To The Moon

$Advanced Micro Devices(AMD)$ $Webull Corp(BULL)$ $Rum Group Inc(RUM)$ The past few days have been rough overall. At least my most recent $Meta Platforms, Inc.(META)$  holding has moved back into the green. My only remaining loser is $Intel(INTC)$ , and my average there is $100, so I'm down roughly $10K on that one.

$Apple(AAPL)$ Apple now has John Ternus as CEO and he is on X. His first post was just a simple "hello." So now it is Jobs, then Cook, then Ternus. Kind of curious whether his public presence will feel any different under an engineering guy. The real first look will probably be at their next event.

$Intel(INTC)$ Over the past few months, Fintel has stopped updating the charts and numbers instead of showing the FTDs, and switched the candles to skinny ones so it doesn't look as bad. The fact that a market maker can spend $7 million a day on naked shorts against a 2x ETF is borderline criminal. The price isn't reflecting a free and fair market or real price discovery.

$Intel(INTC)$ Dell crushed it. Broadcom earnings are up next.

$Apple(AAPL)$ When I see $Solowin Holdings(AXG)$  revenue go from $2.82M to $28.05M in one year, I pay attention. That's roughly +895% growth. Now add $22.2M in AI infrastructure revenue. $Solowin Holdings(AXG)$  is exactly the kind of developing story I want to track early.

$Intel(INTC)$  Intel often gets treated like the industry's unwanted stepchild despite its history and strategic importance, overlooked when things are good and blamed when things go wrong. But with the right execution, its manufacturing capabilities and U.S. strategic importance could make the comeback story very interesting. I'm all in on this one.

$Apple(AAPL)$ Tim Cook leaving doesn't really change anything. This looks like stop loss hunting before a move higher. Some of the sharp moves today feel more like positioning than anything else.

$Intel(INTC)$  The "leaks" might have mixed up two pieces of news. Wasn't SK Hynix supposed to partner in the Ohio facilities? Maybe this latest leak confused the two, and we'll see confirmation around the Ohio facility instead.

$Intel(INTC)$ Getting ready to buy this dip. I doubt it carries much further, feels like it'll shake this off as usual.

$Intel(INTC)$  I appreciate the chance to pick up a $300 stock for $80. I plan to keep holding it through the rest of this year. I have time on my side, and I'm willing to wait until it reaches fair value.