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09-19

$Intel(INTC)$ $NVIDIA(NVDA)$ 🎭🤖🔥 China Halts Nvidia AI Chips, $NVDA Turns to $INTC in a Twist 🎭🤖🔥

When the FT dropped the headline that China’s telling tech firms to stop buying Nvidia’s AI chips, the market shifted gears fast. Almost instantly, Nvidia announced it would invest in Intel to “create” things together and address “insane demand.” Some would call that synergy. Others might call it storytelling. Markets? They love a good fairytale.

🎯 $INTC Technicals and Breakout

I flagged this one when it was stuck in that compressed channel. Look what happened when news hit; kaboom. That 23% candle wasn’t just a move, it was an eruption. The 2nd price target already hit. Momentum like this doesn’t come around often, and options flow into the news spike confirmed the fuel behind it.

📈 $NVDA Still the Market Darling

Nvidia’s still grinding within its Keltner and Bollinger ranges around $176. Big players didn’t abandon ship, they just adjusted the sails. Volatility spikes when geopolitical forces hit supply chains, but the demand backdrop hasn’t shifted. AI’s appetite remains insatiable.

🎬 The Irony Soundtrack

For moments like this, I can’t help but think of that track I linked, because sometimes markets don’t need truth, they just need a tune they can dance to.

https://www.youtube.com/watch?v=uCGD9dT12C0

👉 Question for you: is this “partnership” a clever geopolitical hedge, or a smokescreen while both stocks keep their narratives alive?

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# Intel Beats Sales! Above $40, Smooth Sailing Ahead?

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Comment（9）

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  • Tui Jude
    ·09-20
    TOP
    I was watching the Bollinger compression on $NVDA before that move, and your timing on flagging the Intel channel was sharp. What struck me most was how options volume piled in right after the FT news, it’s the classic case of institutions leaning into volatility. The geopolitical angle makes it more interesting, especially with $TSM always in the background.
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  • Queengirlypops
    ·09-20
    TOP
    wild how $INTC ripped so hard and then gave it back, closing red at 29.51 now. that’s the kind of swing that keeps everyone on edge. nvda still hanging near 176 feels steady though, and the AI demand story is clearly strong enough to keep buyers locked in despite the noise
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  • Tui Jude
    ·09-20
    TOP
    I see NVIDIA's Officer Colette Kress proposes to sell 145,780 shares of NVIDIA common stock on September 19, 2025, with a total market value of approximately $25.75 million. Over the past three months, Colette Kress has accumulated multiple reductions in holdings.
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  • LeeTed
    ·09-19
    TOP
    This geopolitical shuffle has all the makings of a classic market play. Keep an eye on both stocks
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  • Hen Solo
    ·09-20
    TOP
    That second price target hitting so quickly shows how strong the momentum really was. The fact that $NVDA didn’t fold on the headline but held around $176 tells me buyers are still confident the AI demand curve hasn’t changed. I love the way you framed it as a fairytale, because that’s exactly how this market behaves when the story’s good enough.
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  • Maurice Bertie
    ·09-19
    TOP
    NVDA’s still a darling, but partnering with INTC,smart move?
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  • Athena Spenser
    ·09-19
    TOP
    INTC’s 23% spike is wild! Think this momentum lasts?
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  • Kiwi Tigress
    ·09-20
    TOP
    That really did play out like a fairytale with the sudden spike and then reality check. I’m glad I sold $NVDA when you warned about end of month risk, because locking profits felt right. Seeing $INTC close down at 29.58 after all that hype just shows how quickly momentum can flip fr
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  • Cool Cat Winston
    ·09-20
    🎵🎶🎶I love that you dropped “Tell me Lies” in the post, it fits the market narrative flawlessly. Fun fact, it was Fleetwood Mac’s first track ever released as a cassette single
    and haha showing my age here, but it’s the perfect metaphor for how each cycle repackages the same story in a new format! 😻
    Tell me lies, tell me sweet little lies
    Tell me lies
    Tell me, tell me lies
    Oh no-no, you can't disguise
    You can't disguise
    No, you can't disguise
    Tell me lies, tell me sweet little lies
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