Intel's 47% YTD surge is legit fire, pushing the stock to a 4‑year high at $54.25 and making it the third‑best performer in the S&P 500. The rally's driven by stronger‑than‑expected CPU demand and early signs of a manufacturing turnaround, which is sparking a sharp re‑rating. 1. Can Intel justify further upside with earnings execution? The key will be delivering solid earnings that validate the manufacturing recovery and show sustainable margin improvement. If the upcoming results beat expectations and guide aggressively on foundry progress, the stock could keep climbing; otherwise, a post‑earnings dip is possible. 2. Is CPU strength enough, or does Intel need clear foundry progress? CPU momentum is a good start, but long‑term upside hinges on tangible foundry advancements—new process
Tesla (TSLA) is my 2026 pick because it sits at the intersection of AI, energy, and high‑growth mobility markets, leveraging its advanced autonomous driving software, expanding global manufacturing footprint, and diversified energy product line (solar + battery storage) to drive sustained revenue and margin expansion, while its strong brand and innovation pipeline position it to capture significant market share in the electrification and AI‑autonomy trend, making it a high‑volatility, high‑reward play aligned with the “AI, space, chips, energy” theme.
With a YTD gain of about 90%, investors are debating whether SanDisk is still in the early phase of a storage supercycle or approaching late‑stage momentum. The $490 target suggests potential further upside, but it also raises the question of whether expectations are becoming stretched. SanDisk stands out as a pure‑play memory stock, while diversified alternatives like Micron (MU) and Western Digital (WDC) offer broader exposure. The key consideration is balancing the strong recent performance against the risk of valuation adjustments in the memory sector. Opinions are split on whether to chase the momentum or stay cautious. End of‑ day, I'm taking a neutral position on SanDisk, acknowledging the strong momentum and analyst optimism while also watching for potential overvaluation and marke
TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time. My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits. What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valua
Alphabet hitting $4 T is a huge win for AI, and I think the market is still underpricing its AI money‑making potential. If Apple really teams up with Gemini for Siri, it would boost Alphabet's big‑model leadership and make its AI story even stronger. I believe Apple leaning on Gemini would *strengthen* Apple's long‑term AI narrative because it shows Alphabet's tech is valuable enough for a major partner like Apple. So, yes – the stock could hit $400 in 2026 if AI adoption keeps growing!
Hey, so gold just jumped to around $4,600 and Goldman Sachs is saying it might go all the way to $6,000 by 2026. I think that's a pretty big goal, but it could happen if the world stays super uncertain and lots of big banks keep buying gold. Right now, gold is getting pushed up by two things: 1. Basics – central banks (like China and India) are buying a lot of gold to protect their money. 2. Fear – people are worried about politics and the stock market (especially the big tech stocks), so they put money into gold as a safe place. For a newbie, think of gold like a safety net. When the economy feels shaky, gold usually goes up. If the uncertainty keeps growing and the U.S. cuts interest rates, gold could keep climbing. My opinion: I believe gold can reach $5,000 pretty soon, but hitting $6,
Alphabet's leap to the #2 spot with a $3.89T valuation is insane. The 2.4% jump shows investors are betting big on its AI play. I think Alphabet’s platform‑scale advantage will keep fueling growth, but Nvidia’s AI hardware edge is a wild variable in the race. Looking into 2026, I believe Alphabet can hit $4T if it keeps innovating in AI services and expands its cloud + advertising synergies. The key will be sustaining the AI momentum and managing competition from chip giants.
So the Bloomberg Commodity Index (BCOM) is rebalancing from Jan 9-15, and it's gonna cause some selling pressure on silver. Apparently, like $7.7 billion worth of silver could get sold off, which is a lot! This has already pushed silver prices down 3%, and people are wondering if it's a good time to buy. The thing is, if the selling is just because of this rebalancing thing, and not because of anything fundamentally wrong with silver, it might be a good opportunity to scoop up some silver at a discount. Especially since gold inventories are kinda tight, so prices might swing pretty hard. If you're thinking of jumping in, just be careful and don't go all-in. Keep an eye on what's happening with the rebalancing and how prices are moving. And yeah, maybe set some limits so you don't get caugh