
Kongo
87 posts





$INTC Technicals 5/12 Intel needed a relief day, alongside the rest of the semiconductor names. Onwards and upwards. Back to work. Still in price discovery mode. Bullish structure in tact. Held the fib support line at around $114.5, and bounced strongly off of it. Fundamentally, nothing has changed. See you at $150.


Updating this report and its going to be a doozy. Memory demand is still under appreciated in the agentic era. thediligencestack.com/p/memorys-200b…


$INTC I don't know who needs to hear this but $INTC is not a buy Parabolic moves, regardless of who they are should be avoided.



OpenAI reportedly capped $MSFT total revenue share at $38B under its revised deal. That could give OpenAI more flexibility to work with $AMZN and $GOOGL as it builds toward a potential IPO.


Intel CEO Lip-Bu Tan succeeded in generating optimism for a turnaround, with the support of Donald Trump, Elon Musk and Wall Street. Next he needs to rally employees to fix Intel's products. bloomberg.com/news/articles/…




$INTC The Intel re-pricing event has started. See you at ATHs. Then, see you at $100. Underrated, undervalued, under-appreciated, and mis-understood. The re-pricing that happened with $MU, $GOOGL, and $MSFT (at one point), is about to happen for Intel. The FOMO has started. The hype has started (and for good reason). The stock that people hated. The company people thought was no good, is suddenly about to be America's darling. If you have followed me for some time, then you know that I am obviously an Intel bull. I have called for this moment for some time. The moment that FOMO turns into a violent rally and re-pricing of the highest level. I don't know everything. I don't claim to. But, I understand what Intel is about. I know that what Intel is doing is still not even remotely understood by most of the market. This rise in price action is only attributed to the $TSLA Terafab project, and $GOOGL partnership today. Imagine what it isn't pricing in: Increasing server CPU market share, Foundry wins beyond Tesla, Intel Capital, Cloud Partnerships, Assets on Hand, etc. I understand that conviction can turn into delusion at times. It's good to be delusional about a company that executes at the highest level. Slowly, surely, then all at once. This year is going to be fun. The comeback kid. The turnaround king. Long Live Intel. - 10x -



The 26 year comeback to All Time High's: $INTC Intel When narrative, technicals, and earnings converge, the product is explosive growth and immense increase in re-ratings and value in capital markets. The stock market is a simulation. One that you must pay attention to. When in doubt, zoom out. Intel has been one of the world's most important companies (in corporate machines and in affordable alternatives for the retail consumer). After years of disappointment and letdown, Intel will now be America's most important company. Foundry being key. Why do I say that the market is a simulation? What are the odds that these 3 invest in the same company, near and around the same time?: 1. The US Government $DJT, 2. The most valuable (semiconductor) company $NVDA, 3. One of the largest investment holding companies outside of the US and the World $SFTBY SoftBank All in time to round-trip, after 26 years, to $75.81 (Intel's ATH). Below is the Monthly view, since the year 1999: - We obviously know what happened to the stock (and others) after the Dot Com Bubble, but prior to that, Intel went on its way to an ATH in August of the year 2000. - Now that we sit in 2026, the company has a plethora of tailwinds to push the stock back to where it belongs: Among the Semis making ATHs. - The Fib levels showing $47.08 as the 61.8% level to close on the Monthly (January) - this will be a test that Intel should fly with flying colors - after which, $56 is on deck for February (if not earlier). - TMO & TTM showing a push up over the next 3 months. - Average Volume trending upwards and now has the highest average trading volume the stock has [ever] seen. - The RSI bullish divergence also shows me that we will see elevated levels of buying into the next 3 months (likely catalyzed by earnings and / or customer news for Foundry. Based on technicals and this absolutely killer chart, by May, Intel will push for $70s and likely a retest of ATHs. Exciting times to be an investor and bullish the most important American company in the age of AI.


















