lt cap,

Yah - CAT kind of knocked my socks off with its resurgece since I tax-loss sold it. I can't see why the future looks much more rosy in terms of the basic materials of mining. On INTC, I do quite agree with you that their 'transformation' will take several years at least, and I see the possibility, esp. in a negative market, that they'll be punished for misses or disappointments during that period. Although analysts tend to give them a 'pass' on such events, there must be a point at which that goodwill dissipates. One might think of that as buying opportunites, perhaps. AMD is doing its 'crazy dance' again - went from $3 to $2, and now in a relatively short period climbing towards $3 again. There is a story out that INTC may have made an agreement (or perhaps it's done) to get AMD's graphics licensed to INTC. Big win for AMD if so, as part of AMD's downside is 2 billion dollars in corporate debit (!)  INTC may feel it needs AMD not to 'die' to avoid anti-trust violations - although that issue seems much less of a threat when they were the only 2 producing cpu chips of large numbers. Or, perhaps it's just a good-business decision - rather than develop their own advanced and discrete graphics devices, it may be a more sound finanical decision just to buy the rights to start with. (Or maybe as a component they need to make whatever chips or devices they have in mind.)

CISCO keeps on marching north. I wish I knew more about what driving them, while other companies in the space dance up and dance down.

The idea of AI medical equipment had been brought up a fair while ago. I picked Intuitive Surgical at random as a stock to watch. Brownian motion up and down, but today rose 3.5%. No news story from my brokerage, but my brokerage's research sucks.