To The Moon

Matt Bryson of Wedbush comments on $Intel(INTC)$ 's $100M+ investment into SambaNova. He notes that the value of AI design talent is increasing. Meanwhile, not all custom ASIC efforts are progressing as planned, highlighting the inherent difficulties in designing and building an AI processor. Hence, the perceived value of SambaNova lifting makes sense to us. In other words, building custom AI chips is harder than everyone thought. Companies that already have working silicon, like SambaNova, are becoming more valuable, not less. At SambaNova, $Intel(INTC)$ 's CEO Tan serves as executive chairman. $Intel(INTC)$  isn't merely investing $100M. It is se

$Intel(INTC)$  could go on a meme stock trajectory. Who knows how far it will climb?

Not even the strongest tech sellout can move $Intel(INTC)$ ! Strong and steady!

Energy efficiency is a key focus for Saimemory and $Intel(INTC)$  teams in AI and high performance computing.

$Intel(INTC)$  showing an 8x size chip means they've effectively 'broken' the size limit. They can build a chip almost 3x bigger than $NVIDIA(NVDA)$ 's best. IP secured.

This opens the door to a cascade of customers. Once $NVIDIA(NVDA)$  and $Apple(AAPL)$  move, $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Qualcomm(QCOM)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , $Tesla Motors(TSLA)$  become much more likely. Especially for entry-level chips, I/O dies, and packaging-only engagements.

There are a lot of good reviews for Panther Lake. This should lead to higher sales. Many reviewers are saying it's a game changer. Go $Intel(INTC)$ !

When people claim that $Intel(INTC)$  is 'overpriced', they often focus on forward PE, which can be misleading, and overlook Price to Sales and Book Value. These metrics indicate that $Intel(INTC)$  is significantly 'underpriced', without even factoring in intangible aspects such as national security.

$Intel(INTC)$  Buying on dips is really working for INTC. Lipbu is a practical CEO; he under-promises and over-delivers.

Post-earnings patterns are often misread. $Intel(INTC)$  Day one brings shock, day two sees digestion, day three marks reduced volatility. The drop reflected structural shifts, not hourly news updates. Price accelerated through low-volume zones before meeting historical support where institutional buyers emerged. This shifts holdings from emotional sellers to algorithmic buyers purchasing weakness per quantitative models. Retail investors frequently misconstrue that "not terrible" post-earnings results can still trigger declines, as stocks were priced for perfection. The initial move represents valuation reset rather than reward. Tactical capital finds defined-risk mean reversion opportunities here, while core positions require rechecking fun