$Intel(INTC)$ The market seems to be lifting all US stocks that have 100% dependence on Taiwan / TSM while beating down US chip makers. You could interpret that as the US government continuing to exclude foreign-made advanced chips from tariffs, and it also suggests the market feels comfortable about the Taiwan geopolitical situation after the US-China meeting. None of that should be harmful to INTC anyway, since they have already achieved 85% yield for 18A and are moving ahead to outpace TSM's 90, while Samsung has already been left behind.
In the trenches, and I was adding today. I might honestly be the craziest investor/trader on the planet. I have a $Apple(AAPL)$ trade based on my Money Flow analysis targeting $400, and it doesn't even need to happen right away. Shorts strength is bull strength. I just pick up the pieces. No need to talk junk, we can all eat.
$Apple(AAPL)$ Apple's latest flagship is finding an enthusiastic audience in India, even with prices still high. Demand for the iPhone 18 Pro has risen nearly 20% compared with the iPhone 17 Pro at the same point last year, according to reports, which suggests premium pricing isn't deterring buyers in one of Apple's fastest-growing markets. The iPhone 18 lineup went on sale on September 18 and drew long lines in major cities. Some customers traveled for hours to reach Apple Stores in places like Mumbai, with waits stretching as long as 10 hours. Many buyers seem motivated less by specific new features and more by the desire to own Apple's newest iPhone. Counterpoint Research director Tarun Pathak expects Apple's volume market share in India t
$Intel(INTC)$ ASML confirmed the AI hardware surge is not a short-term bubble, but a massive manufacturing cycle set to unfold over the next 10 to 15 years. That points to immense, long-term demand for Intel Foundry's new fab capacity.