A recent Insider Direct buy from Intel’s CEO LIP-BU TAN worth $10M from his PERSONAL(P) trust fund of 105,263 shares at a price of $95/share on Aug 11th 2026 through Intel’s $20B secondary offering is seen as a HIGH CONVICTION BULLISH INSIDER BUY . Intel’s recent hire of SK HYNIX’s EX-CEO & a possible return to the red hot memory business has been seen by Investors as Bullish signal too . Do you see Intel as a STRONG BUY ?
Roundhill ETF DRAM caught a lot of attention recently since its inception on April the 2nd of 2026 … hitting returns of 114% within 2 months & peaked to maximum gains of +191% before pulling back . As we approach the earning season of Neoclouds (Coreweave & Nebius) and Photonics /Opticals (Lumentum & Coherent) Roundhill on 6th Aug’26 released 2 new highly concentrated ETFs NCLD (Neoclouds) & LYTE (Photo optics) . NCLD holds ~16.5% Nebius + ~14.5% CoreWeave & LYTE holds ~15.42% Lumentum + ~14.3% Coherent . Given the historic pullback of DRAM & highly concentrated new ETFs how likely are you to buy them ?
Newest Price Targets - Consolidated (USA ADR + KOREAN 000660) Earnings this week - AI SUMMIT with NVIDIA & ANTHROPIC partnerships . How much of a swing do you anticipate around the earnings report ?
SK HYNIX , had a successful ~13% US ADR DEBUT today. Micron performed poorly ending in a negative territory . A system which keeps Equilibrium between the US & S.K markets is called a Cross Border Algorithmic Arbitrage , which might benefit the Korean stock holders initially when the markets open Monday with expected GAP UP of ~3-6% still maintaining a US Premium of ~5% , while US ADR might feel a temporary pullback of ~ 5-8% on Nasdaq opening because of Profit taking/Hype Buyers & a $26.5B Trade Friction cooling the ADR price down . Great Price Targets issued recently, mostly all with the consensus target of $200+ per ADR . All constructive criticism & positive comments appreciated & rewarded . Thank you .
“When American Boldness meets Japanese craftsmanship, you don’t get a compromise. You get the Best in the World “ …. (Sanjay Mehrotra) .
Cerebras , emerging as a competitor to NVDA , Wafer Scale Engines (WSE-3) uses the entire wafer as a Chip only produced by TSM . Already signed a Compute deal worth $20B with OpenAI . Fewer system , Is profitable , uses less power & less cooling to operate . Abu Dhabi’s Emirati Giant G42 along with Microsoft funding is making all this possible . So if the IPO is oversold & overvalued , you can always play MSFT & TSM as its major beneficiaries .