$AST SpaceMobile, Inc.(ASTS)$ Does anyone remember that Rakuten trimmed their position? That doesn't scream confidence to me. Also, the launch isn't happening until at least mid or late September. Let's stop pushing narratives and just let the stock do its thing while the company executes. Similar pattern played out at INTC.
$Intel(INTC)$ Asking for a friend here. What happens if Intel solves the memory bottleneck by making their own memory for all the datacenters? Does it immediately go to $1000 like MU and SNDK?
$Intel(INTC)$ The advanced packaging business is growing nicely, and server CPU sales are solid with better yield rates. Memory and foundry look like the next growth drivers. Intel should be fine for years to come.
$Intel(INTC)$ If the company is raising capital, it suggests there's demand to grow faster. I'm massively bullish on that. The argument that this is a negative doesn't really hold up.
$NVIDIA(NVDA)$ Imagine sitting in a board meeting, watching your stock finally break out, and then someone goes, yeah, let's do a 500 billion debt offering. Smart idea, because that went over so well with the hyperscalers.
$NVIDIA(NVDA)$ Jensen has clearly been a major force behind the scenes. The constant stream of partnerships, investments, and leading hardware across chips, software, and ethernet switching is hard to ignore. The alignment between Musk and Jensen feels like something worth paying attention to.
$NVIDIA(NVDA)$ I have to point out this guy Mark again. He's the one who kept warning everyone nonstop, saying people would only wish they could get NVDA back in the $200s again, and that he was trying to save everyone money. Honestly, if anyone actually listened to him, they've lost serious money because of it. A big personal apology seems like the least that's owed here.
$Intel(INTC)$ I bought at the top and I'll add more if it drops further. I don't really care at this point. I'm back to holding, and I think it could hit $150 by next week.