To The Moon

$Intel(INTC)$  What would actually happen if the AI bubble pops? That would be rough, even though the party is still going for now.

$Intel(INTC)$  The whole sector is down, so no need to overreact. Google's earnings look like the main drag.

$Intel(INTC)$ Looks like it's climbing back toward $100. An 86 to 95 move in a single day was a solid 9-point swing.

$Intel(INTC)$  It's at the 200MA now and has created 4 gaps on the way down. The down-move was exactly 4 weeks and -33%. Naturally, this should be a temporary bottom or very close to it. I'll probably add in about an hour.

$Intel(INTC)$  Elon does not know how to make chips. Assume a standard 5% royalty on TeraFab using 14A for wafer and packaging, that translates to $150bil incremental sales to Intel per year. The best part is zero capex. So how exactly does Intel not reach $500 a share?

$Intel(INTC)$ Don't forget, 90% of day traders lose money. Be patient, the next earnings report should be fine. Not sure what Wall Street thinks, but the business is blooming. I can only judge based on the business performance.

$Intel(INTC)$ Will be interesting to see if 110 holds as a key resistance level. If it breaks and market support is there, then 120 could come into play as well.

$Intel(INTC)$ CPU demand is exploding right now, and Intel can't even keep up with it. That makes me wonder how Intel alone could possibly support the Terafab project.

$Cerebras Systems(CBRS)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$  It's clear Sam Altman has something to gain from the partnership with Cerebras. Otherwise he wouldn't mention it on X. The question is what exactly that would be.

$Intel(INTC)$ Intel just printed another $1.24B in the dark pool today at $120.75. That's on top of the $2.04B day. September 18th was the first $2B day in the history of the name — $2.04B at $108.60. Today is the next one. Same tell as the $2.04B print, just $12 higher. $2B+ prints: September 18: $2.04B at $108.60 — largest dark pool day on record for this name. $1B+ prints: July 29: $1.02B at $81.88 August 11: $1.18B at $97.71 October 1: $1.24B at $120.75 — today's close. $500M+ prints: September 4: $590M at $95.80 September 10: $536M at $100.32 September 15: $975M at $97.14 $250M+ prints: August 21: ~$275M at $92.13 August 31: ~$285M at $89.51 Totals: the $2.04B day plus today's $1.24B comes to $3.28B in two sessions. Named prints above ad