To The Moon

$Intel(INTC)$  Next week, AMD will report that data center CPU demand is above anything they planned for, and the only constraint is supply. Intel stock will run up alongside AMD for the exact same reason.

$Intel(INTC)$ HSBC made the boldest call on Intel, upgrading the stock to buy from hold and raising its price target to $95 from $50.

$Intel(INTC)$ Even the biggest Intel bull didn’t see that quarter coming…wow! Congrats to the longs…you earned it!

$Intel(INTC)$ Wow! INTC's earnings are beyond amazing! $120 in 1-2 months!

$Intel(INTC)$ Intel's real play hasn't even started yet. These new contracts are just the beginning of huge profits in the coming months. It's still one of the most undervalued tech companies out there. Looking at $200 a year from now.

$Intel(INTC)$ The 14A future is now locked. There's a massive hyperscaler commitment with Terafab. An easy 1QTR beat with price increases and sold-out INTC PC and data center chip demand for at least all of 2026 and probably 27+. I think we'll hit 70 very soon.

$Intel(INTC)$  1 million wafers per month for TSLA and Space X! 14A is the deal for 2027 and 2028. In 2 years, Intel will be a $1 trillion company.

$Intel(INTC)$  HSBC upgraded Intel to a buy, target 95.

$Intel(INTC)$ Has anyone else noticed that analysts have quietly raised next year's estimates... FY2027 revenue went from around $55B to around $59B... Next year's EPS also increased from $0.95 to $1.08... Honestly, today's action feels more like pure manipulation and speculation... But we all know forward earnings and revenue are the better gauge, and Q1 and Q2 will likely come in ahead of estimates.

$Intel(INTC)$ My small portfolio is up an additional 12% after this rebalancing, and it's because of the war.