To The Moon

Good and easy to invest 

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  🚨 $AMD holds the most unusually traded options intraday as price rallies over $13 or 6% on the session. Over $20M+ in single leg calls have been bought on $AMD today alone! Follow the options flow. Follow the data! $AMD is Wells Fargo’s top chip pick 🥇 Citing an expanding multi-GW MI450X pipeline, server CPU share gains and an embedded recovery. Price Target: $345 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies t

AMD & Intel Surge: Server CPUs Sold Out Until 2026 — Is the "Boring" Trade Now the Best Play? Nvidia has dominated the headlines for two years, but this week, the spotlight shifted. AMD and Intel have been among the best performers in the semiconductor sector recently. If you think this is just a dead-cat bounce for Intel or a sympathy rally for AMD, look closer. A bombshell report from KeyBanc just revealed that server CPU capacity for both giants is effectively sold out through 2026. This changes the narrative completely. We are moving from a "fight for market share" to a "seller’s market." Here is why the unsexy CPU trade might be the hidden gem of the next AI cycle. 1️⃣ The Return of Pricing Power (Margins Explosion) For years, the CPU game was about volume—shipping more units to k

$Intel(INTC)$   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

We saw how these two chips maker, $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ rising more than 1% on Wednesday (14 Jan) session, with Intel at 3.02% higher, AMD also manage 1.19%. So who is the "catch up" candidate that is being favored, for potential future growth and a "catch up" candidate, analysts generally favor AMD over Intel. While Intel is experiencing a significant stock surge and has strong potential upside, AMD is seen as a more stable and convincing investment based on its current financial performance, strong data center position, and higher analyst consensus ratings. In this article, I would like to share and break down for an investor focused on capturing potential upside from AMD specif

Intel Pole Vaults Above Nvidia in Short Volume Ranking, AMD's, SMCI's Rise $Intel(INTC)$  's continued rally to a two-year high gained more attention from short sellers, sending their combined their trading volume way above those who were betting against the biggest player in AI chips, $NVIDIA(NVDA)$  . Trading in borrowed Intel shares that were sold short climbed 6.8 million shares to 18.69 million Tuesday, surpassing Nvidia's short volume of 13.01 million shares. The latest figure represented 11.1% of the total number of shares that changed hands that day. That landed Intel at the top ranking for the biggest short volume among stock

Missed Nvidia or SpaceX? The "Second Source" Strategy Could Be Your Next Alpha 🚀 Everyone loves a winner. In this market, the spotlight is permanently fixed on the kings: Nvidia ($NVDA) in AI, SpaceX in aerospace, and Tesla ($TSLA) in EVs. But here is a counter-intuitive truth that smart money knows: Sometimes, the "Second Best" offers a better risk/reward setup than the King. Why? Because in business and national security, reliance on a single supplier is suicide. When one company holds a 90% monopoly, the market (and the government) will pay a premium to keep the runner-up alive. This is the "Second Source" trade—and if you missed the rally on the leaders, this is where you should be looking. 1️⃣ The "Hostage" Dilemma: Why Big Tech Needs a Backup Imagine you are the procurement chief at

The KeyBanc upgrades reflect a capacity-driven inflection, but Intel and AMD sit at very different points on the expectations curve. Intel: can the turnaround gain real traction? Yes, but traction will be incremental rather than explosive. For Intel, the tightening of AI server capacity matters less as a near-term revenue surge and more as credibility repair. What supports the narrative: Expectations reset is real. Intel is no longer priced as an AI winner, so modest execution can move the stock. AI adjacencies (Xeon refresh cycles, Gaudi accelerators, foundry optionality) benefit from capacity tightness even without outright leadership. Enterprise customers value supply certainty and pricing discipline, where Intel can regain relevance as alternatives become constrained. What still caps u

Buckle up, folks! The semiconductor world is on fire after KeyBanc's blockbuster upgrades sent Intel ( $Intel(INTC)$ ) skyrocketing 7% and AMD( $Advanced Micro Devices(AMD)$ ) blasting off 6% in a single session. 😎 With AI server chips practically flying off the shelves – sold out through 2026! – these titans are gearing up for a showdown in the data center arena. But in this catch-up trade frenzy, which one deserves your hard-earned cash? Let's dive deep into the details, crunch the numbers, and crown a winner based on value, growth potential, and real-world traction. 💥 First off, the catalyst: KeyBanc analysts are bullish AF, slapping an "Overweight" rating on both stocks after their Asia trip revealed h

If you’re wondering why $Intel(INTC)$   is soaring — Trump accidentally revealed in an interview that Apple invested.” @TigerObserver  @TigerStars  @TigerPM  @Tiger_comments  @TigerObserver  @Daily_Discussion  

The AI server chip market is a rapidly evolving and highly competitive space, with Intel and AMD both vying for significant market share against the dominant player, NVIDIA. Here's an overview of their current market dynamics and future outlook: Intel (INTC): Current Market Dynamics: Catch-up Mode: Intel has historically dominated the CPU market for servers but was slower to adapt to the specialized demands of AI workloads, where GPUs have become paramount. They are now in a significant catch-up phase. Gaudi Accelerators: Intel's primary AI accelerator offering is the Gaudi series (currently Gaudi2 and the upcoming Gaudi3). These are designed to compete with NVIDIA's H100 and upcoming B100. Intel acquired Habana Labs, the developer of Gaudi, to bolster its AI capabilities. Integrated Solut

$Intel(INTC)$ $NVIDIA(NVDA)$  $S&P 500(.SPX)$   🧭 Market Pulse I’m watching a market that is rotating, not breaking, even as macro and political risk intensifies. The $DJI closed at 49,191.99, down -398.21 or -0.80% as financials and industrials cooled after $JPM earnings, Trump’s tariff rhetoric and the credit card rate cap debate. The $SPX finished at 6,963.74, down -0.19%, the $OEX slipped -0.26% to 3,460.85, while the $COMP ended at 23,709.87, down -0.10%. $QQQ tracked the grind lower but held structure, while the $RUT held firm at 2,633, down only -0.10%, and the S&P MidCap 400 rose +0.19%, a clear sign of cyclical rotation r

$Intel(INTC)$ Intel fans gather and lets cheer it onwards

$Intel(INTC)$  break out?

$INTC 20261218 70.0 CALL$  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 .

KeyBanc upgrades $Intel(INTC)$  to Overweight from Sector Weight, raising the price target to $60. The upgrade indicates growing confidence in $Intel(INTC)$ 's turnaround, with better execution and rising momentum in AI and foundry driving upside potential.

$Intel(INTC)$  isn't dragged down by shorts given minimal short interest. Rather, analysts, brokers, and financial media hold biases against $Intel(INTC)$  due to its legacy status as a dominant blue-chip architect—not "trendy tech" in past decades. Now $Intel(INTC)$  operates as a high-end node manufacturer in the US, making adoption essential. Below $100 per share is severely undervalued; skip analysis until $500B market cap. Between $500B and $1.5T market cap, discussions on valuation, cash flow, or capex become meaningful. Debating fundamentals at just $200B market cap for the free world's sole high-end node tech? Unreasonable.

$Intel(INTC)$   Accumulate n buying more

Market OverviewThe S&P 500 rallied to a record high close on Friday (Jan 9), lifted by Broadcom and other chipmakers, while a weaker-than-expected jobs report did little to alter expectations of interest rate cuts from the Federal Reserve this year.Regarding the options market, a total volume of 59,439,508 contracts was traded.Top 10 Option VolumesTop 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $INTC(INTC)$, $AAPL(AAPL)$, $MSTR(MSTR)$, $NFLX(NFLX)$, $OPEN(OPEN)$,

$Intel(INTC)$   Core Ultra Series 3 (Panther Lake) — the first real product built on Intel’s 18A process node — was formally unveiled at CES 2026. • This is Intel’s most advanced in-house manufacturing in years and its first significant 18A production ramp.  • Over 200 PC designs are planned using these chips (laptops & mobile AI PCs).  • Intel is emphasizing AI performance, power efficiency, and broader ecosystem support (from gaming to edge/industrial AI).  Key performance claims: ⚡ Up to 60% multithread gain vs. the previous generation 🎮 Up to ~77% better gaming performance 🧠 Stronger integrated AI capabilities — all enabled by Panther Lake’s architecture + 18A node advantages.  This was the centerpi

AMD & Intel Surge: Server CPUs Sold Out Until 2026 — Is the "Boring" Trade Now the Best Play? Nvidia has dominated the headlines for two years, but this week, the spotlight shifted. AMD and Intel have been among the best performers in the semiconductor sector recently. If you think this is just a dead-cat bounce for Intel or a sympathy rally for AMD, look closer. A bombshell report from KeyBanc just revealed that server CPU capacity for both giants is effectively sold out through 2026. This changes the narrative completely. We are moving from a "fight for market share" to a "seller’s market." Here is why the unsexy CPU trade might be the hidden gem of the next AI cycle. 1️⃣ The Return of Pricing Power (Margins Explosion) For years, the CPU game was about volume—shipping more units to k

Good and easy to invest 

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  🚨 $AMD holds the most unusually traded options intraday as price rallies over $13 or 6% on the session. Over $20M+ in single leg calls have been bought on $AMD today alone! Follow the options flow. Follow the data! $AMD is Wells Fargo’s top chip pick 🥇 Citing an expanding multi-GW MI450X pipeline, server CPU share gains and an embedded recovery. Price Target: $345 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies t

We saw how these two chips maker, $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ rising more than 1% on Wednesday (14 Jan) session, with Intel at 3.02% higher, AMD also manage 1.19%. So who is the "catch up" candidate that is being favored, for potential future growth and a "catch up" candidate, analysts generally favor AMD over Intel. While Intel is experiencing a significant stock surge and has strong potential upside, AMD is seen as a more stable and convincing investment based on its current financial performance, strong data center position, and higher analyst consensus ratings. In this article, I would like to share and break down for an investor focused on capturing potential upside from AMD specif

$Intel(INTC)$ $NVIDIA(NVDA)$  $S&P 500(.SPX)$   🧭 Market Pulse I’m watching a market that is rotating, not breaking, even as macro and political risk intensifies. The $DJI closed at 49,191.99, down -398.21 or -0.80% as financials and industrials cooled after $JPM earnings, Trump’s tariff rhetoric and the credit card rate cap debate. The $SPX finished at 6,963.74, down -0.19%, the $OEX slipped -0.26% to 3,460.85, while the $COMP ended at 23,709.87, down -0.10%. $QQQ tracked the grind lower but held structure, while the $RUT held firm at 2,633, down only -0.10%, and the S&P MidCap 400 rose +0.19%, a clear sign of cyclical rotation r

Buckle up, folks! The semiconductor world is on fire after KeyBanc's blockbuster upgrades sent Intel ( $Intel(INTC)$ ) skyrocketing 7% and AMD( $Advanced Micro Devices(AMD)$ ) blasting off 6% in a single session. 😎 With AI server chips practically flying off the shelves – sold out through 2026! – these titans are gearing up for a showdown in the data center arena. But in this catch-up trade frenzy, which one deserves your hard-earned cash? Let's dive deep into the details, crunch the numbers, and crown a winner based on value, growth potential, and real-world traction. 💥 First off, the catalyst: KeyBanc analysts are bullish AF, slapping an "Overweight" rating on both stocks after their Asia trip revealed h

Missed Nvidia or SpaceX? The "Second Source" Strategy Could Be Your Next Alpha 🚀 Everyone loves a winner. In this market, the spotlight is permanently fixed on the kings: Nvidia ($NVDA) in AI, SpaceX in aerospace, and Tesla ($TSLA) in EVs. But here is a counter-intuitive truth that smart money knows: Sometimes, the "Second Best" offers a better risk/reward setup than the King. Why? Because in business and national security, reliance on a single supplier is suicide. When one company holds a 90% monopoly, the market (and the government) will pay a premium to keep the runner-up alive. This is the "Second Source" trade—and if you missed the rally on the leaders, this is where you should be looking. 1️⃣ The "Hostage" Dilemma: Why Big Tech Needs a Backup Imagine you are the procurement chief at

Intel Pole Vaults Above Nvidia in Short Volume Ranking, AMD's, SMCI's Rise $Intel(INTC)$  's continued rally to a two-year high gained more attention from short sellers, sending their combined their trading volume way above those who were betting against the biggest player in AI chips, $NVIDIA(NVDA)$  . Trading in borrowed Intel shares that were sold short climbed 6.8 million shares to 18.69 million Tuesday, surpassing Nvidia's short volume of 13.01 million shares. The latest figure represented 11.1% of the total number of shares that changed hands that day. That landed Intel at the top ranking for the biggest short volume among stock

The AI server chip market is a rapidly evolving and highly competitive space, with Intel and AMD both vying for significant market share against the dominant player, NVIDIA. Here's an overview of their current market dynamics and future outlook: Intel (INTC): Current Market Dynamics: Catch-up Mode: Intel has historically dominated the CPU market for servers but was slower to adapt to the specialized demands of AI workloads, where GPUs have become paramount. They are now in a significant catch-up phase. Gaudi Accelerators: Intel's primary AI accelerator offering is the Gaudi series (currently Gaudi2 and the upcoming Gaudi3). These are designed to compete with NVIDIA's H100 and upcoming B100. Intel acquired Habana Labs, the developer of Gaudi, to bolster its AI capabilities. Integrated Solut

$Intel(INTC)$   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

The KeyBanc upgrades reflect a capacity-driven inflection, but Intel and AMD sit at very different points on the expectations curve. Intel: can the turnaround gain real traction? Yes, but traction will be incremental rather than explosive. For Intel, the tightening of AI server capacity matters less as a near-term revenue surge and more as credibility repair. What supports the narrative: Expectations reset is real. Intel is no longer priced as an AI winner, so modest execution can move the stock. AI adjacencies (Xeon refresh cycles, Gaudi accelerators, foundry optionality) benefit from capacity tightness even without outright leadership. Enterprise customers value supply certainty and pricing discipline, where Intel can regain relevance as alternatives become constrained. What still caps u

Market OverviewThe S&P 500 rallied to a record high close on Friday (Jan 9), lifted by Broadcom and other chipmakers, while a weaker-than-expected jobs report did little to alter expectations of interest rate cuts from the Federal Reserve this year.Regarding the options market, a total volume of 59,439,508 contracts was traded.Top 10 Option VolumesTop 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $INTC(INTC)$, $AAPL(AAPL)$, $MSTR(MSTR)$, $NFLX(NFLX)$, $OPEN(OPEN)$,

If you’re wondering why $Intel(INTC)$   is soaring — Trump accidentally revealed in an interview that Apple invested.” @TigerObserver  @TigerStars  @TigerPM  @Tiger_comments  @TigerObserver  @Daily_Discussion  

$INTC 20261218 70.0 CALL$  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 .

$Intel(INTC)$ Intel fans gather and lets cheer it onwards

KeyBanc upgrades $Intel(INTC)$  to Overweight from Sector Weight, raising the price target to $60. The upgrade indicates growing confidence in $Intel(INTC)$ 's turnaround, with better execution and rising momentum in AI and foundry driving upside potential.

$Intel(INTC)$   Core Ultra Series 3 (Panther Lake) — the first real product built on Intel’s 18A process node — was formally unveiled at CES 2026. • This is Intel’s most advanced in-house manufacturing in years and its first significant 18A production ramp.  • Over 200 PC designs are planned using these chips (laptops & mobile AI PCs).  • Intel is emphasizing AI performance, power efficiency, and broader ecosystem support (from gaming to edge/industrial AI).  Key performance claims: ⚡ Up to 60% multithread gain vs. the previous generation 🎮 Up to ~77% better gaming performance 🧠 Stronger integrated AI capabilities — all enabled by Panther Lake’s architecture + 18A node advantages.  This was the centerpi

$Intel(INTC)$  break out?

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$Intel(INTC)$  isn't dragged down by shorts given minimal short interest. Rather, analysts, brokers, and financial media hold biases against $Intel(INTC)$  due to its legacy status as a dominant blue-chip architect—not "trendy tech" in past decades. Now $Intel(INTC)$  operates as a high-end node manufacturer in the US, making adoption essential. Below $100 per share is severely undervalued; skip analysis until $500B market cap. Between $500B and $1.5T market cap, discussions on valuation, cash flow, or capex become meaningful. Debating fundamentals at just $200B market cap for the free world's sole high-end node tech? Unreasonable.