Giuseppe Alt
1.4K posts

Giuseppe Alt
@bevitore77
Belive in your strategy until the end!!!
Bologna, Emilia Romagna Katılım Ekim 2010
806 Takip Edilen138 Takipçiler

@avila92796 E soprattutto qualche avvocato d’ufficio farà si che ci sia un risarcimento così da poter aumentare la parcella per se stesso… come succede da anni ormai.
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@DeepValueBagger If I were you, I would sell and relocate to $ZETA
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$INTC
Textbook weekly flag breakout on volume
Break away gap up to break resistance is incredibly bullish
This can see $150+ quick in the coming days...

Sean trades@SRxTrades
$INTC Getting tighter and tighter right below the recent highs Inside day printed today off the 8 EMA This looks ready for new highs soon break over $133 is key
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@fammetaX I have done the same… but purchased 2,6k shares… and I will stay long at least until Trump remain USA president.
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@IndiaTales7 and had we not, they would be speaking german, sit down shut up
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$INTC 分享一下我发现和投资Intel的过程和经验,希望可以给大家一点如何寻找标的物的方法。
我在接近完成对RKLB600%回报收益时开始研究Intel,大概时间是去年六月中下旬。那时候川普对全球发起了著名的解放日关税,然后又戏剧性的延缓90天来一一谈判,市场也因此经历了短暂的过山车。
研究了Intel差不多两个月,一直都没有投资,我在等一个重要时刻,直到有天共和党参议员科顿发帖质疑CEO LBT,然后川普立刻跟进要求LBT辞职,当天盘中快速下跌,市场恐慌抛售,担心Intel会重新陷入新的管理层动荡,而我那一刻完全确认了自己的研究和判断,立刻全仓买入,拿到了大量优质期权和18.64均价的股票。
我判断的基础是川普政府通过对全球开征关税来扭转全球化带来的美国制造业空心化,美国制造业空心化已经造成巨大的潜在国家安全危机,因此必须改变。让美国本土制造成为事实。
当市场因为川普发文要求LBT辞职而恐慌抛售时,我立刻判断出川普政府要控股Intel了——这种判断不是先知也不是内幕,而是分析,从川普解放日关税背后原因到之前控股稀土公司MP,这是完整而坚实的基础——而对于为何会觉得要控股Intel,原因很简单,川普作为一个民选总统,科顿作为一个民选参议员,他们极其罕见的直接发文要求一家公司CEO辞职,这会引发极大争议的举动唯一的原因只能是他们觉得这家公司对美国制造和国家安全很重要,而参考之前控股MP作为推导,很容易得出川普政府要控股Intel了。这是基于数据和事件得出的合理的逻辑推导,而不是神棍靠蒙。后来发生的事大家也看到了,很快川普在白宫亲自召见LBT,然后是完成入股协议。
而Intel这个标的物,当时市值已经跌破了纸面价值了,在市场上是各种被人嫌弃,但我分析觉得,Intel是不至于如此垃圾的(这里提一句,有人跟我说黄仁勋对LBT很好,我是很无语的,Intel股价跌到最低点的时候,黄仁勋对LBT毫不理睬,但川普政府一控股后立刻跟着投资,而且还是英伟达对外投资的第一大,我坚持判断黄仁勋这个人就是投机者两面派不值得信任,但同时非常肯定其超级能力),而地缘政治的危机会是Intel的巨大机会(在此多谢PAT坚持的foundry制程让18A和14A得到研发,没了这两样,Intel是没有价值会被淘汰的,川普政府也不会控股,也没有了后来和现在的事了。同时也感叹一下台湾人的傲慢,之前川普建议台积电收购Intel foundry,以便美国本土有先进芯片制造能力,但台积电毫不犹豫的拒绝了,因此有了现在的一切。个人觉得,那一次收购提议是川普对台积电甚至是台湾人的忠诚测试,结果是考糊了,台积电和台湾会因此付出代价的——Intel和ELON深度合作搞的Terafab就是国家工程,冲着取代台积电去的——一旦台海局势激化,毫不怀疑美国会摧毁台积电)。
这一切便是我大概投资Intel的经验,从开始寻找标的物到对标的物的研究再到具体的投资落实大致的过程梳理,写出来希望对大家的投资有所帮助。额外说一句,美股很多公司很多机会,关键是如何在一大堆股票里寻找和发现优质标的物,然后对标的物的投资进行技术性细化(Intel股价涨了400%以上,而我的Intel投资收益回报超过了了2800%),技术细化是次要的,关键的还是寻找发现标的物。
说完了,散水,祝大家投资愉快,获得丰厚的回报,实现和享受更美好的人生😎🤝
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@TraderJohnny_ I was thinking to be assigned at 290… but running as crazy. Pity
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@JPATrades Interesting bet, but Intel still has a mountain to climb against TSMC
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Apple, $AAPL, to collaborate with Intel, $INTC on designing and manufacturing chips in the US
Well played Barron

John Trades MBA@JPATrades
Someone just bought $241,000,000 worth of $INTC calls that expire in September. I'm sorry what???
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@JPATrades INTC was bankrupt until Trump bought 10% in August. Since then it has become a Trump slush fund for large companies to partner with (Apple, Google, Nvidia, Tesla all since August). If you couldn’t see this coming then just get out of the market. Personally, I bought at $31.
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@FinancePotentia I’ve done this in 2025. Before @realDonaldTrump.and I will keep until 2 months before he will left the Withe House.
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@_carlex1 @Mr_Derivatives I don’t think Monday…. But maybe first week of July
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@Mr_Derivatives With a deal in place?? The easiest $150 you'll make on Monday market open
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@GuidoBrera @Chora_Media @rafcoriglione Vi seguo dalla prima puntata. Sono totalmente addicted. Dovreste fare puntate da 1 ora.
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I retail investor punteranno su Elon Musk: una deep tech venture capital thesis travestita da megacap public equity.
Ne abbiamo parlato in #BlackBox: tinyurl.com/BlackBoxDaily1…


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Giuseppe Alt retweetledi

JUST IN: $INTC Intel and Hitachi $HTCI.NE announce a strategic collaboration to accelerate AI transformation across manufacturing, energy, transportation & key industries.
Hitachi, a global industrial tech leader in OT/IT, manufacturing & infrastructure, brings deep expertise and manufacturing know-how.
Intel will be contributing with advanced computing, silicon photonics & purpose-built silicon.
The two will be focused on Foundry tools, quantum computing, energy optimization, custom chips, edge AI & factory automation.
Another vertical ecosystem win for Intel’s full-stack AI push. It validates the agentic / physical AI infrastructure story.

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@calciomercatoit Come diceva @vascorossi “non rifacciamo un letto ormai disfatto”
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🇮🇹🔙 Voi siete favorevoli al ritorno di Antonio #Conte alla guida della #Nazionale? Rispondete sinceramente

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