$Intel(INTC)$ This is one of the names I'd want to see on a pullback. I was bullish after the government support late last year and expected a rebound, but never made a move. The CPU shortage is still a factor, and the expected structural wafer supply setup into 2027 keeps the longer-term case intact.
That AI boom chart making the rounds has everyone talking about winners and losers. It's from B of A. I found the 'Grok' answer interesting and kind of fun, in that it shows how the machines themselves 'grok' the situation. It pretty clearly explains what we've seen with $Micron Technology(MU)$ 's rise and the declines in $Meta Platforms, Inc.(META)$ and MSFT. To me, the biggest point that isn't being discussed is how $Apple(AAPL)$ wins across the board. First, by not spending heavily, now by raising prices, and in the long term, as a beneficiary if chip margins compress.
$Intel(INTC)$ I'm positive on Intel as a core American technology innovator. The company has earnings coming out this month. It's a company of national security interest and a key industry staple. The horizon looks brighter than some might think. I'm wondering if we could see $250 a share by the end of August.
$Oracle(ORCL)$ I remember saying something similar about $Intel(INTC)$ last year when it was trading below $20: that if Intel had replaced its CEO with a different kind of leader, the stock might have taken off. That view seems to have held up. Looking at Oracle now, there's a thought that a change in leadership style could potentially drive the stock toward $500.