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I've watched big auto do things that are so stupid it hurts my head. It's like they are trying to fail. Toyota has been one of the dumbest....
The next time you listen to any major auto CEO speak, keep in mind the 15 years Elon Musk pumped every cent he had into Tesla (and talked his...
Today's attack on America has brought the price to $36.75. Why aren't patriots buoying this equity to the $250 level?
Amen, brother. I was reading about the 737-800 engine cowl that fell off a SouthWest flight and stuck in slat, when an epic comment graced my...
Mary Barra earned $29M, last year. Good job, Mary! You've done it! :thumbsup:
Boeing reports CEO, Dave Calhoun, earned $33M in 2023. Calhoun is on track to receive $45M of stock and options at the end of this year, on top...
My research method is not infallible. I've gotten it wrong the very odd time. Where I stumble is interpreting the research. Here is what I can...
$DJT closed the week at $40.59. It is currently up a bit, at $40.92, in after ours trading. This puts the price of a share of $DJT at less than...
A quick clarification. Intel uses chiplets and will continue to do so. What I have written above is misleading. As I understand it, Intel does...
This two week old graphic shows that Intel is leading the industry in PowerPoint slides that show it is leading the industry. For clarity, Intel...
I hope this post doesn't offend anyone. It is not intended to insult with it's simplicity. Why are chiplets better than monolithic dies?...
This. I expect the gap to narrow. AMD has a huge step coming online by end of year. Nvidia will then widen the gap with their next step but I...
That sounds like a nightmare. I would sell both companies short. Six months later, I would be as broke as everyone else who has bet against...
Speaking of subsidies, here is what I can gather from the current state of grift. - 8.5B direct grants from CHIPS act. - 2.5B from military money...
It's sobering to consider, all of this garbage pivots on three things: 1) Russia's invasion of Ukraine (oddly small influence) 2) Chinese...
Fast forward to January of this year. I've been following some interesting activity in the CPU/GPU/NPU space. There is a ton of BS floating...
I'm breaking this out of my blog because it is specific. Please feel free to counter or present alternative approaches. The vast majority of...
I will respond to your sources question in a different thread.
Yes, my post was worded terribly. For that, I apologize. I believe AMD will get into the same ballpark as Nvidia, with AI. They might even take...
My money market fixed income is now averaging 5.3%. That's not enough for long term sustainability, as inflation is a bit higher, but it's...
