$Intel(INTC)$  Bank of America's numbers have Intel taking around 10% of the $380B foundry market and about 30% of the $20B advanced packaging market. That would push foundry revenue from $1.1B in 2026 to roughly $40B by 2030.

$Intel(INTC)$  SoftBank (SFTBF) put 67% of its $18B US portfolio into Intel (INTC), a $12B single-stock bet on the American semiconductor turnaround.

Over $2M of ITM $Intel(INTC)$  Calls came in. $103 Strike, bought $0.90 ITM, with the Weekly Expiration.

$Intel(INTC)$  Dan Niles, NVDA's additional stake, CEO buying more... no way INTC stays below 110 today. Just how it works.

$Intel(INTC)$  The foundry business gets zero credit right now. Once it starts bringing in billions, it'll already be too late. A lot of people seem to think it's already too late, but from where I stand, this is just getting started.

$SUPER MICRO COMPUTER INC(SMCI)$ $SpaceX(SPCX)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ I'm planning to hold until it reaches at least $120.

$Oracle(ORCL)$ When ORCL was still below $120, I added heavily to my positions in the 2x leveraged long ETFs ORCX and ORCU. Those are already up around 50%. Feels pretty good right now.

$Intel(INTC)$  I'm not really expecting LBT to bring up new customer announcements tomorrow. He's said before that he prefers to let the customers do that themselves. What I think he will talk about is the offering and what the plan is for the capital. We'll see.

$Intel(INTC)$  A CEO buying their own company's stock during a secondary offering says a lot and shows extremely strong conviction. Intel CEO Lip-Bu Tan just picked up $12 million worth of INTC. That's a pretty clear signal for the bears.

$Intel(INTC)$ Seeing some large orders go through before overnight trading kicks in. Feels like a big move might be coming.

$Intel(INTC)$  Anyone who sold or doesn't think there's major news coming shortly after this offering is probably about to get burned. There's still some time to limit the damage, though the window is closing.

$Apple(AAPL)$ That downgrade really didn't make much sense, and it's what triggered today's pullback. From where I stand, I still think there's a chance of a bounce back toward $317.40 in the short term.

$Intel(INTC)$  Intel is seeking 20 billion in orders of 15 billion and the demand is 100 billion. I'm not going to pretend that I fully understand all the implications here for us bulls, but I do know that Lip Bu Tan has a plan.

$Intel(INTC)$  $15 billion isn't really going to rattle anyone when you compare it to the hundreds of billions hyperscalers are pouring into AI. I think the market is starting to figure out what this announcement actually signals. To me, LBT is essentially saying there's unprecedented demand and they have to step up to meet it — existing tooling won't cut it, so they need to buy more tools and make better use of the capacity Pat Gelsinger built out. The quiet message underneath is that Intel foundry is off to the races with external customers.

$Intel(INTC)$ INTC's secure enclave just passed DOD approval for advanced chip manufacturing on 18A, and one outside company with significant DOD ties has contracted INTC — Fortinet as its first named corporate foundry customer for security chips. This is a pretty significant milestone that barely got any press coverage, especially considering Fortinet chips were previously fabbed by TSM. Moving that over to INTC is not nothing. I'm still waiting for the mega companies to sign some large contracts, but that feels like a very short-sighted view at this stage. Right now INTC seems to need partners that understand its importance to the US and are willing to pay INTC's price, while moving away from foreign power subsidized companies. Those partne

$Intel(INTC)$  A lot of top US companies have deep ties to the DOD, and that revenue stream tends to be a lot more reliable than commercial business. Commercial contracts usually come with a very short outlook, while the DOD works on long-term plans. So it makes sense that companies want to stay on that DOD gravy train, and it ends up shaping their strategies. From that angle, it's clearer why Musk would want to get into advanced chip production, and why NVDA put $5 billion into INTC even though their preferred fab is a foreign company. NVDA has been trying hard to stay on the DOD gravy train without actually doing fab at INTC, but I don't think that can last much longer now that Intel's secure enclave has been

$Intel(INTC)$ INTC has proven itself again as the technology leader in fab, and especially in packaging. But the bigger value, from where I stand, is its role as the key chip manufacturer within the U.S. Defense Industrial Base. If you ask AI to list the major approved participants, it's worth considering that all of them could become INTC customers in the near future, since no other advanced chip maker is likely to qualify for the clearances INTC already holds.

$Rum Group Inc(RUM)$ $Rum Group Inc(RUM)$ $Reddit(RDDT)$ There was a $515K buy on the same $10 strike calls where someone dropped $314K last month when RUM was only at $6. That kind of activity makes it look like someone expects something around this week's earnings. Maybe a government cloud contract is in play. Rumble's ties to the US government seem closer than what people usually associate with INTC.

$Tesla Motors(TSLA)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Ron Baron mentioned that Tesla could reach $10,000 per share in 10 years, driven by Elon Musk's Optimus.

$ServiceNow(NOW)$ I'm bullish on this one up to $140 and on $Intel(INTC)$  up to $120, at least for the short term. I've got call options about a month out and shares in both for the long term. I also like $Intuit(INTU)$ , but it's just shares for me right now with no options exposure.