$Intel(INTC)$ Saw an article and it plays right into Intel situation and playbook. Catalyst: Recent news highlights that TSMC is hitting capacity limits for Nvidia and other major AI chipmakers — meaning supply bottlenecks. That constraint is reshaping the AI chip supply chain, creating space for alternative foundries. Intel’s Foundry Services could benefit as customers seek available, reliable capacity versus waiting on TSMC backlogs — calling it a potential “golden ticket” for Intel’s foundry comeback. 📊 Short Technical Analysis (Daily/Weekly View) Trend: • Price has broken past recent consolidation, holding above key horizontal support near prior congestion zones (mid-term pivot). • Stronger higher l
$INTC 20261218 70.0 CALL$ Been a while since I post. This probs make up for the mistakes I made on the baba options and baidu options.... when I didn't sell early enough. Coz baba and baidu took a while to materialize than expected. So broke even on them overall. Now with Intel.... Got some left to let the bullets fly abit. .... see how far it can go. 🚀 This is only the beginning. But once it reaches will likely wing it. This is like a corporation behaving like startup. And imagine if PE is 30. And post some good profits. Praise the Lord. Amen 🙏 This is not AI post... 🍀😎 *Not financial advice. Do you own research .
$Alphabet(GOOG)$ Long term still bullish. But does lose some search to ChatGPT though. But may retain higher value searches. And general knowledge leave it to ChatGPT. Sell them ads perhaps? 🧐 My view: Value-investing conclusion If I step into the “value investor” mindset: • I like the business: very strong fundamentals, excellent margins, dominant positions (search + ads), growing newer engines (cloud + AI). • The premium is real: you are paying for future growth and dominance, not just the current business. • Because of the elevated valuation (especially on a sales or FCF basis) and the heavy spending/investment, the margin for error is smaller. Execution missteps, regulatory shock, macro downturn cou
$STANCHART(02888)$ Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research. 🙏😊🍀
$Coinbase Global, Inc.(COIN)$ long term bullish. While they might be expensive in fees but they are the most stable option. And the first crypto exchange. Without them I wouldn't Have got into crypto.
$INTC 20261218 70.0 CALL$$Intel(INTC)$ 🧩 Intel Deep Dive: Fundamentals, Chart, and the Trump Semiconductor Factor Been camping on Intel for a while. ;) finally pays off 💪💪💪 As the U.S. pursues a radical new 1:1 semiconductor production rule, Intel emerges as one of the few chipmakers already anchored in American soil. But subsidies and policy are only half the story. The execution and technology leadership will decide whether it becomes the tech hero or the next cautionary tale.” “With the government now owning ~10% of Intel, political pressure and spotlight are inevitable. Don’t count on this being a quiet campaign but let’s be clear: losin
$Alibaba(BABA)$ Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star. China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.
$Coinbase Global, Inc.(COIN)$ My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: • High trading volume during BTC ETF hype • USDC float income + partnership with Circle • Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu
$Figma(FIG)$ 🚀 IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion. • It began trading under the ticker FIG on the NYSE on July 31, • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~