@Shyon:Last week's move in Intel was undeniably strong. A 10% jump on Friday and nearly 18% gain for the week tells me the market is clearly repricing Intel's strategic direction, especially with the renewed optimism around its foundry ambitions. The talk about Apple potentially tapping Intel for advanced-node production is a powerful sentiment driver — even if nothing is confirmed, the improved supply-chain "visibility" alone is enough to shift expectations. That said, the stock has already doubled year-to-date, and that naturally raises the question of whether the easy portion of the run is already done. From my perspective, this surge is less about short-term momentum and more about the market acknowledging a multi-year turnaround story. If the foundry reboot is real and large customers like A
@homwa:$NIO Inc.(NIO)$ This is ridiculous. Such a great results with positive guidance yet the shares are beaten down so badly. Got to hold for another quarter to see silver lining. Hang on peeps.
@ARKK Investment Tracker:ARKK Investment Tracker position change: Increased position in GeneDx Holdings by 2,910 shares, the number of shares held increased 0.77% compared to the previous period and now represents 0.77% of the total position.