$Intel(INTC)$ Earnings aside, it has tended to at least make its way back to the 100–105 range after touching the lower 80s over the past several months.
$Zapata Quantum Inc(ZPTA)$ Someone suggested asking AI about $Intel(INTC)$ and their acquisition of Classiq, along with any potential IP infringement concerns. I ran it through Gemini. The response pointed out that Zapata holds US Patent 11,599,344, which legally claims blocks against competitors building direct, uncompiled hybrid execution channels across public cloud networks. If the Intel-Classiq full-stack system leverages similar public cloud execution routing for hybrid classical-quantum tasks, this patent represents a notable legal boundary. Dr. Olson likely has this on the radar.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ In my 28 years in the markets, I've been through the tech bubble, the 2008 crash, and Covid. Now a lot of people are saying we're in an AI bubble. I never pretend to know things I don't. All I can do is prepare for the worst when it shows up. Those who have bought and held SPY and QQQ over time have been rewarded. Stick to the facts, because fear is your enemy over the longer term. Best of breed companies tend to be the best bet during a major correction. Warren Buffett wins again.
$NVIDIA(NVDA)$ No big deal. I was just digging around on the buyback program, some of which was already processed in July of this year. They have all the way to January of 2029 to purchase them, and according to the details it's just an approval to buy. On a side note, repurchases aren't always done, but as cash accumulates they're welcome to do so without further approval. It's like a credit limit—frankly, one only technically buys until they know they're paying for it real soon. If they have the money sitting around and there's no other deep desire to buy this company or that company for a beneficial reason rather than a random one, then they'll scoop up that company instead of shares. But we know Jensen is t