Yucel
582 posts

Yucel
@yucelt
Views are mine. Not savvy enough to play in the stock market. Salem State Uni. Boston PD rocks. Avid reader, Soccer, RedSox, Patriots, Celtics Bruins







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They can’t. I feel like most people who are financial analysts don’t understand that the customer has the pricing power when there are only 2-3 and they don’t neeeed to expand production. ASML pushing into advanced packaging and metrology is self evident of this. Most of the work being done at ASML is making the machine more economical.





Progesterone de-aged my face btw; Straight up restored it to the youthful radiance of my 18y/o self

Full house for insightful conversation between @LipBuTan1 and Harlan Sur at JP Morgan Global Technology, Media and Communications Conference.

From being the largest publicly accurate Micron $MU bull you probably know, the room for upside on Memory is far higher I want to emphasize very heavily on memory pooling The fact memory pooling names have already been running hard but I rarely see any discourse on X about them is exactly what I like to see This is how you find stocks which in hindsight actually end up performing as one of the top performing stocks in the entire market You are not bullish enough on memory pooling and CXL switches and I can almost guarantee you that this theme will end up becoming one of the most sought out themes in the future





$INTC Intel Technicals 5/16 Saw a lot of folks thinking it's over on Intel. But, I think this sentiment is just followed by price and people have never experienced what price discovery looks like. So, bringing in isoptropic trend lines to help visualize if trend can be validated. The pullback looks like a healthy (though violent) shakeout after the parabolic run from $40s to $133. - Closed at $108.77 (-6.18% on heavy volume) - Big red candle, but has the look of a hammer candle (long lower wick, small body) after a strong run-up. This often signals rejection of lower prices and potential continuation if it holds. - ST-EP06: Consensus: 5/6 UP, still very strong multi-timeframe agreement - ICS Angle: +17.7° is decent and improved from earlier readings (moderate strength) - The Channel Positioning is important here. Price is deep in the bullish channel (15% from floor, 85% to ceiling). It’s in Price Discovery mode but pulled back near the upper half. - The green channel is still sloping higher with expanding lines. - Price couldn't hold the fib support, but it says very little on its own. What it did hold was the 20ema and that says a lot combined with increasing volume - RSI: 62.25 is now healthy, not overbought - EMAs: Price remains well above all major EMAs (20/50/100/200) The weekly is a stronger sense of the bullish trend: - 6/6 UP, perfect consensus across all time scales. This is the most bullish reading possible on the indicator. - ICS Angle: +16.7°, now decent strength (moderate, not explosive but solid for weekly). - Still deep in the long-term bullish channel; 66% from floor, 34% to ceiling. It had a “failed breakout down” but held inside the channel. Key Levels: Support: $100 – $105 (major Fib and channel support) Resistance: $118 – $125 (previous highs) A break out of $114 back above the fib resistance and then a stronger push to $120 will validate and push Intel into $150. This could sound crazy, but Intel could see $160 by July and $175 - $200 by Midterms (if not earlier). Book it. Long. Live. Intel.

With Lip-Bu Tan, ceo Intel!

It was great talking to @jimcramer this morning about @intel! Looking forward to the interview to air tonight on @MadMoneyOnCNBC





Chamath: Taiwan Loses Its Strategic Importance in 18 Months @chamath: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”




