Enid Bertha
Enid Bertha
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$Intel(INTC)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ People asking why am I not happy about the good news of Broadcom, TSMC, and others as it is good news. It is nice others are interested in Intel but I don't want Intel shareholders to suffer because of it. Case in point: We are not saying the news is bad. We are merely saying that a takeover of $30 is an insult to a share price of $120 which would be a 3-5 year Intel stock price if allowed to continue down its current path.
avatarEnid Bertha
2024-12-23
$Intel(INTC)$ I'm studying Intel like a mad scientist and watching it like a hawk. It seems that Intel has started putting wind back in the sails, but it hasn't found traction yet. The new products and new management coming are definitely positive.
$Intel(INTC)$ intc will be bought soon by one of these companies, nvda,qcom,avgo,or even Google which experimenting with quantum computers and making their own processors, any one of these companies can easily use their stocks to fund the transaction.
$SoFi Technologies Inc.(SOFI)$ I am bullish on the stock long term, but the whales will control the price short term. With 65,000 put contracts for March 21, $13 strike and 80,000 June 20, $10 put strike. No way they don’t make some money with that many contracts.
avatarEnid Bertha
2024-12-03
$Intel(INTC)$ Nothing has changed. Intel still remains ridiculously undervalued at $100B. Even if Intel had to sell off its parts today, its worth much more than the $100B it is valued today. The gap to $30+ will get filled - its a matter of when not if. Dont let the big players scare you into selling by saying Intel is uninvestable!
avatarEnid Bertha
2024-12-10
$Advanced Micro Devices(AMD)$ This will certainly bounce back big. This is just noise what analysts are doing. In reality, AMD is constantly improving. Their latest ROCm v 6.3 (released on Nov 26th 2024) is highly performant like Cuda. Previously, yes, they all lacked software stack, but that gap is closing sooner than you think. What I hear from AMD and some of the the articles are that they have been heavily working on software stack for AI, and that too lot of engineers, spending somewhere $5 billion annual budget to improve software stack itself, to close all the gaps with Cuda.
$SoFi Technologies Inc.(SOFI)$ A week from now nobody will even hear a word about deepseek. This drop was uncalled for, a small start up taking down almost the entire NASDAQ doesnt make sense.Espeacilly SOFI that is a finacial service company not an AI chip manufacturer. Of all days deepseek appears and the earnings get wiped out. SOFI should be sitting at 19 + not 16, guidance is fine. SOFI is conservative. Anyways it will rebound sooner or later HEDGY WILL CHANGE DIRECTION AND RUN IT THE OTHERWAY!
avatarEnid Bertha
2024-11-27
$Advanced Micro Devices(AMD)$ AMD is out of favor along with all semis, except NVDA. But the AI story is real for AMD, just a bit slower, for those who can be patient. NVDA has 3.4 Trillion in Market Value while AMD is a dirt cheap .23 Trillion. AMD can double easily with a single good AI forecast of their 300X chips.
avatarEnid Bertha
2024-12-26
$Intel(INTC)$ For all you investors out there don't give up on this stock. Intel is a pure player in Quantum computing and just look how that computing is red hot now. Quantum computing is expected to generate 30 trillion dollars in 2030. This stock will more than double by then.
avatarEnid Bertha
2024-11-25
$Advanced Micro Devices(AMD)$ much like what happened with AMD’s earnings last month, investors could “buy the rumor, sell the news.” The company could beat expectations, but shares tread water/move lower immediately after the release.However, the earnings release could also entail other positive surprises, such as a raising of MI300 sales forecasts. Management may also provide positive updates regarding its AI-PC chip and other generative AI-related endeavors.All of this could keep shares surging post-earnings. Perhaps, even toward the $250 per share price level. With more out there signaling another big rip, and another big dip, as it stays an AI winner, stay long on AMD stock.
avatarEnid Bertha
2024-11-12
$Advanced Micro Devices(AMD)$ The news media has everyone day trading, with story after story questioning if now is the time to buy or sell. You really need to ignore these people. I don't know how many negative stories I read about TSLA and PLTR this year, and thankfully I didn't listen to any of them. And yes, I am very bullish on AMD.
avatarEnid Bertha
2024-12-02
$Advanced Micro Devices(AMD)$ Timing is perfect almost done with consolidation just before the Santa rally tax season is done new chip due out in January $137 is technically still bullish if you can’t get excited about the stock, you own or understand what it is that you own, please sell and go somewhere else. Diamond hands $250 or bust!
avatarEnid Bertha
04-12 02:32
$Meta Platforms, Inc.(META)$ AI Estimate: Instagram's Performance: Instagram's user growth, engagement rates, revenue generation, and profitability at the time of a potential sale would be key determinants of its value. By 2024, Instagram was responsible for a substantial portion (over 40%) of Meta's revenue, highlighting its immense value. Some estimates in late 2024 placed Instagram's standalone value at over $100 billion.
$Advanced Micro Devices(AMD)$ Mkt technicals show it will be up tomorrow. Semis are getting life Amd nvda in particular. Just imagine 4 months back Amd at 120 would be a super deal and NVDA at 137 after confirming entire 2025 guidance, it would be a killer deal.So ignore the noise and setup your play for 2025!
avatarEnid Bertha
2024-11-08
$Intel(INTC)$ Go look at the weekly chart, Intel was building a cup and handle before it broke down.It's going to recover that cup & handle pattern and blast off past $100 in 2025.Pivot high for Intel is $76, hitting $100 from there is eazy, peaze, short squeeze.It is still early to hop on this ride.
avatarEnid Bertha
2024-12-19
$Advanced Micro Devices(AMD)$ It seems that you forgot that we are in times of high interest rates, because we have been like this for a long time and yet last year AMD rose a lot. Wait for the end of 2025 and this will double, it is a good investment.
$Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ Everyone thinks that Trump will just crash the market more on April 2nd, Wednesday. If he does that, his political career and the party is over, so I highly doubt it will be a blow to the market. People remember losing money, if the strategy is to lose next years midterm elections, which I highly doubt. I also think that he may announce the DOGE dividend stimulus check. I am buying dips. If the company is good, it'll recover fast regardless.
$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ my dear fellows, please hold tight we are headed to $40 next week. INTC, is the NVDA, of last year. INTC, completely under valued. Tomorrow we can see a jump of 15/18 %. so please be patient we are going to move like SMCI LAST WEEK. Good luck to all. God bless America.
avatarEnid Bertha
2024-12-05
$Intel(INTC)$ Intel's turnaround story is real. They've nailed down 5 nodes in 4 years, which is an insane feat in the semi world. TSMC is still ahead, but Intel's IDM 2.0 strategy, coupled with U.S. government backing via the CHIPS Act, is going to be a game-changer. Also, don’t underestimate their investment in Gaudi AI chips—it’s where the future of AI/ML lies. Give this one two years, and we could be looking at a stock that doubles.
avatarEnid Bertha
2024-12-03
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ You guys don't understand. AMD and Intel merge and then provide an all in one AI Datacenter product that is superior/more convenient & open source to Nvidia. AMD can then re ipo all the fabs after they collect the free fab money from the Gov. And then new Fab company will be the USA source of chip fabrication but AMD and Intel will consolidate all their IP and customers.

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