To The Moon

$Intel(INTC)$ The stock looks set to push toward $112. There is heavy institutional buying in large blocks, and the latest quarter came in very strong, basically a blockbuster quarter.

$Intel(INTC)$  The Street's coverage comes across as pretty manipulative. The way they frame Terafab and TSM's relationship is so one-sided it almost deserves its own category. Just sour grapes dressed up as reporting, and it is hard to take that seriously as credible journalism. Musk, like most large US companies, benefits from government contracts. Without that steady money stream, he knows the ride would not be so smooth, since income from non-government sources can swing wildly either way and is never reliable. That is why he needs INTC's secure enclave with the government-approved clearances. Those take years to get, and it is questionable whether Musk or his manufacturing operations would ever qualify on t

$SoundHound AI Inc(SOUN)$ Let's take a look at SoundHound. 1. NVDA is invested in and partnered with SOUN. 2. SOUN just closed the LivePerson deal. 3. SOUN is the go-to expert on voice, partnering with manufacturing giants including Hyundai (Genesis and Kia), Mercedes-Benz via MBUX infotainment systems, Honda, Stellantis Brands (Jeep, Alfa Romeo, Citroën, Peugeot, Opel, Vauxhall, and DS Automobiles), and Togg. 4. Enterprise, Healthcare, and Financial Services: BNP Paribas uses SoundHound-powered AI for personalized client services and digital transformation. MUSC Health uses SoundHound's conversational AI for healthcare support. GoDaddy implements SoundHound tools for business-to-customer communication and support.

$Intel(INTC)$ The gap has been filled. The semis bull run before year-end should be massive.

$Intel(INTC)$ INTC moving toward the $118.34 23.6% Fibonacci level should put it on the radar for testing soon.

$Intel(INTC)$  I'm holding 1460 shares in my IRA while everyone else seems to be in panic mode. See you at $200. Ignoring the noise for now.

$NVIDIA(NVDA)$  NVDA is setting new all time highs. Does it get any better? It will just continue to remain patient. Props to Jensen.

$Intel(INTC)$ Looking ahead to Q3 earnings, the fundamentals are finally aligning with the actual hardware demands of the industry. Working daily with AI pipelines, the need for x86 Xeon compute, EMIB packaging, and glass substrates is massive. Slashing 40,000 in headcount to save $10B ensures Intel has the lean structure and capital to fully dominate the 14A High-NA EUV supercycle. This is the quarter the turnaround becomes undeniable.

$Intel(INTC)$ CEO Tan has been playing it very conservative when it comes to press releases, IFS customer announcements, public events with Trump, and similar things. Not self-hyping is probably the smart move here, since that approach helps keep the extreme volatility in check. It also builds credibility. What it likely means is that when Tan eventually gets more aggressive with product, service, and customer announcements along with raised guidance, the market will believe him and the stock will fly. This stock is ridiculously cheap based on everything we know about AI demand right now and where Intel fits in.

$NVIDIA(NVDA)$  NVDA is up over 20% year to date, after gaining 39% last year. Market-beating returns. Also just received a cash payment recently. Totally unnecessary, but I will take it.