$Apple(AAPL)$ A lot of deep ITM calls were printed on Friday, so I don't see the price falling much in the near term. I'm considering buying a call at the open, with a target of $344.
$Intel(INTC)$ If it stays above $96.87, the next levels to watch could be $107, $113, $122, and then $128 before earnings. After the report, it might move toward $150, and possibly reach $200 by the end of the year.
$Intel(INTC)$ Selling your shares less than a week before a massive earnings report is effectively making the big institutional buyers rich. They're buying up retail shares at ground level.
$Intel(INTC)$ The view is that it's still a $300 stock by year end and could be $800-$1000 a share by the end of 2027. To me, it feels like you're either in it for the long haul or you're not.
$Intel(INTC)$ That article felt like a comical hit piece. The share price was $74 back in the 2000s. With all the updates and contracts since then, it should be at least $200 today when compared to its competitors.
$Intel(INTC)$ Just a word of caution. This will recover eventually, but chart technicals and fundamentals likely won't matter until the war situation is under control.
$Apple(AAPL)$ is suing OpenAI in federal court, alleging trade secret theft related to consumer hardware. They're claiming that staff, up to the Chief Hardware Officer, took intellectual property in coordination with business partners. It's a pretty wild development considering the 2024 ChatGPT-iPhone partnership and Sam Altman's visit to Apple's HQ.
$Intel(INTC)$ This is one of the names I'd want to see on a pullback. I was bullish after the government support late last year and expected a rebound, but never made a move. The CPU shortage is still a factor, and the expected structural wafer supply setup into 2027 keeps the longer-term case intact.
That AI boom chart making the rounds has everyone talking about winners and losers. It's from B of A. I found the 'Grok' answer interesting and kind of fun, in that it shows how the machines themselves 'grok' the situation. It pretty clearly explains what we've seen with $Micron Technology(MU)$ 's rise and the declines in $Meta Platforms, Inc.(META)$ and MSFT. To me, the biggest point that isn't being discussed is how $Apple(AAPL)$ wins across the board. First, by not spending heavily, now by raising prices, and in the long term, as a beneficiary if chip margins compress.
$Intel(INTC)$ I'm positive on Intel as a core American technology innovator. The company has earnings coming out this month. It's a company of national security interest and a key industry staple. The horizon looks brighter than some might think. I'm wondering if we could see $250 a share by the end of August.
$Oracle(ORCL)$ I remember saying something similar about $Intel(INTC)$ last year when it was trading below $20: that if Intel had replaced its CEO with a different kind of leader, the stock might have taken off. That view seems to have held up. Looking at Oracle now, there's a thought that a change in leadership style could potentially drive the stock toward $500.