Rod Harte

    • Rod HarteRod Harte
      ·10-21 08:45
      $Intel(INTC)$ Really hoping this earnings report delivers another move like the one back in April, so the year can close out on a strong note.
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    • Rod HarteRod Harte
      ·10-21 08:40
      $Workday(WDAY)$ $IBM(IBM)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $ServiceNow(NOW)$ Hopefully, before too long, AI buildouts and software will both move up together.
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    • Rod HarteRod Harte
      ·10-21 01:58
      $NVIDIA(NVDA)$  No big deal. I was just digging around on the buyback program, some of which was already processed in July of this year. They have all the way to January of 2029 to purchase them, and according to the details it's just an approval to buy. On a side note, repurchases aren't always done, but as cash accumulates they're welcome to do so without further approval. It's like a credit limit—frankly, one only technically buys until they know they're paying for it real soon. If they have the money sitting around and there's no other deep desire to buy this company or that company for a beneficial reason rather than a random one, then they'll scoop up that company instead of shares. But we know Jensen is t
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    • Rod HarteRod Harte
      ·10-20 22:58
      $Intel(INTC)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Lexicon Pharmaceuticals(LXRX)$ $MARA Holdings(MARA)$ The indexes are flashing green, momentum is building, and the rally is forcing the bears to cover while the smart money looks for opportunities to load up. As for me, I'm riding the bullish wave, adding to positions, and helping push these stocks toward higher ground. To the stubborn retail shorts betting against the trend: the market has a way of humbling those who refuse to read the tape. When the bulls take charge, conviction gets tested, margin get
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    • Rod HarteRod Harte
      ·10-19 06:10
      $NVIDIA(NVDA)$ Shorts could get absolutely wrecked this week and next when all the mega caps report record amounts of AI infrastructure build.
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    • Rod HarteRod Harte
      ·10-19 01:24
      $Invesco QQQ(QQQ)$ Despite Friday's 2.15% decline, the Nasdaq recovered from its intraday low of 26,023, while Nasdaq-100 stochastic indicators reached oversold territory, creating conditions for a potential technical rebound. The Nasdaq remains up approximately 12.5% year-to-date, suggesting the broader bull market has not necessarily ended. If futures stabilize and buyers return to beaten-down semiconductor and AI stocks, there could be a positive opening and a meaningful relief rally. The technical setup offers reasons for optimism, though confirmation will depend on Sunday evening futures and trading volume. $CoreWeave, Inc.(CRWV)$  $NVIDIA(NVDA)$ <
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    • Rod HarteRod Harte
      ·10-16
      $Intel(INTC)$ Bought 95c 11/20; light position. Looking for a push toward $105 and expanding 105C 11/20 premiums. Risk management in place. Discipline over emotions. NFA.
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    • Rod HarteRod Harte
      ·10-15
      $Intel(INTC)$ The incident happened outside the main production areas, while nitrogen trifluoride was being unloaded from trucks and transferred into external tanks. Israeli police said there was no need to evacuate plant employees; they were kept away from the immediate scene but stayed in the building. The fire was put out, the scene is under control, and the tanks have been cooled. No reports so far point to any damage to the clean rooms or core fab equipment.
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    • Rod HarteRod Harte
      ·10-12
      $Intel(INTC)$ The stock looks set to push toward $112. There is heavy institutional buying in large blocks, and the latest quarter came in very strong, basically a blockbuster quarter.
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    • Rod HarteRod Harte
      ·10-12
      $Intel(INTC)$  The Street's coverage comes across as pretty manipulative. The way they frame Terafab and TSM's relationship is so one-sided it almost deserves its own category. Just sour grapes dressed up as reporting, and it is hard to take that seriously as credible journalism. Musk, like most large US companies, benefits from government contracts. Without that steady money stream, he knows the ride would not be so smooth, since income from non-government sources can swing wildly either way and is never reliable. That is why he needs INTC's secure enclave with the government-approved clearances. Those take years to get, and it is questionable whether Musk or his manufacturing operations would ever qualify on t
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