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No one reads this thread but for the sake of posterity, Mega Shanghai just came online. They are cranking out MegaPacks to a global market that...
I'm being flip about this, because I enjoy a good laugh, but it seems entirely obvious this is an accounting error. I do not believe 1.4B was...
I'm sure they are checking the couch cushions, as we type.
Tesla seems to have misplaced 1.4B.
AMD is absolutely rocking this Q. AMD books are going to be accounting porn. We will know more in 6 weeks. GPUs will help polish AMD's bottom...
In the 1980s, when we decided to eliminate all of our manufacturing jobs and send them to China as a form of charity, just about everyone was...
nVidia has announced next gen products, perhaps to take the wind out of AMD's sales. I'm even more bullish on AMD. While Rubin will probably be...
That article is a hit piece designed to smear Tesla by asking a question they pretend is objective but is both leading and irrelevant. If 6% of...
How many Tesla killers have come and gone, over the years? All dead. Who would have thought the real Tesla killer would be Elon's politics?
Word on the street is that nVidia will barely ship any product until the AI bubble pops.
A buddy just posted this on facebook. This proves Tesla is guaranteed to go up. Look how it is going to blow right through Max! [IMG]
For me, the key to analyzing nVidia is to consider how the company would be valued if it lost dominance in the high end GPU space. What if they...
Lip-Bu Tan selected as Intel CEO. March 18, 2025. He is also CEO of Walden Capital (VC). He has a Masters degree in Nuclear Engineering and an MBA.
Ford Europe is apparently in jeopardy.
Oh, yes... the narrative that an Intel breakup could unlock countless billions in shareholder value seems almost certainly steeped in feces. The...
Intel needs to be split up to survive. I suspect we're going to find out what that will look like in the first half of this year with the actual...
nVidia is currently in spin control. Link: https://www.theverge.com/news/618748/nvidia-admits-the-rtx-5080-is-affecte NVIDIA's Response...
There are some pretty strong rumours that nVidia is under a product recall for 5000 series parts. If you hold nVidia, you may not like the next...
Apparently, Tesla is selling very strong into China and South Korea. In North America, sales are well down. In Europe, however, sales have...
Tesla sales are down significantly. I wouldn't say the company is in trouble but this is a major sales slump.
