$Intel(INTC)$ CEO Tan has been playing it very conservative when it comes to press releases, IFS customer announcements, public events with Trump, and similar things. Not self-hyping is probably the smart move here, since that approach helps keep the extreme volatility in check. It also builds credibility. What it likely means is that when Tan eventually gets more aggressive with product, service, and customer announcements along with raised guidance, the market will believe him and the stock will fly. This stock is ridiculously cheap based on everything we know about AI demand right now and where Intel fits in.
$NVIDIA(NVDA)$ NVDA is up over 20% year to date, after gaining 39% last year. Market-beating returns. Also just received a cash payment recently. Totally unnecessary, but I will take it.
Late 2026 mass production, with a retail launch expected in early 2027. Intel's next-gen Nova Lake-S desktop processors are shaping up to be an architectural powerhouse, built on a major in-house manufacturing shift and featuring flagship designs with up to 52 cores. This looks like it could be a significant leap forward. $Intel(INTC)$
$Intel(INTC)$ Stuck in chop, consolidating nicely after a very big move up. Leaning bullish on this one, and it has room to that 140 level. No more overhead resistance, so it can go a lot higher from here. Bearish if we lose the 80 level though.
$NVIDIA(NVDA)$ Jensen keeps giving warnings to bears. 70% growth in 2028, double chip sales next year, and now a massive buyback. Betting against this seems like a tough call.
$BlackBerry(BB)$ Some day a company like $NVIDIA(NVDA)$ will step in and take out the clowns manipulating this stock. I'll be watching, and I'll be laughing.
$Intel(INTC)$ If the Trump/Xi Jinping meeting goes even remotely well, I fully believe this, along with the broader market, will sky-rocket. Just my humble opinion.
$Intel(INTC)$ Ten years from now, this will be a $5 trillion market cap American behemoth. Easy call. Too big and important to fail for national security reasons. I'm holding and adding on weakness.
$Intel(INTC)$ Intel's U.S. foundries matter because they give the country domestic advanced semiconductor manufacturing capacity, which supports America's economic, technological, and national security interests.