JC888
No personal profile
39Follow
9970Followers
12Topic
0Badge
Is it INTC time again ?
On Mon, 10 Aug 2026 comeback kid $Intel(INTC)$ made the headlines again when it announced a $15 billion common stock offering to support skyrocketing customer AI demand. (see below) Even before US trading begins, early on Tue, 11 Aug 2026, the chip maker confirmed, it had priced the stock offering at $95 a share and upsized the offer by additional $5 billion to $20 billion. (see above) Here’s the thing - INTC’s $20 billion equity raise is more than a routine financing exercise: It is a calculated attempt to convert INTC’s powerful share-price recovery into the factory capacity needed to compete in AI infrastructure and 3rd-party chip manufacturing. The immediate sell-off reflects dilution anxiety, but the deeper question is whether the offering: S
Is it INTC time again ?
@JC888:US market rally, Reports data show trouble !
With 15mins to go before Tuesday trading commences, latest US Composite futures indexes are looking up. (see attached) Both DJIA and S&P 500 that were in the "red" earlier in the day, has turned "green" for now. If inflation concerns remain, things just might turn out differently by the time 4pm arrives. There is need to be vigilant - agree ?
@JC888:US market rally, Reports data show trouble !
7 hours before US market resume trading on Tue, what are the odds that it continues to consolidate 2day ? Market fell across the board on Mon. Lucky the fall is marginal. Same negative catalysts dampening sentiments - (1) Middle East oil & Straits situation, (2) semiconductor down by after news of INTC $15 billion stock sales to fund AI build out. Investors were also (3) jittery about CPI inflation due on Wed, 12 Aug 2026. Will be a "red" day for US market on fateful Tuesday ? What do you think ?
@JC888:US market rally, Reports data show trouble !
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:US market rally, Reports data show trouble !
Thank you for reading my post. I hope you find it useful. Please Repost and share so more people can see. Likes are equally welcome. Thanks.
@JC888:US market rally, Reports data show trouble !
US market rally, Reports data show trouble !
For the week ending Fri, 07 Aug 2026 - US market performance can best be summed up as “recovery”. Over the past 5 trading days, the 3 composite indexes made ‘credible’ gains: (see above) DJIA: +2.42% S&P 500: +3.37% Nasdaq: +4.86% This as, the indexes remain ‘acutely’ sensitive and continue to be weigh down by below key factors: Middle East Tensions & Oil Volatility: There was a moment of ‘calmness’ as the Gulf states had US halt its bombing (of Iran) as fear that all the counterstrikes could engulf the Gulf countries in the process, leaving widespread geographical destruction by the time all the bombings are done. Fluctuating progress on reopening the Strait of Hormuz amid the U.S.-Iran conflict pushed Brent crude back above $82–$83 a barrel, renewing energy supply anxiety. Inflat
US market rally, Reports data show trouble !
Looks like the Chinese saying is right - the older the ginger is, the spice it will be. Pity those who choose to listen and follow blindly a 25 years old. What has he to offer that anyone more senior haven't experience and then some more... They deserve it?
@Shernice軒嬣 2000:25-Year-Old Prodigy's $45B AI Fund Collapses in 6 Days: The Rise and Fall of Leopold Aschenbrenner
@JC888:SPCX falls further after Earnings out !
Replying to @CHINNY168:Hi, tks for reading my post. Glad you liked it. Thank you//@CHINNY168:Great article, would you like to share it?
@JC888:SPCX falls further after Earnings out !
Someone mentioned SPCX recent rally could be a case of pump & dump by early investors whose shares have been unlocked. Drive up the stock price as high before a quick exit out of the blue. Is this a possibility? YES! Having been around the blocks a few times, I feel a season Investor needs to maintain composure when investing. Try hard not to be swayed by ploy, tactics, FOMO etc.. to shake you. There will always be a 2nd chance.... Agree?
@JC888:SPCX falls further after Earnings out !
Is fear of MSFT massive AI build out dissipating. Its recovery seems to be intact based on past 2 weeks performance.
@JC888:GS Sees Something in MSFT, We’re Missing?
Is the space stock successfully staging a return to IPO price level?
@JC888:SPCX falls further after Earnings out !
3 hours into trading on Friday, I am elated that US composite indexes are thriving especially Nasdaq, spotting a +1.28% gain. Confidence seemed to have returned to AI-related megacap stocks and MSFT is part of "positive" contributors to Nasdaq, itself rising by +0.74% or +$3.68 to $503.54 per share. Will be wonderful if MSFT could end the week in green gains. Agree ?
@JC888:GS Sees Something in MSFT, We’re Missing?
Friday, 10 mins into trading, all 3 composite indexes are trending higher between a +0.14% gain (DJIA) to +0.93% gain (Nasdaq). Will it be a happy hour Friday by the time 4pm comes around ? I think as long as there's no news coming out of the Middle East, all is "well" ?
@JC888:GS Sees Something in MSFT, We’re Missing?
10 mins into Friday's trading, all 3 composite indexes are trending higher with the Nasdaq at almost +1.0% gain. Will it be a Happy Friday by the time 4pm comes around ? Hope so ... as long as there's no news coming from the Middle East..
@JC888:SPCX falls further after Earnings out !
MSFT's pre market price has dipped by -0.41% (-$2.06). (see attached) Does it mean that investors are getting wary that (based on latest quarterly earnings) 70% of its AI-revenue is actually coming from OpenAI ? As mentioned in my other side comment, for the short term it might be justified. However, for long term, if it remains so - it might be deemed unhealthy. Agree ?
@JC888:GS Sees Something in MSFT, We’re Missing?
Replying to @AdairHoratio:Thanks for reading my side comments. Congrats on your wins. As u know SPCX has just IPO, still has a long way to go - who knows if the chick will turn into a hen or a pot of curry... Ha, ha, ha...//@AdairHoratio:I had bids in before the open lol textbook squeeze setup. 20% tranche and it still got absorbed, who is still expecting a real flush here
@JC888:SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had already priced in the anticipated selling pressure, the release was only a partial 20% staggered tranche, and aggressive dip-buying along with short-covering easily absorbed the new supply. In fact, the stock rose over 6% during the session.
Replying to @snoozii:Hi, tks for reading my post and sharing your views. Seems like 70% of MSFT AI revenue is from Openai, showing how tightly coupled they are. Will see if this is bad news for MSFT this Friday!! For now, market is still nervous about AI cape outlay...//@snoozii:Just went through Q4 again, and AI revenue conversion matters more than capex growth now. I’d wait for a pullback before opening MSFT here, agree?
@JC888:GS Sees Something in MSFT, We’re Missing?
On Thu, US market was down across the board but MSFT managed to rise by +2.54% ($499.86). For Fri, US Composite futures are positive for Nasdaq. Will this boost MSFT to rise higher? Before you reply, latest news is 70% of MSFT AI revenue (US$24.1 billion) comes from OpenAI, highlighting co-dependence on ts close partner. Short-term, it validates MSFT huge infrastructure buildout. Long-term, it's risky due to extreme customer concentration. Don't be surprised that MSFT may pull back today. Just don't assume it's a Buy ok.
@JC888:GS Sees Something in MSFT, We’re Missing?
Go to Tiger App to see more news