To The Moon

$Intel(INTC)$ A lot of major players are partnering with Intel. Why do you think that is? I believe huge success is on the horizon. I'm a long-term holder and think it could be a $2T company within a year. Day-to-day moves don't really matter.

$Carnegie Clean Energy Ltd.(CWGYF)$ This underwater AI-driven CETO technology could change how we look at clean renewable energy. It basically runs 24/7, rain or shine, with or without wind. Having $Hewlett Packard Enterprise(HPE)$  as a main partner definitely helps. With the first stage of CETO deployment at the Biscay Marine Energy Platform (BiMEP) scheduled to start in October, the countdown is on. ✅ Electrical Module fabricated ⚙️ PTO Assembly underway 🖥️ Control systems tested 🛠️ Quick connector built

$Tesla Motors(TSLA)$ AI5 chip timelines are starting to line up, and the market is slowly re-rating it as more than just an auto OEM. It's still early though, and execution will matter more than narrative. If it holds, this could just be the start of the repricing.

$Intel(INTC)$ On one hand, Intel chips go into the consumer market. Like Apple, which had to raise prices for iPads and Macs today due to memory costs, Intel's customers might need to increase their prices, which could dampen demand for Intel CPUs. That's really what drove Intel's surprising sell-off today after Apple's price hike announcement. However, I believe the more important factor is the insatiable data center demand for chips. This is what drove Micron's beat on revenue, earnings, and guidance. Micron also sells into the consumer market. Notice how they can essentially ignore any downturn in end sales of consumer devices. Intel, like Micron, has already been shifting manufacturing towards the higher-priced, higher-margin data center

$Apple(AAPL)$ The stock market has felt so easy this year. Just borrow money and buy the Mag 7 or AI stocks. Money is concentrated in just 5 to 10 names. And every dip gets bought.

$Intel(INTC)$  ready for that 140 retest

$Intel(INTC)$ It's still showing great relative strength and acting as a leader in the semiconductor space right now. The consolidation under $130 offers a solid setup, and the chart looks ready for the next leg up from $130 to test $150+.

$Intel(INTC)$  Why buy Intel at 165x earnings and Tesla at 200x, when you can get Nvidia at 23x and ServiceNow at 21x? In environments like this, 'quality growth at reasonable valuation' often becomes the quiet trade until the market reprices risk. Don't want to miss out on that again.

$Intel(INTC)$ Asian stocks are down today, and the weak US market is having a strong impact on this overnight. However, there's good support around 135, and it could reverse from there in my opinion. Let's see how it plays out.

$Intel(INTC)$ Don't underestimate the potential of Intel and SoftBank's ZAM. If it lives up to expectations in 2028-2029, we could be looking at $50 billion in sales and $20 billion in incremental operating profit. Even better, Intel might reinvent an entire industry once again. There are plenty of catalysts on the horizon, and a 10x jump isn't an illusion.