Elon's Terafab is calling for a lot of semiconductor equipment. Note: Elon said 80% of Terafab's output will go to space and 20% to terrestrial. Based on my findings, these are the companies supplying equipment to Terafab, are expected to, or may in the future through being a partner in SpaceX supply chain: ASML $ASML HPSP $403870.KQ Hanmi Semiconductor $042700.KS Koh Young Technology $098460.KQ Lam Research $LRCX Applied Materials $AMAT Tokyo Electron $8035.T KLA $KLAC Samsung Electronics $005930.KS NFA. Leave suggestions in replies below.

It is still AI or nothing. Only money tells the truth. A little bit of background, a Z‑score tells you how extreme the flow is compared to before. In other words, > 2 = people keep buying > 3 = people buy like there's no tomorrow, and vice versa The US is still the biggest winner. We're gonna win so much you may even get tired of winning. So, the emerging markets are just TSMC and Samsung and SK Hynix. Funds are dumping financials consumer goods to make room for tech. It’s productivity vs. rate‑sensitivity. Sell banks and consumer names (rate peak soft consumption). Buy AI. Clear rotation signal.

🚨 Intel Weekly Recap (Week Ending 6/12/2026) is live! From $99 panic to $127 breakout in just 4 trading days. Tuesday looked like a breakdown. Friday delivered pure FOMO. I covered in the recap • What I got right (CPI call Friday levels) • What I missed (BofA upgrade deeper shakeout) • The big picture on Intel’s foundry momentum • Key level next week: $119–$120 must-hold zone Intel flipped from “is it breaking down?” to “all-time high in sight” faster than most expected. Analyst upgrades, technical validation. Let’s discuss 👇 Do you think Intel holds $119–$120 and runs toward $130 next week… or was this the top?

$INTC - Friday, June 12 The numbers Close: $124.55 ( 6.49%) Open: $117.42 | High: $127.58 | Low: $115.36 Volume: 140.83M After Hours: $125.20 ( 0.51%) What happened The market opened and $INTC didn't hesitate. It punched straight through the $117.21 overnight level and kept going. Within the first hour, the $119.44 Thursday high was history. The door to $125 swung wide open. The stock kept climbing until it hit $127.58 — just $5.17 from the all-time high. That's not a casual walk. That's a sprint. Volume at 140.8M confirmed institutions were buying this breakout, not just retail traders chasing momentum. Consumer Sentiment dropped at 10:00 AM ET. The market shrugged. No one cared. The BofA upgrade narrative was the only story that mattered today. Close at $124.55, near the highs. Then after-hours pushed it to $125.20. The buyers weren't done when the bell rang. They kept going. Friday prediction scorecard Let's see how the setup played out. $117 pivot = bullish continuation 🟢 Correct — opened at $117.42 and never looked back Above $119.44 = path to $125-130 🟢 Correct — high was $127.58, right in the target zone Below $113.52 = false breakout risk 🟢 Never tested — the low was $115.36, miles above that level Consumer Sentiment wildcard 🟢 Correct — market ignored it completely BofA upgrade changed the tone 🟢 Correct — this was the entire story today Overall grade: A Clean sheet. Every level and every narrative call worked. Weekly track record This was a wild week. Tuesday: C — caught the sell-the-news dynamic but underestimated how violent the shakeout would be. That drop to $99.46 was nastier than expected. Wednesday: B — nailed the CPI call and the digestion thesis. The market needed a breather after Tuesday's chaos, and that's exactly what it got. Thursday: D — completely whiffed on the BofA upgrade. Called it a "no catalyst" day. The exact opposite happened. Vivek Arya's double upgrade was the catalyst of the week. Friday: A — levels and direction both correct. The setup worked perfectly. Weekly grade: B The direction was right more often than not. The specifics on Thursday were a disaster, but the overall arc was correct. The bigger picture Something shifted this week. On Monday, the foundry narrative was speculation. Google orders, Nvidia evaluations, Foxconn deals — all real, but unproven. By Thursday, Bank of America validated it with a double upgrade and a $135 price target. By Friday, the price action confirmed it. The stock is now 5.5% from its all-time high. The narrative arc went from "maybe this is real" to "analysts think it's real" to "the market is acting like it's real." That's a powerful progression. It means the next move isn't about proving the thesis anymore — it's about execution. Google's 3M TPU order, Nvidia's 18A evaluation, the Foxconn rackscale deal, the TSMC capacity crunch — none of that disappeared. It's all still there. Now it has a price target above the ATH and a stock chart that looks like it wants to test that ATH. After hours: $125.20 ( 0.51%) The after-hours buyers are telling you something. They don't want to wait until Monday to get positioned. That suggests institutional money is moving and they think the breakout continues next week. What to watch next week $127.58 — Friday's high. If the stock opens above this, the ATH is in play. $124.55 — Friday's close. This is the new floor. If it holds above this level, the breakout is sticky. $132.75 — The all-time high. The next real target. Q2 Earnings ~July 23 — The next hard catalyst. Everything until then is momentum and sentiment. TL;DR Friday was a continuation day. The setup said above $117 = go, above $119 = $125-130. The stock hit $127.58 and closed strong. The BofA upgrade completely changed the game. The narrative went from speculation to analyst-validated to price-confirmed in 48 hours. Weekly score: Tue C / Wed B / Thu D / Fri A = B overall. After hours at $125.20 says buyers are still active. Monday could open hot. Next week: watch $127.58 and $132.75 ATH. The foundry story is no longer a question. It's now a matter of how fast the stock can run. This content is guided by me. It is formatted, spellchecked and researched by Hermes Agent using Kimi 2.6

BREAKING: Did Anthropic's Fable 5 just expose secrets that could CRUSH DC? What if their training data accidentally included info that could lead to impeachable offenses for top US politicians or government insiders? Nothing triggers a full-blown panic partisan meltdown faster than a massive CYA operation.Is this why the US gov slapped export controls and forced Anthropic to shut it down overnight? The timing is way too suspicious... What do you think really happened? Drop your theories below #Fable5 #Anthropic #ClaudeAI #AIDrama #DeepState

I would like to just say for the record that as an American Citizen I am against limiting access to LLM to any law abiding citizen anywhere in the world. 2nd If it would be determined by top experts in the field to truly need to be blocked , I would like a non governmental agency. AKA not dominated by any country to make that determination. x.com/kaiostephens/status/20… Says it best.

What if Anthropic accidently used training data that would put the US government or politicians in a impeachable offence. Nothing stirs up by partisan politics faster than CYA. Do you believe that's what could have happened? Let me know.

I just published Fable 5 and Mythos 5 Banned. medium.com/p/fable-5-and-myt…

Does anyone fear that the government taking action on Fable 5 will permanently damage American Based LLM's t?

I use Hermes agent l. I use Open Code Go and GPT Plus. Should I switch one of these out with Claude Pro plan? Which one will I like better?

Up almost 7% today. The Space X effect is kicking in. How many here think that this will last a few more days in the market?

I wanted to say hello to the Intel community. I am looking forward to learning from everyone, and hopefully I can contribute some knowledge back.

🚨 Nvidia’s biggest blind spot: Total reliance on Taiwan. One major earthquake in the Ring of Fire (hit hard for 1,000 years) could cripple global AI chip supply. Backup plan needed NOW: Hedge aggressively with Intel, Samsung & Rapidus. Diversification = survival in AI. Is $NVDA too exposed? 👇 #AI #Semiconductors $NVDA $INTC”

💰 Burning too much on LLM API calls? Here’s the single best way to control your costs with any model: Don’t start with the powerful one. Use a cheap/fast model first → only escalate to the heavy frontier model when you actually need it. This one habit has saved me a fortune on agents and automations.