Separate names with a comma.
I notice quite a few attack articles on Samsung. This confuses me. It's a bit difficult to invest in Samsung in North America so I hesitate to...
Meanwhile, in technology, some pretty wild stuff is happening. Nobody here cares but anyone who holds a technology stock would be well advised to...
$FET closed at 80.29
SK Hynix is eyeing a NASDAQ IPO of Solidigm with the money undoubtedly to be used for Chinese Dalian fab expansion that is nearing complete...
This isn't entirely about technology. In September 2024, Pat Gelsinger said, "18A is powered on, healthy, and yielding well". I recall Gelsinger...
nVidia might pull a rabbit out of a hat but, if they don't, this is the beginning of the decline of nVidia. I assume it will take investors a...
I no longer discuss AI/semiconductors/chip industry here but the Hot Chips conference ends today. I'm trying to not forsake all other business...
This thread is going to look abandoned and, at some point, it will be. I don't care about the daily tick and I don't care about 95% of NEWS. I...
I appreciate the invitation to your new home. Thank you. Please consider this my RSVP with regrets. We've been over this but: - I don't care...
One of the oil field service companies I've owned a few times over the years is High Arctic Energy Services. This was once a very good company....
I apologize but I don't think it's a good idea to openly discuss the future purchase of low circulation companies. Even if the price only goes up...
This site is the old west so I will plant a seed of politics. I've been looking at attempting to profit from companies moving from blue states to...
At current market, FET has enterprise value of right around $1B. Even if they pick up $1B of service contracts over 5 years to do service work in...
I'm going to stop posting here about semiconductors, despite this being where 80% of the interesting opportunities are. Semis will stop being...
The other longer term investors are settling into their new home. I wish them well. I'm going to continue posting here for another little while....
Perhaps a shotgun valuation will hold some interest. SpaceX, $SPCX, Friday's range: 114.56 - 133.48 13.18B shares $115 Market Cap: 1.516T If...
AMD just acquired Taalas. The Taalas is a specifically designed around Meta's Llama AI model. I'm not familiar with Llama at all but I'm blown...
... wrong thread.
From the SpaceX earnings call, Elon said he expects to be operating Starship at the rate of one flight per day in one year. I doubt any of us...
In case it's not obvious, the reason for the mad rantings above is to figure out who's lunch SpaceX intends to eat. Of course, intends is one...
