To The Moon

$Intel(INTC)$ CPU TAM is heading toward 300 billion, which means Intel could easily reach 100 billion in annual revenue.

$Intel(INTC)$ Intel could close at 109.99 or 112.99. There are 9,000 puts at 110 to watch, and those puts could get burned.

$Oracle(ORCL)$ A lot of calls were set to expire soon, so it makes sense they had to put some news out.

$Intel(INTC)$ They're pushing it down so they can ride it back up. Pretty obvious move. Just don't want to be late for that.

$Oracle(ORCL)$  The last day to buy for the dividend is coming up. Those calls expiring 10-16 are worth a look. News has been positive, and this one is starting to get interesting.

LBT's motto is simple: under-promise and over-deliver. That has been his trademark. The Intel Foundry business stays strictly hush-hush, so expecting $Intel(INTC)$  to name its partners before those partners mention Intel first seems backwards.

$Oracle(ORCL)$  Paramount and WB made it across the line, with investment grade debt getting bought up without much resistance. Oracle's "big scary" debt looks like the next one the market will accept.

$Intel(INTC)$ Bit early, but I took some here on that volume reaction off the low trendline.

$Intel(INTC)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ Since the 10th falls on a weekend, TSM will give its monthly revenue update on the 8th instead, around 1am EST. I always see their monthly updates as a read on the health of the AI chip sector, so it matters and will probably move the market, especially AMD and NVDA.

$Intel(INTC)$ Nothing burger news. Intel will make future AI agentic chips, like for the Meta Muse app. Huge potential here, since this isn't just the Intel we knew from PC.