$NEAR$INTC After the Fed’s first rate hike in more than three years, tech stocks nonetheless continued to be pursued by capital. The AI trading thesis is still unfolding. Intel, as a valuation “deep value” in the AI compute power supply chain, has clearly benefited in the short term. However, today’s mixed signals from industrial stocks (some facing headwinds) suggest that the macro recovery is not comprehensive; capital is more inclined toward certainty in growth. For BTC/crypto, a rebound in risk appetite for US tech is a positive spillover. BTC at $78,099, up +2.25% over 24h, and trading above 78,000 indicates that the bulls still control the pace. If the Nasdaq stays strong, crypto could follow through to test previous highs. But the restart of the rate-hike cycle means real interest rates in the US will rise, which would cap crypto valuations; upside may lag behind leading AI stock movers. Trading idea: $INTC is biased bullish. Pullbacks to the $42-$43 zone can be used to build positions in batches. First target: $48. After a breakout, look for $52. If it breaks below $40, cut losses, and keep position sizing within 10% of total capital. For BTC, watch support at $76,500 and resistance at $80,000. Only if it holds above 80,000 can a momentum acceleration be confirmed; otherwise, treat it as range-bound. Would you rather position for AI compute stocks or for BTC catching up?