$Meta Platforms, Inc.(META)$ If META is asked to sell Instagram or WhatsApp, the deal would be incredibly lucrative for META. META stock would trade much higher. If the govt drops its case, or META settles with the govt, the stock would rip higher on the news. Either way, META is going to $600+
$Intel(INTC)$ The probe solely focuses on how the US government could catalyze the process of helping out the likes of Intel Foundry producing in the nation, and it looks like, under the Trump administration, a key priority will be given to US companies that have facilities capable of delivering high-end processes, and the only name that stands out here is Intel Foundry.
$Meta Platforms, Inc.(META)$ I am expecting META to win caae against the FTC... Worse case, If Meta is required to Break up company and spin offf Instagram & WhatsApp... it could actually raise Meta's overall market cap post beakup. Staying BULLISH on METAeasy 120 point+ upside, maybe at most 70 point downside but i doubt it . Will be adding .
$Intel(INTC)$ Trump says new chip tariffs will be announced next week. Also, the recently announced exemptions for select electronic products imported from China will be replaced within two months. Hopefully the new round of tariffs will eliminate the abusive environment placed on Intel and actually provide the level playing field this American icon deserves.
$Intel(INTC)$ “Trump denies tariff exception for electronics, says 20% rate still applies.” Isn’t this the biggest possible catalyst for Intel? It would force companies like Apple—who rely heavily on chip manufacturing—to bring their orders back to the U.S. TSMC would have no choice but to rapidly build out its manufacturing supply chain in America, and its only viable partner here would be Intel.
$Meta Platforms, Inc.(META)$ Wednesday last week, Meta was up as much as 85 and Nasdaq up almost 2000. That was with Trumps threat of Tariffs on everything he just took off tariff list. Meta will blow past 600 and Nasdaq will soar. S&P will also move past last weeks highs!
$Intel(INTC)$ It is clear Trump's Pay To Play game is working for some Chip companies but Not Intel USA. Was Intel a Donor attending the Mar-a-Lago $1 Million a plate dinner Pay To Play Game on April 4th? Big Talks face to face with President Trump gives you Big Headlines in the Press. Intel USA could find the Cure for Cancer and still be Shorted by Wall Street, they Fear Intel USA.BIG HEADLINE, TSMC will make a 2nm chip in the USA in the next 3-5 Years while Intel USA will Mass Produce a 1.8nm Chip in the Next 90 Days gets No Headline News. Q3, Q4, 18a is coming Soon, Hold Intel USA.
$Meta Platforms, Inc.(META)$ AI Estimate: Instagram's Performance: Instagram's user growth, engagement rates, revenue generation, and profitability at the time of a potential sale would be key determinants of its value. By 2024, Instagram was responsible for a substantial portion (over 40%) of Meta's revenue, highlighting its immense value. Some estimates in late 2024 placed Instagram's standalone value at over $100 billion.
$Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$ If TSMC owns over 90% advanced node manufacturing, Intel probably holds that rest.. This is already a case for anti-trust....If Morris Chang said that TSM gave discounts to INTEL competitors.. That is even a case for anti trust.....I can tell you INTEL be the same market cap as TSMC instantly..
$Meta Platforms, Inc.(META)$ I told you to buy the dips! LOL! Never doubt my TA powers. But now this is in a long strong Elliott Impulse wave & the TDSequential Demark is only on a bullish 1 & won't reverse until a 13. And this wave which is emanating from the bottom of LRC now has the probability to go parabolic. Long way up.
$Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$$Apple(AAPL)$ This means that the alternative to TSMC, Intel, would see tons of heavy investment and focus by US companies that rely on chips and the US government. We'd likely see the gov pouring billions into Intel and we'd see the foundry spinoff, with huge joint venture investments from the likes of Nvidia and Apple. Losing TSMC as a source cripples their businesses. The only viable alternative is Intel.
$Meta Platforms, Inc.(META)$ Get ready for a hard rally here imminently. It is at the bottom of the LRC & has already begun a long strong countertrend Elliott wave B & those are deadly for bears. The TDSequential Demark is on an 11 & it gets a face rip at 13. This just created a very rare bullish pattern emanating from the bottom of the LRC that has the distinct probability to go parabolic. And when the TDSequential Demark presents a hook at the bottom you don't ask questions. You load the boat! Buy time!!!
$Intel(INTC)$ I would say Intel's global fab mix is quite well suited to avoiding any future Trump semiconductor tariffs. 18A is in the US and will supply to the US mostly for advanced AI chips so that is fine, and they can duplicate out in Ireland. Ireland is in the EU and has the Intel 3 and 4 which is mostly what the EU and China will use so again no tariffs there as neither made nor supplied to the US. The larger process nodes are mostly in Israel or China itself so no tariffs there. What exposure there is to US made chips supplied to China can be shuffled to the EU plants or elsewhere off-shored. So, assuming 18A's best market is the US anyway and is made in the US then I think Intel is in good shape at least concer
$Meta Platforms, Inc.(META)$ Meta is currently in a corrective Wave C, testing a major support zone near $500. If this zone holds, it may trigger a relief bounce or start of a new impulse wave, but confirmation is needed. A breakdown below $500 may lead to a drop toward $460 or lower.
$Intel(INTC)$ ceo put25 mil in shares for 5 years b4 market crash.... think about that for a second... However, Lip-Bu Tan’s appointment as the CEO of Intel, effective March 18, has been well-received by Wall Street. Intel’s shares gained more than 10% in the extended trading session, following the appointment as investors remained optimistic about Tan’s capability to restore stability at Intel and return the company to its past glory as a chip leader. This is because Lip-Bu Tan’s stint in the semiconductor industry has been fruitful. When he played the role of the CEO of Cadence Design Systems from 2008 to 2021, he helped the company increase its operating margins, doubled its revenues, and boosted the stock price by al
$Meta Platforms, Inc.(META)$ The orange turd will back down by April 9th. Deals will be made with China and the EU. There's no other way. Many countries and many people will suffer greatly, and the United States will lose respect, which will take decades to earn back, but the markets will recover. It always does. Buy the dip!
$Intel(INTC)$ price to book < 0.85 I am comfortable holding till EOY but how much fear is there in the market that justifies this kind of valuation? Wish I had more cash at my disposal to keep buying as I feel this is taking a truly undeserved beating based on historical data and catalysts. Definition of dropping with the market - I hope we get some good news macro and maybe some more info from Tan in the coming days. Stay optimistic, guys!
$Meta Platforms, Inc.(META)$ You only lose if you have weak hands and sell. Smart investors are buying in trenches as we speak. You sell you lose . I buy I win. You buy you win. Time will show the strength of this company. I think people forget we were at 88 bucks 2 years ago. Way up and way up to go. Great time to add. Long and strong.
$Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$ Intel + Tsmc deal makes sense in a lot of ways.Intel has capacity and Tsmc has know-how.Whatever agreement is reached will be mutually beneficial.Pat had a ton of charisma and Intel had a ton of reputation but it is a new day.The minds driving these products are ,maybe,the most intelligent on the planet.Take the help,Intel.AI is too important
$Meta Platforms, Inc.(META)$$Apple(AAPL)$$NVIDIA(NVDA)$ Everyone thinks that Trump will just crash the market more on April 2nd, Wednesday. If he does that, his political career and the party is over, so I highly doubt it will be a blow to the market. People remember losing money, if the strategy is to lose next years midterm elections, which I highly doubt. I also think that he may announce the DOGE dividend stimulus check. I am buying dips. If the company is good, it'll recover fast regardless.