Don

Personal trading journal; NFA

[Don @D0NxC]

@SonyTV thanks for the junk tv. $3k for it go out on me in 2.5 years

[Don @D0NxC]

@kyuu47427 Crushed it

[Don @D0NxC]

$INTC foundry narrative is materializing right before our eyes; 18A/14A nodes (14A ahead of schedule), advanced packaging, high NA EUV wafers, photonics

US gov’t is in
Jensen is in
Pelosi is in

If we get external foundry customer confirmations next, it’ll send it higher

[Don @D0NxC]

Might have to make this my new background pic if $INTC pumps back to ath

[Don @D0NxC]

Agentic AI demand for CPUs will be huge tailwind for $INTC & $AMD. Who will seize the opportunity? Fab vs fabless will def play into it.

[Don @D0NxC]

There are similar parallels to 2024-25 $AMD and $INTC today. Know what you hold!

[Don @D0NxC]

I’m so bullish $INTC it’s kinda scary! 18A & 18A-P nodes are legit and looks to be big contenders soon. EMIB packaging is reaching mass scale adoption. 14A still in progress, but future looks bright. Future external foundry customers to be announced soon.

[Don @D0NxC]

$RKLB & $ASTS look like buys here

[Don @D0NxC]

Things that make me excited about $INTC; foundry and packaging such as 18A, 18A-P, 14A, EMIB-T. Tune out the noise.

[Don @D0NxC]

$INTC packaging and photonics will be a nice revenue unlock for them. It’s coming 👀

[Don @D0NxC]

@TheProfInvestor Need to hang this quote on my wall

[Don @D0NxC]

Asking for a friend, did Leopold’s fund even hold $INTC

[Don @D0NxC]

$INTC either it can go up or it can go down. Leo’s positions got liquidated, you do the math 🫡

[Don @D0NxC]

@daniel_koss Devious work

[Don @D0NxC]

$SPCX gonna get smoked, buying when it hits $50-70.. $30 if we’re lucky. Unlock no bueno

[Don @D0NxC]

@FamouslyLaMont Sharkeisha punch def gotta go in the hall of fame w this one

[Don @D0NxC]

@StockMKTNewz Chase sapphire preferred still the undisputed goat

[Don @D0NxC]

$KOSPI 🔪 🩸

[Don @D0NxC]

Think people will get chopped in to oblivion these next few weeks esp on some of the more popular names on X

[Don @D0NxC]

Honestly it’s boomer move but I’d buy the $MAGS & $MSFT here for a long term hold