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After considering the sale of Intel SSD division to SK Hynix, along with the Dalian fab, Intel is no longer positioned to make NAND, sensors, or...
Amen, RtN. Amen. It's not surprising that Trump doesn't understand but people controlling fiscal policy don't seem to understand. They make big...
My take on politics is that it matters a whole lot for trading and matters very little for a long term investor. I understand it's a hot button...
Quite a bit of Blackwell product (RTX 50X0 series) volume is well up in the channel. It just started this week. I wonder if this means AI demand...
That would be great. :thumbsup: :D
That was always going to be the case. I mentioned it a couple of times but it seemed to make people furious. They wanted to write their...
For what it's worth, I do not believe nVidia is the future. I'm not predicting they will go out of business tomorrow. I just think they've lost...
This is my queue to hypertrade crypto.
Imagine the job the Tesla board has to do. Elon Musk *is* Tesla. He is the oxygen Tesla breathes. When he does something really, really,...
I'm sure you're right but I wasn't aware. IMO, training data is 85% of AI. If DeepSeek is stealing training data from OpenAI, they have jack...
This is anecdotal and I'm not sure what it means but I think something is afoot.... I've been working on a system that involves a bunch of...
In a surprise to no one with a clue. I believe the most stable currency right now is 2nm wafer starts. That is neither a joke nor hyperbole. I...
Zing! Kudos, W. Gabba, gabba, hey!
It's clear earnings will not be strong across all sectors. Some sectors should be as solid as ever. I look forward to seeing both AMD and nVidia...
Nice articles about tariffs. Presented with a singular PoV but still valid. This bitch is specifically about corporate ignorance. The corporate...
They're extremely creative but not quite creative enough to build our consumerism in places that don't despise us with intent to hurt us....
Rumors out of Intel suggest the next parts out of Intel will be massively delayed, perhaps as much as a year. There are thoughts that Panther...
