$Intel(INTC)$ Now I'm wondering if I should pick up a second long call. At some point before earnings, the stock will probably just retest $125 again. Still not an easy call to make.
Is Micron the next partner getting signed up for $SpaceX(SPCX)$ 's terrafab? Seems like the most likely candidate. Elon wants a US-based ecosystem, and $Intel(INTC)$ is already involved. $Micron Technology(MU)$ is likely the partner on the memory side.
$Intel(INTC)$ This looks like a fake move. All of the major plays are still in place. Nothing has really changed. They will use whatever they can to try to shake people out.
$Micron Technology(MU)$ AMD, DELL, INTC and the rest are pumping so hard you'd think their fundamentals and financials are better than MU, but that's really not the case.
There's no signed SpaceX-TSMC deal yet. On 3 October 2026, Elon Musk confirmed on X that talks are underway, writing: "Just discussions, but something may come of it." That looks bullish for $SpaceX(SPCX)$ and rough for INTC.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ A major coin rally looks to be setting up. The 8-hour, weekly, and monthly MACD are all aligned on the top coins. That covers the short, mid, and long term. Blockchain is displacing XLF.
$Intel(INTC)$ INTC looks well positioned going forward. Demand for its products is off the charts, and its foundry yield has been steadily improving. Seems like it could push through its yearly high.
$Intel(INTC)$ When the market makers put their foot on the gas with this one, it's going to rocket. I'm not playing games with stops or anything like that. I'm holding long.