To The Moon

$NVIDIA(NVDA)$  UBS expects explosive, system-wide growth in HBM demand, driven overwhelmingly by Nvidia through 2026. Hyperscalers & custom AI silicon providers (Google, Amazon, Microsoft, Meta, OpenAI & others) are projected to become major incremental contributors by 2027. Total industry HBM demand more than triples from 2025 to 2027 (rising 232%), with particularly strong expansion in 2026 (+88% y/y) followed by continued robust growth in 2027 (+76% y/y).

$Intel(INTC)$ It's holding up remarkably well given the current tape. The brief intraday dip below the key 10-day moving average was aggressively bought up by institutions today, allowing the price to close firmly in the green. From a structural standpoint, the underlying buying support remains robust, and the chart pattern is hinting at further upward continuation. A high-conviction defense of the near-term moving averages.

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$  Wall Street is finally taking note of a few things: Rumble just acquired Northern Data for $1 billion when it was about to go public at a valuation of over $10 billion (Tether brokered the deal to hand Northern Data to Rumble). Also, Rumble just secured 22,000 GPUs and 300,000 CPUs. Tether has committed $250 million in spending with Rumble. And Rumble has landed a partnership with Perplexity.

$Intel(INTC)$  Finally looks like the Intel market makers got the call to let the stock move back up. Amazing how that works, isn't it?

$Intel(INTC)$ For those saying Intel will drop after earnings, look at what happened after they reported Q1 earnings on April 23. The stock closed that day just under $67. It opened the next day at $83 and continued to climb higher in the following days.

$NVIDIA(NVDA)$ The bull vs bear setup is getting tighter here. Bull case: AI demand remains strong, momentum holds into earnings, and key support levels keep getting defended. That opens the door to $250+. Bear case: After a significant run, any slowdown in AI sentiment or a loss of key support could trigger a fast reset. I'm still slightly leaning towards the bull side, but this is more about timing now than direction.

$Micron Technology(MU)$ Technically, it's right at its 20 EMA support and on the trendline as well. Below-estimate numbers are priced in here, which means only devastating figures could push it lower; otherwise, the correction may be sufficient. It should lift other AI and memory stocks along with it, like $NEBIUS(NBIS)$ , $SanDisk Corp.(SNDK)$ , $Western Digital(WDC)$ , $Intel(INTC)$ , which have been hit hard over the last two days. There's over 20% upside from current levels.

$Intel(INTC)$  Moving with strong momentum, and the price action suggests a continuation toward higher levels, possibly reaching the 150 area if the trend strength holds. The current action reflects improving sentiment and sustained buying interest.

Flow is heavily bullish on Intel today. Call flow: $26.3M vs Put flow: $691.7K. Put/Call ratio: 0.082 — extremely call-heavy. Notable prints: Multiple buys over $2.1M on the 8/21/26 $140C. A $1.5M sweep on the 6/26/26 $125C. A $1.4M buy above ask on the 3/19/27 $110C. Big money is positioning for longer-dated bullish moves on Intel. $Intel(INTC)$ 

$Intel(INTC)$ The AI infrastructure boom is often seen as a 'GPU War,' but I think that's a mistake. We're witnessing a structural shift in the CPU-to-GPU ratio from 1:8 toward 1:1. As AI evolves from simple training to complex agentic inference, the CPU has become the most critical component in the rack. This represents a massive tailwind for Intel. On volume: A 1:1 ratio means every new GPU deployment now requires an equivalent upgrade in CPU capacity. On replacement: 80% of existing data center infrastructure is currently 'AI-incompatible.' The $700B annual capex is being spent to rip-and-replace this with modern, high-density Xeon 6+ systems. On the control plane: As the host CPU for the industry's most advanced AI systems, Intel has succ