Intel is severely overvalued at $125 with a 904x trailing P/E, negative net income (-$3.17B TTM), and negative FCF (-$8.3B), driven by unsustainable hype around a politically-pressured Apple preliminary deal that lacks official confirmation. The core thesis of Intel Foundry becoming a TSMC alternative is flawed due to yield problems (50-55% vs TSMC's 65-70%+) and delayed product launches, making the stock a bubble waiting to burst.

Intel stock has rallied 594% on weak fundamentals including negative net income (-$3.17B TTM), negative FCF (-$8.3B), and a 904x trailing P/E, driven primarily by a preliminary Apple deal that the author argues is politically motivated theater rather than organic demand. The foundry business thesis is flawed due to low yields (50-55% vs TSMC's 65-70%+), delayed products, and inability to compete with TSMC, making current valuations completely disconnected from reality.

User developed a custom Relative Rotation Graph (RRG) tool combining dark pool flow data with momentum analysis for tech sector stocks to track institutional accumulation and rotation patterns. The tool visualizes stocks moving through leading/weakening/lagging/improving phases based on hidden liquidity behavior; AMD appears strong while NVDA is underperforming.

MU poised for significant revenue growth similar to NVDA's 2023 spike, with quarterly revenue nearly doubling from $13.6B to $23.86B. Memory chip demand expected to drive valuations toward $1T+ as earnings approach, though leverage through margin trading presents material risk.

Author predicts AMD will experience significant growth similar to their successful NVDA prediction ($250→$700), driven by MI300X AI accelerators gaining market share as customers diversify from Nvidia due to vendor lock-in concerns and supply constraints. Key risks include AMD's currently high P/E ratio (364), execution risk on ROCm software maturity, and Nvidia's entrenched CUDA ecosystem dominance.

A user created a dashboard tracking U.S. senators' and representatives' stock trading performance over time, comparing their returns to the S&P 500. The post identifies several politicians who appear to trade meme stocks (SNAP, TSLA, SPCE, etc.) and analyzes their timing and success, suggesting some may follow WSB or actively inverse it.

User developed a tool to track US politicians' stock trading from financial disclosures and identified 5 congressmen whose trading patterns suggest they may follow WSB, including Josh Gottheimer (held SNAP through 75% loss before recovery), Pat Roberts (well-timed TESLA entry/exit), and Alan Lowenthal (successful GLD and SPCE trades). Key risks include potential insider trading implications and the speculative nature of correlating political trading with retail investing patterns.