$Intel(INTC)$$Broadcom(AVGO)$$Taiwan Semiconductor Manufacturing(TSM)$ People asking why am I not happy about the good news of Broadcom, TSMC, and others as it is good news. It is nice others are interested in Intel but I don't want Intel shareholders to suffer because of it. Case in point: We are not saying the news is bad. We are merely saying that a takeover of $30 is an insult to a share price of $120 which would be a 3-5 year Intel stock price if allowed to continue down its current path.
$Intel(INTC)$ I'm studying Intel like a mad scientist and watching it like a hawk. It seems that Intel has started putting wind back in the sails, but it hasn't found traction yet. The new products and new management coming are definitely positive.
$NIO Inc.(NIO)$ Seems like latecomers finally noticed this gem. Check those massive green candles screaming "FOMO". Honestly if this play doesn't moon soon, I'll eat my keyboard
$Intel(INTC)$ intc will be bought soon by one of these companies, nvda,qcom,avgo,or even Google which experimenting with quantum computers and making their own processors, any one of these companies can easily use their stocks to fund the transaction.
$SoFi Technologies Inc.(SOFI)$ I am bullish on the stock long term, but the whales will control the price short term. With 65,000 put contracts for March 21, $13 strike and 80,000 June 20, $10 put strike. No way they don’t make some money with that many contracts.
$Intel(INTC)$ Nothing has changed. Intel still remains ridiculously undervalued at $100B. Even if Intel had to sell off its parts today, its worth much more than the $100B it is valued today. The gap to $30+ will get filled - its a matter of when not if. Dont let the big players scare you into selling by saying Intel is uninvestable!
$Advanced Micro Devices(AMD)$ This will certainly bounce back big. This is just noise what analysts are doing. In reality, AMD is constantly improving. Their latest ROCm v 6.3 (released on Nov 26th 2024) is highly performant like Cuda. Previously, yes, they all lacked software stack, but that gap is closing sooner than you think. What I hear from AMD and some of the the articles are that they have been heavily working on software stack for AI, and that too lot of engineers, spending somewhere $5 billion annual budget to improve software stack itself, to close all the gaps with Cuda.
$SoFi Technologies Inc.(SOFI)$ A week from now nobody will even hear a word about deepseek. This drop was uncalled for, a small start up taking down almost the entire NASDAQ doesnt make sense.Espeacilly SOFI that is a finacial service company not an AI chip manufacturer. Of all days deepseek appears and the earnings get wiped out. SOFI should be sitting at 19 + not 16, guidance is fine. SOFI is conservative. Anyways it will rebound sooner or later HEDGY WILL CHANGE DIRECTION AND RUN IT THE OTHERWAY!
$Advanced Micro Devices(AMD)$ AMD is out of favor along with all semis, except NVDA. But the AI story is real for AMD, just a bit slower, for those who can be patient. NVDA has 3.4 Trillion in Market Value while AMD is a dirt cheap .23 Trillion. AMD can double easily with a single good AI forecast of their 300X chips.
$Intel(INTC)$ For all you investors out there don't give up on this stock. Intel is a pure player in Quantum computing and just look how that computing is red hot now. Quantum computing is expected to generate 30 trillion dollars in 2030. This stock will more than double by then.