(25) INTC & NVDA - iHandbook
(25)  INTC & NVDA

(25) INTC & NVDA

First of all, investors are keen to know whether the curse of September will come true as it only passed 22 calendar days still need one more week to 30th September. I asked GROK 4 which launched out in July 2025 by superman Elon Musk and Microsoft Copilot which uses the same answer of ChatGPT 4 launched out by OpenAI in March 2023. They are both free of charge so when investors have further questions can ask them directly. And I want to figure out is that GROK pointed out a lighthouse in the dark sea, that is DYOR on page 1, which is Do Your Own Research. I totally agree with them even we need to get more comments but at length we still have to be DYOR.

 

Both GROK and COPILOT agreed that this year is an exception, but they expressed a little late. They are unable to tell you in early September as I did. September will still rise a little in the rest days and by the end of 2025, still will rise to 7000 of S&P.

 

Another hottest topic of the market is NVDA acquires stakes in INTC. The result is quite different in the price of these 2 stocks. INTC had a jumping gap up but NVDA had a mix of 10-SMA, 20-SMA and 50-SMA. So, what should we do, for those that wish to buy INTC, it is quite simple, wait for the refilling of the jumping gap which is at $25.26, of course not so easy recently. Anyway, better use the standard way of facing jumping gaps.

 

Thus, we can confirm that the current AI trend is not a bubble. It is prosperity. OpenAI and Google DeepMind have stunned the tech and academic world by dominating the 2025 International Collegiate Programming Contest (ICPC), the world’s top university coding competition.

OpenAI and DeepMind Top World’s Biggest Coding Contest

 

The Open AI announced their annual return which shock the whole world, their annual return is US$12 Billion. But this company only established 3 years. SpaceX used 20 years to reach this target. Facebook took 6 years to break the US$10 billion level. TikTok took 5 years to reach US$10 billion. Anyway, OpenAI will carry on its fast growth more than their competitors of META, ORCL, GOOG, MSFT, NVDA, and TSLA. Just to say that this trend is not a bubble.

 

So, we can expect great development in the whole sector and not just any single stock. The sales of NVDA to China will meet with some obstacles, but above all, they ultimately will need the chips of NVDA. If they do not use them will be fallen behind greatly. Apple iPhone 17 is much welcomed in China and sold out quickly in a lot of cities. The sales even overwhelmed their local brands. The iPhone 17 and iPhone 17 PRO are cheaper than local Chinese brands, but using 3nm chips while local brand only can use 7nm which has a great distance. Do you know that in the recent Swan Goose dinner of White House, nearly all major CEOs of technology had turned up except 2 people. They are Jensen Huang of NVDA and Elon Musk of TSLA. For they will meet Trump personally and directly, and no need to turn up in the party for mass production of so many CEOs.

 

Both Jensen Huang and Elon Musk are supermen, for Donald Trump will take care of them. So GROK and COPILOT had not forecast any drops in the rest of this year, or at least no crash or slump predicted, we can enter into the market to buy NVDA and TSLA now and the target is aiming at Mars Landing of 2030.

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