CHANGE DIRECTION AND RUN IT THE OTHERWAY!

$Tempus AI(TEM)$ When it comes to AI "data" is most important and what customers pay for. Models and hardware are commodities as we are seeing. This is why TEM is not going down. TEM data has a growth of 30%+ and 80% margins. At current growth rate and margins and the filed that it's in, this is a 100 stock short term. Company has 400M cash and 50%+ insiders with huge growing 700M revenue. That revenue growth, is because customers are paying for "data".

$SoFi Technologies Inc.(SOFI)$ Never should have gone down so far to have gone up 100%. Money managers and bank employed analysts have been bashing SoFi’s success for a few years now. Now it can’t be denied. The word is out on the future of this company . The pps has been 23 before. I totally expect the pps to exceed 25 and soon. And included in the S&P 500 before the end of the year. What a great time to buy for long term investors.

$Intel(INTC)$ Intel needs a deep pocket partner to surpass capital spending of TSMC and help U.S. lead in the space. It also needs more recurring revenue. MS gives them all of that. Instant size, financial power, and integration of technologies. What a power house that would be. This would make MAGA in one deal. $30-$40 is my guess. PG idea was not wrong, his approach was wrong - sacrificial piece on the chess board.

$Advanced Micro Devices(AMD)$ well well 2025 will be a great year for AMD. earnings will be good from lisa that would surprise us all. earnings not great thats the best news. as lisa will have to go. or a great company will buy AMD out as its very cheap and going down for 3 years now. will it be brcm. either way it goes this stock goes up. theres no downside for share holders at this price. lisa has missed out on not 10s of billions but 100s of billions. either lisa take a slice of the pie for AMD. or let someone else do what you have missed. or a big company brcm will buy AMD out anyway AMD IS A BUY BUY BUY HERE FOR ALL

$Intel(INTC)$ It may seem that intel is falling... but1) New GPU's are not a joke. Very good price with tests better than nvidia.2) 70% of desktop CPU is intel.3) the reason behind this fall($60-20$) is actually a fog, fairy tale... THE REASON intel fell IS they lied to investors and lost money, Sues, court... and some failed CPU tests...4) People who use and buy intel didn't feel anything, no changes to intel CPU which you buy at store or big corporation orders didn't fail. Everything works just fine...5) intel may be sold out, I agree, due to some financial problems... but that doesnt change anything, moreover, that would be better due to price offer..

$SoFi Technologies Inc.(SOFI)$ This thing is going to surprise people in 2025 WOW so many driving forces! As they say timing is everything in life and Sofi is prime time and those of us who have been loading up since the $4 will be rewarded by timing!

$Tempus AI(TEM)$ The upside on this company is tremendous. Government spend on healthcare is $5T annually and we currently have poor outcomes. One centralized AI that connects every data point on an individual will save this country money and make healthcare outcomes for ALL PEOPLE, not just rich people, better. I haven't been excited about a company's potential in quite some time.

$Intel(INTC)$ Musk showed his strong interest in Intel could trigger Intel PPS up cycle.My guess is it will break Nov 7's $26, then fill the gap at $30.Any good news on Q4 results and 2025 guidance and announcing a reputable CEO make it even higher.PT for this year is $50 or higher!Just a guess or wishful thinking!

$Intel(INTC)$ intc will be bought soon by one of these companies, nvda,qcom,avgo,or even Google which experimenting with quantum computers and making their own processors, any one of these companies can easily use their stocks to fund the transaction.

$Advanced Micro Devices(AMD)$ AMD is expanding the software team, aiming to double the size every 6 months. that’s quite an aggressive expansion. it looks like amd is continuing focusing on the inference market strategically, which is the right move imo.

$Intel(INTC)$ Intel currently makes the best PC chip available. They are the ONLY publicly traded company with ASML's new litho, and will be for years to come, and are now hyper scaling for mega growth. I'm glad they put 50Bil into a plan that will make the company over a trillion in the not so far future. They have 3x the assets and almost the same liabilities as AMD...and they actually make things, not just play on computers all day. Long and strong. gl.

$Advanced Micro Devices(AMD)$ Stock hit 52 Weeks Low, company dominates its main sector and earnings release is coming in 2 weeks with a potential guidance raise. Fine macro statistics got released yesterday. Anybody betting against AMD now is a regard.

$Advanced Micro Devices(AMD)$ AMD has also claimed that the performance leaks being circulated around the internet don't reflect the final performance of its RX 9000 cards, since no one has the latest RDNA 4 drivers, not even board partners. If whatever we've seen from the RX 9070 XT and RX 9070 performance leaks is anywhere close to the truth, Nvidia will have a fight on its hands.

$Intel(INTC)$ $Micron Technology(MU)$ To those who are technology minded, 18A is part of the puzzle to being the one and only US supplier of cutting edge chips for AI and other workloads. The other and perhaps even more complicated part of the puzzle is 3D assembly of chiplets on various substrates from cheap-and-cheerful to extraordinarily complex for binding together chiplets with high bandwidth communications both laterally and perpendicular to the carrier. One major benefit is far higher chip yield for smaller dies that thereby have higher yield and therefore lower cost or higher complexity. Intel has mastered both size and how to put together chiplets. All it needs is a board

$Advanced Micro Devices(AMD)$ the new gpu coming out in a couple of weeks will dictate the path forward….if they have a product to compete with nvda then the clouds begin to disappear…market will believe AMD will then ultimately catch nvda in the accelerator market…going to have to find patience but analysts may have given up a little too early

$Intel(INTC)$ There is too much event risk to short this stock after the 20th. The new administration solidly supports semi reshoring and they have a range of actions that can be implemented with the stroke of a pen. Tariffs are a big one, potentially resetting the value of domestic chip manufacturing. The President Elect does not support using taxpayer money for TSMC. The $6.6 billion initially awarded to TSMC could get redirected to Intel to help mature its 18A tech and accelerate its buildout. The administration could implement a "buy American" executive action requiring American made semis in all federal IT purchases - and the government buys a ton of IT Gear. A number of things with significant impact could happen w

$Advanced Micro Devices(AMD)$ If INTEL is not performing as a semiconductor. AMD will eat the market for cpu’s. Wise words of warren buffet. Be fearful when others are greedy and to be greedy when others are fearful. Buy opportunity. Nothing has changed with AMD’s fundamentals.

$Intel(INTC)$ Look at this realistically. Intel is an 18A cutting edge foundry. x86 is for legacy software so put legacy x86 cores on the CPU to support that natively, but 95% of new chips need to be SIMD AI cores. Forget ARM architecture as that is bunk old-school and just wait to see ARM stock collapse in 2 years to make way for new regular concurrent processor design. I just tell it the way the science and tech lays out. Intel needs to pivot and dump the products division. nVidia is way better but they don't manufacture chips, Intel does. The sooner they realize it the sooner they will recover.