$Intel(INTC)$ Intel's CEO LBT and a family member just committed $12M of their own money to Intel's $20B stock offering at $95/share. That's some serious conviction.
$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$ Shorts are in a really tight spot here. The setup looks like it could squeeze for weeks. Daily volume is only 2 million against 28 million short shares. RUMBLE is trading at just a $3 billion market cap, and they just acquired $12-16 billion in book value of 22,000 NVDA GPUs and 300,000 CPUs. That's a 4-5x from today's closing price.
$Intel(INTC)$ Intel's CEO really seems like a solid leader. It's not often you see a CEO actually back up their words with real money. I'm pretty bullish on Intel.
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Just a couple of weeks ago QQQ looked like it was headed for the worst July since the dotcom era. That's been completely erased now. As usual, it's a lightning-fast V-shaped rally back toward the highs.
$Infleqtion(INFQ)$ I believe this company still has a ton of potential. Beyond the quantum angle itself, which could reshape the broader tech landscape, I'm mainly focused on the US government's stake in INFQ. That part looks incredibly bullish to me. I'm expecting a run similar to what INTC had at some point. There will likely be a rough patch involving dilution as the company scales and pours more into R&D and expansion. That's expected. But over the long term, assuming their tech gets ratified, this could be the kind of setup that leads to generational wealth.
$Oracle(ORCL)$ Trillions of dollars are flowing toward Oracle. The new AWS deal validates Oracle's database as something essential, and it looks like it will bring in long-term revenue with high margins. There's also talk that Wall Street is going to finance an unlimited cloud buildup for Oracle, then package that financing into CAI products — Collateralized AI — which would give investors solid assets and a revenue stream. That basically gives Oracle all the capital it needs, trillions, to build out a world AI database. Imagine 8 billion people online, what kind of network you would need, and the mountain of clients paying you for it.
$Palantir Technologies Inc.(PLTR)$ Palantir isn't a typical software company or a meme stock, and that's the wrong way to value it. The company operates at the intersection of national intelligence, geopolitical competition, defense, and AI-enabled decision infrastructure. Very few companies can deploy secure, mission-critical software across classified government and military environments at scale. That scarcity, deep integration, and strategic importance are part of what the market is pricing—not just today's revenue or earnings. Look at Intel. Once a company becomes important to national security and industrial sovereignty, governments treat it differently from an ordinary business. That doesn't mean any valuation is automatically justifie