$Surf Air Mobility Inc.(SRFM)$ Wait, this hit $30 in 2024 and now that they've gone commercial the stock is at an all-time low? Don't mind me picking up some cheap shares. The big move should happen soon, so I'm adding to my position. I think this could double quickly. $Palantir Technologies Inc.(PLTR)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Intel(INTC)$ Looks like market makers and dealers are playing their usual games ahead of the triple witching. No real reason for Intel to be dropping like this.

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  took a pause, but $APPLIED DIGITAL CORP(APLD)$  and $TeraWulf Inc.(WULF)$  are picking up the lead for the neoclouds. $Invesco QQQ(QQQ)$ 

$Intel(INTC)$  The last couple of sessions are a pretty good example of why you buy into the fear and then just wait patiently. They still have to stuff these full of shares that they can't find. Just saying.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Bad news keeps piling up, but the market just keeps grinding higher day after day.

I'm even more confident now that we have a rally coming. Things like $Invesco QQQ(QQQ)$  are forming a perfect flag. But that doesn't mean semis will rally to new ATH or anything — it feels more like rotation into mega caps, software, and other areas.

$Oracle(ORCL)$ Enough is enough. It should be heading back toward $250+.

$Oracle(ORCL)$  ORCL briefly broke below the $140 support level but bounced right back. If the broader market pulls back, $135 looks very likely, but if it can hold above 140, a move toward 160+ in the coming weeks seems possible.

$Intel(INTC)$  Reading SK's statement, they aren't disputing that the discussions happened. All they said is that it isn't finalized yet. So the question becomes whether someone would want to buy before or after it's finalized. Trump will hit foreign-made chips with a large tariff.

$iShares Expanded Tech-Software Sector ETF(IGV)$ On the daily chart, SPY needs to hold the middle Bollinger Band at 104.35 to keep the bounce and the new uptrend going.

$JPMorgan Chase(JPM)$ Banks are popping with the Clarity Act failing to pass again. For $Goldman Sachs(GS)$ , could we see a gap up as well? $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Cboe Volatility Index(VIX)$  — the Fed meeting is coming up, and all eyes will be on it.

$Intel(INTC)$ Ridiculously cheap. Anyone who thinks AI spending will slow down is kidding themselves. If anything, AI models and tools are better than advertised, and companies will need them just to compete against their competitors. I'll keep accumulating below $100. It's a matter of when, not if, INTC reaches $200+.

$Intel(INTC)$ Will be interesting to see how the market digests comments from the AI Infrastructure Summit. Given recent comments from CFO Dave Zinsner and CEO Lip Bu Tan, could a material revenue beat be in the cards for Q3? Perhaps in the range of $17.3B to $17.8B vs $16.3B midpoint guide. Intel has surpassed its internal guide for seven consecutive quarters, including a $1.8B beat last quarter. Additional output on yield and TPT as well as mix/pricing should be a tailwind. Top concern is sufficient substrates.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ With what's happening in BTC.X and ETH.X right now, there's liquidity to pump up the market again. It all looks pretty orchestrated.

$Oracle(ORCL)$  Oppenheimer analyst Brian Schwartz reiterated a Buy rating on Oracle (NYSE: ORCL) and raised the price target to $275.

$SUPER MICRO COMPUTER INC(SMCI)$ $UiPath(PATH)$ $Intel(INTC)$ $SPDR S&P 500 ETF Trust(SPY)$ After all the shakeouts we've seen, most weak hands should be out by now. Even a symbolic hike probably won't matter much anymore. Strong hands will stay.

$Oracle(ORCL)$ The risk to reward setup looks strong here, especially with relatively low risk given this is ORCL and not some random speculative play. I'm in big, and I'd actually like to see ORCL pull back so I can add more. To me, this is the one.

$Intel(INTC)$  Anyone hoping for AI to slow down probably should not have access to AI hardware. The bull run looks like it has more room to run. Could $250 be next?

$Oracle(ORCL)$  Fear is what's driving this right now. Short manipulation and hedge fund pressure are part of it. AI slowing down because they're adding safety measures, guardrails, and a kill switch doesn't mean the massive data center buildout is going away. AI isn't stopping. Data center demand will keep climbing. China isn't slowing down either, and the US has to stay ahead. The Bloom Energy fuel cells for grid management cut emissions by 90%, and the closed loop water system should ease environmental concerns. Around 170 million shares traded Thursday, Friday, and today, mostly between $152 and $167, and it's still in line with the August average. Low risk for high reward from where I stand. The numbers cru

$Intel(INTC)$ No one is quoting Dario's actual words. This was in his letter: "If we slow down by more than this amount, then (unpaced) CCP-associated projects will pull ahead, creating significant national security risk," Amodei said.