To The Moon

$Invesco QQQ(QQQ)$ +85% over 5 years. That's your benchmark. $Intel(INTC)$  $WhiteFiber, Inc.(WYFI)$  $SUPER MICRO COMPUTER INC(SMCI)$ 

$Intel(INTC)$ Earnings were strong and blew past expectations. I think the stock could open above $115 when the market opens.

turnaround is no longer just a headline. The numbers are starting to prove it. The print: Revenue: $16.13B vs $14.45B est. (+25% YoY) EPS: $0.42 vs $0.22 est. Gross margin: 41.8% vs 39% guide A massive beat across the board. AI demand was the biggest driver. Data Center revenue jumped 59%, operating income surged to $2.5B. Foundry revenue grew 31%, while losses narrowed significantly. The guide is what caught my attention: Q3 revenue midpoint: $16.3B vs $15.2B est. EPS guide: $0.38 vs $0.28 est. Gross margin expected around 42%. Intel didn't just beat expectations. They showed the recovery is gaining momentum. 18A progress, stronger yields, and rising AI compute demand are changing the narrative. $Intel(INTC)$  is back on the watchlist.

$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Intel(INTC)$  Google's latest earnings after the bell reinforced a clear trend: the company is dedicating $200 billion to AI infrastructure. On a related note, Treasury Secretary Scott Bessent has stated the U.S. aims to grow its share of global AI compute capacity from about 60% to 80% in the coming years. The objective is straightforward—to maintain the country's position as the leading AI superpower for decades to come. This is a positive development for the broader AI ecosystem, including semiconductor

Sometimes the biggest investment mistake isn't picking the wrong stock, but overlooking where the real growth is actually happening. The difference a year can make: $Tesla Motors(TSLA)$ : +13% $Micron Technology(MU)$ : +795% $SanDisk Corp.(SNDK)$ : +3803% The point here isn't to chase the biggest winner after the move. It's more about spotting the sectors with strong long-term tailwinds before the market fully prices them in. Areas like AI infrastructure, semiconductors, and next-generation technology keep producing some of the biggest opportunities, though timing and risk management still count. The ke

$Apple(AAPL)$ I'm wondering if, once the big players push the price down to around $310, they'll actually start buying back in. Or could they just hold off and wait a few more weeks?

Cramer trying to jinx NVDA. Retesting ATH in August. $Dell Technologies Inc.(DELL)$  $Micron Technology(MU)$  $Intel(INTC)$ 

$Intel(INTC)$ The upcoming sessions could see a lot of movement in the Nasdaq, with a packed earnings calendar. Wednesday's reports include $Alphabet(GOOGL)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $Texas Instruments(TXN)$ , and IBM. Thursday brings INTC.

$Intel(INTC)$ Intel just doesn't seem to stay under $100 for long. It keeps fighting back.

$Tesla Motors(TSLA)$ Forgot to mention – they're already in the process of replacing their older diesel semi trucks with the Tesla Semi.