$Intel (INTC.US)$ very confidential insider info this week tells me that Intel will report Q3 earnings at the top end of its forecast.
However... Q4 projections will be bad. Similar to AMDs forecast for the year end.
Expect the stock to drop.. Likely to the sub-$21 or perhaps 19.
Still.. Long term this is a good stock to hold and accumulate. Have sold my holdings at profit and run first. Looking to reenter around 19.

$Intel (INTC.US)$ time to load up and buy at the next dip.
Why? Insider info points to the Biden administration announcing a sizable chunk of USA CHIPS money grant finally being released to Intel.
Expect the stock to jump when that happens... Buy buy buy and hold hold hold... Intel has proven it's technology is getting back on track. Slowly but surely. Just give this stock some time to gather more strength.

$GAMUDA (5398.MY)$ is a no brainer buy for long term hold... Just look at the numerous projects coming to Malaysia over the next 2 years.. Johor.. KL.. And penang.
As long as PMX Build build build... You buy buy buy!
Analysts consensus earnings targets are all above 9.20.
I was lucky enough to buy 50k in mths ago. Added another 100k to my position recently when the news of the infra projects were out.
This is a no brainer long term hold buy.

$HLBANK (5819.MY)$ slight dip is a great buying oppty.. Right around the support level of 20.85 to 21.00.
Most analysts have a clear consensus... For HLB to hit 27 to 28.

Today's dip is an excellent chance to add to your collection... I'm adding 50k in for long term hold.
Important to recognise the dip is a knee jerk reaction to Irans attack on Israel.. Which has now ended. The markets will recover soon... Buy the dip before it does!
Blackwell shipping begins next month.. Expect $NVIDIA (NVDA.US)$ to jump when news breaks the volumes are now shipping.

An early pounce at the bottom resistance level and a very patient hand results in a nice sweet reward for those willing to wait as this stock climbs up...
$GAMUDA (5398.MY)$ will clearly benefit from the host of construction mega projects coming in KL and especially Penang. Wait for the dip then load up more.
Personally I will continue holding on thru 8.8 and perhaps 9.4 before unloading more.

Great news for $Intel (INTC.US)$.. Finally, a lifeline to combat the qualcomm offer.
Apollo is no stranger to Intel. They already are heavily invested in the Ireland fab.

$Intel (INTC.US)$ down... Way way beaten down but definitely not out. This week's announcement of the Amazon AWS win is just the start.
Next Tuesday, reviews embargo on lunar lake laptops will end and all reviews will start posting... Lunar Lake is going to beat AMD and QC even in battery life.. Which will restore faith in its client biz.. The product is healthy and shipping in full volume. Lots to like here!
Time to load up on this stock sub 21.. For a 1 to 3 yr mid term hold. Buy in now before ...

Today's half point cut will likely benefit the big tech stocks which are hovering at multiple levels.. Some have peaked and some have more room to run like $NVIDIA (NVDA.US)$.. $Intel (INTC.US)$ and my all time favorite bullish friend $Apple (AAPL.US)$.
More cuts to come as the USA economy exhibits more signs of a slowdown.. Possibly leading to a mild recession in 2025.
Watch closely on levels.. Buy on weakness and sell when the tech indicators are bearish.

Just added 20k more $GAMUDA (5398.MY)$ on its current weakness. This strong counter is the main beneficiary of EPF and Tabung Haji funds.. Plus all the foreign funds incoming now to Malaysia.
Not to worry.. Buy and hold for 2 y until it's major projects are done. As long as there's no major scandals, will continue to hold until at least 8.00 before partial disposal.