$Intel(INTC)$ Based on the option data, it looks like Monday and Tuesday could be red, Wednesday and Thursday green, and Friday a barcode. Still waiting here. Still 3x undervalued versus its competition.
$Micron Technology(MU)$ Not feeling any better informed than on any other day. Numerically, Micron is undervalued. It won't stay here. It can't. It has to move one way or the other. Something will act on the stock to push it up or down. The realization that, absent news to the contrary, it's grossly undervalued. Or news, real or perceived, clarifying why the sky is actually falling. It's not falling as earnings estimates keep rising, but the truth often loses to perception, especially in the short term. Up about 31.5% since the end of July. It doesn't really feel that way, but the numbers don't lie. I'm placing my faith in strong guidance and the announcement of a huge stock repurchase plan. I've bet my farm on it, so the car might be a bit cro
$Micron Technology(MU)$ 15,050 was resistance, now it's support. The retest of support has held, and the breakout above the cup and handle pattern still looks valid.
$Intel(INTC)$ Everyone knows NVDA is way too reliant on TSM. They need another partnership to reduce risk and also boost production, since TSM is maxed out and also too close to China. It only makes sense for NVDA and INTC to announce a massive partnership. TSM won't care either way, they'll just raise prices, which they were going to do anyway.
Most people ignore open interest in the put/call ratio, but I think it has the best lead time. Going back about 5 months, $Micron Technology(MU)$ was at 421 and the open interest ratio was 1.07 according to barcharts. Currently $Micron Technology(MU)$ is at 1066 with a 1.03 put to call OI. Honestly, 1.03 is the lowest I can recall for MU. The 7 day price target is 1500. Not a typo. This is based on historical norms for TTM PE, lowered for the uncertainty around midterm interest rates, oil, and so on. Current TTM EPS is 45.21. If $Micron Technology(MU)$ reports 34.91, the new TTM and FY26 EPS will be 77. TTM EPS will go up 71% based on 34.91 adjusted E
$Alibaba(BABA)$ Under Citi's assumptions, external AI cloud revenue could hit $168 billion by fiscal 2033, which works out to roughly 40% compound annual growth from fiscal 2026. Citi's sensitivity range spans $126 billion to $210 billion. The tech side is also broadening. T-Head introduced its Zhenwu V900 accelerator and Lingjun Supernode infrastructure to support AliCloud's production-ready agentic cloud platform, Yap said. At the same time, Alibaba is expanding its Qwen model family, including the 2.4-trillion-parameter Qwen3.8-Max, while also working on smaller models for cheaper real-world deployment and moving into image, audio and world models. Citi reiterated its Buy rating and $190 price target. Strong Buy.
$Intel(INTC)$ Samsung news could catch a lot of shorts off guard again. This company is trading at roughly 4x undervalued, and bears have already been burned from 30 to 50, 50 to 80, and 80 to 130.
$Alibaba(BABA)$ I don't think BABA stock will get much recognition regardless of its advances in AI and chip performance in this market. It seems like it would only get noticed if AI powered by BABA chips revolted against humanity and threatened our existence.