Editor’s Note: The tech expert behind 28 triple-digit winners just uncovered a story involving Elon Musk and the White House that could be bigger than Tesla, SpaceX and xAI combined. Learn more before the “mother of all IPOs.” 

Dear Reader, 

Washington is about to send shockwaves through the stock market once again… 

Not one but two Executive Orders are forcing the Treasury, the IRS, the Department of Homeland Security, and five other federal agencies to prepare America’s entire financial system for a radical new era.

And the man at the center of this new era is, once again, Elon Musk. 

This isn’t speculation… a massive rollout has just begun across 50 states. 

And what happens next involves more money than SpaceX, Tesla and xAI – COMBINED. 

My name is Luke Lango. I was ranked the #1 stock picker in America in 2020. My readers have had the chance to see gains as high as AMD +13,500%… Nvidia +5,000%… Palantir +1,200%. 

But I’ve never seen a setup like this one. 

When the President of the United States personally clears the path for the world’s richest man’s biggest project to date… investors should pay attention. 

I’ve put together all the details on this story, and #1 place to put your money, here.

Best, 

Luke Lango
Senior Investment Analyst, InvestorPlace 

P.S. The last time I spotted an opportunity like this, my followers had the chance to make as much as 31,000% over a decade. This time, with the White House already onside, I think the opportunity could be even bigger. Learn more here.

Featured Article

_{Intel Erases 26 Years of Resistance, AMD Crosses $500B}

$INTC ( ▲ 5.44% )   $AMD ( ▲ 1.71% )   

Intel surged through a technical ceiling that had held since the dot-com era, while AMD quietly crossed the $500 billion market capitalization threshold — a milestone that would have seemed fantastical as recently as 18 months ago. In a single May 1 session, the semiconductor sector did not just move. It repriced. And the Philadelphia Semiconductor Index, for the first time in its history, closed above 10,000. 

These are not momentum flukes. They are the product of converging macro forces, a generational AI infrastructure buildout, and two companies executing fundamental strategic pivots — at the same time, in the same direction. 

What’s interesting is how little fanfare surrounded AMD’s move relative to Intel’s. The market had a headline to chase, and it chased it. But AMD’s structural story may be the one that compounds longer. 

Why Intel Is Breaking Out Now

Twenty-six years of technical resistance is not a number to dismiss. That ceiling — forged during the peak of the 1990s PC supercycle — had rejected every meaningful Intel rally since the dot-com collapse. Today it gave way, and the volume behind the move was unambiguous. Nearly 185 million shares traded on the breakout days in early April, and the follow-through into May has been relentless. Intel’s Q1 2026 revenue came in at $13.6 billion, clearing the Wall Street midpoint estimate by $1.4 billion. Non-GAAP EPS hit $0.29 against a consensus of just $0.01. That is not a beat — that is a restructuring. 

• Data center acceleration: Intel’s DCAI segment posted 22% year-over-year revenue growth to $5.1 billion, driven by server CPU demand for AI inference workloads — supply is now tighter than demand 
• Foundry credibility: Intel 18A reached high-volume manufacturing in January 2026, with yields exceeding 60% and improving at roughly 7% per month — Microsoft is using Intel Foundry for custom AI accelerators, Amazon is commissioning custom Xeon chips 
• Terafab catalyst: Intel signed on as the primary foundry partner for Elon Musk’s $25 billion Terafab project — a joint venture between Tesla, SpaceX, and xAI targeting one terawatt of AI compute per year — the single largest marquee customer win in Intel’s foundry history 
• Government anchor: The U.S. government’s 9.9% equity stake, converted from CHIPS Act grants, is now worth approximately $36 billion — Nvidia holds an additional ~4% from its $5 billion investment, and SoftBank holds ~2% — together these three strategic investors control roughly 16% of the company 
• Cost restructuring: After an $18.8 billion net loss in 2024, Intel reached near-breakeven in 2025; Q2 2026 guidance calls for $14.3 billion in revenue, ahead of the $13.07 billion the Street expected 

The market is not just buying earnings recovery. It is buying optionality on Intel becoming a genuine third foundry option in a world desperate to reduce TSMC concentration risk. Intel’s share of the global foundry market sits below 5%, against TSMC’s 64%. The gap defines both the risk and the upside. 

Slight tangent, but it matters — the advanced packaging angle is underappreciated. Intel’s EMIB and Foveros technologies are positioned to hit 40% gross margins, and CFO Dave Zinsner revised external packaging revenue guidance upward to “well north of $1 billion” annually, arriving before meaningful wafer revenue even kicks in. Packaging may be the lever that re-rates the foundry segment before the wafer business proves itself. 

AMD at $500 Billion — Earned, Not Given

AMD’s move on the session was the quieter but arguably more structurally significant signal. The $500B cap is a psychological line that forces generalist allocators to treat AMD as a mega-cap holding rather than a high-beta semiconductor trade. The framing shifts. The mandate requirements change. That is not trivial. 

The MI300X GPU family continues to take AI inference share. Data center revenue in Q4 2025 came in at a record $5.38 billion, up 34.1% year-over-year. The company’s server CPU market share has crossed 41%. DA Davidson upgraded AMD to Buy after Intel’s blowout quarter, calling Intel’s results a “precursor for a huge step-up for AMD’s CPU franchise” driven by agentic AI workloads. Susquehanna set a $375 target ahead of AMD’s own Q1 report on May 5. Wells Fargo added AMD to its Q2 Tactical Ideas List with an Overweight rating. 

At $500B, AMD is no longer growing into its valuation — it is defending it. That demands a different quality of execution. The MI300 ramp, partnerships with Meta, OpenAI, Oracle, and HPE, and the upcoming Helios GPU in H2 2026 are the execution checkpoints that determine whether this level holds. Data center revenue is projected to grow roughly 4.5-fold from $17 billion in 2025 to $58 billion by 2027. That is the embedded expectation now sitting inside the multiple. 

The part people skip: AMD’s 52-week gain now sits at approximately 269%. The stock added 65% in just the last month alone. These are numbers that historically attract crowded positioning — which is worth watching even for long-term holders. 

Macro Context: Why This Cycle Feels Different

Alphabet and Amazon both confirmed massive, accelerating AI infrastructure spending in recent earnings — a direct read-through for CPU and GPU suppliers across the board. The Nasdaq hit a fresh all-time high near 24,837 on the same session. The broader environment is not just tolerating semiconductor valuations at these levels; it is actively bidding them. World Semiconductor Trade Statistics is forecasting a 26% spike in global semiconductor sales to $975 billion this cycle. That is the tide, and both Intel and AMD are positioned in the current. 

Geopolitically, the case for domestic chip manufacturing has only strengthened. Taiwan Strait tensions, U.S. export controls, and the administration’s active interest in onshoring advanced production have created a policy tailwind that is structural, not cyclical. Intel is the primary beneficiary. That “geographic alpha” — domestic sourcing for defense, government, and hyperscale clients nervous about single-geography concentration — is a moat that TSMC structurally cannot offer. 

Bottom Line

When Intel clears a 26-year chart level and AMD earns mega-cap status in the same session, the semiconductor sector is sending a message that transcends short-term trading. The AI infrastructure cycle is broadening. Foundry geopolitics are creating new winners. Both stocks just repriced to reflect a future that looks less uncertain than it did 90 days ago. 

Intel’s turnaround narrative has shifted — in the words of one analyst framing — “from managed decline to aggressive recovery.” That is a significant change in how institutional capital models the name. AMD heads into its own May 5earnings report with the bar now elevated by Intel’s beat. Whether the follow-through matches the elevation is the question neither chart can answer. 

What happens next probably depends less on the next print and more on whether 18A yields hold, whether AMD’s MI300 guidance raises or resets, and whether the hyperscaler capex commentary stays this loud into Q3. Those are the variables worth watching — not the headlines that already moved. 

For informational purposes only. Not investment advice.

_{DISCLAIMER
This message is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Always conduct your own due diligence. The views expressed are those of the author and do not necessarily reflect those of the sender. This is a paid advertisement. Sponsored emails like this may include promotional content from third-party advertisers. Options Trading Report is owned and operated by BMF Financial, LLC. We are not investment advisors. Your capital is at risk.}

_{IMPORTANT NOTICE AND DISCLAIMER
BMF FINANCIAL, LLC(“BMF”), the owner of this website (the “Website”), cannot guarantee the accuracy or completeness of the information contained in any article, email, newsletter, or other publication posted on or viewed in connection with this website (the “Publications”). The author or authors of those Publications are solely responsible for their contents. BMF has not done any research or due diligence into the markets, industries, or companies which may appear or be mentioned in the Publications. BMF will NOT be liable for any loss or damage caused by a reader’s reliance on information posted on the Website or contained in the Publications.}

_{FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY; NOT INVESTMENT ADVICE.
This Website and the Publications are for educational and informational purposes only. This Website and the Publications do not purport to be a complete analysis of any company’s financial position. This Website, the Publications or any statements made in the Publications are not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular individual.This Website or the statements made in the Publications should NOT be relied upon for purposes of transacting in any securities posted on the Website or mentioned in the Publications, nor should they be construed as a personalized recommendation to you to buy, sell, or hold any position in any security posted on this Website or mentioned in any Publications.}

_{SUBSTANTIAL RISK IN INVESTMENT.
Any individual who chooses to invest in any securities including those mentioned in the Publications should do so with caution. Investing or transacting in securities involves substantial risk; you may lose some, all, or possibly more than your original investment.Readers bear responsibility for their own investment research and decisions and should review all investment decisions with a licensed or registered investment professional.}

_{NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER
Neither BMF nor any of its respective owners or employees are registered or licensed as a securities broker-dealer, broker, an investment advisor, or an investment advisor representative with the U.S. Securities and Exchange Commission (SEC), any state securities regulatory authority, or any self-regulatory organization.}

_{For full policies, see our:  Disclaimer | Privacy | Terms}

Update your email preferences or unsubscribe here

© 2026 Options Trading Report 

203 N Lasalle Suite 2100
Chicago, Illinois 60601, United StatesPowered by beehiivTerms of Service