Intel Fell on TSMC Fears — Then Musk Stepped In | Where I'd Buy It | Midweek Check-In

Elon Musk just shut down the doubts — Intel will build and run his giant Terafab chip plant.

After Elon Musk hinted TSMC might take a bigger role in his massive Terafab chip project — knocking Intel down 5% — both Musk and Intel's CEO came out today and said no: Intel builds and runs the fab. With INTC up 200% this year almost entirely on Terafab, this Midweek Check-In has my exact level on the stock — where it's a buy, and where the whole thesis breaks. Plus Webull cratering 20% after a House committee flagged its China ties, and the driverless-trucking company almost nobody's covering that just hit 96% launch-ready.

Chapters

0:00 Intro

1:02 Intel & Elon’s Terafab Reassurance

3:55 Intel’s Revenue Growth & Terafab Potential

5:30 INTC Stock: Key Levels I’m Watching

7:55 Webull Plunges on China Security Concerns

11:00 Kodiak AI: The Driverless Trucking Opportunity

16:20 Economic Calendar & Bond Yields

17:05 Closing Thoughts

📅 New episodes every Sunday 7PM ET & Wednesday 9PM ET — marke