After the Storage Rally: Healthy Reset or Trend Reversal? Storage ran hot, and now it's cooling off. The question is whether this pullback is just the market taking a breather after a strong run- or the first sign the story is changing. A healthy reset looks like profit-taking, normal volatility, and demand staying intact. A trend reversal looks like guidance softening, pricing pressure returning, or orders slowing more than expected
$Intel(INTC)$ Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from "catching up" to "competing at the top." CES helps too. Visibility + confidence can move markets fast.