To The Moon

$Intel(INTC)$ Intel begins production of 18A-P chips, as agentic AI continues to drive CPU demand. Remember, Intel is the only CPU company with its own foundry.

$Intel(INTC)$ Just added a bit more to my position. The earnings next month could see a gap up, in my opinion. Intel's chips are sold out, and they're selling them with price increases as fast as they can produce them. The foundries are in volume production with yields improving. There might be some CAPEX spending ahead though, as the demand for future 14A is already substantial and growing. This dip seems like a decent accumulation point.

$Intel(INTC)$  Intel is the number one stock for the Agentic AI and CPU stage of the AI revolution, and it's currently extremely undervalued. NVIDIA recognized this potential and made a $5 billion equity investment into Intel. Consider what happened when NVIDIA invested $2 billion into Marvell (MRVL) – MRVL price skyrocketed from 120 to 300. Few people realized NVIDIA invested $5 billion into Intel equity because they knew Intel is the undisputed CPU king. Plus, Intel operates its own CPU foundry, which is now more advanced than Taiwan Semiconductor (TSMC). Intel is positioned to be the next big superstar, easily becoming a $2 trillion company.

$Intel(INTC)$  Elon is using Intel chips for his robots, and he's developing a new chip with them for his TerraFab in Texas. Intel will power Xai and his robots by the end of the year. Intel could displace Nvidia by next year.

$Tesla Motors(TSLA)$  Just looked into Model Y inventory. Seems like there's very limited stock available. For new orders, delivery takes about 8 to 10 weeks. Demand for Tesla cars appears strong globally, almost reminiscent of the November 2024 level. I think the stock could reach $500 after this quarter's earnings.

$Intel(INTC)$ This stock is currently ridiculously undervalued at a mere 600 billion market cap. When you consider Intel is a leading AI designer and manufacturer, and that will only increase over time, this company should be valued at twice its current level. This market dislocation should close soon.

$Intel(INTC)$ Intel hitting all-time highs feels contagious. Buyers are out and in full control; I'm looking for more upside ahead.

$Intel(INTC)$  When should you sell Intel? For a true long-term investor, it might be sometime around 2030, when the company has achieved a couple of key milestones. First, its IFS business completely turns around to become one of the most critical infrastructure companies globally, supplying over 40% of the world's chip production after multiple geopolitical shifts. The standalone valuation for IFS alone is roughly around $3 trillion. Second, Intel's products become increasingly dominant in agentic and physical AI, with its CPUs orchestrating 30% of the physical, agentic AI market. The standalone valuation for the product division is around $4 trillion. Combined, that's a $7 trillion valuation, or about $1,400

$Apple(AAPL)$ AAPL sentiment looks cautiously bullish. The stock is holding near the highs, AI remains the key catalyst, and the crowd is leaning positive without being overly euphoric. Still watching whether fundamentals and AI execution can push it back toward the 52-week high.

$Intel(INTC)$  New 52-week highs should be seen in the coming weeks. Using the law of supply and demand, how can computer prices be increased for several quarters if demand isn't strong? Usually, prices would be reduced if supply exceeds demand. Therefore, the CFO's upbeat comments align with reality.