To The Moon

$Intel(INTC)$ Says 18A-P hit risk production on schedule, with up to 9% better performance or 18% lower power versus 18A. The foundry roadmap is finally showing signs of life. The stock is riding stacked moving averages with the uptrend intact. Execution is the whole story from here.

$Hewlett Packard Enterprise(HPE)$ $NVIDIA(NVDA)$  This is less about a single product update and more about where enterprise AI is actually heading—production-grade agentic systems with governance, security, and scale baked in from day one. HPE is positioning its AI Factory stack around NVIDIA’s full ecosystem: Blackwell GPUs, Vera systems, Agent Toolkit integration, plus confidential computing and expanded storage/security layers rolling into 2026. The important shift here is “enterprise AI” moving from experimentation to controlled deployment. That’s where governance, data isolation, and infrastructure reliability start to matter just as much as raw model performance. In that sense, this is inf

$Intel(INTC)$  There's a lot of money sitting on the sidelines. It has to go somewhere. AI hardware stocks are one of the few sectors showing solid growth.

Here are the 8 stocks most worth watching right now, with these being key: 5. $NVIDIA(NVDA)$  around $205 6. $Cipher Mining Inc.(CIFR)$  around $24 7. $NEBIUS(NBIS)$  around $230 8. $Palantir Technologies Inc.(PLTR)$  around $127 This watchlist strikes a good balance between mega-cap tech anchors and high-beta infrastructure plays. In the current macro environment, these tickers are approaching critical technical inflection points during the recent market pullback. Mega-Cap Retest: $NVIDIA(NVDA)$  battling around the $205 level serves as a test of instit

$Intel(INTC)$ Once the factory model gets rolling, it'll be like printing money—or chips, depending on how you look at it.

$Intel(INTC)$ Loving the triple-double for INTC today. Triple digits spiked up, plus a double upgrade from Bank of America.

$Intel(INTC)$ The lowest price target I'm seeing is at 45 right now. That one will likely be lifted before the next earnings report.

$Intel(INTC)$ Intel is barely down while the market is getting hit hard. It might close green today.

$Intel(INTC)$ If the market recovers, this should go back up to the $115-$117 range.

$Intel(INTC)$  Intel does have valid points. For example: Did TSMC bring in substantial profits during the early ramp-up phase of its nodes? Did TSMC achieve mature yield rates after just a couple of months of production for any of its processes? Regarding CPU competition, should fab-heavy Intel be more concerned first, or fabless chip players? If the MSCI index “rebalance” was the real reason, why weren't so many other chip stocks “rebalanced”? As mentioned before, they started this narrative briefly before a holiday weekend—negative chatter on TipRanks, recycling old “news,” the Northland downgrade, inserting irrelevant hamburger, pizza, insurance, and apparel news into Intel's news feed, etc. It's the same ol