To The Moon

$Intel(INTC)$ Intel's foundry business has multiple customers. Their identities are under contract restrictions, so they can't be disclosed. More announcements should come in 2027 once 18AP and 14A processes are in HV.

$Apple(AAPL)$ A friend I started trading Apple with back in 2014 was selling puts while I gave up the trading approach and just started buying Apple shares. We began with the same amount. He still trades Apple, and I'm still long Apple. I've outperformed him by a factor of 16x. I never brought that up, but I'm pretty sure he knows. I also didn't factor in that he got wiped out during those 35 straight down days in 2020 and had to start over with new money. All he had to do was buy and hold, but he couldn't do it.

$Intel(INTC)$ I loaded up at $100. This should go much higher after earnings. Lip-Bu Tan has cut even more dead weight managers at the company, 18A is the best chip out there right now, and 14A is around the corner. Intel is taking over the handheld gaming market too — the 18A chip with built-in graphics chiplet runs much longer than AMD's Made-in-China chips, with much better performance as well. The foundries are booked solid to the point where companies are paying for reject chips with only a single working processor. Intel must have converged on the best possible yield rate by now. America First.

$Intel(INTC)$ When people are afraid, I get greedy. Just added a few shares at 98.23. I don't see any problem with the CPU business. 14A is around the corner, and Intel has already proven it can produce high-end chips with good yield rates.

$Intel(INTC)$ 1.3 hours of buying volume. I think once the earnings report comes out on the 29th, we could see a slight jump to 118. Then a major contract with SpaceX might push it toward 130.

$Intel(INTC)$ Intel used stock dilution at $95 for its latest financing instead of taking on debt. Given current interest rates and the stock price, CEO Tan made the right call. I think some of this was behind the "AI and Debt Risks" keynote he delivered. The media mostly ignored the good news he laid out. Reading between the lines, Intel is basically sold out for the next 2 years. This stock is ridiculously cheap.

$Intel(INTC)$ An inverse head and shoulders to close out all the bull patterns would be interesting.

$Intel(INTC)$ Intel reaffirmed that demand should stay exceptionally strong for another 2–3 years, potentially through 2030.

$Qualcomm(QCOM)$ $Apple(AAPL)$ Management expects growth outside handsets in fiscal 2027 to replace the Apple revenue from fiscal 2026. That fiscal 2027 outlook includes data center revenue growing to $5 billion in a market Qualcomm is just now entering.

$Tesla Motors(TSLA)$ The cars no longer carry the kind of code that engineers used to have to write by hand. It has shifted to data-driven training. Tesla stands out as the only company putting AI to work in the physical world.