$Advanced Micro Devices(AMD)$ $Qualcomm(QCOM)$ $Intel(INTC)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Taiwanese media reports say leading semiconductor companies are moving toward higher CPU pricing. Intel has already raised prices across its processor lineup effective September 1, with high-end Panther Lake chips up 15% to 20%, while Meteor Lake and Arrow Lake processors increased by roughly 5% to 10%. Qualcomm is set to raise prices by about 10% starting in October for platforms including Snapdragon X and the up

$NVIDIA(NVDA)$ What could possibly go wrong? $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $Intel(INTC)$  $Micron Technology(MU)$ 

$Intel(INTC)$ That downward handle on the 6-month chart is worth watching. They can't keep driving it down forever — it's fully sprung now.

$Intel(INTC)$ Some may see pain, but pain is for buying. Rockets are for selling. Keep that in mind. There's spoofing and naked shorting in INTW and LINT, looks like it's meant to shake people out. News could be coming that might be serious. This is the kind of behavior we're seeing.

$Oracle(ORCL)$  Patience. $180 by Halloween. Then the run up to earnings and $200. Don't get shaken out. If you held through that mess from last week, you've been through the worst of it.

Not sure if this is reliable, but has there really been zero market crash during and after the midterm since 1950? Finance and staples are already down -20%. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Financial Select Sector SPDR Fund(XLF)$ 

$Intel(INTC)$ 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.