$Intel(INTC)$ CPU TAM is heading toward 300 billion, which means Intel could easily reach 100 billion in annual revenue.

$Intel(INTC)$ Intel could close at 109.99 or 112.99. There are 9,000 puts at 110 to watch, and those puts could get burned.

$Oracle(ORCL)$ A lot of calls were set to expire soon, so it makes sense they had to put some news out.

$Intel(INTC)$ They're pushing it down so they can ride it back up. Pretty obvious move. Just don't want to be late for that.

$Oracle(ORCL)$  The last day to buy for the dividend is coming up. Those calls expiring 10-16 are worth a look. News has been positive, and this one is starting to get interesting.

LBT's motto is simple: under-promise and over-deliver. That has been his trademark. The Intel Foundry business stays strictly hush-hush, so expecting $Intel(INTC)$  to name its partners before those partners mention Intel first seems backwards.

$Oracle(ORCL)$  Paramount and WB made it across the line, with investment grade debt getting bought up without much resistance. Oracle's "big scary" debt looks like the next one the market will accept.

$Intel(INTC)$ Bit early, but I took some here on that volume reaction off the low trendline.

$Intel(INTC)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ Since the 10th falls on a weekend, TSM will give its monthly revenue update on the 8th instead, around 1am EST. I always see their monthly updates as a read on the health of the AI chip sector, so it matters and will probably move the market, especially AMD and NVDA.

$Intel(INTC)$ Nothing burger news. Intel will make future AI agentic chips, like for the Meta Muse app. Huge potential here, since this isn't just the Intel we knew from PC.

$Intel(INTC)$ It's oversold on nothing. Intel will still supply.

$Intel(INTC)$  This will recover in no time. The whole discussion is a bit silly. SpaceX needs chips before they can produce their own, and Intel can't supply everything by itself. So it's only natural for them to talk with other manufacturers.

$Intel(INTC)$ Now I'm wondering if I should pick up a second long call. At some point before earnings, the stock will probably just retest $125 again. Still not an easy call to make.

Is Micron the next partner getting signed up for $SpaceX(SPCX)$ 's terrafab? Seems like the most likely candidate. Elon wants a US-based ecosystem, and $Intel(INTC)$  is already involved. $Micron Technology(MU)$  is likely the partner on the memory side.

$Intel(INTC)$ This looks like a fake move. All of the major plays are still in place. Nothing has really changed. They will use whatever they can to try to shake people out.

$Micron Technology(MU)$ AMD, DELL, INTC and the rest are pumping so hard you'd think their fundamentals and financials are better than MU, but that's really not the case.

There's no signed SpaceX-TSMC deal yet. On 3 October 2026, Elon Musk confirmed on X that talks are underway, writing: "Just discussions, but something may come of it." That looks bullish for $SpaceX(SPCX)$  and rough for INTC.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ A major coin rally looks to be setting up. The 8-hour, weekly, and monthly MACD are all aligned on the top coins. That covers the short, mid, and long term. Blockchain is displacing XLF.

$Intel(INTC)$  INTC looks well positioned going forward. Demand for its products is off the charts, and its foundry yield has been steadily improving. Seems like it could push through its yearly high.

$Intel(INTC)$ Waiting for that pre-earnings pump back to $128 again. Not really sure what the past few days have been about.