To The Moon

$Advanced Micro Devices(AMD)$ UBS just raised its price target from $455 to $670, which basically reinforces the longer-term share gain narrative. The core idea is pretty straightforward: Intel's roadmap execution still looks messy. AMD keeps taking share in CPUs. The core count and multithreading advantage is still doing work. Why it matters: CPU share shifts are slow… until they aren't. Small execution gaps compound over cycles. Enterprise adoption tends to stick once it flips. It feels like the market is still not fully pricing in the structural upside here.

$Intel(INTC)$ In 30 days, INTC could be between $156 and $176. It seems pretty clear to me.

$Intel(INTC)$  Intel now dominates US foundries and advanced processes (18A-P and 14A), and is critical to US security and the China challenge. Intel's future looks important and profitable. Dell is showing the way with Intel (18A) inside.

RUM announced Mike Masci on March 26, 2026, and he joined as CFO on March 31 after 20 years at INTC. If you think about the timing, it's interesting. $Intel(INTC)$ , XAI, $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$  are all connected to the Terafab AI infrastructure story. Three months later, RUM closed the Northern Data deal and became RUM Group, with 22,000 GPUs, 250MW of power, and Quake AI. The thesis is simple: Terafab is the chip fab backend, and $Rumble Inc.(RUM)$  Group is the AI infra frontend. If that network is real, then the AI re-rate could be much bigger than most people expect.

$SPDR S&P 500 ETF Trust(SPY)$ $Celsius Holdings, Inc.(CELH)$ $Salesforce.com(CRM)$ $Invesco QQQ(QQQ)$ BTC.XEnd of quarter rebalancing: rotation into safety, software and consumer staples. CRM and CELH are the best in class. Salesforce is the buy of the month by a mile, along with Celsius right before breakouts. Both could double in the next 2-4 weeks, trading at laughable levels while sales are exploding.

$Intel(INTC)$  Lip-Bu Tan is the leader Intel needed. He is now developing and expanding a network of partners and customers, including the U.S. government, Microsoft, Apple, Alphabet, Nvidia, Softbank, Terafab, and others. The U.S. foundries are a unique advantage for Intel and have become a critical part of national security and addressing challenges. These U.S. facilities are providing advanced products in various phases of development, such as 18A-P and 14A process processors, AI accelerators, quantum computing chips, and ZAM memory. The remainder of 2026 and 2027 look to be important and potentially profitable years for Intel.

$Momentus Inc.(MNTS)$ Management is preparing for a price surge. After $SpaceX(SPCX)$  defined new monetary guidelines for the whole space sector, only those who can't see would miss the path for every space micro-cap to a trillion-dollar universe. Momentus is growing, and they're doing it at the right time, with the pace dictated by their partner SpaceX's expansion. The unfortunate part is that we didn't exploit the possibility of a short squeeze, and the shorts had some insights into management's funding plans. Maybe that will now serve as a bailout for them. The space sector isn't what it was a week ago, and management will have to disclose a full path regarding Momentus's growth, as the whol

$SPDR S&P 500 ETF Trust(SPY)$  nature find a way $Walt Disney(DIS)$ 

$Intel(INTC)$  $Trump Media & Technology(DJT)$ $Apple(AAPL)$ President Donald Trump said Apple agreed to work with Intel to design and build chips in the U.S., marking a huge win for the government-backed chipmaker.

$Intel(INTC)$ Intel is in a good spot. U.S. foundries, advanced processors (18A-P, 14A), AI accelerators, quantum computing chips, DRAM (ZAM) memory, plus a solid lineup of customers and partners (U.S., Microsoft, Apple, Alphabet, Nvidia, Softbank, Terafab, etc.).