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Nothing I wrote is fact. The future cannot be predicted as fact. In my defense, I ask that you cast your gaze toward the phrase, "It seems...
We are seeing the 40% number from several sources now. They are all mis-citing the same source. There is so little information floating around...
Reuters has just revealed they are among the greasiest, least honest, "news" media in the business....
It seems likely to certain, AMD is going to catch up to Nvidia. I'm not saying AMD will be on exactly the same level as Nvidia but they will get...
Intel is lobbying hard for chip fab subsidies. They will get them. That's a good thing because they desperately need them....
Someone claimed Zen 5 would bring 40% IPC gain. Today, someone at AMD said that is moronic. Expect 15%. RDNA 4 should be a very nice IGP.
I keep watching Tesla, thinking I'm going to start trading it due to good luck in predicting the last several cycles. Of course, I continue to do...
A couple of my earlier posts may have been a little facetious. Still, this is an incubator thread and I think it stands up. For those who...
$DJT has recovered, a little, but closed down 21.5% in what can only be described as the most savage attack on America since 1776.
In the time it took to post that, $DJT is down another 1.5%. These people have to be stopped!
Progressives and woke are attacking $DJT. It is currently down 23%, on the day. If you love your country, buy $DJT above market, right now.
The key to winning future wars will surely involve speeding up drone attacks. I expect that will be done with AI targeting. AI targeting will...
I've been watching Ukraine's war effort like the Zapruder film. Fascinating stuff. The Ukraine war has turned into a financial war, of sorts....
We don't need any more data points to see the trend in media reporting accuracy but I find this mildly amusing. Forbes posted an article that...
At this point, it seems certain that Intel will paper launch Arrow Lake at the end of this year. They will be lucky if CPUs start trickling out...
For sure. I've seen them, also. Those articles are click bait BS.
Nvidia is a strong player in the AI field but they are not guaranteed to own this field into the future. AMD has an NPU that is better than...
I'll bet that stock ticks really, really slow.
The Boeing issues clearly demonstrate a core piece of investment theory: When a company goes toxic, it is extremely difficult to bring it back to...
Austan Goolsbee believes there will be three rate cuts in 2024....
