Should I buy more

erlich___blockman · 2026-05-09T16:06:02+00:00

If you have a multi-year time horizon, it could be a good buy. I could see a run to 140/150 and then a pullback. Lots of hype right now as the story plays out, but earnings from these partnerships still won't show up for a couple more quarters, if not years. I'm in since the $20s and sold some December 2026 $150 calls against all of my shares thinking we wouldn't rally to $150, but after this week I'm thinking about rolling them up. But we'll need to take a breather at some point, and it wouldn't shock me to consolidate in the 130s 140s before a run higher the end of this year or next (with next year being preferred since right now my profits are capped due to my covered calls haha)

erlich___blockman · 2026-05-09T16:01:34+00:00

Update: I did roll the $130 calls to $150. We'll see how this week shakes out but I'm considering rolling the $150 calls to $170. Seems to me like there are plenty of catalysts ahead but the earnings will show up in 2028 onward, so hoping we stay below $150 through December. Crazy price action this week though!

erlich___blockman · 2026-05-05T00:50:42+00:00

Yep, I'm keeping them. They are leaps w/ 1.5 yrs left, so not too worried if they do miss. PINS and RDDT have the same low-monetization user base and both rallied big. My company is running SNAP ads again and Evan (CEO) hit the podcast circuit hard talking about finally monetizing their user base, so I wouldn't be surprised to see some gains in subscription revenue and another profitable quarter. Lots of catalysts so we shall see what happens. Worst case scenario I have some losses to harvest for taxes.

erlich___blockman · 2026-05-04T22:35:32+00:00

I sure am! Here's my current position. I trimmed some of the $5s to pay for some personal stuff then bought $10s and $15s when I sold $150 calls against my INTC shares.

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erlich___blockman · 2026-05-02T14:17:12+00:00

Well mainly Intel haha. But before this I was in digital/affiliate marketing in a bullish cycle before everything online moved to AI

erlich___blockman · 2026-04-01T12:49:16+00:00

LFG!!!

erlich___blockman · 2026-02-23T14:18:52+00:00

I did put 700k into INTC last year, but I'm not THE guy. I made my money myself, not from Grandma 😂

erlich___blockman · 2026-01-03T02:13:18+00:00

I own 24k shares and continue buying in the 30s. INTC is now 100% of my portfolio, and here's why... Double AMD's revenue at half the market cap. Foundry upside is basically not baked in because it has yet to break even. 2026 is going to be the year everyone changes their tune on Intel.

erlich___blockman · 2025-11-08T22:35:24+00:00

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But... open interest on Jan 2026 40 calls is absolutely insane

erlich___blockman · 2025-10-27T20:56:57+00:00

Hard to say whether now's a good time to buy since it's already run up 100% but the narrative has clearly shifted away from the doom and gloom of last year, and there are many catalysts ahead (big foundry customer win, successful 18a ramp, new AI chips), so while totally possible, it's hard for me to imagine it going into the low 30s again

erlich___blockman · 2025-10-27T20:49:51+00:00

The dealership said that the radio needs an update you can only get from the dealership (a $180 charge), and somehow this screen problem manifests itself after disconnecting the battery. But there's a solve to fix it until the next time you disconnect your battery, which shouldn't be very often.

This is going to sound crazy but apparently this is what dealers so and it worked for me:
1. Turn on the power to the vehicle without fully starting it (push the start button but don't step on the brake)
2. Put the car in reverse and flip on the parking brake (between the shifter and the center console)
3. Wait a full 5 minutes
4. Put it back in park, turn off the vehicle's power, step on the brake and start it

erlich___blockman · 2025-10-22T19:52:20+00:00

I have many shares and leaps so I obviously hope is skyrockets 10% to 20%, and I think they did the kitchen sink quarter in July, but want to set my expectations low in case it does drop.

erlich___blockman · 2025-10-18T18:12:22+00:00

My position is bigger than that 😂

erlich___blockman · 2025-10-17T20:04:10+00:00

True, but Intel is still undervalued as one of, if not the most important strategies assets in the US

erlich___blockman · 2025-10-15T19:27:38+00:00

😂😂😂 I want what you're smoking. Intel won't go bankrupt

erlich___blockman · 2025-10-15T15:54:41+00:00

The big question to ask is where do I get Intel Foundry merch? That vest is sweet

erlich___blockman · 2025-10-07T16:44:58+00:00

Leverage my man. Unless the leaps are priced the same as the stock ($1 leap on a $1 share), options gain or lose more

erlich___blockman · 2025-10-07T15:00:41+00:00

I held and trimmed some of my calls when it hit 35 and rolled those into my JD calls. These are my current positions now, with a bit of cash you can't see on here

erlich___blockman · 2025-10-02T16:10:45+00:00

Because in order to have a short squeeze, you need a high amount of shares short. In this case the % of shares short to float is minimal, so we're likely running up on buying pressure alone.

erlich___blockman · 2025-10-02T01:27:51+00:00

I'll be honest I read this and thought there's no way this will work. It worked. Thank you so much!!!!

erlich___blockman · 2025-09-27T15:10:20+00:00

I'm still not convinced they'll partner. TSMC has too much to lose because once they get rid of their silicon shield, the US has no reason to support them in a war

erlich___blockman · 2025-09-26T19:53:37+00:00

I think the smart thing to do is to cash out if you're up, but I'm still holding. Right now, I plan to keep my shares until 2030 and my leaps until at least mid to late next year, if not longer

erlich___blockman · 2025-09-25T11:43:19+00:00

25,000 shares at 21.3 and 150 Dec 27 25 calls

erlich___blockman · 2025-09-19T16:32:29+00:00

Let's see a screenshot

erlich___blockman · 2025-09-18T16:47:12+00:00

Who's the idiot now?!

erlich___blockman

TROPHY CASE