Jonathon Morad

[Jonathon Morad @MoradJonathon]

@imnotharsh I just want to let you know Intel is moving in Symphony with memory stocks very interesting to say the least

[Jonathon Morad @MoradJonathon]

@imnotharsh When are we going to wake up and see $113

[Jonathon Morad @MoradJonathon]

@Barchart @EdgeCGroup Jim Osman for sure

[Jonathon Morad @MoradJonathon]

@DanGstl @inseego You think ?

[Jonathon Morad @MoradJonathon]

@imnotharsh there it is

[zerohedge @zerohedge]

SITUATIONAL AWARENESS HAS EXITED ALL OF ITS PUBLIC EQUITY TRADES: CNBC

[Jonathon Morad @MoradJonathon]

@imnotharsh we back baby

[TrendSpider @TrendSpider]

🚨 Leopold Aschenbrenner is doubling down.

Situational Awareness is seeking to raise capital, per Financial Times.

In a letter sent to investors last week, Leopold wrote that the current market pullback had created some of the best investment opportunities since early 2025.

[Jonathon Morad @MoradJonathon]

@imnotharsh Did you forget ? Jim Cramer has urged the street subscribers to buy Intel here today .

[Jonathon Morad @MoradJonathon]

@imnotharsh

[Podcast Alpha @PodcastAlphaX]

$MU at 6x earnings. $INTC at 100x. Same cycle.

Gil Luria's cleanest dislocation on The Real Eisman Playbook @realsteveeisman: the market prices Micron as if the memory cycle ends next year, and Intel as if it runs to 2030. Both cannot be true.

His read - memory is now the better market than CPUs, which flips the historical order. So Micron at 6x while Intel sits at 100x is the inconsistency, and the trade.

Jordi Visser @jvisserlabs told Anthony Pompliano last week the easy money in the AI trade is over. This is the counter - the dispersion inside semis is where it is still mispriced, not gone.

Net - a pair setup, not a beta bet. Long the multiple priced for a top, against the one priced for five more years.

Full breakdown: https://t.co/iBhcSwL0Wf

[Jonathon Morad @MoradJonathon]

@imnotharsh Lmfao relax

[Jonathon Morad @MoradJonathon]

@imnotharsh These last few weeks of downtrend doesn’t feel real it almost feels like it’s computer driven pay very close attention to how they’ve been trading

[Jonathon Morad @MoradJonathon]

@imnotharsh You a real one .

[Jonathon Morad @MoradJonathon]

@imnotharsh Markets trying to keep Intel as low as possible u til then . Lots of August calls being bought .

[Jonathon Morad @MoradJonathon]

@DanGstl @sarvikas @inseego Inseego has done nothing to create share holder value. If the Managment had any competence you would have seen conviction buys on the open market. The stock is down 50% since the new Managment team has been in place . The market has no confidence in this company anymore.

[Jonathon Morad @MoradJonathon]

@imnotharsh We see $100 this week after that skhynix news 😊

[Jonathon Morad @MoradJonathon]

@imnotharsh My take is that the move was too obviosu to pump up .

Lets veer peopel away for a day or two and smash it higher when nobody’s looking .

Remember you can’t have a stock that consistently goes up . The money has to come from somewhere .

[Jonathon Morad @MoradJonathon]

@EdgeCGroup Tesla oooof fumbled Elon and company

[Jonathon Morad @MoradJonathon]

@imnotharsh All calls got rocked …… I didn’t expect this . Now Intel tonight .