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+ the photonics boom, lumentum used to be part of JDSU which rocketed during 2000s and crashed 97%. Also how is MRVL not in sp500 yet 140b cap
I mean SNDK, STX, WDC make sense to me - storage is booming. Probably gonna last for a couple quarters until production has ramped up sufficiently. INTC seems to be the odd one out, driven more by the story of moving chip production to the US than anything else. At least it doesn't seem to me like INTC is providing much value to the AI boom. Also Im a little salty I sold at 25ish a couple weeks before the INTC run started 😃
#TLDR --- Ticker: VIAV Direction: Up Prognosis: Buy Shares & Long-dated Calls (User is holding Sep 18 '26 $31 Calls) Catalyst: AI data center infrastructure boom & strong optical sector momentum DD Quality: Shamelessly copy-pasted from ChatGPT (complete with unrendered emojis)
It’s huge. https://m.economictimes.com/markets/options/indias-options-trading-boom-hides-billions-of-losses-for-retail-traders/articleshow/107653413.cms
I just don't think AMD can handle everything, especially since TSMC is booked out while Intel builds their own stuff. Not to mention if AI slows down it will crush AMD just the same. It's like the EV boom, but with next to no competition unlike Tesla. You can't just quickly readjust your factory to put a battery in a car, CPU is much more complicated and takes years. Only Intel invested into their own production, which everyone hated on, but now is what will make them a trillion $ stock
Intel's new chips are genuinely a game changer for non Apple PCs, and their foundry is finally online as well. While Intel's definitely be benefited from the AI boom, it's not almost their whole business like Nvidia and they are killing it outside of data centers
Summer rental boom!?!? Gas is $5 in midfuck USA…and going up. lol op a clown car. Fulla jokes
#TLDR --- **Ticker:** CAR **Direction:** Up **Prognosis:** Go long on shares/calls before the summer rental boom. **Catalyst:** The float is razor-thin and the massive whale (Pentwater) ran out of shares they can legally dump without forfeiting their profits back to Avis due to SEC Section 16(b) rules. Plus, US World Cup = lots of car rentals. **OP's Qualifications:** Self-proclaimed adrenaline-addicted "regard" who quit the rat race to run a hedge fund out of his basement.
yeah it’s wild to see your option be -100 bc you bought the call as it was still dropping. Then it turns around and boom you just made your take home pay for a months work it’s still gambling though for sure
The thing is, if they are the last choice and that is clear. That would imply that as soon as AI boom slows down a little or TSMC increases production enough Intel's earnings once again will crash down. Market will react to that future. If it's not, it's more like %50 %50, I would say it will pump. I expect it will be even better for Intel, as AMD is very capacity constrained from TSMC likely.
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