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intel $INTC thesis (by @moneyprinter0x): first company to have the us gov actually have a stake in first company to have the us gov INVEST money in the ONLY us-based chips company to have a foundry. nvda and amd still relies on tsmc's semiconductor production lines. completely lines up with the current political agenda of wanting to onshore both labor and production. what production can be more valuable than chips production? people dont even realize that our entire bull market so far is fuelled by AGI/ASI frontrunning. before the gpt release in 2022 risk on was dead across every single vertical including stocks. gpt (and the consequent AGI/ASI frontrunning bubble -> GPU/chips arms race) alone saved the entire american risk on climate, and set the grounds & justification for the risk-on climate changes that followed. intel is 100b. nvda is 4.2 trillion. intel 4xing is not even 1/10th of nvda. tsmc (the offshore foundry which nvda, amd relies on) is at 1.2 trillion mc. more than 10x intel. AND its not based in the us. leopold aschenbrenner, insider who left a mutimillion dollar OpenAI researcher role (basically as "inside the game" as it gets in the AI industry) left and raised >$1b to make a hedge fund called situational awareness AI. this hedge fund beat all of the major hedge funds in the whole this year, more than 47% YTD net of fees on $1.5b+ aum. i found their Section 13F filings in early august. they are 50% allocated in intel. at the time, intel hasnt pumped, it was at the floor of $19-20. Which means that this is a new position from leopold since numbers dont match their 47% ytd returns so far. the best insider theoretically possible in the AI industry, who ALSO runs the most sucessful new ai hedge fund right now, allocated 50% of his WHOLE fund into intel. look at the chart and it should be at around $18 avg entry, assuming all positions are secured non-otc. many more, anyways i bidded extremely heavy at $19-20 with full thesis n 2x leverage (via margin)

$ASTEROID is going to billions @elonmusk just confirmed Asteroid as SpaceX mascot. this isn't a rumor. not "someone found a plushie in a photo." confirmed now think about what SpaceX actually is. the biggest IPO in history. $1.7 trillion valuation. the most important company Elon Musk runs aside from Tesla and Elon's track record with memecoins: $DOGE, $80B+ $FLOKI, his actual dog's name. hit billions even $SHRUB, a random mascot that got one post, ran to $300M when Elon has a connection to something, even a loose one, the memecoin attached to it goes parabolic Asteroid isn't a loose connection. it's the official mascot of his most valuable company the ETH version is sitting at $70M right now. the sol version is at $2M down 63%. the market already chose which chain this lives on and that matters because of what's about to happen. ethereum is where the bull market ignites. ETH ETF inflows are building. institutional money enters through ethereum first. the rotation from BTC dominance into alts starts with ETH. when that wave comes, the coins sitting on ethereum are the ones that catch the flow $70M for the mascot of a $1.7T company feels early. not "maybe this 5x" early. structurally early compare it: DOGE at peak: $80B+ (Elon's dog breed, tweets) FLOKI at peak: $3B+ (Elon's actual dog, name) SHRUB at peak: $300M (one mascot post) ASTEROID now: $70M (confirmed SpaceX mascot) SHRUB got $300M off a single post about a mascot nobody remembers. Asteroid is the mascot of the company that's literally taking humanity to Mars. run by the most memed person on the planet. and it's sitting at $70M the Elon + mascot + memecoin formula has never failed. the only question is scale. and when the underlying company is worth $1.7T and about to IPO, the scale is different from anything we've seen the thesis isn't "elon might tweet about it." the thesis is: this is the official mascot of his most important company. he doesn't need to tweet. SpaceX is in the news every week. every launch, every mission, every milestone, Asteroid is there. it markets itself $70M on ethereum. confirmed mascot. biggest IPO in history incoming. elon memecoin formula undefeated the math does itself