$Intel(INTC)$ Imagine paying 100K a month for Truth Social real-time algo feeds, and all it tells you is to buy Intel? Hedge funds, I could have told you that for free.
$Intel(INTC)$ DELL and HPE both posted blowout numbers and gave big increases in their forecasts. Kind of makes you wonder who benefits from a huge CPU backlog. And who picks up the slack in foundry and advanced packaging with TSM maxed out. Earnings and revenue look ready to take off. There was a reason $20 billion got gobbled up at $95.
$Intel(INTC)$ This is why $Solowin Holdings(AXG)$ keeps showing up on my watchlist. Major progress on the regulatory hurdle. Stablecoin market around $308B. Revenue at $28.05M. YoY growth of +895%. The AlloyX acquisition valued at $350M. The next question is simple: how much volume can $Solowin Holdings(AXG)$ actually bring onto the platform?
$Intel(INTC)$ This stock would probably be trading around $300 if they hadn't created all these synthetics. That said, the encouraging part is that things may be wrapping up, since dark pool prints keep lining up with FTDs.
$Intel(INTC)$ Dell raised its forecast for AI-optimized servers, and Dell servers are using Intel Xeon processors. At this point, the stock should be up at least $8.
$Intel(INTC)$ Ridiculously undervalued at less than $500B market cap. Look at Dell's numbers. What is happening is more and more companies are bringing their Enterprise IT internally since fine-tuning AI models is much cheaper than paying Frontier token pricing. This space is Intel's bread-and-butter, both for their chip design and IFS businesses.