To The Moon

$Intel(INTC)$  It's remarkable that just two companies can make up 50% of the Kospi. The movements in chip and memory stocks often seem tied to what's happening with the Korean ones.

$Intel(INTC)$ The stock seems to be testing the 107 - 108 support area that held on Friday. It will be interesting to see if that level holds again. If it does, a potential reversal could start to build from that support. I'm wondering if there's some pressure to keep the price down to accumulate shares ahead of potential Apple-related news this week. We'll have to wait and see.

$Intel(INTC)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ There's a common misunderstanding about AI capital expenditures, and honestly, it often seems to come down to greed. The actual fact is that AI capex is driven by competitive necessity to sustain profitability, with really no other choice.

$Intel(INTC)$  The SK Hynix IPO is set to list on a U.S. exchange soon. Looking back, Intel sold its NAND memory business to SK Hynix for what seems like a low price, given the massive profitability in the current memory shortage environment. Few would have predicted commodity memory becoming such a lucrative product. That's just how it turned out. A former SK Hynix CEO has since joined Intel Foundry to help secure external customer contracts. There were also rumors about SK Hynix evaluating Intel's EMIB packaging for HBM integration. Along with Samsung, SK Hynix recently announced significant capital expenditure plans for manufacturing expansion. It will be interesting to see how semiconductor stocks react to t

$Intel(INTC)$  I wouldn't be swayed by the bearish noise. That was a significant recovery into the close, which is exactly the kind of action you want to see if you're optimistic. It could easily move back toward the 130-140 range soon.

$Intel(INTC)$ It's a lesson learned: you end up holding what the US government invests in. I didn't realize how much support they gave to TSLA, and I missed out because of it.

$Intel(INTC)$ It should be fine with strong support at 118. Earnings on the 23rd could push it to $150. That seems like a straightforward move.

$Intel(INTC)$ It feels like Wall Street can't afford to not own this. Intel is positioned for the future. I'm holding my position and refuse to sell. If there's a margin call, I'd cut other positions first. This looks like the key opportunity. The AI race is being compared to the nuclear arms race of the 1940s in terms of strategic importance.

$Intel(INTC)$ Intel reports earnings on 7/23. I think the stock could reach $200 by the end of July after the report.

$Advanced Micro Devices(AMD)$ The competitive landscape in the sector could be reshaped soon. $Intel(INTC)$  $NVIDIA(NVDA)$  $ARM Holdings(ARM)$  $Qualcomm(QCOM)$