Thanks @TigerStars

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

Intel Revisited Did you notice that there has been quite a fair bit of news on $Intel(INTC)$ recently? Indeed, INTC has demonstrated a notable decoupling from broader market volatility. (see below) Despite prevailing uncertainty in the US market driven by the US-Iran conflict and fluctuating oil prices, INTC has emerged as a resilient outlier, signaling a potential permanent return to the semiconductor forefront after years in the "wilderness." Personally, I think its likened to be an opening act of a turnaround, rather than proof of a permanent reclaiming of the semiconductor throne. The strongest case is INTC is winning visible external foundry and packaging demand, yet the more cautious reading is that execution, ramp timing, and customer con