$Intel(INTC)$ Tan really needs to clean the house ASAP. Just too many internal power struggling because of too many levels of middle managements perhaps even at the VP level.Intel clearly has leading technologies (perhaps better than Tsmc, Nvda, Amd..). All it needs is to have its Panther Lake with 18A successfully launched before the end of the year!Everything will turn positive immediately once 18A yield is confirmed!Msft, Nvda, Amd, Amzn.. big orders will follow!
$Meta Platforms, Inc.(META)$ Only old heads think parking their money in Apple is a good idea at this valuation. Apple has a tariff problem, slowing growth and is being outperformed, outmaneuvered, and out innovated by Meta. AAPL is dead money. Smart investors will sell and buy META to catch the next revolution in tech. AI.
$Meta Platforms, Inc.(META)$ Looking good for longs. Let's hurry up and do nothing . Maybe add more . To easy. Sometimes doing nothing is all you need to do. People feel like they got to trade and make moves. Took me a while to learn to sit back and let a stock do its thing. Easy to do with a champion like META....
$Intel(INTC)$ The direction of the current administration is to favor US lead cutting edge technology, INTC perfectly fits in this environment; however, it has to earn it. Its 18A foundry process is a good starting point if it is successful and all signs showing it is. Under Tan’ leadership, we have a decent chance. If not it will be broken up and sold, even the worst case the loss is limited, 25% from this level max. On the other hand which seems more likely to be the case, 3 to 5 folds from this level within 3 years is considered conservative.
$Hims & Hers Health Inc.(HIMS)$ Put in a limit order to sell 1/3 of my position above $60. Want to provide ample liquidity to cover the shorts. Plus my position is now 1.75 what I consider a full position. Last week we hit nearly 4x average weekly volume, highest in company history. And they raised 870 million to fuel future growth. Expect to hit resistance at this level as we have previously.
$Meta Platforms, Inc.(META)$ It's weird how reluctant the tech world and Wall Street have been on giving Meta its due props. SMH. I've never witnessed the share price of a tech leader this dominant have to struggle as much. Kind of wild at how much of a discount META trades compared to its peers. Yet Meta out performs, out innovates, out maneuvers, out works, them all. Not to mention, Meta leads in AI and is one of the few actually seeing the payoff from their AI investments. These facts can't be denied.
$Intel(INTC)$ The country leaders want US take the lead in critical technologies, specifically AI is on the top of the list, foundry is the backbone of this , INTC’s foundry is going nowhere either remains in INTC or spin off it will be the focus and will be worth a lot, and spin-off is a matter of time.
$Meta Platforms, Inc.(META)$ Buy call spreads. That is WAY worth the money!!You buy a call at 597.50, sell one for $600. The $600 call pays for most of the one you buy, but also limits your gain to $2.50. Don't buy one; buy 20, or 100. You can gain a lot on small moves up, often doubling your money with each transaction. Expiration depends on your risk tolerance; 5/16 is more certain. Too far out though, and you might get caught in an arbitrary market downdraft.
$Intel(INTC)$ Intel’s strategy to regain technological leadership is built on four pillars: advanced process technology, next-generation packaging, ecosystem collaboration, and strong public-private partnerships. Looking ahead, Intel’s roadmap is anchored in technologies that provide scalable performance with predictable delivery.With a customer-first mindset, a reinvigorated focus on execution, and a bold investment in innovation, Intel is poised to lead the next era of semiconductor technology.
$Intel(INTC)$ tsmc has and is increasing its prices on wafers, the Taiwanese currency has just appreciated in value by 30 percent against the dollar, Trump already announced 25 percent tariff on foreign semiconductors which will possibly go up to 100 percent tomorrow. Well, I thinks some of the biggest customers of tsmc will inevitably turn to Intel for its 18 and 14 a and its variants. The current valuation of Intel is absolutely absurd and it should go up considerably. Or I am wrong.