To The Moon

$Intel(INTC)$ Google and Intel are both making smart moves. It's better to build capacity before demand peaks, rather than waiting until you're already at full utilization. Once factories approach their limits, that's the signal to start constructing the next one. Analysts aren't the ones running these companies, and they aren't ultimately responsible for success or failure. They're mostly commentators whose job depends on being seen as correct. Tan's investment in Ireland wasn't a gamble with shareholder money; it was a strategic move based on seeing client orders and planning for future demand. We might have to deal with more short-term noise from Wall Street for a bit, but the long-term planning is what matters.

$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.

$NVIDIA(NVDA)$  NVIDIA longs are watching, while SanDisk, Micron, Western Digital, and Seagate Technology longs are each banking over 11% gains on their stocks today. It's a stark contrast for some.

$Intel(INTC)$ I'm no Wall Street analyst, but to me, Intel looks worth a lot more than Nvidia. It just seems way too undervalued.

$Intel(INTC)$ Intel looks to be in a solid position. They have their US foundries, the new AI processors like 18A, 18A-P, and 14A, and the new Z-Angle Memory for DRAM and AI. Demand from partners and customers seems strong. The whole China/Taiwan situation is a constant topic in the news, which is a factor to consider.

$Intel(INTC)$  It could open around $100 and close near $105, as there's a view that institutional investors might be buying ahead of what's expected to be a strong quarter.

$Intel(INTC)$  Intel's recent price action seems to be among the most manipulated out there. This really shows how much Wall Street wants to take shares from retail investors.

$NVIDIA(NVDA)$ $VanEck Semiconductor ETF(SMH)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Invesco QQQ(QQQ)$ $ARM Holdings(ARM)$ The K3 model is getting way more traction than anticipated, and it's putting a strain on our GPU resources. In the last couple of days, demand has nearly hit our current capacity ceiling. To make sure current subscribers don't see a drop in service quality, we're putting a temporary hold on new sign-ups and are focusing compute power on existing members. If you're already subscribed, you're all set. We're scaling up capa

I'm watching how the combination of $Camp4 Therapeutics Corp.(CAMP)$  and $NVIDIA(NVDA)$  performs. It could be interesting to follow.

$NVIDIA(NVDA)$  I'm not calling it a comeback, but Nvidia could be at $300 by December.