To The Moon

$Intel(INTC)$  Hyperscalers are still spending, and the worst of the ghost story seems to be behind us. Intel could rise again. Some people grabbed the cheap shares, some took profit. Everyone walks away happy.

$Intel(INTC)$ Bank of America has a $160 price target and is maintaining its Buy rating.

Nvidia $NVIDIA(NVDA)$  keeps finding support at the 200-day moving average, and it's been doing a pretty impressive job of it. Just looking at 2026 alone, it has a long history of respecting that MA — both as support and as resistance. On top of that, broken resistance is now acting as support for the second time, and there's price level support at 192. Going forward, the level to watch on the upside is resistance at 213.

$Intel(INTC)$  Noticed two rounds of aggressive buying in the Aug 21 $115 calls today. One wave came in around midday with about $940K bought at the ask across 1,504 contracts, and another large ask-side buying wave followed shortly after. It feels more like institutional positioning to me, and I think the $100 level should keep acting as key support. If that holds, these call buyers might be setting up for a move higher into earnings. Just watching now to see if the buying continues.

$Intel(INTC)$  Looks like we're back. Cameron's saying to stop trading INTC. Now, it's about whether INTC can reach its all-time high.

$Intel(INTC)$ Google and Intel are both making smart moves. It's better to build capacity before demand peaks, rather than waiting until you're already at full utilization. Once factories approach their limits, that's the signal to start constructing the next one. Analysts aren't the ones running these companies, and they aren't ultimately responsible for success or failure. They're mostly commentators whose job depends on being seen as correct. Tan's investment in Ireland wasn't a gamble with shareholder money; it was a strategic move based on seeing client orders and planning for future demand. We might have to deal with more short-term noise from Wall Street for a bit, but the long-term planning is what matters.

$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.

$NVIDIA(NVDA)$  NVIDIA longs are watching, while SanDisk, Micron, Western Digital, and Seagate Technology longs are each banking over 11% gains on their stocks today. It's a stark contrast for some.

$Intel(INTC)$ I'm no Wall Street analyst, but to me, Intel looks worth a lot more than Nvidia. It just seems way too undervalued.

$Intel(INTC)$ Intel looks to be in a solid position. They have their US foundries, the new AI processors like 18A, 18A-P, and 14A, and the new Z-Angle Memory for DRAM and AI. Demand from partners and customers seems strong. The whole China/Taiwan situation is a constant topic in the news, which is a factor to consider.