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aggies4life
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10:22p, 5/1/26
AG
Anyone else in $dram
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Orlando Ayala Cant Read
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11:10a, 5/2/26
AG
ChelataAg a few pages back had RECd GRRR (maybe others did too not sure), but just looking into this more this morning I think this is a ticker that has a real chance to break.
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flashplayer
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In reply to Orlando Ayala Cant Read • 3:55p, 5/2/26
AG
Orlando Ayala Cant Read said:
ChelataAg a few pages back had RECd GRRR (maybe others did too not sure), but just looking into this more this morning I think this is a ticker that has a real chance to break.


I do too, just couldn't buy in Friday because I was busy and didn't want to make the call in to Fidelity to buy some til I was back in the office. Plan to buy some on Monday.
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Orlando Ayala Cant Read
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In reply to flashplayer • 6:21p, 5/2/26
AG
flashplayer said:
Orlando Ayala Cant Read said:
ChelataAg a few pages back had RECd GRRR (maybe others did too not sure), but just looking into this more this morning I think this is a ticker that has a real chance to break.


I do too, just couldn't buy in Friday because I was busy and didn't want to make the call in to Fidelity to buy some til I was back in the office. Plan to buy some on Monday.


I bought a couple nibbles last week based in very surface level research. But im going in bigger w you on Monday. Good luck to us!
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5Amp
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3:53p, 5/3/26
I ask Grok if Intel primed to be America's number 1 chip maker.



Key Strengths Priming Intel as U.S. #1
Only major U.S.-owned advanced foundry: Intel designs and manufactures its chips (IDM model), with progress on Intel 18A (its most advanced node, now in high-volume production with technologies like RibbonFET and PowerVia). This positions it to close the gap with TSMC. Panther Lake (Core Ultra Series 3) chips on 18A launched successfully at CES 2026.
AI and data center tailwinds: Growing demand for CPUs in inference/edge AI, plus foundry services (advanced packaging). Partnerships (e.g., with Google, NVIDIA for some systems).
National security angle: With ~92% of cutting-edge chips historically made in Taiwan, Intel is central to U.S. reshoring efforts.


Bottom line: Intel is primed as America's premier vertically integrated, U.S.-based advanced chip manufacturervital for sovereignty and with real momentum in 2026 from AI CPUs, process tech recovery, and policy support. It's not eclipsing NVIDIA in AI dominance or overall scale, but for "America's #1 chip maker" in a strategic/manufacturing sense, it's the standout and appears on a solid recovery path. Success hinges on sustaining 18A execution and foundry wins. This is a dynamic industrymonitor upcoming quarters closely.

IMHO, it is not too late to jump on the Intel train as it climbs to the top.
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RoyVal
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In reply to 5Amp • 4:58p, 5/3/26
AG
5Amp said:
I ask Grok if Intel primed to be America's number 1 chip maker.



Key Strengths Priming Intel as U.S. #1
Only major U.S.-owned advanced foundry: Intel designs and manufactures its chips (IDM model), with progress on Intel 18A (its most advanced node, now in high-volume production with technologies like RibbonFET and PowerVia). This positions it to close the gap with TSMC. Panther Lake (Core Ultra Series 3) chips on 18A launched successfully at CES 2026.
AI and data center tailwinds: Growing demand for CPUs in inference/edge AI, plus foundry services (advanced packaging). Partnerships (e.g., with Google, NVIDIA for some systems).
National security angle: With ~92% of cutting-edge chips historically made in Taiwan, Intel is central to U.S. reshoring efforts.


Bottom line: Intel is primed as America's premier vertically integrated, U.S.-based advanced chip manufacturervital for sovereignty and with real momentum in 2026 from AI CPUs, process tech recovery, and policy support. It's not eclipsing NVIDIA in AI dominance or overall scale, but for "America's #1 chip maker" in a strategic/manufacturing sense, it's the standout and appears on a solid recovery path. Success hinges on sustaining 18A execution and foundry wins. This is a dynamic industrymonitor upcoming quarters closely.

IMHO, it is not too late to jump on the Intel train as it climbs to the top.

LMAO...you might want to go do research on Intel's failures with their foundry...18A was such a disaster they decided to skip 20A. They've had massive layoffs and still are losing money.

TSMC could go on vacation for an entire year and still would be light years ahead of Intel.
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aggies4life
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7:18p, 5/3/26
AG
Saw this earlier on x
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valvemonkey91
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In reply to aggies4life • 7:30p, 5/3/26
AG
aggies4life said:
Saw this earlier on x


Tesla not anywhere on the chart?
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frankm01
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In reply to aggies4life • 8:43p, 5/3/26
aggies4life said:
Saw this earlier on x

This is good info. I asked Grok for the best ETF that covers Data Centers. This is the answer:

TRFK (Pacer Data and Digital Revolution ETF) holds the most companies from the infographic overall.

finance.yahoo.com
Why TRFK?The infographic spans the full data center product stack (compute/GPUs, networking chips/switches, power/cooling, security, software, real estate, etc.). TRFK is the broadest "data and digital revolution" ETF, targeting companies involved in data processing, transmission, storage, and enabling infrastructure.
  • Strong coverage in key layers:

    • Compute Layer: Heavy weights in NVIDIA, AMD, Broadcom, Intel, Marvell (GPUs, accelerators, AI servers, memory-related semis).

      paceretfs.com
    • Networking Layer: Arista, Cisco, Broadcom, NVIDIA, etc.
    • Software & Operations/Security: Palo Alto, CrowdStrike, etc.
    • Other: Oracle, Western Digital, etc.
  • TRFK Top Holdings (recent): NVIDIA, Broadcom, AMD, Oracle, Intel, Cisco, Arista, etc. many direct matches from the image's compute/networking/semiconductor focus.

    finance.yahoo.com
Comparison to Others
  • DTCR (Global X Data Center & Digital Infrastructure) and SRVR (Pacer Data & Infrastructure Real Estate): Excellent for Real Estate & Land (heavy in EQIX, DLR, AMT, etc.) and some infrastructure, but very limited exposure to compute manufacturers (NVIDIA, AMD, etc.), cooling (Vertiv), or networking chips. They are REIT/infrastructure-heavy.

    globalxetfs.com
  • IDGT (iShares U.S. Digital Infrastructure and Real Estate): Similar to DTCR/SRVR strong on data center REITs, towers, and some networking equipment (Cisco, etc.), but lighter on pure compute/semiconductor plays.

    finance.yahoo.com
Summary Recommendation
  • Broadest coverage of the infographic: TRFK (best for the "everything that goes into it" tech/manufacturing side).
  • If you want data center operators/real estate focus: DTCR or SRVR (they dominate EQIX, DLR, etc.).
  • No single ETF holds all the companies (many are too niche or private), but TRFK captures the largest number across layers, especially the high-growth compute/networking side driving AI demand.
For the latest exact overlap, check the ETF issuers' holdings pages (they update frequently).
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aggies4life
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8:53p, 5/3/26
AG
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flashplayer
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10:31p, 5/3/26
AG
Bitcoin popping this evening. New ATHs again in markets tomorrow?
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BucketofBalls99
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In reply to flashplayer • 10:45p, 5/3/26
flashplayer said:
Bitcoin popping this evening. New ATHs again in markets tomorrow?
seems that way (possibly). Semis/data centers/storage futures all rolling

I guess we'll see what it looks like in the morning!
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cjo03
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In reply to 5Amp • 1:09a, 5/4/26
AG
5Amp said:
Gaeilge said:
Brian Earl Spilner said:
Speaking stocks I never got the hype for, are people still in NKE?

The CEO bought some last week.




Heineken-Ashi,

You were high on this stock back before Elvis and the Iranian war came along, how do you read Nike now?


laid off another 1,400 on Thursday. He's up 5% since 4/13
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AgCPA95
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In reply to frankm01 • 4:48a, 5/4/26
AG
Add the following to construction:

Comfort Systems USA - FIX
Powell Industries - POWL
Sterling Infrastructure - STRL
Emcor - EME


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BucketofBalls99
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In reply to BucketofBalls99 • 6:37a, 5/4/26
BucketofBalls99 said:
flashplayer said:
Bitcoin popping this evening. New ATHs again in markets tomorrow?
seems that way (possibly). Semis/data centers/storage futures all rolling

I guess we'll see what it looks like in the morning!

…….aaaaaaannd it has lost it all (NASDAQ at least)
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TxAG#2011
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In reply to TxAG#2011 • 8:48a, 5/4/26
TxAG#2011 said:
MU looks like it's ready to start ripping again. I bought 2028 $1k strikes earlier this week.

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Brian Earl Spilner
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9:18a, 5/4/26
AG
NOW picking up.
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PDEMDHC
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9:18a, 5/4/26
AG
Jumped into NCLH after their earnings call this morning at 17.08 average. Trend lines going back 5 years show the basement around 16 and a ceiling of 27 (give or take) over the next few months. Going to use this as a swing trade and hold it to see what happens. I'll cut loose if we drop below 15.50 short term but will look to add more if we see support.

Edit - will need to break the current downward trendline to do it which plays out over the summer.
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harge57
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In reply to Brian Earl Spilner • 9:21a, 5/4/26
AG
Brian Earl Spilner said:
NOW picking up.

As I mentioned earlier in the thread. Their big conference kicks off in Vegas today.
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aggies4life
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In reply to aggies4life • 9:27a, 5/4/26
AG
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aggies4life
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In reply to aggies4life • 9:27a, 5/4/26
AG
aggies4life said:
Anyone else in $dram


On the go!
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PDEMDHC
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In reply to PDEMDHC • 9:52a, 5/4/26
AG
PDEMDHC said:
Using trend lines looks like DOW is at the next ceiling, which has given us no reason to think it can't break through another one. Using the ATH 3 months ago, that trend line hit late today prior to a brief 80 point sell off.

Gonna watch this and maybe play SDOW tomorrow if we retrace further. We can go down 500 points tomorrow and still not sweat it in terms of positive trends.

Break out and going UDOW till the cows come home.

So this played out with a fakeout. Had a strong start and then SDOW took over. I'll admit I got out and missed about 50% of the gains as my wife and I were celebrating our twins 1st birthday, which was just awesome!

I'm watching the dow now and we hit major support this morning and bounced off. Direction next few days (minus news on the war) on betting green/red will most likely be revealed this afternoon.
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AggieInHouston
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In reply to aggies4life • 10:12a, 5/4/26
AG
aggies4life said:
Saw this earlier on x

I'm surprised to not see the midstream pipeline cos. and/or gas suppliers/marketers.
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EnronAg
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10:23a, 5/4/26
AG
ummmmm, what happened?!?
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Brian Earl Spilner
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10:23a, 5/4/26
AG
Took a whole bunch of profits this morning on ORCL, NOW, MSFT, IGV, MU, SNDK.

Looking like the market is giving some back now.
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PDEMDHC
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10:25a, 5/4/26
AG
UAE intercepted missles from Iran
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Orlando Ayala Cant Read
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11:07a, 5/4/26
AG
Damn, dark green to light red just like that on my day
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Hill08
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11:34a, 5/4/26
Any thoughts on ANET going into earnings? Just like all semis, has had a huge run of late, but I have a feeling it could see $200 before week end.
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Brian Earl Spilner
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11:45a, 5/4/26
AG
Still green on the day thanks to my trimming, but barely holding on.
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CheladaAg
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12:01p, 5/4/26
AG
I have been having a constant win rate for awhile on selling and rolling calls every so often on many dog names that I have lots of share and I've held for awhile with the hopes they take off one day... i.e. NIO and RKT. Anyone have any names that they do this strategy having good success?
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EnronAg
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12:24p, 5/4/26
AG
markets shaking off all this nonsense about missiles and about to go green
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El Chupacabra
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In reply to EnronAg • 12:25p, 5/4/26
EnronAg said:
ummmmm, what happened?!?

Iran must be launching missiles at WING HQ.
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South Platte
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In reply to Hill08 • 12:32p, 5/4/26
Hill08 said:
Any thoughts on ANET going into earnings? Just like all semis, has had a huge run of late, but I have a feeling it could see $200 before week end.

It's been my best stock over the past month and up from $125 whenever I bought it. It's a long term hold, along with my mag 7 holdings.
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TxSquarebody
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In reply to CheladaAg • 12:38p, 5/4/26
IBRX, SERV, SOUN
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South Platte
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In reply to Brian Earl Spilner • 12:54p, 5/4/26
Brian Earl Spilner said:
Took a whole bunch of profits this morning on ORCL, NOW, MSFT, IGV, MU, SNDK.

Looking like the market is giving some back now.

For what it's worth, I met with my financial advisor on Friday that oversees some of my money. He's still really big on NOW. "Not worried about it at all".
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