$Intel(INTC)$ is the comeback nobody saw coming. Here's why I'm still bullish 👇 The setup: Intel was left for dead 18 months ago. Today it's up 225% YTD, hit $132 last week, and the bears are scrambling. This isn't hype. The fundamentals are catching up to the chart. 🏗️ THE TURNAROUND IS REAL: → Apple in talks to use Intel foundry for U.S. chip manufacturing → NVIDIA invested $5B back in December — they don't make dumb bets → Deutsche Bank raised PT $63 → $100. Mizuho raised to $124 → Foundry segment finally gaining commercial traction (18A node shipping) → Q1 was a massive beat 🎯 WHAT I'M WATCHING: • $125 reclaim = next leg up to fresh ATHs • $100 floor = thesis intact on any pullback • July 23 earnings
$SanDisk Corp.(SNDK)$ is the most interesting stock on my screen this week. Here's why — both sides 👇 The setup: SanDisk has run +3,345% in 12 months. Just pulled back 13% from its $1,600 all-time high. So is this a "discount" or a warning? Let me walk you through what the indicators actually say. 🟢 WHAT THE BULLS SEE: → Earnings beat by 60% last quarter → Mizuho raised price target to $1,625 → Trading 50% above the 200-day moving average (long-term trend = strong) → AI storage demand is still accelerating 🔴 WHAT THE BEARS SEE: → RSI at 78 = textbook overbought → Insider selling cluster: ~$7.3M sold, $0 bought last week → Average analyst price target ($1,399) is BELOW where it trades today → Momentum indicator flipped bearish on May 12 → P/