$Intel(INTC)$ Intel missed out on the mobile CPU market "bigly" but Intel should not miss on billions of revenues from the automotive sector. Intel enquired Mobileye!!!"Autonomous vehicles expected on the road in next 2 years, says Mobileye CEO"Amnon Shashua predicts thousands of robotaxis that can ferry passengers without a driver will begin hitting streets in 2026.
$NVIDIA Corp(NVDA)$ the company is solid the fundamentals have not changed if anything has an effect on it it would be geopolitical with the new administration coming in not supporting the chips and science act and the funding within I have read that the management team of Nvidia have been reinforcing their international relationships to try and mitigate any negative movement from the new administration and yeah I bought this morning at 145.xx and those shares are welcome addition to my already large profitable position that I've held for years and will continue to hold long and strong Nvidia
$Intel(INTC)$ Short interest is rising, but that just sets us up for a potential squeeze. If Q4 guidance surprises, this thing rockets past $27. I’d love to see Pat Gelsinger pull an IBM-style reinvention here. The company has the resources; they just need to focus and execute.
$NVIDIA Corp(NVDA)$ Yesterday an analyst at a company no one’s heard of says, during the quiet period two days before earnings, NVDA’s chips have a problem. Funds rushed to sell because someone said something and it has to be true if they said it. Today it goes up and all from yesterday is forgotten about. Wonder if any of those who sold have regrets?
$Intel(INTC)$ What are your thoughts for the coming months ? I expect 27 USD by yearend, $27 coming soon! thanks to ArrowLake fix and BattleImage. 29 USD by end of January, because of Trump inaguration and ER. Not selling anything under $35, Intel is so under valued.Release of Battlemage is going to rock this stock sky high. Intel is going to capture market share in the mid tier video card and gaming market.
$NVIDIA Corp(NVDA)$ Last qtr, it was the Blackwell design flaw to drive down prices…This time it is the server structure… nothing to do with the chip… This is patiently obvious the big boys want to buy low before the fantastic eating release… stay the course… don’t sell. If you have cash, wait till the stock starting to go back up… have fun… relax…
$Intel(INTC)$ For clarification: The Biden administration plans to disburse the CHIPS act funds by the end of his term. This DOES NOT mean that INTC will be getting a check for $8.5B in January. What it means is that by the end of Biden's term the commerce department and INTC will sign a contract that schedules the grant payments when certain agreed-upon milestones are met. It will be disbursed in parts to match those milestones being met. Still great news as this signed contract prevents the Trump administration from canceling what was already contractually already agreed-upon and signed.
$NVIDIA Corp(NVDA)$ Enjoy your day shorts. This weeks bad news is only temporary. It’s that time again correction buy the dip then up earnings coming. Don't worry folks, Trump will be out raging against the Fed shortly and the market will do a 180.
$Intel(INTC)$ Certainly there is always risk, especially regarding Intel's difficult situation!Intel does have all the elements, but "winner takes it all" plus high end fabs are so expensive to build. Luckily, with this year's AI chips purchases from $Amazon.com(AMZN)$ Amzn (Aws), $Microsoft(MSFT)$ Msft and government, the future looks bright.If Trump does come up with good incentives (cash injection, tax and orders), investors may have luck to be nicely rewarded!
$NVIDIA Corp(NVDA)$ Nvidia has reportedly already reserved more than half of $Taiwan Semiconductor Manufacturing(TSM)$ TSMC's CoWoS capacity for next year as it plans to quickly ramp Blackwell. Oh my freaking God.. that was HALF! I'm going to have a very thankful Thanksgiving this year after NVDA earnings!!🙏🙏🙏