$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$ On top of the 9 data centers they already acquired, there are two more still under construction. Everyone seems to be lacking compute, and Rumble is building.
$Intel(INTC)$ Once news hits on this — and it probably will now that the major earnings reports are behind us — I think this thing could really take off. I picked up a few more long-term calls in the 80s and 90s. From where I stand, it still has a shot at $200 by the end of the year.
$Intel(INTC)$ Intel looks like the safest bet for a 20% gain by EOY. The US government contracts, high-speed optical transceivers, and advanced OCI through proprietary Intel Silicon Photonics seem to have as much potential as the foundry and retail chip line combined.
$Intel(INTC)$ Down 32% in 30 days, yet the only thing that changed was the best earnings report in 15 years. I think sticking to the fundamentals and taking emotions out of it makes more sense here.
$Intel(INTC)$ It closed an April gap after a -22% down-swing. Two of the last four down-swings were also -22%. The focus seems to be shifting to the upside now.
$Intel(INTC)$ For anyone who's been holding since the $40s, watching this drop from $140 to $90 feels more like popcorn time while reading the comment section.
$Intel(INTC)$ The sell-off on record revenues across the board feels pretty overdone to me. It seems like the broader market's risk-off mood is overshadowing what were actually solid results. Once the market stops panicking over the capex narrative, I think this could recover fairly quickly. Just one of those days where even great numbers from Intel couldn't hold any upside.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Micron Technology(MU)$ The current correction feels like it's dragging on, but these things are normal and happen every year. Fundamentally, nothing has changed. I think these stocks could recover pretty quickly. I'm holding my position and being patient, not adding more on margin.
$Intel(INTC)$ I'm hoping it opens higher soon. I think it could be back to 125 before long, and it seems undervalued. It's supposed to be worth around $300.
$Intel(INTC)$ The stock has managed one of the most aggressive structural turnarounds in market history, surging from its lows to trade around the $110 level. Ahead of its earnings on July 23, the focus is on its advanced 18A process node progress, pricing power for Xeon server chips, and growing foundry momentum. This price level is significant as the stock tries to digest its large rally. If the company can show its turnaround execution is ahead of schedule, the premium valuation would get a more solid foundation.
$Intel(INTC)$ It's remarkable that just two companies can make up 50% of the Kospi. The movements in chip and memory stocks often seem tied to what's happening with the Korean ones.
$Intel(INTC)$ The stock seems to be testing the 107 - 108 support area that held on Friday. It will be interesting to see if that level holds again. If it does, a potential reversal could start to build from that support. I'm wondering if there's some pressure to keep the price down to accumulate shares ahead of potential Apple-related news this week. We'll have to wait and see.