$Intel(INTC.US) $Taiwan Semiconductor(TSM.US) This whole 2nm “Intel vs. TSMC” leak drama is getting so messy that it’s hard to even keep track. Short-term sentiment is swinging all over the place, but if you look at INTC’s tape, it’s interesting — we saw heavy-volume selling and a pullback a couple days ago, then it immediately went into a low-volume sideways hold. The negative news came fast and hard, but the stock didn’t actually break support, which means the holders are pretty resilient.

The headlines look dramatic, but based on the technical action and volume, neither bulls nor bears seem willing to take big positions here. With the legal outcome nowhere in sight, timing short-term trades feels extremely tricky — even trying to scalp a small swing is hard to manage. I’m choosing to stay on the sidelines for now to avoid getting whipsawed repeatedly.