$Intel(INTC)$ The era of AI PCs is here… Choose your investments accordingly. It's true that Intel has the most undervalued stock price right now, but its potential value, especially in the foundry business, should be unlocked soon.

Some recent additions to the book as the AI and semis rotation continues. Added $Palantir Technologies Inc.(PLTR)$  last week, still one of the core AI integration names in my view. Added $Marvell Technology(MRVL)$  yesterday, betting on continued strength in data center and networking demand. Also added $Intel(INTC)$  yesterday, more of a turnaround play with policy support and AI infrastructure optionality. Nothing complicated here... just slowly building exposure into areas where capital flow and earnings momentum are starting to align again. Sharing the framework and levels I'm watching—no paywall, just structured positioning thoughts.

$Intel(INTC)$ This happens every few months: hit a high, establish a trading range, then push for a new high. We've seen it with the 20-30, 30-40, and 40-50 ranges, then it skipped 60-130. Now we're simply holding between 100-120 before the next leg up. In less than a year, 130-150 will look dirt cheap, and shorts will be saying "see you below 200".

$Oracle(ORCL)$ The math is straightforward if you ignore the noise. They're deploying 10GW of data center capacity. Analysts estimate about $15 billion in revenue per 1GW. So Oracle should add around $150 billion in revenue by about 2029, and EBITDA could increase by roughly $80 billion. Bottom line, this stock is going a lot higher, not today or by Friday.

$Intel(INTC)$ Dell is using Intel's Panther Lake 18A. Intel is the leader in CPU and AI accelerator technology.

$Oracle(ORCL)$ The CEO stated that all data center initiatives are on or ahead of schedule, with more than 440 MWs of new data center capacity to be delivered this quarter. They did about 17.2 billion in revenue last quarter. If 1 GW roughly translates to 15 billion in revenue, and they are adding more than 440 MWs this quarter, revenue could spike to around 24 billion, which would decimate analyst numbers.

$Intel(INTC)$ Nasdaq futures are up 100 points. The trend remains the same, with Asian markets selling and the US market buying. Asian markets seem to be handing out free money.

If other companies in this sector are all running this hot, then $Intel(INTC)$  looks like a no-brainer to me.

$Intel(INTC)$ One word: 'DELL'! DELL's gains are INTC's gains! Read DELL's earnings release report. Not only have AI servers increased by almost 800% (with INTC and NVDA inside), but standard servers and workstations also increased by almost 200% (with INTC inside). Consumer PC increased by 18% (with INTC inside). Their next quarter is expected to be strong as well. I believe the customer that LBT referred to, asking to increase orders by 3X, is Dell. If you have money in DELL, that's positive. If you have money in INTC, $200 per share next year. I believe INTC will exceed Q2 performance.

$Intel(INTC)$ INTC is not GameStop. It's game on. CPU for all computing: edge, cloud, data center, agentic AI. Advanced foundry: latest ASML equipment, leading nodes, partnerships with major Mag 7 companies. ASIC design for custom development. ZAM, quantum computing: pushing the next wave of innovations.

$Intel(INTC)$ The Tesla/Terafab partnership is a transformational validation, with a multiyear engagement worth over $25B using the 14A node. I expect INTC to capture more foundry orders in the second half.

$Intel(INTC)$ Intel seems to have it all. Either already operational or nearing completion: US foundries, advanced processors (18A, !8A-P, 14A), AI accelerators, quantum chips, advanced memory, partners and customers with deep pockets, and Lip-Bu Tan.

$Intel(INTC)$ Intel is transforming the nature of its revenue. Looking at its recent performance, Intel's financial strategy is a deliberate pivot from “commodity unit sales” toward “essential infrastructure utility.” Its manufacturing, packaging, and security strategies are working to insulate its top and bottom lines. 1. Revenue Stability: The “Foundry” Insurance Policy By opening its fabs to external customers (like Microsoft), Intel has turned its biggest cost—fab maintenance—into a revenue generator. * The Moat: In the past, if Intel CPUs didn't sell, the factory sat idle and bled cash. Now, its factories are increasingly paid for by the Foundry business. * Financial Impact: Intel's Foundry revenue jumped 16% recently. This diversificati

$Intel(INTC)$  Nvidia captured the early AI market with its gaming/graphics chips (GPUs). Intel, using AI accelerators (18A, 18A-P, 14A), makes dedicated AI chips that can be customized in its US foundries, with no China/Taiwan concerns. The second half of 2026 looks very strong for Intel in terms of products and share price.

$Intel(INTC)$  INTC green, AMD and NVDA red. In my opinion, that says something big.

$Intel(INTC)$ Something power-hungry Intel will never have is a fanless high-performance CPU. Qualcomm designs and manufactures high-performance, AI-focused processors specifically for Windows laptops. Their flagship lineup is the Snapdragon X Series, which includes the Snapdragon X2 Elite, X2 Elite Extreme, and X2 Plus. These are built on ARM architecture designed to compete directly with Intel and Apple Silicon. Key highlights of Snapdragon laptop CPUs: - Exceptional battery life: Designed for high power efficiency, allowing for multi-day usage. - On-device AI: Includes powerful, industry-leading Neural Processing Units (NPUs). - Hardware availability: These chips power thin, fanless, and high-performance laptops.

$Intel(INTC)$ Think about this: Intel is set to reach high-volume manufacturing on 1.4nm in 2028 or 2029. After being stuck at 10nm for years, they've successfully closed the node gap that TSMC had built over two decades—a gap that TSMC largely got funded by their government. They were left for dead a year ago. If they can develop their foundry services arm, they might pull off one of the greatest turnarounds in history.

$Intel(INTC)$  Trump says Intel should have been the largest company on Earth. For once, I agree with him.

$Intel(INTC)$  Here's a hypothetical worst-case bearish scenario: Intel Foundry fails and shuts down. That leaves only a duopoly for advanced nodes: TSMC and Samsung. TSMC capacities are already over-constrained, coupled with persistent geopolitical concerns. Samsung offers an alternative foundry, but extended worker strikes and disruptions are wreaking havoc on its fab production. This uncertainty, instability, and near-monopoly pose serious risks to the entire world, not just the U.S. markets. Consumer electronics—laptops, phones, TVs, appliances, cars, etc.—would see prices skyrocket. Military and secret electronics, drones, fighter jets, submarines, radars, satellites, GPS-guided weapons, communications devi

$Intel(INTC)$ There's some tension in discussions about Taiwan. If things develop in that direction, I could see INTC going to the moon.