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He wished he owned more. The stock keeps getting cheaper, PE wise. It's clearly the leading streamer and the only one not distracted by other businesses it runs (it has none). He won't add to it, because it's had such a move, but happy to hold.

Likes it because they're close to resolving their accountant scandal, and it's a way to play commodities.

Semis are volatile. The CEO has done well to turn around Intel, but can they catch up to Nvidia, AMD and others. The grant is a great win for America, but Intel can't build the new facility without this grant. She doesn't see meaningful earnings growth in coming years. YOY they lost 4 cents in EPS between Q1 2023 and Q1 2024, though are forecasting here. The company is excited about laptop PCs, but this will be marginal. They need to execute, but that will take 1-3 years. Meanwhile, Nvidia estimates earnings to rise 400%.

Companies split shares when they're doing well, so this split validates their success, though it doesn't effect the fundamentals. The split generates excitement for the stock.

It's had such a strong rally. By nature, this is volatile, so the sell-off is the price of admission.

It continues to innovate among the streamers. Peers like Disney and Paramount keep trying to catch up. Netflix will continued to take market share.

It's a sleepy stock we don't talk about enough. Wish she owned it. Growth estimates are 11.5%. Shares are up 120% in the last 5 years, beating the S&P. Could be a good entry point if the report is weak.

A free cash-flow yield of 7.9%. Shares are up 9% this year. It rebalances quarterly. Great for the long term.

Is the reasonable alternative to the higher-PE semis stocks. AVGO shares have pulled back and not recovered yet. He expects a catalyst today. This isn't a growth company.

Yes, they're building chip plants, which is great for America, but is it good for Intel? Shares are down 16% YTD and lag their peers.

The news is phenomenal for stockholders and employees (who become shareholders). Doubts that the split will have much effect, though it invites a new class of investor. Though it adds to trade liquidity. Customers are accepting higher prices and the company keeps introducing new products.

It trades like a future contract, and momentum is the most significant indicator. It's volatile.

Stock is at an all-time high. Great leadership and execution. There are alternatives outside the Magnificent 7. They've invested billions in technology. Happy to hold onto this. He targets well above $200.

It's a short-term rental and based on momentum, not fundamentals, but he's starting to change his mind. Why? Delta commands high passenger capacity despite high prices.

He's owned this since November 2020. It peaked December 2021. You will glimpse the state of commercial IT spending, which has seen friction. We need to see bookings increase; grow will slow and analysts carry muted expectations. The report could break the positive momentum in the stock or take out the Dec. 2021 high. A critical report.