$Intel(INTC)$... You can buy a 1) nationally strategically important company, 2) with a huge moat (only a few can spend 100+ billion to compete), 3) for less than its TANGIBLE book value, 4) that has spent more than its current market cap on capex into fabs (good chance of future significant returns), 5) making stuff (chips) the future (AI, EVs, and other tech) is built on, 6) with a good chance of being a tech leader
$MAIN INTERNATIONAL ETF(INTL)$I missed this; Blackwell provides a 30x performance uplift to H100? At a 25x lowering of power consumption?From one generation to the next? Is this hyperbole?I was trying to read up on the prospects for Gaudi 3, and falcon shoresNot sure how to process this
$Meta Platforms, Inc.(META)$Stocks struggling to hold gains, because the market is getting ready for the annual September selloff scam.Then, the market will soar at the end of September or early October imo.Looking forward to $Meta Platforms, Inc.(META)$ in the $600s after the annual price scam is over.
$惠普(HPQ)$Pre-earnings options volume in HP Inc. is 2.4x normal with calls leading puts 4:3. Implied volatility suggests the market is anticipating a move near 7.3%, or $2.53, after results are released. Median move over the past eight quarters is 4.4%.