To The Moon

$NVIDIA(NVDA)$ I don’t think you can play the stock market in the short term. Manipulation is just part of the game. Only long-term investing really makes sense.

All the major firms are pouring billions into AI, so where's the $NVIDIA(NVDA)$  surge?

$NVIDIA(NVDA)$ AI is a paid, productive supercycle, not a free-hype bubble. Capital expenditure is rational for leaders such as Google who own the stack. The sell-off is primarily valuation and timing fears, along with big-money distribution into strength, not fundamental doubts. If anything, this dip is the 'buy' that smart money is creating.

$NVIDIA(NVDA)$ Sad to see emotions blocking investment in a powerhouse company. Just like personal computing was doubted, the same applies now. The world is changing, AI is the next step, as personal computing was. Trust analysts and bears if you want, but you'll be let down.

This isn't 'China loves Nvidia.' It's 'China still needs top-tier compute.' Big difference. But either way, $NVIDIA(NVDA)$  being allowed to sell equals money.

$Intel(INTC)$  is winning where it’s strongest right now. This isn’t about $Intel(INTC)$  magically beating $Taiwan Semiconductor Manufacturing(TSM)$  tomorrow at leading-edge logic. Instead: EMIB advanced packaging is already competitive. Packaging is a high-margin, sticky business. Customers who package with $Intel(INTC)$  are more likely to fab with $Intel(INTC)$  later. This is classic wedge strategy—and it’s working.

$Intel(INTC)$  stock is a blessing. We know what it does, we know where it's going. It's a household name and it's at the bottom. It has received a big vote of confidence from $NVIDIA(NVDA)$ , SoftBand, and US Gov! It's not like some insider bough 100k worth of stock, these a billion dollar investments. I get to ride on their back.

Seaport Global turns bullish on $Intel(INTC)$ , citing strong PC signals and foundry progress.

Early low-power $Intel(INTC)$  Panther Lake benchmarks are very promising. At just 19W it delivers ~55 FPS in Cyberpunk 2077 (1200p, Medium, XeSS Balanced). At 35W on Ultra it gives ~80 FPS. This performance-per-watt could strengthen $Intel(INTC)$ 's position in the mobile and thin-and-light laptop market.

Seaport Research upgraded $Intel(INTC)$  to Buy from Neutral with a $65 price target. HSBC also raised $Intel(INTC)$  to Hold from Reduce, lifting the price target to $50 from $26.