$Rivian Automotive, Inc.(RIVN)$ 50Before the end of 2027, in my opinion, RIVN could deliver more than a 3x ROI. Not financial advice. I've put my money where my mouth is and have over half a million invested in RIVN across accounts. This company is the only EV maker besides Tesla that is vertically integrated and making software-defined vehicles. Brand loyalty and highly desired vehicles that are capable both on and off road. Production is scaling. Revenue is improving while costs per unit are declining. Automation and the FSD launch are coming soon. Financials are improving with a good cash cushion. They have partnerships with VW, Amazon, and others. They tend to underpromise and overdeliver. Their footprint is expanding rapidly with a new f
$Intel(INTC)$ Intel was a $127 stock last month. Analysts spent the whole week saying they expected Intel to beat. Then they beat pretty much everywhere except guidance, maybe because the analysts had hyped them up so much?
$Intel(INTC)$ Coming up on roughly 9 earnings calls since I have held this stock. Still waiting for $200, and I still think it gets there. Just like when I said $50 was coming, and then $80 back when it was at $30.
$Intel(INTC)$ A red open after a Google miss could actually set this up for a strong Friday open following earnings, which I think will be stellar. Not worried about Intel at all. Friday and next week should be excellent.
$Intel(INTC)$ Google's external TPU business is growing fast right now, with Cloud growth up 103%, and TSMC CoWoS is completely maxed out. That looks like the reason Google contracted Intel Foundry and EMIB packaging to build 3+ million TPUs.