reddit · mention · 0.50
Frequency AI Ratio Tracker (FART) stategy
2026-07-24T17:23:09+00:00
Listen folks, I'm not a tech bro and I know nothing about this AI stuff. I don't care how it works, it's just hype and buzzwords for me. However, I've never made so much easy money in my life and I wanted to share a few insights on how I did it. My strategy for the past 3 years has been to invest in a company as soon as they use the word AI in their brand. This has worked very well for me and a few of my friends across several stocks. For example, as soon as Intel has rebranded to "Built for AI", we knew that it was about to skyrocket, and sure enough, the green candles started to show up in the next weeks. It worked so well that I've created an index called the Frequency AI Ratio Tracker (FART). It's basically the amount of time the word "AI" is used on a company's homepage. For example, AMD currently has 60 occurrences of the word "AI" on their homepage for roughly 876 words in total, meaning a ratio of 6.85%. To put that in perspective: statistically, 1 out of every 15 words on AMD's homepage is "AI". That is a critical-level , enterprise-grade FART score and it was a no-brainer once I discovered that out. The higher the score is, the greater the potential was. However, for the first time in the past 3 years, I have a strange feeling that this strategy is no longer working and the momentum is starting to fade away. Looking at all the OG companies from the .com bubble, it sure looks like a peak to me, and I've actually started to use a reversed-FART strategy since July 4th. The higher the score is, the greater the risk of a downfall once the AI bubble pops. Some OG stocks The General Rule of Thumb for the reversed-FART stategy: 0%: Low risk 0.1% – 2%: Medium risk 2% – 5%: High risk > 5%: Extreme risk Here's the most recent compiled version of FART for some tech companies as of July 24th. ========================================================================== Name of company | Stock | Total Words | AI Mentions | FART Score ========================================================================== AMD | AMD | 876 | 60 | 6.85 % NVIDIA | NVDA | 2663 | 115 | 4.32 % Oracle | ORCL | 786 | 27 | 3.44 % ServiceNow | NOW | 651 | 22 | 3.38 % Qualcomm | QCOM | 765 | 24 | 3.14 % Arm Holdings | ARM | 862 | 26 | 3.02 % Cisco Systems | CSCO | 450 | 13 | 2.89 % SAP | SAP | 1004 | 25 | 2.49 % IBM | IBM | 560 | 11 | 1.96 % Micron Technology | MU | 635 | 12 | 1.89 % Microsoft | MSFT | 645 | 10 | 1.55 % Broadcom | AVGO | 462 | 7 | 1.52 % Salesforce | CRM | 936 | 14 | 1.50 % Samsung Electronics | 005930.KS| 375 | 5 | 1.33 % Meta Platforms | META | 303 | 4 | 1.32 % Alphabet (Google) | GOOGL | 422 | 4 | 0.95 % TSMC | TSM | 688 | 6 | 0.87 % Intel | INTC | 245 | 2 | 0.82 % Palantir | PLTR | 3151 | 23 | 0.73 % SK Hynix | 000660.KS| 167 | 1 | 0.60 % Amazon | AMZN | 355 | 2 | 0.56 % Applied Materials | AMAT | 209 | 1 | 0.48 % ASML | ASML | 596 | 1 | 0.17 % Corning | GLW | 576 | 1 | 0.17 % Apple | AAPL | 883 | 1 | 0.11 % Tesla | TSLA | 181 | 0 | 0.00 % Lam Research | LRCX | 275 | 0 | 0.00 % Legal notice: I am dumb and this is not financial advise. This was compiled by hand by copy-pasting in Microsoft Word like a fool and searching for the word AI. Consider compiling your own data and use FART at your own risk. I am not responsable for any loss based on this strategy. The level of risk estimated by FART was established out of thin air. Ask your financial adviser about FART. submitted by /u/SiropErableSucre [link] [comments]
news · mention · 0.50
Why Is INTC Stock Jumping In Premarket Trading Today? - Yahoo Finance
2026-07-24T08:09:46+00:00
Why Is INTC Stock Jumping In Premarket Trading Today? Yahoo Finance
reddit · mention · 0.50
Semis look like dogshit right now. I'm shorting that trash
2026-07-23T17:58:23+00:00
INTC reports after the bell. GOOG and TSLA already got smoked and NOK was worthless today Might as well go with the flow and short the whole damn thing submitted by /u/Maleficent-Drama4349 [link] [comments]
news · mention · 0.51
INTC Stock Ticks Up Ahead Of Earnings: Ohio Fab Buzz Grows As Intel Reportedly Seeks New Partner - Yahoo Finance
2026-07-23T06:03:04+00:00
INTC Stock Ticks Up Ahead Of Earnings: Ohio Fab Buzz Grows As Intel Reportedly Seeks New Partner Yahoo Finance
news · mention · 0.90
Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings? - Zacks Investment Research
2026-07-21T18:31:26+00:00
Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings? Zacks Investment Research
news · mention · 0.89
Is Intel (INTC) Stock a Buy Before Q2 Earnings? - Yahoo Finance
2026-07-20T17:06:55+00:00
Is Intel (INTC) Stock a Buy Before Q2 Earnings? Yahoo Finance
news · mention · 0.59
U.S. Stocks Move | Semiconductor Sector Continues Correction; Intel (INTC.US) Drops Over 3% - Moomoo
2026-07-17T15:19:05+00:00
U.S. Stocks Move | Semiconductor Sector Continues Correction; Intel (INTC.US) Drops Over 3% Moomoo
reddit · mention · 0.74
How Far Will the Chip Stock Fall Go?
2026-07-15T16:47:44+00:00
Curious to get thoughts. Looks like most of the big chip stocks (SNDK, MU, INTC, AMAT, MRVL, etc.) are all down 25-35% from their ATHs. With key earnings coming up (INTC July 23, SNDK August 5, etc.) and expectations for those earnings to be blow out similar to MU, I would think the chip market will rebound substantially. What ya’ll think? submitted by /u/Not_Made_by_Design [link] [comments]
reddit · mention · 0.85
Intel Foundry Snags AMD, NVIDIA, and OpenAI as Design Wins on 18A & 14A Nodes While EMIB Achieves 98% Yields
2026-07-15T00:24:59+00:00
RIP Intel Nana guy submitted by /u/FlyingAsianZ [link] [comments]
news · mention · 0.51
INTC, AMD, NVDA, AVGO: Chip Stocks Slide As Fresh US-Iran Strikes Test Peace Deal - Yahoo Finance
2026-07-13T04:58:00+00:00
INTC, AMD, NVDA, AVGO: Chip Stocks Slide As Fresh US-Iran Strikes Test Peace Deal Yahoo Finance
news · mention · 0.94
INTC, AMD, NVDA, AVGO: Chip Stocks Slide As Fresh US-Iran Strikes Test Peace Deal - Yahoo Finance
2026-07-13T04:58:00+00:00
INTC, AMD, NVDA, AVGO: Chip Stocks Slide As Fresh US-Iran Strikes Test Peace Deal Yahoo Finance
news · mention · 0.65
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits - Yahoo Finance
2026-07-12T04:15:00+00:00
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits Yahoo Finance
news · primary_subject · 1.00
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits - Yahoo Finance
2026-07-12T04:15:00+00:00
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits Yahoo Finance
news · mention · 0.65
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer - Yahoo Finance
2026-07-11T12:54:17+00:00
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer Yahoo Finance
news · primary_subject · 1.00
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer - Yahoo Finance
2026-07-11T12:54:17+00:00
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer Yahoo Finance
reddit · mention · 0.50
Semiconductors semi-conducted me into wealth. 💾⚡”
2026-07-09T23:10:14+00:00
Space stocks and chip stocks are the same trade in a trench coat. ASTS makes satellites (chips in orbit). MU makes memory (chips in data centers). 2026: The Year of Silicon. Realized $1.35M from chips + memory. History books will call this Ticker Realized Gain What It Does MU +$772,309.80 Memory chips (HBM) CLSK +$209,855.99 Bitcoin mining chips (ASIC) INTC +$188,332.58 CPU/foundry chips ASTS +$173,507.18 Satellite communication chips WDC +$86,023.51 Storage chips (NAND) **Chip Total** **+$1,430,028.06** **THE ENTIRE ECONOMY** submitted by /u/Lilltoe [link] [comments]
reddit · mention · 0.58
Pelosi INTC
2026-07-09T13:44:34+00:00
Do you expect her to hold through INTC earnings? I waited til it dipped and now I’m in line with her, a decent little gain. Did she sell when it shot up 20% or is she holding for earnings on July 23? submitted by /u/RoadRageSloth [link] [comments]
reddit · primary_subject · 0.94
Pelosi INTC
2026-07-09T13:44:34+00:00
Do you expect her to hold through INTC earnings? I waited til it dipped and now I’m in line with her, a decent little gain. Did she sell when it shot up 20% or is she holding for earnings on July 23? submitted by /u/RoadRageSloth [link] [comments]
news · mention · 0.51
MU, WDC, INTC: Why Are Chip Stocks Rebounding In Premarket Trading Today? - Yahoo Finance
2026-07-09T09:05:20+00:00
MU, WDC, INTC: Why Are Chip Stocks Rebounding In Premarket Trading Today? Yahoo Finance
news · mention · 0.94
MU, WDC, INTC: Why Are Chip Stocks Rebounding In Premarket Trading Today? - Yahoo Finance
2026-07-09T09:05:20+00:00
MU, WDC, INTC: Why Are Chip Stocks Rebounding In Premarket Trading Today? Yahoo Finance
reddit · mention · 0.50
The Rare Earth Minerals play is here
2026-07-09T07:00:18+00:00
Long time lurker, first time poster. Feel free to call me regarded. $USAR and $MP are companies backed by the US govt with plants in production or just starting production. $MP is the only publicly traded US stock that manufactures permanent magnets . Permanent magnets are used in complex avionics systems, robotics, EV Powertrains, i.e. they have a lot of fucking use cases. They have deals with Apple and the DoW, too. This is the safer bet. $USAR is the only publicly traded US stock to mine, and refine heavy rare earth minerals (with mining sites in the US. CRML is based in the US but has plants in Greenland). This stock is a little more speculative since they haven't started ramping production up yet, but they expect to do so soon. The US Govt has a 1.6B stake in USAR, around 10-15% of the company. This trade isn't about rare earth minerals entirely, it's moreso a bet against long term friendly US-China relations. The recent Chinese export ban targeting these two companies only makes it more important to the US Govt to get a domestic Rare Earth supply chain up and running ASAP. A similar argument was used for INTC bulls right around when the CHIPS Act was passed. The US Govt is starting to realize that, if/when China decides to take over Taiwan, be it diplomatically or militarily, the US will have to respond accordingly. This means China will no longer be a friendly rival, or a trading partner. This was his goal with the tariffs, the Iran War, and the trade wars. To get companies to come to the US, to build factories here, to decrease reliance abroad (especially in China). The Rare Earth trade is just another facet of this, and it hasn't been played out yet. There's a lot of noise around these two stocks, mainly because the recent Chinese export ban news. I think it's a good idea to buy and hold these for the next few years. They're relatively undervalued, especially after the recent dip and they have a very asymmetric upside. My positions: 5x MP 50c Jan 21 2028 500 shares USAR with a $18 cost basis I will continue to DCA into USAR as it remains under $20 a share, and add some MP shares to round out this play. submitted by /u/embraacethesuck [link] [comments]
news · mention · 0.94
4 stocks to watch on Wednesday: CRM, NET, AAPL, INTC (SP500:) - Seeking Alpha
2026-07-08T12:43:47+00:00
4 stocks to watch on Wednesday: CRM, NET, AAPL, INTC (SP500:) Seeking Alpha
news · mention · 0.94
INTC, WDC, SNDK, AMD: Red-Hot AI Chip Stocks Lose Sheen In Samsung-Triggered Selloff - Yahoo Finance
2026-07-08T02:40:00+00:00
INTC, WDC, SNDK, AMD: Red-Hot AI Chip Stocks Lose Sheen In Samsung-Triggered Selloff Yahoo Finance
news · primary_subject · 1.00
Intel Corporation (INTC) Is One Of Jim Cramer’s Top Performing 2026 Stocks - Yahoo Finance
2026-07-05T11:12:04+00:00
Intel Corporation (INTC) Is One Of Jim Cramer’s Top Performing 2026 Stocks Yahoo Finance
news · mention · 0.94
Why Did INTC, AMD, BB Stocks Surge To 52-Week Highs? - Yahoo Finance
2026-07-01T04:14:00+00:00
Why Did INTC, AMD, BB Stocks Surge To 52-Week Highs? Yahoo Finance
news · primary_subject · 1.00
Intel Corporation (INTC)’s Stock Has Surged but Needs an Engineering Revival - Yahoo Finance UK
2026-06-28T18:45:39+00:00
Intel Corporation (INTC)’s Stock Has Surged but Needs an Engineering Revival Yahoo Finance UK
reddit · primary_subject · 0.75
Intel CEO Lip-Bu Tan congratulates AI startup he invested in for being acquired by Qualcomm and receives Qualcomm stock in all-stock deal.
2026-06-28T05:15:35+00:00
submitted by /u/baldierot [link] [comments]
reddit · primary_subject · 1.00
Nancy Pelosi bought $UBER and $INTC
2026-06-27T05:46:27+00:00
Nancy Pelosi reported new trades in $UBER and $INTC recently. I loaded up on some UBER shares, because I see the upside potential. And just google the CEO of Uber, Dara Khosrowshahi. This dude just looks like he’d do literally anything just to get some extra gains for himself and UBER. Not financial advice. I’m operating on pure vibes. submitted by /u/vanish_vanish [link] [comments]
reddit · mention · 0.85
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
2026-06-25T09:52:05+00:00
Source: https://finance.yahoo.com/technology/article/qualcomm-jumps-as-it-looks-beyond-smartphones-to-cash-in-on-the-ai-boom-225301932.html Qualcomm (QCOM) stock jumped over 12% in premarket trading on Thursday, after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice its previous goal. The figure includes an anticipated $15 billion in new data center revenue. The announcement came during the company's investor day event in New York on Wednesday, where it outlined plans for a variety of data center products, including chips, servers, software, and custom processors. Qualcomm is entering a space dominated by Nvidia (NVDA). AMD (AMD) is also poised to gain ground in the data center market with its own server rack, while a slew of upstart chip makers are looking to grab their share of the global AI build-out. Still, Qualcomm CEO Cristiano Amon told members of the media that the sheer demand for AI processors means companies are eager for more competition in the space. "I have not met a single one of those cloud and AI companies that have not said to me how excited they are," he said, adding that business leaders even exclaim, 'Hey, Qualcomm is going to bring competition to data centers!'" Amon also noted that the company is looking to bring its AI offerings to China as well. "Everything that we're building for the data center, you should assume that China is going to be a target market." The US government has vacillated between allowing the sale of AI chips to China and barring them over security concerns. More recently, the Trump administration has said it will allow sales of certain Nvidia AI processors, though the Chinese government hasn't approved them for import. Qualcomm's data center products are part of its broader transformation away from smartphone sales. The company is pushing deeper into the automotive space, which it says will bring in $10 billion in fiscal 2029. It's also competing with Intel (INTC) and AMD (AMD) in the PC chips space. The news comes after Qualcomm announced it is acquiring AI software company Modular. The move gives Qualcomm access to a software platform that rivals Nvidia's CUDA, enabling users to develop AI programs and services that take full advantage of the chip giant's graphics processing units (GPUs). AI stocks took a breather earlier this week amid growth concerns, but jumped following Qualcomm's announcement as well as Micron's (MU) blowout quarterly earnings after the bell Wednesday. https://preview.redd.it/gr873p66ie9h1.png?width=1587&format=png&auto=webp&s=ce9409e3a97f734ab939c9d560552b93074c144f submitted by /u/callsonreddit [link] [comments]
reddit · primary_subject · 0.85
Pelosi 👸is betting Intel and Uber go up.
2026-06-24T16:51:56+00:00
I have a lot of Intel. submitted by /u/Slut_Spoiler [link] [comments]
news · primary_subject · 1.00
Why Intel (INTC) Stock Is Nosediving - Yahoo Finance
2026-06-23T23:12:46+00:00
Why Intel (INTC) Stock Is Nosediving Yahoo Finance
news · mention · 0.94
MU, INTC, AMD And Other AI Stocks Get Crushed — But Dan Ives Downplays Selloff, Morgan Stanley's Slimmon Calls Chip Stock Rout 'Healthy' - Yahoo Finance
2026-06-23T14:21:40+00:00
MU, INTC, AMD And Other AI Stocks Get Crushed — But Dan Ives Downplays Selloff, Morgan Stanley's Slimmon Calls Chip Stock Rout 'Healthy' Yahoo Finance
news · primary_subject · 0.94
Why Did INTC, KEEL, APGE Stocks Hit 52-Week Highs Today? - Stocktwits
2026-06-23T03:05:31+00:00
Why Did INTC, KEEL, APGE Stocks Hit 52-Week Highs Today? Stocktwits
news · primary_subject · 0.94
Why Did INTC, KEEL, APGE Stocks Hit 52-Week Highs Today? - Yahoo Finance
2026-06-23T03:04:00+00:00
Why Did INTC, KEEL, APGE Stocks Hit 52-Week Highs Today? Yahoo Finance
news · primary_subject · 1.00
Why Intel (INTC) Stock Is Trading Up Today - Yahoo Finance
2026-06-23T00:19:00+00:00
Why Intel (INTC) Stock Is Trading Up Today Yahoo Finance
reddit · mention · 0.64
800% gain on INTC
2026-06-22T17:26:13+00:00
submitted by /u/whodowhodo [link] [comments]
news · primary_subject · 1.00
Is Intel Corporation (INTC) One of the Best AI Memory Stocks to Buy in 2026? - Yahoo Finance
2026-06-22T12:09:57+00:00
Is Intel Corporation (INTC) One of the Best AI Memory Stocks to Buy in 2026? Yahoo Finance
news · primary_subject · 0.94
Why Is INTC Stock Jumping Over 5% In Overnight Trading? - Yahoo Finance
2026-06-22T02:16:00+00:00
Why Is INTC Stock Jumping Over 5% In Overnight Trading? Yahoo Finance
news · primary_subject · 0.94
MRVL, INTC, MU Stocks Hit 52-Week Highs Last Week: What Fueled The Surge? - Yahoo Finance
2026-06-22T01:52:00+00:00
MRVL, INTC, MU Stocks Hit 52-Week Highs Last Week: What Fueled The Surge? Yahoo Finance
reddit · comparison · 0.85
Microsoft is Misunderstood
2026-06-19T22:49:13+00:00
Microsoft is currently underperforming the market with a roughly ~20% drawdown year to date. They are also the only company that is facing all three of the "major threats" that have overshadowed the 2026 market space. Those are: Fear of Artificial Intelligence "eating" software Fear of OpenAI's commitments Fear of CapEx overspend VALUATION: The most simple valuation metric to look at for Microsoft is PE. Current PE is 22.5, forward PE at ~19.50. Future revenue growth is expected around 13-18% over the next 5 years. However, that's not enough to look at. Looking at JUST the Intelligent Cloud segment, we see that for Q3 2026 (Microsoft Timetables are strange): Intelligent Cloud revenue was $34.7 billion and growth was 30%. For FY 2026, the Intelligent Cloud segment is projected to have an annual revenue of ~$135.2 billion, (97.1B from Q1-Q3 actuals + Q4 guidance). Now, let's consider operating margin at ~44%. A proper multiple for revenue growing at 30% would be 30x EV/EBIT, factoring in near-term capital "drag" from CapEx spending. That gives a valuation of just the Intelligent Cloud segment at $1.785T. Azure is also expected to "moderately reaccelerate" in the second half of calendar year 2026, past 40%+ revenue growth, which is not factored into Microsoft's 2026 timetables. Microsoft currently trades at a market cap of $2.82T. So, for the remaining ~1.04T you'd get: Microsoft 365 Commercial (Excel, Word, PowerPoint, Teams, CoPilot) Dynamics 365 LinkedIn Windows OS / OEM licensing Xbox + Activision Blizzard Bing / Ads Surface devices Net cash (~$26B) OpenAI stake (~$150B - 300B) Anthropic stake (~$10–20B) Just for clarity, Intelligent Cloud made: $34.7 in revenue vs everything else at $48.2B. Though, everything else should be given a lower multiple due to lower growth. The "software" segment's Microsoft owns, are effectively being priced at very low multiples already, as if they are already being priced for failure even before any impact has been shown. OpenAI: Microsoft has been scrutinized this year for their reliance on OpenAI for future growth. However, their RPO is $344B, excluding OpenAI's $281B portion. If OpenAI even make good for half of their commitments, that is an RPO of $485B. However, I believe that in the long-run OpenAI will be an AI-winner (or a closer second). I do not believe Anthropic will be able to significantly surpass them. Reasons: OpenAI has investments from NVIDIA, Microsoft, and Amazon. OpenAI "wants it" more than Anthropic. Anthropic tries to be ethical. They refused deals from the government due to ethical concerns (even if it meant them being blacklisted), Dario Amodei going on TV and saying Anthropic should be taxed more, being careful around releases to not disrupt corporations, etc. OpenAI controls the majority of non-enterprise use and is taking share from Claude in enterprise via Codex. OpenAI is rolling out ads and trying to generate revenues in ways Anthropic would not even consider. Also, many assume that Microsoft's rival is Anthropic. However, when Anthropic was labeled a supply chain risk, guess who stepped up? Not Google, not Amazon, but Microsoft: "Microsoft backs AI firm Anthropic in legal battle against Pentagon." Microsoft has thrown its weight behind Anthropic’s legal challenge against the Pentagon, filing a court brief in support of the AI company’s effort to overturn an aggressive designation that effectively bars it from government work. It may seem that Anthropic succeeding hurts their investments in OpenAI and would hurt their software suite. However, what matters more than that, is that Microsoft wants to distribute Claude models throughout their platforms. They want Anthropic to spend on Azure. They also want Anthropic to use Microsoft's chips . Fear of CapEx Overspend This I believe is the most "silly" point. Microsoft is not Meta. Microsoft has a higher credit rating than the United States government at AAA. They have held this rating since 2008 and it is higher than all of big techs. They know how to PROPERLY spend. What I have noticed, in the market, is the recent trend is Microsoft, Meta (and to some extent Amazon and Google) have been trading inverse to AI infrastructure (Marvel, MU, AMD, INTC). The reasoning is as follows: The AI spend from Microsoft (and others) does not show proper profitability. The AI spend from Microsoft (and others) show that AI spending will continue and AI infrastructure suppliers will benefit. This assumes, in the long run, that Microsoft (and others) will continue to spend on AI WITHOUT strong profitability. That Microsoft (and others) will spend just to spend. It is obvious, that in the long run, if AI does NOT show substantial returns for Microsoft (and others) they will slow their spending. Then, AI infrastructure suppliers will crumble. As such, there is no way for you to be BULLISH on AI infrastructure suppliers and bearish on AI spenders. Microsoft's AI spend, like Google and Amazon is MOSTLY concentrated on their cloud businesses. Which are commitments from Anthropic, OpenAI, etc that they will spend on compute and training. If these commitments slow down, so will their spending. So if you're bullish on AI infrastructure, you have to be bullish on compute: Microsoft, Amazon, and Google. Similarly, you have to be bullish on Anthropic/OpenAI. Bonus Point: CoPilot Sucks CoPilot, is not the best. However, as a Microsoft shareholder, I'd prefer if they did not invest into building their own models as a priority. In Q2 2026 Azure was capacity constrained and Microsoft missed Azure growth by 1% as they dedicated those resources to training their own AI models instead of leasing out compute. I believe this is not the way to go. Microsoft benefits more by: Receiving money from Anthropic/OpenAI/etc for compute Revenue sharing by distributing these models through enterprise By doing so, Microsoft would show clear profitability. Investing in AI models, won't. AI models are now becoming commoditized, meaning they can easily be swapped for another. Why would Microsoft spend resources developing their own models with unpredictable outcomes rather than collecting cash for their compute/distribution scale? However, CoPilot needs to be "good enough" to properly distribute models or else that becomes problematic. They do not, however, need to train their own models. POSITION: 300 shares at ~393.50 average submitted by /u/Pristine_Eye_8361 [link] [comments]
news · primary_subject · 1.00
Why Is Intel (INTC) Stock Rocketing Higher Today - Yahoo Finance
2026-06-18T20:29:28+00:00
Why Is Intel (INTC) Stock Rocketing Higher Today Yahoo Finance
reddit · mention · 0.64
INTC flyer call exercised after 1 year
2026-06-18T09:46:20+00:00
Bought multiple 25$ 18 jun 2026 Intc calls last year in may-june. Sold most of them off by the end of last year and left 1 flyer, ended up exercising today. Contract was at 3433%. Hopefully i can get way more mileage out of CCs. submitted by /u/Ev0cati0 [link] [comments]
reddit · mention · 0.85
Apple/ Intel chip deal
2026-06-18T08:26:50+00:00
Overnight pump news by our boy. Apple and Intel reach a deal. https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html submitted by /u/DisgrunltedDan [link] [comments]
news · primary_subject · 1.00
INTC Stock Still A Buy After 230% Rally This Year? Jim Cramer Sees More Upside Ahead For Intel - Yahoo Finance
2026-06-18T00:01:00+00:00
INTC Stock Still A Buy After 230% Rally This Year? Jim Cramer Sees More Upside Ahead For Intel Yahoo Finance
news · mention · 0.94
INTC, AMD, AVGO, Other Chip Stocks Rebound Premarket: Cathie Wood Trims AMD Holding Further - Yahoo Finance
2026-06-17T08:44:13+00:00
INTC, AMD, AVGO, Other Chip Stocks Rebound Premarket: Cathie Wood Trims AMD Holding Further Yahoo Finance
reddit · comparison · 0.85
Do Trump shoutouts move stocks? 1,005 analyzed: attacks ≈ bullish, praise ≈ a top, scheduled events win.
2026-06-16T21:41:04+00:00
Not a political post, it's a backtest. I analyzed every time the President or a White House official named a publicly traded company. Truth Social posts, speeches, press briefings, public remarks, press gaggles, etc. (basically any time Trump or his inner circle said anything publicly) and tied each one to what the stock did next. I pulled the whole thing together (1,005 mentions, 137 tickers, all of 2026 so far) to answer one question: does the most market-moving mouth on earth actually move tickers, and is there a tradable edge? Short answer, the one-off posts are mostly noise, but the scheduled events print. Full breakdown below. 1. The actual trade: the defense-primes meeting. The strongest one-day cluster in the entire set wasn't a post, it was the March 6 White House meeting with the defense primes, where the companies reportedly agreed to "quadruple" production of advanced weapons. The basket ripped: Ticker 1-Day 30-Day To today NOC +39.0% +27.0% +0.3% LMT +24.5% +15.3% −0.7% LHX +18.8% +15.9% +0.9% RTX +14.8% +6.7% +1.8% HON +6.3% +3.4% +4.2% BA +3.5% −5.3% +3.8% The catch nobody mentions: look at the last column. The whole thing round-tripped within a month. This was a rip-and-fade, not a hold, if you bought the headline and diamond-handed it, you made roughly nothing. The pure-plays (NOC/LMT/LHX/RTX) caught the move; the diversified industrials (BA/HON) barely twitched. And it's still live: Reuters reported June 10 that a second meeting with the same group was being planned within the week (Iran + Ukraine drawdowns straining munitions stockpiles). The DB already logs a June 11 mention tying a $350B military bill to NOC/BA. If March is the template, the playbook is: trade the scheduled event, don't marry it. 2. Attacks were mostly buyable. Getting yelled at ≈ free dip. Across the whole set, bullish mentions ran ~+1.9% median (to today) and bearish ones ~−1.6%. Tiny. The funny part is how often an attack did nothing : "I didn't like Exxon's response" (XOM) +22% over the next 30 days [Jan 11 gaggle] . NYT got criticized 50+ times, it's the single most-mentioned ticker in the whole DB (67 mentions) and its median 30-day return after criticism is positive. Comcast (CMCSA), the "MSDNC" punching bag, ran +8% median 30-day after getting attacked. Translation: the insults are noise. The market does not care. 3. Praise can mark the top, not the bottom. The flip side. When the post was "Congrats to Newsmax. Big numbers!" , NMAX did the opposite of moon: Ticker Mention 1-Day 30-Day NMAX "Big numbers!" praise −27.3% −30.3% For small, sentiment-driven names, a shoutout can be a liquidity event, early bags getting dumped into the attention. (Funniest data point in the whole set, while we're here: the single worst-performing stock anyone in the White House kept name-dropping was DJT itself, ~−70% from those mentions. Make of that what you will.) 4. The other clean setup: regulatory optionality (Nexstar–Tegna). In Feb the post flipped to backing the Nexstar-Tegna merger ( "GET THAT DEAL DONE!" ). The reaction was lopsided in a way that actually teaches you something: Ticker 1-Day 5-Day 30-Day NXST (acquirer) +35.4% +34.9% +41.8% TGNA (target) +3.6% +3.7% +4.3% Normally the target pops in M&A. Here the acquirer moved ~10x more than the target because the deal hinges on the FCC lifting its 39%-of-households ownership cap, so the catalyst was repricing approval odds, not merger spread. That optionality lives in NXST. ( FCC Chair endorsed it days later. ) Same warning as defense, though NXST gave most of it back over the following months. 5. Where the real money actually was: investment announcements, not stock picks. Only TWO of the 1,005 mentions are tagged actual stock recs (Deere and Intel). The fat returns clustered in onshoring/investment announcements: INTC - the govt-stake saga: "proud to be a Shareholder of Intel" , later claiming the US made "$30B in 90 days" . Early govt-stake mentions tagged +147% to +190%. DELL - 20 mentions, mostly thanking the Dells for funding "Trump Accounts" ( Jan 20 presser ). Tagged +170% to +264%. 6. Bull-trap hall of fame: STLA - praised repeatedly for "tens of billions" in US plants −32% to −35%. TSCO - CEO got an event shoutout −33%. If the shoutout is vibes ("great company, building in America"), it's a coin flip at best. If it's a scheduled, approval-gated event, that's where the moves concentrate. By the numbers: 902 of the mentions were the President himself. Most-named tickers are media + defense (NYT 67, NOC 63, WBD 60, FOX 57, BA 41). Mention mix: 217 product mentions, 211 criticisms, 129 investment announcements, basically as much hate as praise. TL;DR: Getting attacked was usually survivable, sometimes a buyable dip (XOM +22%). Getting praised sometimes marked the top (NMAX −30%). One-off posts = noise. The edge was in scheduled, approval-gated catalysts, the defense meeting (+39% NOC, faded in a month), the Nexstar regulatory bet (+42% NXST, faded) which rip then mean-revert, so they trade better than they hold. Positions: none, I just like spreadsheets. Sources: Data source: WhiteHouseTicker.com (every figure above is pulled from it) Defense meeting (Mar 6): Truth Social · 2nd meeting: Reuters/USNews Newsmax praise: Truth Social Nexstar–Tegna: Truth Social · CNBC/FCC context Intel: "Shareholder" · "$30B in 90 days" Exxon: Jan 11 gaggle (video) · Dell: Jan 20 presser (video) submitted by /u/JohnTitor_3 [link] [comments]
news · mention · 0.94
HPE Stock Eyes Fourth Straight Monthly Win: Quantum Tie-Ups With INTC, RGTI Aren't Moving Retail's Needle - Yahoo Finance
2026-06-16T07:36:55+00:00
HPE Stock Eyes Fourth Straight Monthly Win: Quantum Tie-Ups With INTC, RGTI Aren't Moving Retail's Needle Yahoo Finance
news · mention · 0.94
Why NVDA, MU, INTC, Other Chip Stocks Are Rising In Overnight Trading - Stocktwits
2026-06-15T01:59:10+00:00
Why NVDA, MU, INTC, Other Chip Stocks Are Rising In Overnight Trading Stocktwits
reddit · mention · 0.85
The ultimate list
2026-06-09T20:30:42+00:00
You're welcome. Semiconductors & Hardware Architectures \* NVIDIA (NVDA) \* AMD (AMD) \* Intel (INTC) \* ASML (ASML) \* Taiwan Semiconductor (TSM) \* Arm Holdings (ARM) \* Broadcom (AVGO) \* Marvell Technology (MRVL) \* Qualcomm (QCOM) \* Texas Instruments (TXN) Memory & Storage \* Micron Technology (MU) \* Seagate Technology (STX) \* Western Digital (WDC) \* SanDisk (SNDK) Networking & Photonics \* Arista Networks (ANET) \* Cisco Systems (CSCO) \* Nokia (NOK) \* Lumentum Holdings (LITE) \* Coherent Corp (COHR) \* Applied Optoelectronics (AAOI) \* Corning Inc (GLW) \* Ciena Corp (CIEN) Data Centers, Neoclouds & Cooling \* Nebius Group (NBIS) \* Iris Energy (IREN) \* CoreWeave (CRWV) \* Cipher Mining (CIFR) \* TeraWulf (WULF) \* Vertiv Holdings (VRT) Energy, Power Grid & Infrastructure \* Constellation Energy (CEG) \* Bloom Energy (BE) \* Navitas Semiconductor (NVTS) \* Oklo Inc (OKLO) \* Energy Fuels (UUUU) \* GE Vernova (GEV) \* Centrus Energy (LEU) \* Eos Energy Enterprises (EOSE) \* NuScale Power (SMR) \* Eaton Corp (ETN) AI Software & Cybersecurity \* Palantir Technologies (PLTR) \* ServiceNow (NOW) \* Palo Alto Networks (PANW) \* CrowdStrike (CRWD) \* iShares Software ETF (IGV) \* UiPath (PATH) Robotics, Drone Systems & Aerospace \* Tesla Inc (TSLA) \* Amazon (AMZN) \* Kratos Defense (KTOS) \* Ondas Holdings (ONDS) \* Lockheed Martin (LMT) \* AeroVironment (AVAV) \* Unusual Machines (UMAC) Space Infrastructure & Satellite Intelligence \* Redwire (RDW) \* AST SpaceMobile (ASTS) \* Firefly Aerospace (FLYF) \* Rocket Lab (RKLB) \* Planet Labs (PL) \* Intuitive Machines (LUNR) \* BlackSky Technology (BKSY) Critical & Rare Earth Materials \* USA Rare Earth (USAR) \* MP Materials (MP) \* Freeport-McMoRan (FCX) \* Alcoa Corp (AA) submitted by /u/redditissocoolyoyo [link] [comments]
reddit · mention · 0.85
The biggest problem with AI Agents isn't intelligence. it's trust.
2026-06-08T16:06:35+00:00
Everyone is talking about AI agents. Agents that can trade, manage schedules, negotiate deals, book travel, write code, and eventually handle parts of our financial lives. The assumption seems to be that once AI becomes intelligent enough, mass adoption will follow. I'm not convinced. I think the bigger challenge is trust. Imagine giving an AI agent access to: Your bank accounts Your crypto wallets Your email Your medical records Your business data The technology already exists to build increasingly capable agents. The problem is that most people aren't comfortable handing over that much sensitive information. That's where I think the conversation around AI gets interesting. For AI to reach its full potential, we need systems that allow agents to use private data without exposing it to everyone. This is especially important in crypto. Public blockchains were designed around transparency. Every transaction, wallet interaction, and smart contract execution is visible. That works great for verification. It doesn't work so well when AI agents need access to personal or confidential information. A future where AI agents manage healthcare data, corporate workflows, financial strategies, or personal identities probably requires a different infrastructure layer. This is one reason I've been paying attention to privacy-focused blockchain projects. For example, Oasis Network ( $ROSE )has been building confidential computing infrastructure and privacy-preserving smart contracts for years. While most AI-related crypto projects focus on models and compute, Oasis has focused on enabling sensitive data to be used securely without making everything publicly visible. Whether Oasis ends up being a winner is impossible to know but they're on the right track if the hype keeps going with ai. But the broader point remains: the next generation of AI may not be limited by intelligence. It may be limited by our ability to trust systems with increasingly valuable data. Curious what others think. As AI agents become more autonomous, do you believe privacy infrastructure will become a major sector in crypto, or will transparency continue to dominate? submitted by /u/rayQuGR [link] [comments]