To The Moon

$Intel(INTC)$  The last couple of sessions are a pretty good example of why you buy into the fear and then just wait patiently. They still have to stuff these full of shares that they can't find. Just saying.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Bad news keeps piling up, but the market just keeps grinding higher day after day.

I'm even more confident now that we have a rally coming. Things like $Invesco QQQ(QQQ)$  are forming a perfect flag. But that doesn't mean semis will rally to new ATH or anything — it feels more like rotation into mega caps, software, and other areas.

$Oracle(ORCL)$ Enough is enough. It should be heading back toward $250+.

$Oracle(ORCL)$  ORCL briefly broke below the $140 support level but bounced right back. If the broader market pulls back, $135 looks very likely, but if it can hold above 140, a move toward 160+ in the coming weeks seems possible.

$Intel(INTC)$  Reading SK's statement, they aren't disputing that the discussions happened. All they said is that it isn't finalized yet. So the question becomes whether someone would want to buy before or after it's finalized. Trump will hit foreign-made chips with a large tariff.

$iShares Expanded Tech-Software Sector ETF(IGV)$ On the daily chart, SPY needs to hold the middle Bollinger Band at 104.35 to keep the bounce and the new uptrend going.

$JPMorgan Chase(JPM)$ Banks are popping with the Clarity Act failing to pass again. For $Goldman Sachs(GS)$ , could we see a gap up as well? $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Cboe Volatility Index(VIX)$  — the Fed meeting is coming up, and all eyes will be on it.

$Intel(INTC)$ Ridiculously cheap. Anyone who thinks AI spending will slow down is kidding themselves. If anything, AI models and tools are better than advertised, and companies will need them just to compete against their competitors. I'll keep accumulating below $100. It's a matter of when, not if, INTC reaches $200+.

$Intel(INTC)$ Will be interesting to see how the market digests comments from the AI Infrastructure Summit. Given recent comments from CFO Dave Zinsner and CEO Lip Bu Tan, could a material revenue beat be in the cards for Q3? Perhaps in the range of $17.3B to $17.8B vs $16.3B midpoint guide. Intel has surpassed its internal guide for seven consecutive quarters, including a $1.8B beat last quarter. Additional output on yield and TPT as well as mix/pricing should be a tailwind. Top concern is sufficient substrates.