Intel's partnership with Elon Musk's Terafab project is seen as a bullish signal, potentially increasing demand for AI chips and manufacturing capabilities.
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The creator discusses a strong market opening driven by a ceasefire in the Middle East, highlighting positive price action in AI and chip stocks like Nvidia, AMD, Qualcomm, and Micron. They express a long-term bullish stance on AI and semiconductors, advising against FOMO buying. The creator also reviews Air T Systems' strong bookings and backlog despite a recent revenue dip, and discusses Intel's partnership with Elon Musk's Terafab project, seeing it as a bullish signal for AI chip demand.
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Air T Systems, a multi-bagger in the creator's portfolio, reported strong bookings and backlog despite a recent revenue dip, indicating future growth potential.
Micron Technology is up over 6%, showing significant gains in the current market environment.
Qualcomm is trading up about 6%, contributing to the strong performance of tech stocks.
Nvidia is up nearly 3% after hours, showing strong price action in the current market rally.
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