CascadeMacro
445 posts

CascadeMacro
@CascadeMacro
Not financial advice. The market can stay irrational longer than you can stay solvent — but have you tried being right?
Katılım Kasım 2021
18 Takip Edilen19 Takipçiler

If this news alarms you, you're a PANICAN.
Trust Trump. He will create food out of thin air for all of his followers.
Amen.
First Squawk@FirstSquawk
70% OF FARMERS UNABLE TO AFFORD FULL CROP CULTIVATION
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$INTC just needs to climb 90,000% from here and pull an $NVDA for the gov position to be up $39 trillion
Then all debt is paid
Easy right?
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 US government says it is up $40,000,000,000 on its 10% ownership stake in Intel $INTC.
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$WOLF ripped 40% Friday.
The only 200mm SiC fab on Earth. Replacement cost: $5B+. Market cap: $1.7B. AI data center revenue doubled in three quarters. The Street’s median PT is still $15.
Bull/base/bear with a $60 PT ahead of Tuesday’s print: open.substack.com/pub/cascademac…
$SPY $QQQ $INTC $AMD $TSM
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$WOLF ripped 40% Friday. New 52-week high on 2x volume.
The only 200mm SiC fab on Earth. Replacement cost: $5B+. Market cap: $1.7B. Renesas converted $2B in deposits to equity in bankruptcy rather than lose the supply.
AI data center revenue doubled in three quarters.
The Street’s median PT is still $15. $60 12-month target. Bull/base/bear ahead of Tuesday’s Q3 print: open.substack.com/pub/cascademac…
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$INTC Wait until people find out Intel is also a memory play (SRAM, adv DRAM, ZAM), and a photonics play, on top of the fact that they’re about to take multiple hyperscalers away from TSMC for Foundry - all in a span of a year.
It’s all happening folks. And it’s all going to be so fun to watch.
Great companies execute. Intel, under this leadership, is the best in the business.
Yes, they have $TSLA / SpaceX TeraFab locked down for 14A. That is the future with exponential growth. The NOW is happening so quick you can’t keep up. Tick tock tick tock.
The present looks fantastic. If you don’t understand the Intel memory story, I have written an article here on X. Urge you to read it and do some due diligence. If you don’t understand Foundry and why fab > fabless, I also have an article on that.
I love this potato chip company.
Long. Live. Intel.

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Spirit hasn’t even been gone for 24 hours and their passengers are already wreaking havoc on other airlines, they’ve breached containment
Thenewarea51@thenewarea51
United Airlines flight 1837 (737 Max) declares an emergency at Newark this evening because a passenger attacked a flight attendant and is trying to gain access to the cockpit. Audio via @theATCapp
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