Taste Success

The plot twist on $INTC: Wall Street analyst consensus price target: $51. Stock this morning: $85. 38 analysts cover the stock. Not one had it priced here. End of March: $41. Today: $80-85 The stock has doubled in under 30 days.

The customer list is why $INTC re-rated: • Google — multi-year Xeon CPU commitment • Tesla — using Intel 14A for its Terafab AI chip project • SpaceX — advanced packaging deal • Amazon + Cisco — already signed Intel Foundry revenue: +20% sequentially.

For the first time in 26 years, Intel $INTC is trading above its dot-com peak. Premarket: $85 Current: $81 Prior all-time high: $75.81 on August 28, 2000. The full story behind the turnaround is wilder than most investors realize 1/4 👇

Plot twist: $SKLZ closed +238% yesterday on a $420M jury verdict against rival Papaya Gaming for using bots. The judge could tack on another $652M in disgorgement. SKLZ market cap before the verdict: ~$550M. Premarket this morning: −28.5%. Now -38% Classic meme round-trip in progress.

Check this out, $SKLZ is +304% today, ripping from $3.68 → $14.89. Catalyst: jury verdict in the Papaya Gaming case (SDNY, Judge Cote). Skillz sought “hundreds of millions” in damages — from a company with a $57M market cap pre-move. Papaya already admitted to bot use until Nov 2023. Pre-trial, the judge said their “fair/skill-based” ads could be ruled “literally false.” 15.6M shares outstanding. #4 trending on Stocktwits. The math writes itself.

$TSLA is -14% YTD — worst Mag 7 performer. The stock is no longer being priced on deliveries. It’s being priced on the AI/robotaxi narrative. A $25B CapEx year buys scale. It also drags on FCF. Next catalyst to watch: FSD v14.4/v15 timeline. Musk dropped it on the call. Nobody’s talking about it.

The Q1 pressure points: • Revenue: $22.39B (MISS; est $22.64B) • Deliveries: 358,023 (MISS by 7,600 units) • 50K+ vehicles built but not sold (inventory buildup) • Energy storage: 8.8 GWh (-38% QoQ) • Auto gross margin ex-credits: the number everyone watches Growth story under pressure. CapEx story accelerating.

$TSLA just reported Q1. EPS beat: $0.41 vs $0.37 est. After-hours popped +4% — then the earnings call happened, and the gains disappeared. One number on the call killed the rally. It wasn’t in the press release. Here’s what they said 👇

BREAKING: $QS is +22% premarket at $8.94 — and the move isn’t just an earnings beat. Q1 EPS: -$0.16 vs -$0.18 est. Eagle Line QSC5 cell production: live. The real catalyst: QS just announced it’s evaluating AI data center power (800V DC architectures) and defense markets. Two new stories bolted onto the EV thesis overnight. Short interest: 89M shares, 18.2% of float, 9.67 days to cover. The setup has squeeze fuel if momentum holds.

Will the $CAR squeeze be followed by another squeeze? $BYND closed today at ~$1.10 with one of the most locked-up short setups on the tape. Short interest: 140M shares (31% of float). Ortex synthetic: ~109%. Borrow fee: 47.9% APR. Shares available to short: ~80,000. Fresh catalyst: Big Geyser (distributor of Celsius, Poppi, Essentia) just picked up Beyond Immerse for 26,000 NY metro retail outlets. First squeeze target: $2.80. That’s +143%.

You can’t make this up: $CAR opened +13% this morning. It’s now down $100 from yesterday’s close. That’s a ~$193 swing from the intraday high. The catalyst isn’t earnings. It’s this: a 5M-share ATM offering is authorized and live. Has the CEO started issuing new shares? Two investors hold ~107% of the company. When the company prints shares, the squeeze dies.

You can’t make this up: $CMPS is up ~70% in a week. Catalyst: Trump’s Apr 18 executive order fast-tracking psychedelic FDA reviews. Looks like some insiders front ran the news - shocker!!! Apr 13 close: $5.77 Apr 20 intraday: $9.80 (+47% in a single session) Whole sector ripped: $ATAI +22%, $GHRS +17%, $CYBN +17%. Phase 3 data is real. The policy tailwind just showed up.

Reality check: $ISRG just delivered one of the cleanest quarters in med-tech. • Revenue $2.77B, +23% YoY • Non-GAAP EPS $2.50 (beat) • 431 da Vinci systems placed, up from 367 • Procedure growth: +17% • Raised 2026 guidance Stock after-hours: -0.33%. Priced for perfection.

What to watch next on $GEV: • P/E is now ~56x — priced for perfection • Wind segment still the weak link • Prolec GE acquisition closes mid-2026 • Morgan Stanley PT: $960 • Goldman says hyperscaler capex consensus ($527B) is still too low The AI power trade has a new poster child.

Put $GEV’s run in context: • Stock: $335 → $991 in 12 months • +196% in one year • +51% YTD 2026 • $150B total company backlog • Turbine slots now sold out through 2030 The “picks and shovels” AI trade nobody was talking about in 2024. 🧵

Not just a beat, a blowout: GE Vernova $GEV just reported Q1 EPS of $17.44. Wall Street expected $2.00. That’s not a beat — that’s a demolition. And they raised full-year guidance to $45B in revenue. Why this quarter broke the model 🧵

Who’s got beef?! Beyond Meat $BYND closed at $1.13 today. • All-time high: $234.90 (2019) • Today: $1.13 • Drawdown: -99.5% Yet shares are up 126% in 3 weeks. Stocktwits message volume is +1,840% in 24 hours. Short interest: 31% of float. The meme machine just woke up.