$Apple(AAPL)$ Markets seem rattled by Warsh and the Fed today. But I think Apple has a good chance to push through the noise and end higher after Cook's last earnings call.
$Intel(INTC)$ A quick technical look at INTC. RSI(14) is around 32.17, with the secondary line near 39. The classic oversold threshold is below 30, and 32 is firmly in the zone, grinding lower through the July sell-off. Not yet the sub-20 panic readings Intel has seen in deeper bear phases, but clearly stretched. Williams %R(14) is at -99.35. That is about as oversold as the indicator can get on a 0 to -100 scale. A reading pinned near the absolute floor means the current close is essentially the lowest low of the entire 14-day lookback. Readings below -80 are already oversold; stuck near -100 is fully exhausted selling territory. Ulcer Index(14) is at 23.79. That is elevated. Ulcer measures the depth and durat
$Intel(INTC)$ Intel could be at least 50% higher in 6 months. Seems like a good time to add to positions. Strong product lineup, solid management, and a major role in American security.
$Intel(INTC)$ Intel is the only foundry globally that's installing ASML's High-NA EUV machines, which gives them a pretty serious hardware advantage heading into the sub-2nm Angstrom era. As the only tier-one foundry in the West, Intel also stands out as a geopolitical hedge — arguably the most important defense asset against disruptions in the Pacific. On the materials side, they have secure domestic access to the world's purest quartz deposits in the U.S., which is the essential raw material for modern silicon manufacturing. And beyond the equipment and materials, they didn't just join the race — they built the track. Intel's foundational IP and institutional memory aren't something that can be replicated overnight.
$Micron Technology(MU)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ This is the kind of market that separates investors from traders. Feels more like an accumulation phase than a time to panic. Traders are clearly uneasy, but days like this are where long-term positions get built. Just adding and waiting for the reversal to play out.
Quick weekly watchlist with some levels I'm tracking. Breaking out of a cup and handle on the daily, closing above the $172 upside resistance. Watching for continuation toward $177 then $181. Support at $167. $Apple(AAPL)$ looks like it's not done yet, with a golden fib test at $344 on deck. $General Motors(GM)$ is still fighting the $83.5 resistance. A clean break above opens the door to $88 to $90+ in the coming days. Strong earnings beat has the stock looking to snap its downtrend. Support at $80.6 and $78.7. $Visa(V)$ is flagging on the weekly. A close above $358 could fuel a move to new all-time highs, with upside targets at $380 to $400+ over t
turnaround is no longer just a headline. The numbers are starting to prove it. The print: Revenue: $16.13B vs $14.45B est. (+25% YoY) EPS: $0.42 vs $0.22 est. Gross margin: 41.8% vs 39% guide A massive beat across the board. AI demand was the biggest driver. Data Center revenue jumped 59%, operating income surged to $2.5B. Foundry revenue grew 31%, while losses narrowed significantly. The guide is what caught my attention: Q3 revenue midpoint: $16.3B vs $15.2B est. EPS guide: $0.38 vs $0.28 est. Gross margin expected around 42%. Intel didn't just beat expectations. They showed the recovery is gaining momentum. 18A progress, stronger yields, and rising AI compute demand are changing the narrative. $Intel(INTC)$ is back on the watchlist.
$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Google's latest earnings after the bell reinforced a clear trend: the company is dedicating $200 billion to AI infrastructure. On a related note, Treasury Secretary Scott Bessent has stated the U.S. aims to grow its share of global AI compute capacity from about 60% to 80% in the coming years. The objective is straightforward—to maintain the country's position as the leading AI superpower for decades to come. This is a positive development for the broader AI ecosystem, including semiconductor
Sometimes the biggest investment mistake isn't picking the wrong stock, but overlooking where the real growth is actually happening. The difference a year can make: $Tesla Motors(TSLA)$ : +13% $Micron Technology(MU)$ : +795% $SanDisk Corp.(SNDK)$ : +3803% The point here isn't to chase the biggest winner after the move. It's more about spotting the sectors with strong long-term tailwinds before the market fully prices them in. Areas like AI infrastructure, semiconductors, and next-generation technology keep producing some of the biggest opportunities, though timing and risk management still count. The ke
$Apple(AAPL)$ I'm wondering if, once the big players push the price down to around $310, they'll actually start buying back in. Or could they just hold off and wait a few more weeks?
$Apple(AAPL)$ A lot of deep ITM calls were printed on Friday, so I don't see the price falling much in the near term. I'm considering buying a call at the open, with a target of $344.
$Intel(INTC)$ If it stays above $96.87, the next levels to watch could be $107, $113, $122, and then $128 before earnings. After the report, it might move toward $150, and possibly reach $200 by the end of the year.