To The Moon

$Intel(INTC)$ 18A production has started to support the extreme demand for AI CPU agents and Apple iPad & laptop back orders. Could reach a $1 trillion market cap by year end.

$Intel(INTC)$ Intel is such a powerhouse - hitting 200 by year-end seems guaranteed. This pullback is actually healthy, I'd rather see a few down days than pure non-stop euphoria.

$Brand Engagement Network Inc.(BNAI)$ Over the past 18 months, many tried to build their own AI agents but failed. It's like needing petrol and wanting to build your own offshore oil rig. In the next 6 months, agentic AI licensing and subscription will be huge. LLMs will become generic and commonplace, and many companies have already put employees on notice to not use too many tokens on LLMs. As mentioned by $NVIDIA(NVDA)$ , agentic AI will be the next big theme from this summer through Christmas and into next year's hardware development. Even $SpaceX(SPCX)$  will jump into agentic AI and robotics. Remember Intel

$Intel(INTC)$ Advanced foundry processes require many equipment suppliers, which is why the foundry business is both complex and costly. The most recognized supplier of the latest High NA EUV equipment is ASML, with each unit costing $400 million, primarily supplied to Intel Foundry. ASML's stock price is currently $1,892. As Intel Foundry signs up more external customers for chip manufacturing in the US, all these fab equipment suppliers stand to benefit.

$Intel(INTC)$ New estimates peg Intel at $200. The report suggests this is even a conservative estimate. Interesting.

$Advanced Micro Devices(AMD)$ Diamond hands to $1000+ $Intel(INTC)$  $NVIDIA(NVDA)$  $Qualcomm(QCOM)$  Dip buyers know a good dip!

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ , $NVIDIA(NVDA)$ , and $ARM Holdings(ARM)$  are trying to break out. A close above $502 would be an awesome finish today.

$Alphabet(GOOGL)$ This is significant. Google just leaned on Intel to package over 3 million TPUs, and it's a big deal for the AI supply chain. Here's the situation: Google expects over 6 million TPUs to use Intel's advanced packaging in 2027-2028. Intel isn't just a backup anymore; they're becoming a core part of the AI compute puzzle. Every TPU packaged strengthens a piece of Google's AI infrastructure. I'm watching this closely because packaging and I/O bottlenecks are real, and Intel stepping in at this scale could move the needle for both revenue and AI deployment speed. It feels like Intel might finally get some of the spotlight they've been waiting for, and Google is making a substantial bet.

$Intel(INTC)$ Consolidation means institutional algos will only buy when most retail investors give up. Nothing new here. Still looking at $200 (or more) by year-end and $500 a share next year.

$Oracle(ORCL)$ Looking at ORCL's current price action and trend, it feels very similar to when $Intel(INTC)$  dropped from $50 to $40 earlier this year and then chopped around before the next move. A healthy consolidation is exactly what a strong uptrend needs. I'm still targeting $300+ by year-end, conservatively.