To The Moon

$Intel(INTC)$ Take a look. We've probably bottomed, as long as nothing reckless happens overnight.

$Intel(INTC)$  I remember $Advanced Micro Devices(AMD)$  moving toward $250 in January. From late January through March, the stock got beaten down, dropping to around $190 and staying there for about two months. Then it skyrocketed from $210 and eventually reached $584. I don't know why, but Intel is giving me the same feeling AMD did.

$Intel(INTC)$ It held up pretty well through that big downdraft. If the market turns, 110 is the level I'm watching. For next week, I'm hoping we see 95.80. Anything can happen.

$Intel(INTC)$  Intel dropping? That looks like a buying opportunity to me. I appreciate the discount. Shares sold in panic could be worth a lot more down the road.

$AST SpaceMobile, Inc.(ASTS)$ 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.

$Intel(INTC)$  I picked up 2K shares at 96.85 today. Might sound a bit hard to believe, but that's the entry.

$Intel(INTC)$ 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.