$Intel(INTC)$ The SK Hynix IPO is set to list on a U.S. exchange soon. Looking back, Intel sold its NAND memory business to SK Hynix for what seems like a low price, given the massive profitability in the current memory shortage environment. Few would have predicted commodity memory becoming such a lucrative product. That's just how it turned out. A former SK Hynix CEO has since joined Intel Foundry to help secure external customer contracts. There were also rumors about SK Hynix evaluating Intel's EMIB packaging for HBM integration. Along with Samsung, SK Hynix recently announced significant capital expenditure plans for manufacturing expansion. It will be interesting to see how semiconductor stocks react to t
$Intel(INTC)$ I wouldn't be swayed by the bearish noise. That was a significant recovery into the close, which is exactly the kind of action you want to see if you're optimistic. It could easily move back toward the 130-140 range soon.
$Intel(INTC)$ It's a lesson learned: you end up holding what the US government invests in. I didn't realize how much support they gave to TSLA, and I missed out because of it.
$Intel(INTC)$ It feels like Wall Street can't afford to not own this. Intel is positioned for the future. I'm holding my position and refuse to sell. If there's a margin call, I'd cut other positions first. This looks like the key opportunity. The AI race is being compared to the nuclear arms race of the 1940s in terms of strategic importance.
$Intel(INTC)$ There's a lot of buzz about agentic inference orchestration and harnesses. Check out the new SDLC document from Google. I wouldn't be surprised to see Xeon-6 booked through 2027.
Every semiconductor stock has had its moment to shine when its time came, even a company like $Intel(INTC)$ that's been lagging has seen its price go up. $Qualcomm(QCOM)$ is one of the cheapest stocks from a valuation perspective, and with the edge AI and data center thesis, its time might be now. It was a $200 stock five years ago and hasn't returned much since, but I think that could change soon. I'm betting it could reach $500 before 2030.
Three years ago, conviction on $Tesla Motors(TSLA)$ held when sentiment was split—the move from around $140 to around $457 showed what patience in a trend leader can do. Six months back, the rotation call on $Intel(INTC)$ and the energy-adjacent setup captured a strong move from around $39 to around $141. One year ago, early positioning in $Micron Technology(MU)$ around $83 played into a major semiconductor re-rating cycle. The key point: these weren't random trades—they were plays aligned with both trend and cycle. Markets reward conviction when timing meets structure. The next alert is coming soon. If you're not following with notifications on,