To The Moon

$Intel(INTC)$  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.