$Alphabet(GOOGL)$ This is significant. Google just leaned on Intel to package over 3 million TPUs, and it's a big deal for the AI supply chain. Here's the situation: Google expects over 6 million TPUs to use Intel's advanced packaging in 2027-2028. Intel isn't just a backup anymore; they're becoming a core part of the AI compute puzzle. Every TPU packaged strengthens a piece of Google's AI infrastructure. I'm watching this closely because packaging and I/O bottlenecks are real, and Intel stepping in at this scale could move the needle for both revenue and AI deployment speed. It feels like Intel might finally get some of the spotlight they've been waiting for, and Google is making a substantial bet.
$Intel(INTC)$ Consolidation means institutional algos will only buy when most retail investors give up. Nothing new here. Still looking at $200 (or more) by year-end and $500 a share next year.
$Oracle(ORCL)$ Looking at ORCL's current price action and trend, it feels very similar to when $Intel(INTC)$ dropped from $50 to $40 earlier this year and then chopped around before the next move. A healthy consolidation is exactly what a strong uptrend needs. I'm still targeting $300+ by year-end, conservatively.
$Micron Technology(MU)$ I've always liked $Advanced Micro Devices(AMD)$ 's products and have owned a few myself. I'll keep trading it long term, but I've exited the long position I built last year. I'm not a fan of any $Intel(INTC)$ products, though I bought it under $20 and have now fully exited. Long term, I think it's not promising. I bought $GSI Technology(GSIT)$ under $2 and am 80% out, holding the rest in case it goes wild long term. For $fuboTV Inc.(FUBO)$ , I bought some around $8.90 and trimmed above $11, as $13 and above is resistance. I've set
$Intel(INTC)$ Dan Niles recently commented on Intel. He cited a structural shift in AI workloads and strong demand signals as reasons to keep holding the stock. He mentioned during an interview that there's more upside over the course of the year. He argued the move wasn't just a short-term price reaction, but that the underlying story had changed, pointing to the growing importance of CPUs in AI infrastructure and strong industry demand.