$Intel(INTC)$ Very underestimated. Do the math on who has the cards.

$Intel(INTC)$  Bears are really working hard to keep it below $120.

$Apple(AAPL)$ Apple's latest flagship is finding an enthusiastic audience in India, even with prices still high. Demand for the iPhone 18 Pro has risen nearly 20% compared with the iPhone 17 Pro at the same point last year, according to reports, which suggests premium pricing isn't deterring buyers in one of Apple's fastest-growing markets. The iPhone 18 lineup went on sale on September 18 and drew long lines in major cities. Some customers traveled for hours to reach Apple Stores in places like Mumbai, with waits stretching as long as 10 hours. Many buyers seem motivated less by specific new features and more by the desire to own Apple's newest iPhone. Counterpoint Research director Tarun Pathak expects Apple's volume market share in India t

$Intel(INTC)$ ASML confirmed the AI hardware surge is not a short-term bubble, but a massive manufacturing cycle set to unfold over the next 10 to 15 years. That points to immense, long-term demand for Intel Foundry's new fab capacity.

$Apple(AAPL)$ Picked up a light position in 335c for 10/16. The decision is based on the data. Risk management matters here. Discipline over emotions. Not financial advice.

$Apple(AAPL)$ I had a feeling this might happen, so it isn't much of a surprise. Most of my portfolio is in the red right now. I saw an article earlier about the iPhone Duo having some assembly issues, and I figured that would push the share price down. Now there's also talk that desktop A.I. could somehow hurt the App Store, which seems to be adding to the pressure. A one-day drop doesn't mean much to me, since Apple is still up for the year and has more products coming soon. No updated iPhone 18 sales numbers yet to help steady things. I'm not worried, though, because I think sales will turn out fine.

$Intel(INTC)$  Intel hit some turbulence recently. The company is in the middle of rebuilding itself, expanding manufacturing, and positioning for AI and foundry growth. The market may still be greatly underestimating Intel's long-term potential. I'm staying the course and adding to my position. Clear skies ahead from where I stand.

$Tesla Motors(TSLA)$ Iowa steel industry should also help bring material costs down for TSLA.

$Intel(INTC)$  There has been a lot of discussion lately about two semiconductor CEOs: Dr. Lisa Su at AMD and Lip-Bu Tan at Intel. Dr. Lisa Su holds a PhD in EE from MIT and worked on copper interconnect technology at IBM before taking over AMD in 2014, when the company was near bankruptcy with a $2 stock. She bet heavily on the Zen CPU architecture with Ryzen and EPYC, and that led to one of the more notable corporate turnarounds in tech history. AMD captured meaningful server market share with major OEM rack builders like Dell and Supermicro, surpassed Intel in market cap, and positioned itself as the main rival to Nvidia in AI accelerators with the MI300 series. Lip-Bu Tan, the longtime CEO of Cadence Design

$Apple(AAPL)$ Could the unreleased M5 Ultra with 512GB RAM clustered over RDMA using EXO actually pose a serious threat to Nvidia? It seems like it would outsell the duo.

$Intel(INTC)$ It has been showing relative strength for the past couple of weeks. Still looks like there is room to run. Trading names in the upper right of the screen tends to make things easier.

A close friend asked me back in 2020 what I thought were the strongest businesses in public markets at the time. They had been in $Amazon.com(AMZN)$  and were always looking for the next thing. I remember saying that $Alphabet(GOOG)$  still seemed like one of the most powerful forces out there. Looking back now in 2026, I like to think I helped them out. People tend to lump $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Microsoft(MSFT)$  into the same group, but these are very different animal

$Intel(INTC)$ If and when market makers and mutual funds actually execute their buys, this could really take off. I don't think Intel is going anywhere, and it should stay relevant for quite some time. I'm comfortable holding regardless of the short-term fluctuations. That said, I personally would not attempt to short this. It feels like playing hot potato with a lit stick of dynamite.

$Intel(INTC)$ Loaded up at $119. Thanks to the bears and shorts for the contribution. It is in a hurry-up and wait phase now, so just taking it easy. Cheers all.

$Intel(INTC)$ Still holding my 6,500 shares. Targeting $135 before the next earnings report.

$Cipher Mining Inc.(CIFR)$ So chip stocks across the board are up over 10%, crypto is up over 10%, and this still can't break 19? Let's go already.

Comparing two of the top female CEOs in tech: Dr. Lisa Su at $Advanced Micro Devices(AMD)$  and Jayshree Ullal at ANET. Jayshree Ullal started at Crescendo Communications, which became Cisco's first-ever corporate acquisition. She spent over 15 years at $Cisco(CSCO)$ , rising to Senior VP and building their Data Center & Switching division into a $10B+ revenue business. In 2008, she became CEO of Arista Networks when it had roughly 50 employees and zero revenue. She has since built Arista into a $250B+ AI/cloud networking company, taking significant market share from her former employer $Cisco(CSCO)$ , and became one of the most successful self-

Pretty strong buying on Intel overnight, up 4%. $Intel(INTC)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Intel(INTC)$  This one could really surprise people in the coming weeks. I'm holding $115 calls for Oct 2nd.

$Apple(AAPL)$ There's no way it reaches 330, seriously. The naysayers are up against a company with over 2.5 billion active devices.