What a day…
Couldn’t put my phone down
Frustrated w/ other stuff
Not a time to trade
Down $3k earlier in the day
Good trading to down $300
And then I go stupid into close; miss my fill.
Down $8k
Couldn’t stop the train wreck
Hellcat account wrecked
Intel secures another major order for advanced packaging; SK Hynix's next-generation HBM will incorporate EMIB technology.
"South Korean memory giant SK Hynix announcing that it will incorporate Intel's EMIB advanced packaging technology into its next-generation high-bandwidth memory (HBM)."
"Industry analysts believe that when Intel previously introduced its EMIB 2.5D solution, it mentioned that the EMIB-T version incorporates TSV technology to enhance vertical power supply and support design conversion from other packaging technologies. This aligns perfectly with SK Hynix's direction of releasing HBM4 towards doubling the number of I/Os and adding TSV technologies, which is likely one of the reasons why SK Hynix adopted Intel's advanced EMIB packaging."
$INTC $SKHY
The market is giving you a once in lifetime opportunity.
$INTC is massively undervalued and well positioned for the AI era, thanks to @LipBuTan1
14A next year. Memory comeback. AI inference GPUs. $14T in AI datacenter spending by 2030.
The comeback is starting.
$INTC 103C exp 9/25
Volume: 14,143 vs OI: 235 (60.2x)
Premium: ~$2.8M
Someone just paid nearly $3M for an 18% OTM call on a stock that has done nothing but disappoint. At 64% IV they are paying a serious premium to be right fast, which screams this is a bet on an imminent catalyst, likely M&A or a surprise re
Scott Bessent is choosing to fight the WW3 currency battle now because the 2020 lockdowns forced the entire world to enter the same 5 year debt cycle.
Global debt is financed in Dollars.
Every home, business and nation loan that was taken out in 2021-2022 now must be rolled over at significantly higher rates.
This will compound the Dollar shortage at the precise moment Scott Bessent is threatening to cut off financial institutions and nations from the supply of Dollars.
Starving a nation of Dollars forces them to liquidate their forex reserves, including U.S. treasuries significantly below the face value as they face sovereign debt crises.
This will allow the U.S. to buy its own debt for pennies on the Dollar and take it out of circulation.
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see, there was no need to get angry, embrace the charts. Around $80 $INTC will be a buy as it double bottoms. If that double bottom breaks down, you sell for a small loss and you took minimal risk for maximum reward
https://t.co/K0dRoBiTVv
3 years ago, Nancy Pelosi bought 50 $NVDA calls $120 strike with 1 year expiry.
She made $4,000,000+
45 days ago, she buys 15,000 shares $BE and $5M $BE call options. Her average is $181.
Here's the exact call option to take under $10: