To The Moon

$Intel(INTC)$ Worth repeating. Elon Musk is building the Terafab in Austin, Texas. He plans on processing 1 million wafers per month for Tesla, SpaceX, xAI, and Optimus. To get perspective, TSMC processes 1 million wafers a month (including older technology) for everyone—that includes Apple, Nvidia, AMD, Qualcomm, etc. Intel will be the manufacturer inside the Terafab. Google and Intel have just announced a multi-year, multi-billion dollar deal for their own custom chips, which they will be selling externally. Microsoft has also committed to multi-billion dollar contracts for their own custom chips. Nvidia has announced they are over a year into developing custom chips with Intel. Products using 18A are out and showcase a giant leap in power

$NVIDIA(NVDA)$  Let's see if history repeats, with daily volume jumping to ten figures once we clear the 200 psychological level and then break past the previous high of 212. A $500 billion order backlog means the AI pie is expanding faster than supply. It's definitely not a zero-sum game. The AllBirds pivot tells you everything. Read between the lines.

$Intel(INTC)$ The board is absolutely heating up, and the narrative has shifted from "Will Intel survive?" to "How high can this rocket go?" The $68 price action is forcing even the most stubborn bears to reconsider their math as institutional price target upgrades start rolling in.

$Intel(INTC)$  In my opinion, it's shaking out the weak hands and will creep up later.

$Intel(INTC)$ Once Intel passes the $75 all-time high, the next stop would be $230.

$Intel(INTC)$ I’m planning to ride it to 100, then 200, and I won’t even sell at that point unless it looks like it’s time.

$Intel(INTC)$ What people often miss is Intel's massive total addressable market. TSMC is worth $2T today. Intel is pushing quickly into that space. Nvidia is valued at $4T now. Intel has plans to improve Gaudi 3, but more importantly, to produce Jaguar Shores and other AI rack options to better compete with Nvidia. Remember, Intel being behind in advanced process nodes hurt its design business. As 18A and 14A ramp up, the design side gets more competitive too. Intel is also stopping the market share losses in server CPUs to AMD. So, Intel is unique in that it plays in TSMC, Nvidia, AMD, robotics, specialized packaging, and the custom chip space. The TAM is extremely high. They don't have to be a leader in any one of them. If they are viable

$Intel(INTC)$ From what I see, Intel has little competition in AI accelerators. A share price of $100 is likely before 2026 ends.

$Intel(INTC)$ INTC is blasting off into the stratosphere. SpaceX is going public soon, and it'll be fabbed by Intel Foundry. Apollo's purchase has been finalized to speed up Intel's manufacturing ramp. One small step for Intel, one giant leap for Intel Foundry.

$Intel(INTC)$ Recall that AMD, NVDIA, Tesla, and Apple were on the verges of bankruptcies at one point. They all persevered and clawed back to dominance. Intel's epic turnaround is no exception.