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January is always a slow month for Tesla. This year, it was particularly bad. February will also be bad, as they are shut down for all or part...
The reason my thoughts on nVidia are not as positive as they used to be is because the 5000 series isn't a design win. Sure, it's faster and they...
Any thoughts on the leaked i9-15900 benchmarks? They seem 90% likely to be a 14900 scam but who knows what's going on at Intel. I expect they...
The leaks I've been following show a major step forward with the AMD RX 9070 XT, including with ray tracing. Very impressive. We will know...
I'm sure I shared this story but it would have been years ago. I'm old, so I get a pass on recycled stories. I started investing in REITs in...
If someone wants to geek out on process nodes, this is a solid presentation from ARM in 2019. He discusses the path to 1nm. He also goes over...
We share the same view on this, RTN. It would fit their operating profile to paper launch it. Even if yields are terrible, they could easily...
The rumor is that Intel hopes to bring 18A online in the second half of this year. If they can pull that off, even with a paper launch, that...
I didn't get in on this last elevator ride at Tesla and I'm completely surprised by it, so disregard everything I say on this topic. Here's what...
You are right. Either I posted the wrong article or they changed that one. The article I read had a few paragraphs from Motley Fool at the...
The new Trump/Altman AI project with a half trillion dollars of funding should be a massive boost to nVidia. It will involve nearly no R&D. It's...
It's interesting to read how different the rumors we've read about RDNA 4 performance are. Perhaps this is a case of a million monkeys with a...
As I have opined in other threads, I see nothing but down side for nVidia's GPU business. The best they can do is to not slip too far. In the AI...
A quick note about the GPU market. First, nVidia dominates. AMD will have to take it from nVidia. Oddly, I think they have a very good chance...
With interest rates looking like they will drop, I've been trying to buy some bonds but they are priced at such a premium I haven't found a deal I...
Perhaps you are asking about the fundamentals of trading? A "stock exchange" is a matching engine. Ignore the folks who will bark out...
Ridestock, much respect for even considering corporate value with regard to stock value. I believe the number of people who do this is less than...
The way other investors and analysts think hurts my head. It's difficult to conjure much respect but I feel I must in order to conduct myself how...
This is for Canadian investors. With Tarifs around the corner and a recent flurry of bonds, this seems like a good opportunity for short term...
With Arrow Lake refresh, Intel promised performance would improve as they sorted out their microcode and drivers. Arrow Lake R performance has...
