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ARC is a brilliant move by Intel. That's why I think 99% of Intel CEOs will kill the project. I really do estimate CEOs ability to understand...
Back to Elon. Intel is said to sell 50M CPUs per year. I'm confident this is not true, at the moment. I'd be surprised if they are selling at...
Further. If Intel and AMD were to merge, and I understand the US government has floated this idea, it would be a pretty unusual situation. AMD...
At this point, I believe Elon Musk is the only outside buy out possibility for Intel. Intel sells a ton of chips into China. They require this...
Half a trillion is a lot to spend to spy on your citizens. It's tough to imagine it will be profitable but I'm sure they will find a way.
Building a stargate makes sense right now, since Michael Shanks is between projects.
I am tempted to buy a small quantity of INTC in hopes of Elon Musk buying the company. Whoever buys it will probably pay the somewhat standard...
Intel closed at $21.86. According to Barchart.com, Intel is a hold/sell across 30 analysts.
If traditional trajectories hold, there will be a market sugar rush for a few months, followed by a couple of months of concern, and then the...
The market is responding extremely well to rumors of Elon Musk as an Intel suitor. I feel the same. Even though I have lost a whole lot of...
The largest Chinese residential RE developer, Vanke, has been shut down and it's CEO arrested. This is major. Country Garden has requested major...
I have a fantastic marketing idea for AMD to include a slice of pizza with every GPU. Gamers and coders are always starving. TSMC has a...
I've heard literally dozens of reports of carnage and fiscal doom in China and one single report of a booming economy with a lot of construction...
As it happens, I do follow oil and gas very closely. This is how I was able to value Tesla's SuperCharger network when others gave it $0 value....
I've probably covered this but I'm about to cover it again. Valuation of stock using experience. I consider this to be the most accurate method...
For what it's worth, Zen 6 is intended for the N2P process and 16 core CCX. At that point, we will see 16 cores with 3D cache and 32 core CPUs on...
Imagine if you were Intel, struggling to catch up, and AMD has a 10% uplift in their back pocket, waiting to deploy.
AMD uses a chiplet design. CPU/GPU/IOD/NPU are all independent chiplets. The key will be to mount a pair of 8 core CPU chiplets on top of a quad...
The AMD chipset strategy is starting to become clear. I was wondering why they only released the 870 with Zen 5, since 870 is 670 with a...
Any thoughts on what's going on with $STLA? This company has a PE of 2.73 and a monster dividend.
