Sticking With This Intel Price Target as Trump, Apple Update Prove Us Right
As the president sends shares on the move, we’re revisiting our target price for the foundry name.
Tech Tumbles, SpaceX Soars, Warsh-Era Begins
Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.
Covering Intel for a Profit
I shorted $INTC at $130.16 in the early morning (around 6 AM). I am covering in the after-hours (around 5:10 PM) at $125.70 for a quick profit.
From earlier:
More Premarket Trading
In premarket trading I shorted INTC at $130.16.
Position: Short INTC (S)
BY Doug Kass · Jun 15, 2026, 6:25 AM EDT
Position: None
More Premarket Trading
In premarket trading I shorted $INTC at $130.16.
Position: Short INTC (S)
Here’s Our AMD Price Target as Top-Ranked Analyst Upgrades Stock
Amid the SpaceX hoopla, you may missed two of Wall Street’s best weighing in on the chip name. Plus, what to watch on the chart.
My Tech Price Target Reveal; Out-of-This-World IPO; Peace … At Last?
Let’s check my price targets for Micron and other storage and semiconductor stocks, SpaceX’s IPO, the latest on Iran talks.
Wall St. Cashes Out, Peace Deal Crashes Out, Semiconductors Smashed Up
Let’s check the fighting with Iran, why Wall St. is cashing out, how far the semis fell, and why inflation numbers are more nuanced than they appear.
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
Final Prices on 4 Covers in Tech Short Basket
Here are the prices of my last and final covers of a portion of my technology short basket:
* $MU $927.78
* $SNDK $1,692.97
* $INTC $107.60
* $AMD $474.95
These stocks were put out at around 10 AM at:
Reveal: Some of My Morning Speculative Tech Basket Shorts
Here is a portion of my speculative tech short basket (and entry on short in parentheses):
* MU ($MU) ($991.10)
* SNDK (SNDK) ($1,736.80)
* INTC (INTC) ($113.03)
* AMD (AMD) ($499.90)
Positions: Short MU VS SNDK VS INTC VS AMD VS
BY Doug Kass · Jun 9, 2026, 9:50 AM EDT
Position: None