To The Moon

$Intel(INTC)$ Dell is using Intel's Panther Lake 18A. Intel is the leader in CPU and AI accelerator technology.

$Oracle(ORCL)$ The CEO stated that all data center initiatives are on or ahead of schedule, with more than 440 MWs of new data center capacity to be delivered this quarter. They did about 17.2 billion in revenue last quarter. If 1 GW roughly translates to 15 billion in revenue, and they are adding more than 440 MWs this quarter, revenue could spike to around 24 billion, which would decimate analyst numbers.

$Intel(INTC)$ Nasdaq futures are up 100 points. The trend remains the same, with Asian markets selling and the US market buying. Asian markets seem to be handing out free money.

If other companies in this sector are all running this hot, then $Intel(INTC)$  looks like a no-brainer to me.

$Intel(INTC)$ One word: 'DELL'! DELL's gains are INTC's gains! Read DELL's earnings release report. Not only have AI servers increased by almost 800% (with INTC and NVDA inside), but standard servers and workstations also increased by almost 200% (with INTC inside). Consumer PC increased by 18% (with INTC inside). Their next quarter is expected to be strong as well. I believe the customer that LBT referred to, asking to increase orders by 3X, is Dell. If you have money in DELL, that's positive. If you have money in INTC, $200 per share next year. I believe INTC will exceed Q2 performance.

$Intel(INTC)$ INTC is not GameStop. It's game on. CPU for all computing: edge, cloud, data center, agentic AI. Advanced foundry: latest ASML equipment, leading nodes, partnerships with major Mag 7 companies. ASIC design for custom development. ZAM, quantum computing: pushing the next wave of innovations.

$Intel(INTC)$ The Tesla/Terafab partnership is a transformational validation, with a multiyear engagement worth over $25B using the 14A node. I expect INTC to capture more foundry orders in the second half.

$Intel(INTC)$ Intel seems to have it all. Either already operational or nearing completion: US foundries, advanced processors (18A, !8A-P, 14A), AI accelerators, quantum chips, advanced memory, partners and customers with deep pockets, and Lip-Bu Tan.

$Intel(INTC)$ Intel is transforming the nature of its revenue. Looking at its recent performance, Intel's financial strategy is a deliberate pivot from “commodity unit sales” toward “essential infrastructure utility.” Its manufacturing, packaging, and security strategies are working to insulate its top and bottom lines. 1. Revenue Stability: The “Foundry” Insurance Policy By opening its fabs to external customers (like Microsoft), Intel has turned its biggest cost—fab maintenance—into a revenue generator. * The Moat: In the past, if Intel CPUs didn't sell, the factory sat idle and bled cash. Now, its factories are increasingly paid for by the Foundry business. * Financial Impact: Intel's Foundry revenue jumped 16% recently. This diversificati

$Intel(INTC)$  Nvidia captured the early AI market with its gaming/graphics chips (GPUs). Intel, using AI accelerators (18A, 18A-P, 14A), makes dedicated AI chips that can be customized in its US foundries, with no China/Taiwan concerns. The second half of 2026 looks very strong for Intel in terms of products and share price.