$Advanced Micro Devices(AMD)$ $Webull Corp(BULL)$ $Rum Group Inc(RUM)$ The past few days have been rough overall. At least my most recent $Meta Platforms, Inc.(META)$  holding has moved back into the green. My only remaining loser is $Intel(INTC)$ , and my average there is $100, so I'm down roughly $10K on that one.

$Apple(AAPL)$ Apple now has John Ternus as CEO and he is on X. His first post was just a simple "hello." So now it is Jobs, then Cook, then Ternus. Kind of curious whether his public presence will feel any different under an engineering guy. The real first look will probably be at their next event.

$Intel(INTC)$ Over the past few months, Fintel has stopped updating the charts and numbers instead of showing the FTDs, and switched the candles to skinny ones so it doesn't look as bad. The fact that a market maker can spend $7 million a day on naked shorts against a 2x ETF is borderline criminal. The price isn't reflecting a free and fair market or real price discovery.

$Intel(INTC)$ Dell crushed it. Broadcom earnings are up next.

$Apple(AAPL)$ When I see $Solowin Holdings(AXG)$  revenue go from $2.82M to $28.05M in one year, I pay attention. That's roughly +895% growth. Now add $22.2M in AI infrastructure revenue. $Solowin Holdings(AXG)$  is exactly the kind of developing story I want to track early.

$Intel(INTC)$  Intel often gets treated like the industry's unwanted stepchild despite its history and strategic importance, overlooked when things are good and blamed when things go wrong. But with the right execution, its manufacturing capabilities and U.S. strategic importance could make the comeback story very interesting. I'm all in on this one.

$Apple(AAPL)$ Tim Cook leaving doesn't really change anything. This looks like stop loss hunting before a move higher. Some of the sharp moves today feel more like positioning than anything else.

$Intel(INTC)$  The "leaks" might have mixed up two pieces of news. Wasn't SK Hynix supposed to partner in the Ohio facilities? Maybe this latest leak confused the two, and we'll see confirmation around the Ohio facility instead.

$Intel(INTC)$ Getting ready to buy this dip. I doubt it carries much further, feels like it'll shake this off as usual.

$Intel(INTC)$  I appreciate the chance to pick up a $300 stock for $80. I plan to keep holding it through the rest of this year. I have time on my side, and I'm willing to wait until it reaches fair value.

BTC.XSupply versus demand. Economics 101. Supply is shrinking while demand keeps growing. An exponential price increase looks likely from here. The path toward $1M.

$Intel(INTC)$  Politics aside, some argue that President Trump or the Trump administration is interfering with the free market by taking a U.S. stake in Intel. But South Korea's President traveled to the U.S. months ago to broker and secure the largest $500B deals for Korean memory conglomerates SK Hynix and Samsung with Nvidia and other chipmakers. Nobody raised eyebrows about the South Korean government backing their semi companies. When American national security and interests are at stake, the U.S. government has a sovereign right to reshore and protect its semi manufacturing. Stop the political correctness bs.

$Intel(INTC)$ Price target: $190-$200 in one year. Not financial advice.

$Intel(INTC)$  It takes time to bake a good cake. Even though it has already spiked higher than where we are now, it should easily clear the 140 level once the foundry deals start rolling in and they put that newly raised capital toward expansion.

$Oracle(ORCL)$ This stock is heavily controlled by Wall Street's trading algorithms. I've said it many times: once any one of the four massive data centers is powered up and begins fulfilling the backlog, the stock will take off. When all four are fully operational, I believe the stock will be above $450 within three years—before 2030. I've already modeled the numbers behind that target. It's not some random price I pulled out of thin air. Mark my words. $Palantir Technologies Inc.(PLTR)$  $Intel(INTC)$ 

Kyle Shanahan's accident involved a $Tesla Motors(TSLA)$  Model S with autopilot engaged, which is why he felt comfortable reaching for his phone. That says something about Elon's FSD. Meanwhile, Tesla and $Rivian Automotive, Inc.(RIVN)$  apologists on Wall Street, along with owner fanboys, keep ignoring the $Lucid Group Inc(LCID)$  Air Grand Touring, Gravity, and Sapphire. Those models have elegant, thoughtful design with charging speed, range, and storage that are hard to match. Lucid is the most misunderstood and undervalued EV company in the entire market.

$Intel(INTC)$ I'm holding for now. Got in with 2,500 shares at an $89.20 average.

$Intel(INTC)$  This looks like a reversal for sure. The path back to 140 is now solid, and more good news should keep driving big daily moves. Still long and strong on INTC.

$NVIDIA(NVDA)$ Monster numbers again. Far less than 1% of US stocks can generate $60B in net income for an entire year, but NVDA can do that in just one quarter. Any company reporting this level of out of space numbers would skyrocket, but the market has been biased against rewarding chip stocks in recent months. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Marvell Technology(MRVL)$  $Intel(INTC)$  $iShares Semiconductor ETF(SOXX)$ 

$Intel(INTC)$  The Wall Street game right now looks like a classic game of chicken. Hedge funds are selling and pushing the stock around because they are daring the government to sell. But there likely won't be any government sale before the midterms. The government especially won't sell into weakness, since that would undercut the whole "national champion / long-term industrial policy" narrative they have been pushing since the 2025 equity deal. Once the algorithms figure out a surprise dump isn't happening, and if one does occur it will be before the open rather than during regular trading hours, the shorts will be forced to buy back the shares they used to short the stock. No reason for retail to panic sell a