Randy Daniel

Congrats my dude! @jretz11

@M_Astralplane @awakenowzone I speculate a close in high $70’s on Friday and next week it begins a downtrend as investors trim their positions. So possibly settling in mid to high $60’s. Earnings and the Tesla news were catalysts, not much to see until next catalyst (earnings).

@awakenowzone You guys think the price will stick tomorrow? 44M shares traded after hours, but not sure whether volumes after 8:00 PM are significant to hold the $83

Overnight news or whale purchase? $INTC

@waclawjakrzabek @FalconINTC Implied move based on options activity is +/- 10 to 14%. However, in my opinion I think it only goes up 2-3%, likely ending the week around $68. But I wouldn’t be surprised if it surged above $70. Everything hinges on what the CEO gives for future guidance.

@FalconINTC Longterm it does not matter. Maybe they will surprise everyone. This time. ;-)

Unfortunately, $INTC will drop more than 8% tomorrow after earnings. Its just the way these things work.

@Turbolag12 I’d like to see positive forward looking guidance. I believe that could propel the stock above $70.

$INTC I've owned Intel for many years but never has the wait for an earnings call seemed like such an eternity

@Mar364503 They raised it from $25 to $30 with a Sell rating. I don’t think the market cares about their firm anyways.

$INTC: Rosenblatt Securities Maintains Intel With Sell Rating, Maintains Target Price $30 Ridiculous…

$INTC has an implied move of ±12–15% from earnings scheduled 04/23/2026. I lean towards a positive gain. I don’t think many expect any surprises from earnings. I speculate there will be very positive forward looking guidance. I believe that guidance will send the stock upwards.

@barronsonline Great article. I’m an investor and very bullish. The article didn’t mention the equity stake that the U.S. government took in $INTC last year of $8.9B (433.3M shares), which was a 9.9% stake.

Why Intel Stock Is a Buy Even After a 220% Rally trib.al/e5tvpoc

@CifrBunny @FL0WG0D A lot of big call sweeps. Very bullish

@FL0WG0D Yeah this the final step I’m convinced $INTC is absolutely up to some sort of big deal (maybe OpenAI)

$5.5 million into these $INTC calls now

Very impressed with $INTC. Intel Corp has a lot of growth potential and is gaining momentum.

@trevhesinvests Many of today’s retail investors are impatient. Buffet once said the stock market is a device to transfer wealth from the impatient to the patient.

Microsoft is down 31% from it's ATH's back in October 2025 It trades at 23x Fw Earnings - it's lowest valuation in nearly a decade Historically, Microsoft has delivered an average 3Y price return of 120% following a drawdown of 25% or more $MSFT looks extremely attractive here

@OsoKnotty @PurpleDrink_LLC I speculate the stock heads back to $45 after earnings.

@PurpleDrink_LLC Same more like 2/3. Sold $170k kept $80k. It’s great win. Just this ceasefire is scary. A Q1 earnings isn’t gunna be a blowout.

Trimmed 1/3 of my $INTC today, sue me nerds

@dolores_capital @ConsensusGurus Right. I believe it drops to $45 again within a month.

@ConsensusGurus i'm waiting for this to come back to 45 after the next earnings...

Is tomorrow Intel $60 day? Or did we just put a top in for the time being… $INTC

@RHAlexander @aakashgupta When is the rug pull?

@aakashgupta In other words: priced in

Intel's foundry division lost $10.3 billion last year. Ten billion dollars in operating losses on $17.8 billion in revenue. The most expensive job application in corporate history just got accepted. Lip-Bu Tan has been CEO for 10 months telling Wall Street the foundry turnaround is real, that 18A yields are improving, that external customers are coming. The entire bull thesis on INTC, which has run from $18 to $52 in 12 months, depends on one thing: a marquee foundry customer signing on to validate the manufacturing. Elon just walked through the door. Run the math on why this makes sense for both sides. Terafab's stated target is 1 terawatt per year of compute. The project budget is $20-25 billion. Elon said publicly that every fab on Earth produces roughly 2% of what Tesla and SpaceX need across all projects. He can't get enough capacity from TSMC or Samsung because they're already supply-constrained for Nvidia, Apple, AMD, and Qualcomm. TSMC's CoWoP advanced packaging has a two-year waitlist. Intel has fabs. Intel has 18A. Intel has advanced packaging capacity that nobody is using because nobody has signed up to use it. Intel is literally the only company on Earth with leading-edge fab capacity and no line out the door. Now look at Intel's side. The stock trades at 50x forward earnings with negative free cash flow. Morningstar's fair value estimate is $19. The entire gap between $19 and $52 is the market betting that the foundry will land real customers. Before today, the biggest name attached was "rumors about Amazon and Google for packaging." Today it's Elon, SpaceX, xAI, and Tesla, with a $20-25 billion project behind them and SpaceX filing for an IPO this spring. That's not a partnership announcement. That's the foundry thesis becoming investable overnight. The part worth paying attention to: Elon chose Intel over building from scratch. He has $20-25 billion budgeted. He could have poached TSMC engineers and built a greenfield fab. He looked at the 3-5 year timeline to stand up bleeding-edge lithography from zero and decided Intel's existing infrastructure was the faster path. That tells you Intel's 18A and packaging capabilities are further along than the skeptics believe. Both sides needed this deal more than either will admit publicly. Elon needs chips faster than any foundry on Earth can currently supply them. Intel needs a customer large enough to fill fabs that lost $10 billion last year. The handshake in that photo is two companies solving each other's existential problem.

@imnotharsh MM’s are forcing retail to sell, while the MM’s continue to buy. The stock market is a tool for the transferring of wealth from the impatient to the patient. $INTC

Hard to sit through this market right now. It's tough. But, ultimately, nothing has changed to impact earnings for $INTC. I will admit when I am wrong. I over-anticipated a TACO trade and really expected more relative strength. Sellers are somehow still selling. Except, this is more so manipulation at the highest level. I am focused on earnings. Trading has become impossible ever since Daily expiration has become a thing in the markets. It's just a whirlwind to manage and causes more anxiety than anything. My trendline has broken. The stock is now officially oversold. Continues to flash a squeeze, except now it is toward the downside. I would not be shocked to see the market makers take this down to $35. I will be happy to buy shares there. But, I cannot trust anything the market shows anymore. Nothing is fundamentals or technicals related.

@jt_martin Great post, very reasonable assessment Ben.

18A is in risk production. Panther Lake shipped. the fundamentals havent changed but the tape is saying the market wants to see external foundry revenue before it pays up. RSI cooling off from overbought... if youre long like me this $40-43 range is where you add, not where you panic

@etrade Very disappointed that the service is down and customer support wait times is long and ETrade hasn’t notified customers via any means of the outage of service.

The AI race between the U.S. and China presents exciting opportunities for investors. mgstn.ly/4bDfB2e

Defense stocks start the rebound into the weekend. $RCAT $ONDS $KTOS

Officially a shareholder in $KTOS. Very excited for the future of the company.

@trader_cam I initiated a position today. I’m bullish.

$KTOS right here. Holding what it needs to.