To The Moon

$Intel(INTC)$ Can you believe analysts were calling for Intel stock at $20 less than a year ago, and now it's in the $130s? That's like a weather forecaster predicting a sub-zero ice storm and getting a clear 100-degree day.

$Intel(INTC)$  Intel's strategy for "rack-scale" AI is a shift from being just a component vendor to becoming the "Control Plane" for the modern AI data center. As the industry moves toward Agentic AI—where systems reason, plan, and execute tasks rather than just training models—the bottleneck has moved from raw math (GPUs) to orchestration (CPUs). Here's how Intel is capitalizing on the 80% of data centers that are currently considered "AI-incompatible." 1. The 80% "AI-Incompatible" Gap Most global data center infrastructure was built for traditional cloud applications, not the intense power and concurrency demands of Agentic AI. * The Hardware Bottleneck: Legacy CPUs lack the PCIe lanes, memory bandwidth, and

Not many are putting in the work like we are. It's that simple. Up 70% year-to-date, sure, many might say we just rode the semi/memory wave… $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $Intel(INTC)$  AMD. No. Our returns are uncorrelated and come from deep research. That's why, even on a day like today when the high momentum trade has unwound a bit… we're still green (albeit slightly, but still). Understand what you own and who you're following.

$Intel(INTC)$  Raked a nice profit at the open, then was busy all day at work and missed such a volatile day. However, I did make a good profit over the last two days on my favorite stock here. The move to 135 was solid, and the consolidation around 134 looks good. Now we have a long weekend, and I'm curious to see how the markets behave on Monday. We'll find out by Monday if this extended consolidation around 134 is a bear trap or a bull trap. Enjoy the weekend.

$Intel(INTC)$ Last time Cramer was this hyped up about a stock, it was NVDA... you all know what happened next.

$Intel(INTC)$ Do hedge fund and institutional bears want to hold their short positions over this three-day weekend, with the possibility of an Intel-Apple deal confirmation?

$Intel(INTC)$ 18A production has started to support the extreme demand for AI CPU agents and Apple iPad & laptop back orders. Could reach a $1 trillion market cap by year end.

$Intel(INTC)$ Intel is such a powerhouse - hitting 200 by year-end seems guaranteed. This pullback is actually healthy, I'd rather see a few down days than pure non-stop euphoria.

$Brand Engagement Network Inc.(BNAI)$ Over the past 18 months, many tried to build their own AI agents but failed. It's like needing petrol and wanting to build your own offshore oil rig. In the next 6 months, agentic AI licensing and subscription will be huge. LLMs will become generic and commonplace, and many companies have already put employees on notice to not use too many tokens on LLMs. As mentioned by $NVIDIA(NVDA)$ , agentic AI will be the next big theme from this summer through Christmas and into next year's hardware development. Even $SpaceX(SPCX)$  will jump into agentic AI and robotics. Remember Intel

$Intel(INTC)$ Advanced foundry processes require many equipment suppliers, which is why the foundry business is both complex and costly. The most recognized supplier of the latest High NA EUV equipment is ASML, with each unit costing $400 million, primarily supplied to Intel Foundry. ASML's stock price is currently $1,892. As Intel Foundry signs up more external customers for chip manufacturing in the US, all these fab equipment suppliers stand to benefit.