$Intel(INTC)$ Tan is out there buying. He clearly knows who's going to be on that 14, and he can't say it outright, but he knows. He's been buying $19 million, $10 million, and 9 1/2 at 64. He knows that in a couple of years he's going to be really well off. And he did buy $25 million around $20 when he took over.

$Invesco QQQ(QQQ)$ Just a heads up, I bought some calls. I lose 98% of the time when trading QQQ, so I'm hoping this time turns out differently.

$Intel(INTC)$ Keeping an eye on RUBI. The float is small, so a gap up is possible, and we think a few hundred percent gain from $1.20 could happen. The company needs to push the price for warrant holders to make money.

$Intel(INTC)$  Intel's ASIC business is another growth opportunity that seems underrated by the analyst consensus. Everyone keeps focusing on CPUs and GPUs, but Intel has been quietly building out its custom silicon work, designing purpose-built chips for customers with specific computing, networking, and AI workloads. The purpose-built silicon revenue growth is accelerating. On the Q3 2026 earnings call, management said revenue was up more than 50% quarter over quarter and more than 2x year over year. CEO Lip-Bu Tan has also said the business tripled over the past three years, with the ambition to triple again over the coming years. That matters because custom ASIC programs can turn into recurring revenue once

$Intel(INTC)$  Panic selling looks like it has run its course with volume returning to normal. The stock is basing in the upper $50s now. My guess is it will test the bottom of that huge gap in the mid-60s soon, the one from when it dropped over 20% the day after earnings. RSI is still extremely oversold in the mid-20s for a stock like INTC, especially since AI spending clearly isn't going to suddenly drop to zero. The 50s look like a great buy here. If Tan had some good news about IFS, now would be an ideal time to share it, since we could quickly get back to the $70-$90 range by end of year.

$Intel(INTC)$  Insider holdings have increased, while institutional and fund positions have decreased. Maybe the people inside the company know something outsiders don't. I'd put more weight on the people running the company than on all the analysts making predictions. At this price, it looks like a decent opportunity. Intel remains a solid American company.

$Invesco QQQ(QQQ)$  This is shaping up to be the make-or-break week for the US market. Recent reports point to forced liquidation by hedge funds having only put a minor dent in AI sentiment so far. The forced selling appears to have largely run its course, with some hedge fund staff already leaving their jobs. I expect sentiment to normalize and fear of missing out on the bottom to pick up from here. The worst of the damage looks to be behind us. QQQ still looks attractive at these levels, and I am maintaining the year-end price target of 875-925 for QQQ as the rally setup remains intact.

$Intel(INTC)$ 18A is shaping up to be a huge success for Intel. CEO Lip-Bu Tan confirmed the manufacturing ramp is progressing in both Oregon and Arizona: “The ramp of the 18A in both Oregon and Arizona, including Fab 62, our second high-volume 18A fab.” He also confirmed Clearwater Forest is already shipping for revenue, while Diamond Rapids, Intel's first 18A-P server product, is on track to ramp in 2027. And the manufacturing improvements are becoming increasingly important. Intel CFO Dave Zinsner said on the Q3 earnings call: “Intel 18A costs have declined approximately 40% since Q1, reflecting continued yield and cycle time improvements.” The manufacturing economics are moving in the right direction: • Higher yields = more usable chips p

$Intel(INTC)$  Not taking sides with either political party, but can there be a reasonable win-win compromise on AI build outs? It doesn't have to be all or nothing hardliner all the time. Sure, there are concerns about AI: high capex, environmental impact, societal changes, job displacements, and other unknowns. But AI cannot be shut down completely while China or other nations advance toward AI supremacy. Imagine if internet companies all shut down during the dot com burst, there would not be the inventions of WiFi, Google Search, GPS, etc. Guard rails and regulations can be put in place to safeguard security, ensure environmental protection and create new AI jobs and opportunities. Just my two cents. AI probl

$Invesco QQQ(QQQ)$ Have faith. They have to keep investing in AI infrastructure. Don't be scared. There's an important distinction here: opposition to the local costs of data centers isn't necessarily opposition to the technological goal of building them. The strategic case is fairly straightforward. Computing capacity is becoming part of the infrastructure that supports AI, scientific research, communications, business productivity, and national competitiveness. Not building enough capacity could mean depending on infrastructure controlled by others or falling behind technologically. But local communities experience something much more concrete: - Large electricity loads and the generation or transmission infrastructure needed to support them

$Intel(INTC)$ When the hype drains out of the AI trade, capital tends to rotate from overpriced software expectations into physical silicon and domestic fabs. Intel isn't the problem in that setup, it's the solution.

$Intel(INTC)$ All the gaps on the INTC chart have been filled. This feels like a capitulation day to me. We should move higher from here, possibly forming a V-shaped bottom.

$Intel(INTC)$ Intel's silicon photonics and OCI work out of Fab 11X in New Mexico is setting a pretty serious standard. In space or inside gigawatt AI data centers, copper just gets too heavy, too hot, and too power-hungry. Intel is the only high-volume manufacturer on Earth growing Indium Phosphide lasers directly onto silicon wafers at scale, and it's all done at Fab 11X in Rio Rancho. They've already deployed over 12 million photonic integrated circuits and 45+ million on-chip lasers with a sub-0.1 FIT failure rate, which matters a lot when you can't send a repairman into space. The OCI chiplet co-packages 4 Tbps bidirectional laser I/O directly onto CPUs, GPUs, and XPUs.

$Intel(INTC)$  Intel caught a lot of attention in July 2026 with the Intel Starfire announcement. It is a U.S.-manufactured, space-grade Panther Lake SoC built on Intel 18A for the CPU and 3-tile NPU, with the Xe GPU on Intel 3, combined through Foveros 3D packaging. Rated from -55°C to +125°C with a 10+ year orbital lifespan, it delivers up to 75 TOPS of AI compute at 10W–35W, which matters a lot when running on satellite solar panels and radiator cooling.

$Intel(INTC)$ Not much to add here. I'm still making money on my INTC trade overall. My average price for this round is $95.5. Intel can design the world's best chips. The foundry business should be the next growth driver. Let's see how the foundry story plays out.

$Invesco QQQ(QQQ)$ From Dubai investors, to Kratos. Our algo detection systems do not predict future price action, but the selloff we saw looks tied to the Anthropic S1 Addendum in the Q3 filing. That filing showed growth, but with a significantly lower margin while capex was maintained. I think that's what accelerated the selling. As for hedge funds, only one fund was responsible for most of the selling over the past weeks, and we don't see further selling from them. With that pressure gone, I believe the rally can resume fairly soon, regardless of the election outcome. Good luck, America.

$Intel(INTC)$ There have probably been a lot of margin calls over the past couple of days. The CEO bought at $95. I'm pretty sure he will be working hard to get back well above $95 per share. The foundry story is still the kind of news that can send this stock sharply higher. I'm waiting patiently for them to succeed with both 18A and 14A.

$Oracle(ORCL)$  Down over 20% since the investor day, and trading well below where it was before the event. That feels undeserved and completely oversold.

Oracle's revenue is expected to more than double over the next two years. The 2026 estimate is $90.4B, 2027 is $131.7B, and 2028 comes in at $184.1B. Meanwhile, the stock is trading at 15.3x forward earnings, down from 46x in 2025. $Oracle(ORCL)$ 

$Intel(INTC)$ When everyone thought it would reach $140, it went to $65. Now everyone thinks it can hit $50, so let's see if it gets to $100.