To The Moon

$Intel(INTC)$ I loaded up at $100. This should go much higher after earnings. Lip-Bu Tan has cut even more dead weight managers at the company, 18A is the best chip out there right now, and 14A is around the corner. Intel is taking over the handheld gaming market too — the 18A chip with built-in graphics chiplet runs much longer than AMD's Made-in-China chips, with much better performance as well. The foundries are booked solid to the point where companies are paying for reject chips with only a single working processor. Intel must have converged on the best possible yield rate by now. America First.

$Intel(INTC)$ 1.3 hours of buying volume. I think once the earnings report comes out on the 29th, we could see a slight jump to 118. Then a major contract with SpaceX might push it toward 130.

$Intel(INTC)$ Intel used stock dilution at $95 for its latest financing instead of taking on debt. Given current interest rates and the stock price, CEO Tan made the right call. I think some of this was behind the "AI and Debt Risks" keynote he delivered. The media mostly ignored the good news he laid out. Reading between the lines, Intel is basically sold out for the next 2 years. This stock is ridiculously cheap.

$Intel(INTC)$ An inverse head and shoulders to close out all the bull patterns would be interesting.

$Intel(INTC)$ Intel reaffirmed that demand should stay exceptionally strong for another 2–3 years, potentially through 2030.

$Qualcomm(QCOM)$ $Apple(AAPL)$ Management expects growth outside handsets in fiscal 2027 to replace the Apple revenue from fiscal 2026. That fiscal 2027 outlook includes data center revenue growing to $5 billion in a market Qualcomm is just now entering.

$Tesla Motors(TSLA)$ The cars no longer carry the kind of code that engineers used to have to write by hand. It has shifted to data-driven training. Tesla stands out as the only company putting AI to work in the physical world.

$Intel(INTC)$ This is the train you want to be on... if you don't know...

Semis are showing short-term oversold signals right now, with $VanEck Semiconductor ETF(SMH)$  and names like $Intel(INTC)$  triggering today. Relative strength versus the broader market is holding up, and these setups have historically worked out well for dip buyers. STUDY

$Micron Technology(MU)$ So this "writer" (AI) produced that piece. LOL. All profitable Western HBM and server memory production is completely bottlenecked by $ASML Holding NV(ASML)$  output, which in turn is limited by Zeiss. China is also locked out, and these facilities use more energy than entire towns, so it's really only viable to produce in Asia and the USA. EU countries simply don't have cheap enough electricity anymore. Wanting more production is one thing. Actually having more production is another. None of the memory makers will get enough $ASML Holding NV(ASML)$  machines fast enough to ramp the way they expect.