To The Moon

The next move for Rumble seems pretty clear. Chris Pavlovski has already closed the Tether deal, pulled off the Northern Data acquisition, and brought in an Intel-veteran CFO to run the AI infrastructure numbers. So, the next step isn't about proving he can execute; it's about putting big third-party names on stage with him. Think Tether, anchor customers, GPU vendors, maybe even a hyperscaler-type partner. You don't line up over 24,000 GPUs, 9 data centers, Tether backing, and an Intel CFO just to stay quiet. A significant reveal is likely coming. When they finally roll out the full AI data center vision with partners front and center, the market will probably have to reprice $Rum Group Inc(RUM)$  out of 'video stock' territory and into 'baby

$Rum Group Inc(RUM)$ Quake AI isn't some startup experiment. It has 24,000 GPUs, 9 data centers soon to be 10, and 250 MW of power. Currently 85% utilized, with 200 MW of power unmonetized. Holding a $150M contract with Tether and a $270M contract with Together AI. The team includes Mike Masci, a 20-year data center veteran from Intel. That's not a story that deserves to be ignored. You've got the hard assets, the power, the contracts, and the people. What else does the market need to see before it starts paying attention?

$Intel(INTC)$ Can you believe analysts were calling for Intel stock at $20 less than a year ago, and now it's in the $130s? That's like a weather forecaster predicting a sub-zero ice storm and getting a clear 100-degree day.

$Intel(INTC)$  Intel's strategy for "rack-scale" AI is a shift from being just a component vendor to becoming the "Control Plane" for the modern AI data center. As the industry moves toward Agentic AI—where systems reason, plan, and execute tasks rather than just training models—the bottleneck has moved from raw math (GPUs) to orchestration (CPUs). Here's how Intel is capitalizing on the 80% of data centers that are currently considered "AI-incompatible." 1. The 80% "AI-Incompatible" Gap Most global data center infrastructure was built for traditional cloud applications, not the intense power and concurrency demands of Agentic AI. * The Hardware Bottleneck: Legacy CPUs lack the PCIe lanes, memory bandwidth, and

Not many are putting in the work like we are. It's that simple. Up 70% year-to-date, sure, many might say we just rode the semi/memory wave… $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $Intel(INTC)$  AMD. No. Our returns are uncorrelated and come from deep research. That's why, even on a day like today when the high momentum trade has unwound a bit… we're still green (albeit slightly, but still). Understand what you own and who you're following.

$Intel(INTC)$  Raked a nice profit at the open, then was busy all day at work and missed such a volatile day. However, I did make a good profit over the last two days on my favorite stock here. The move to 135 was solid, and the consolidation around 134 looks good. Now we have a long weekend, and I'm curious to see how the markets behave on Monday. We'll find out by Monday if this extended consolidation around 134 is a bear trap or a bull trap. Enjoy the weekend.

$Intel(INTC)$ Last time Cramer was this hyped up about a stock, it was NVDA... you all know what happened next.

$Intel(INTC)$ Do hedge fund and institutional bears want to hold their short positions over this three-day weekend, with the possibility of an Intel-Apple deal confirmation?

$Intel(INTC)$ 18A production has started to support the extreme demand for AI CPU agents and Apple iPad & laptop back orders. Could reach a $1 trillion market cap by year end.

$Intel(INTC)$ Intel is such a powerhouse - hitting 200 by year-end seems guaranteed. This pullback is actually healthy, I'd rather see a few down days than pure non-stop euphoria.