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Amen, brother. I was reading about the 737-800 engine cowl that fell off a SouthWest flight and stuck in slat, when an epic comment graced my...
Mary Barra earned $29M, last year. Good job, Mary! You've done it! :thumbsup:
Boeing reports CEO, Dave Calhoun, earned $33M in 2023. Calhoun is on track to receive $45M of stock and options at the end of this year, on top...
My research method is not infallible. I've gotten it wrong the very odd time. Where I stumble is interpreting the research. Here is what I can...
$DJT closed the week at $40.59. It is currently up a bit, at $40.92, in after ours trading. This puts the price of a share of $DJT at less than...
A quick clarification. Intel uses chiplets and will continue to do so. What I have written above is misleading. As I understand it, Intel does...
This two week old graphic shows that Intel is leading the industry in PowerPoint slides that show it is leading the industry. For clarity, Intel...
I hope this post doesn't offend anyone. It is not intended to insult with it's simplicity. Why are chiplets better than monolithic dies?...
This. I expect the gap to narrow. AMD has a huge step coming online by end of year. Nvidia will then widen the gap with their next step but I...
That sounds like a nightmare. I would sell both companies short. Six months later, I would be as broke as everyone else who has bet against...
Speaking of subsidies, here is what I can gather from the current state of grift. - 8.5B direct grants from CHIPS act. - 2.5B from military money...
It's sobering to consider, all of this garbage pivots on three things: 1) Russia's invasion of Ukraine (oddly small influence) 2) Chinese...
Fast forward to January of this year. I've been following some interesting activity in the CPU/GPU/NPU space. There is a ton of BS floating...
I'm breaking this out of my blog because it is specific. Please feel free to counter or present alternative approaches. The vast majority of...
I will respond to your sources question in a different thread.
Yes, my post was worded terribly. For that, I apologize. I believe AMD will get into the same ballpark as Nvidia, with AI. They might even take...
My money market fixed income is now averaging 5.3%. That's not enough for long term sustainability, as inflation is a bit higher, but it's...
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....