To The Moon

$Adobe(ADBE)$ This reminds me of holding $AT&T Inc(T)$ , $Intel(INTC)$ , and BTI. I think this is the pivot point for a slow climb back to ATH.

Back in 2022, $NVIDIA(NVDA)$  around $10 was a generational entry point that no one believed in. In 2023, $Palantir Technologies Inc.(PLTR)$  under $8 became a similar trade met with disbelief. Now? Everyone is crowded into the same AI mega-caps… while the next setup is quietly shifting elsewhere. If history rhymes, the biggest asymmetric returns usually come from ignored names before the narrative forms. Five under-the-radar setups people are overlooking: $Ouster Inc.(OUST)$  $Cognex(CGNX)$  OKLO $BlackBerry(BB)$  CEVA Not saying they become the next

$NVIDIA(NVDA)$  UBS expects explosive, system-wide growth in HBM demand, driven overwhelmingly by Nvidia through 2026. Hyperscalers & custom AI silicon providers (Google, Amazon, Microsoft, Meta, OpenAI & others) are projected to become major incremental contributors by 2027. Total industry HBM demand more than triples from 2025 to 2027 (rising 232%), with particularly strong expansion in 2026 (+88% y/y) followed by continued robust growth in 2027 (+76% y/y).

$Intel(INTC)$ It's holding up remarkably well given the current tape. The brief intraday dip below the key 10-day moving average was aggressively bought up by institutions today, allowing the price to close firmly in the green. From a structural standpoint, the underlying buying support remains robust, and the chart pattern is hinting at further upward continuation. A high-conviction defense of the near-term moving averages.

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$  Wall Street is finally taking note of a few things: Rumble just acquired Northern Data for $1 billion when it was about to go public at a valuation of over $10 billion (Tether brokered the deal to hand Northern Data to Rumble). Also, Rumble just secured 22,000 GPUs and 300,000 CPUs. Tether has committed $250 million in spending with Rumble. And Rumble has landed a partnership with Perplexity.

$Intel(INTC)$  Finally looks like the Intel market makers got the call to let the stock move back up. Amazing how that works, isn't it?

$Intel(INTC)$ For those saying Intel will drop after earnings, look at what happened after they reported Q1 earnings on April 23. The stock closed that day just under $67. It opened the next day at $83 and continued to climb higher in the following days.

$NVIDIA(NVDA)$ The bull vs bear setup is getting tighter here. Bull case: AI demand remains strong, momentum holds into earnings, and key support levels keep getting defended. That opens the door to $250+. Bear case: After a significant run, any slowdown in AI sentiment or a loss of key support could trigger a fast reset. I'm still slightly leaning towards the bull side, but this is more about timing now than direction.

$Micron Technology(MU)$ Technically, it's right at its 20 EMA support and on the trendline as well. Below-estimate numbers are priced in here, which means only devastating figures could push it lower; otherwise, the correction may be sufficient. It should lift other AI and memory stocks along with it, like $NEBIUS(NBIS)$ , $SanDisk Corp.(SNDK)$ , $Western Digital(WDC)$ , $Intel(INTC)$ , which have been hit hard over the last two days. There's over 20% upside from current levels.

$Intel(INTC)$  Moving with strong momentum, and the price action suggests a continuation toward higher levels, possibly reaching the 150 area if the trend strength holds. The current action reflects improving sentiment and sustained buying interest.