intel will be fine  semiconductor all together all the way

The trend will potentially continue

Definitely yes. Intel in danger.

Share share now go go go

#ARM Surges on NVIDIA’s AI-PC Bet: Is Intel Really in Danger? #ARM #NVDA #INTC #AI #Semiconductors #AIPC #WindowsOnArm #Investing #TigerTrade ARM’s initial 15.73% surge makes sense. NVIDIA’s RTX Spark announcement is not merely another chip launch. It is a serious attempt to reshape the premium Windows PC around an integrated ARM CPU, Blackwell GPU, unified memory and NVIDIA’s enormous software ecosystem. However, I would separate the strategic significance of the announcement from whether ARM’s stock is attractive after the re-rating. My conclusion is straightforward: I am backing the NVIDIA–ARM alliance strategically, but I would not blindly chase $ARM at its current valuation. Intel is genuinely threatened, but it is not facing immediate extinction. What NVIDIA Actually Announced NVIDIA

The computing landscape just experienced a massive earthquake. As detailed in image_8.png, ARM holdings soared a stunning 15.73% to hit an all-time record high. The massive catalyst? NVIDIA formally committed to the ARM architecture for its next-generation PC chips, aggressively partnering with titans like Microsoft, Dell, and HP to target the massive $200 billion PC CPU market. NVIDIA rode the wave up 6.26% in tandem. Meanwhile, Intel—the direct target of this new superpower alliance—tumbled 4.67% as the market reacted to the impending threat. The x86 Moat Crack (The [IDEA] Angle): The prompt in image_8.png poses a critical structural question: With x86's moat cracking and the PC chip landscape shifting, are you backing the NVIDIA-ARM alliance or buying the dip in Intel? My core thesis he

Anthropic Claude AI will pickup. it's safe and good for big and small business.

NVIDIA is leveraging ARM design structures to create highly efficient, AI-optimized chips for Windows laptops and desktops, directly challenging Intel's long-standing dominance in the traditional x86 market.

How much is anthropic share

One narrative replacing another narrative.

If forced to choose between the two today, I would favour the NVIDIA-ARM alliance over Intel. The reason is not simply AI hype. ARM benefits from a relatively attractive business model. Every successful ARM-based PC, server, smartphone or edge AI device potentially expands royalty revenue without ARM having to manufacture chips itself. NVIDIA's commitment gives ARM another avenue for growth beyond mobile and data centres. Intel, meanwhile, faces multiple challenges simultaneously: Pressure from ARM-based PCs. Competition from AMD in x86. Massive capital expenditure requirements for foundry ambitions. The need to prove its AI strategy can generate meaningful growth. That said, Intel is now becoming a classic turnaround story. If management executes well, manufacturing improves, and enterpri

The 2026 U.S. IPO market may not just be reopening. It may be asked to do something much harder: price three of the most important private-market stories in the world. SpaceX is the infrastructure bet. OpenAI is the gateway bet. Anthropic is the enterprise workflow bet. They are not ordinary tech companies, nor are they just another wave of short-term excitement in the IPO market. Together, they may mark the first time public markets are being asked to price, all at once, the defining themes of the next decade: the Space Age, the AGI Age, and the Enterprise Intelligence Age. But from an investment perspective, the bigger the company, the more dangerous it is to ask only one question: “Is it great?” A great company and a great investment are always separated by one thing: price. The real qu

$ARM 20260605 490.0 CALL$ Momentum trade

$INTC 20260618 95.0 PUT$ Intel stock fell to announcement of Nvidia's RTX SPARK CPU. However, it's a ARM based CPU. Intel and AMD uses X86 which is still the most used architecture for compatibility and legacy. It will take awhile for market share to be taken. Also, not to mention the modular benefits for upgradability compared to unified RTX SPARK. Would still be a steal at 95, in my opinion.

$ARM 20260626 450.0 CALL$ a quick 7% profit!!

$ARM 20260612 480.0 CALL$ Shldnt just follow the banker when the share is pushed to its high!!!

🌟🌟🌟 Masayoshi Son struck Gold when SoftBank invested in $ARM Holdings(ARM)$ . ARM is the crowning jewel & the single largest asset holding in SoftBank, accounting for 40% of its total asset valuation. ARM's AGI CPU leverages its signature low power mobile architecture to provide an unprecedented volume of computing cores per watt, effectively solving the data center power crisis while keeping system processing speeds running at peak performance. ARM is an exceptional high conviction Buy for long term investors as there is growing institutional consensus that ARM will dominate the next phase of Agentic AI with its newly launched AGI CPU architecture. Exciting times are ahead for ARM and Masayoshi Son!

$SOXL$ always fluctuates. I expect we will see some cooling in days ahead but I'm expecting up to $275 by August