I don't think people fully realize what $Greenland Energy Co(GLND)$ actually has in Greenland. $Greenland Energy Co(GLND)$ is a US-listed oil and gas exploration company focused on the Jameson Land Basin in East Greenland. Only about a month ago, $Greenland Energy Co(GLND)$ was already trading around $2.20 to $2.40. That was before this new Greenland news. Now, after one of the biggest geopolitical developments involving Greenland, $Greenland Energy Co(GLND)$ is sitting around the same area it traded at before the permit disappointment. That's the part I think the market may still be missing. Frid
This week looks like it could be a big one, to put it mildly. Indices seem to be setting up for an exponential directional move this week, and beyond the indices, there are quite a few individual names that look ready for a substantial move as well. Worth keeping an eye on the channel so nothing interesting gets missed. See you all soon. $SPDR S&P 500 ETF Trust(SPY)$ SPX $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$
$Intel(INTC)$ Trump mentioned he wants to meet with Iran's president on the sidelines during the UN. That kind of news could push the futures up for a moment. Oil prices are down sharply.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
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.
$Oracle(ORCL)$ 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.
$Intel(INTC)$ 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.
$Oracle(ORCL)$ 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.