I think algorithms might be pushing the price down before earnings to accumulate shares at a lower cost. I've seen a similar pattern with $Intel(INTC)$  and $Advanced Micro Devices(AMD)$  before. I didn't sell into that pressure then, and I'm not doing it now. I believe $Nokia Oyj(NOK)$  could reach $100+ by 2027.

$Intel(INTC)$  I added some 110 calls with an August 21 expiry. It looks like liquidity is starting to come into the name. Given that, it seems like following the institutional flow might be the play here, as retail doesn't have much sway. Risk management is crucial. Discipline is more important than emotions. Not financial advice.

Sentiment and price action are telling two completely different stories right now. The market is still focused on short-term noise, but the underlying thesis remains centered around massive AI infrastructure demand. With reported multi-billion dollar commitments tied to $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA(NVDA)$ , plus improving profitability and significant liquidity, the long-term setup still looks compelling. The recent ~30% pullback seems driven more by speculation around future capacity dynamics than a confirmed change in fundamentals. This is often where markets create opportunity: when sentiment weakens but the bus

$Intel(INTC)$ If the bull market continues, $200 could come by EOY. As I've mentioned, Intel might not have the best chips, but with the shortage, demand will keep going up as companies turn to them—and they are.

$Oracle(ORCL)$ This reminds me of when Intel was in the low 20s. I see it as a strong buy at these levels.

I think BlackBerry $BlackBerry(BB)$  holds significant value today, mainly for two reasons. First, **Alloy Kore**. It's the industry's first production-ready **software-defined vehicle (SDV) foundation**. It enables OEMs like Volkswagen to dramatically reduce development costs, shorten certification timelines, and accelerate vehicle launches. Unlike vertically integrated solutions, **Alloy Kore is a plug-and-play platform designed to work with any OEM and virtually any automotive chip supplier**. Second, **QNX**. It's evolving beyond an automotive RTOS into the trusted operating platform for **physical AI**—covering robotics, industrial automation, medical devices, autonomous systems, and next-generation edge AI. Its combination of **functional

Just closed these $Intel(INTC)$  calls for 62%. The price is being pulled toward $150 like a magnet. Matrix Bull Trend retest and bounce. This is how it's done.

$NVIDIA(NVDA)$ Cantor Fitzgerald is increasingly positioning AMD as a top momentum name in semiconductors, raising its price target from $500 to $700 while maintaining an Overweight rating. The key takeaway from the note is relative strength in compute demand, with AMD highlighted as having the strongest near-term momentum among peers. At the same time, the firm still views Nvidia and Broadcom as undervalued relative to their earnings power, suggesting the AI infrastructure trade remains broadly intact. However, sentiment on Qualcomm is more cautious, with the argument that its multiple may drift back toward a more traditional smartphone-cycle valuation rather than a compute-driven rerating. Overall, this reflects a clear hierarchy emerging w

$Intel(INTC)$ Wherever we close, but going from down almost 9% to green now is just wild. That's why I don't trade stocks, especially Intel, but I invest in INTC. Day trading will make you lose money; it's like gambling. I always invest based on fundamentals and never day trade or do short-term trades. We can never predict the market. I thought we might be down $10 today... crazy.

$Intel(INTC)$  Another attempt by the short-sellers to negatively influence all the solid progress this company has made, and it will continue to execute. I have just one message for these naysayers: back off. I don't buy the AI narrative for this stock. It feels more like heavy manipulation, plain and simple. Q2 will be a reality check for them. Intel is set to soar further on Agentic, packaging, energy/pricing efficiencies, and a guidance raise.

$Rum Group Inc(RUM)$ Intel, Tesla, and SPCX/XAI need power, land, and real-world AI workloads to absorb terafab-level silicon capacity. Intel's VP Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the terafab's "off-campus" AI cloud – hosting those chips, running Starlink/video/AI workloads, and giving Intel a flagship U.S. customer outside the big three clouds.

Compared to its AI infrastructure peers, $Rum Group Inc(RUM)$  still looks ridiculously cheap. Look at the market caps: $Rum Group Inc(RUM)$  MKT CAP 2.75B $NEBIUS(NBIS)$  MKT CAP around 60B $CoreWeave, Inc.(CRWV)$  MKT CAP around 52B $APPLIED DIGITAL CORP(APLD)$  MKT CAP around 11B The new $Rum Group Inc(RUM)$  CFO Mike, from $Intel(INTC)$ , is talking about a $1B+ revenue run rate for the $Rum Group Inc(RUM)$  grou

$Adobe(ADBE)$ This reminds me of holding $AT&T Inc(T)$ , $Intel(INTC)$ , and BTI. I think this is the pivot point for a slow climb back to ATH.

Back in 2022, $NVIDIA(NVDA)$  around $10 was a generational entry point that no one believed in. In 2023, $Palantir Technologies Inc.(PLTR)$  under $8 became a similar trade met with disbelief. Now? Everyone is crowded into the same AI mega-caps… while the next setup is quietly shifting elsewhere. If history rhymes, the biggest asymmetric returns usually come from ignored names before the narrative forms. Five under-the-radar setups people are overlooking: $Ouster Inc.(OUST)$  $Cognex(CGNX)$  OKLO $BlackBerry(BB)$  CEVA Not saying they become the next

$NVIDIA(NVDA)$  UBS expects explosive, system-wide growth in HBM demand, driven overwhelmingly by Nvidia through 2026. Hyperscalers & custom AI silicon providers (Google, Amazon, Microsoft, Meta, OpenAI & others) are projected to become major incremental contributors by 2027. Total industry HBM demand more than triples from 2025 to 2027 (rising 232%), with particularly strong expansion in 2026 (+88% y/y) followed by continued robust growth in 2027 (+76% y/y).

$Intel(INTC)$ It's holding up remarkably well given the current tape. The brief intraday dip below the key 10-day moving average was aggressively bought up by institutions today, allowing the price to close firmly in the green. From a structural standpoint, the underlying buying support remains robust, and the chart pattern is hinting at further upward continuation. A high-conviction defense of the near-term moving averages.

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$  Wall Street is finally taking note of a few things: Rumble just acquired Northern Data for $1 billion when it was about to go public at a valuation of over $10 billion (Tether brokered the deal to hand Northern Data to Rumble). Also, Rumble just secured 22,000 GPUs and 300,000 CPUs. Tether has committed $250 million in spending with Rumble. And Rumble has landed a partnership with Perplexity.

$Intel(INTC)$  Finally looks like the Intel market makers got the call to let the stock move back up. Amazing how that works, isn't it?

$Intel(INTC)$ For those saying Intel will drop after earnings, look at what happened after they reported Q1 earnings on April 23. The stock closed that day just under $67. It opened the next day at $83 and continued to climb higher in the following days.

$NVIDIA(NVDA)$ The bull vs bear setup is getting tighter here. Bull case: AI demand remains strong, momentum holds into earnings, and key support levels keep getting defended. That opens the door to $250+. Bear case: After a significant run, any slowdown in AI sentiment or a loss of key support could trigger a fast reset. I'm still slightly leaning towards the bull side, but this is more about timing now than direction.