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Lots of reports of China imploding. It's really bad. Official unemployment is 3.5% but that seems wildly low, given the people living in the...
It looks to me like AMD will be eating some, perhaps a small part, of nVidia's AI lunch by the end of this year. The AMD demos are extremely...
What does the Chinese economic implosion mean to the economic and financial world? Xi does not want to devalue his currency and has resisted...
Yesterday, China shut down banking in 7 provinces. Money is/has dried up. I've heard so many glowing reports about China, along with so many...
Vietnam is the breakout Asian economy with 8.8% annualized GDP growth reported last quarter. The next closest is Singapore at 4.4.
I don't own a lot of S&P 500 by ratio but it comforts me to own it. I'm less confident in individual companies, these days, and haven't added to...
There could be some controversy over the CHIPS act money given Intel. That 8B was was supposed to create jobs and tech in the US but it appears...
The 777X is nearing fleet service. Right now, it is receiving endless accolades on YouTube. Perhaps the YT channels have been paid to forget...
When doing some research on membrane dehumidifiers, ChatGPT literally gave me the formula to construct these devices myself. It provided a ton of...
AI. I've been comparing DeepSeek, OpenAI, xAI, Copilot, and Claude for several months. The first four are far more similar than different. Here...
With China banning the sale of rare earth materials and mining/processing equipment to the US, I find it interesting that Western Canada is...
July CPU sales in Germany were 94% AMD. AMD also dominating in other countries but most countries, including the US, its impossible to get...
One last point. Zen 6 will be the last evolution of the Ryzen architecture. They might call the follow on processor Zen 7 but it will be a new...
FWIW, Zen 6 looks like it will be a significant step forward. There is no question, AMD will be the unrivaled CPU leader. However, the work AMD...
I've been looking at RDNA 5 and things have become pretty clear. AMD is not trying to catch nVidia. Their goal is to beat them. They will have...
For me, this is everything. This is the meaning of investing. I do not believe more than a handful of people are aware of the idea beyond...
I didn't realize the depth of problems with Intel's process nodes. Intel 7 is their primary node. They still have yield issues with 3 so haven't...
I read a news article, a few few weeks ago. It was an article about the current situation, what was going to happen, and how there was only one...
I haven't posted in a while. Here's an update on my investing. No changes of significance since 2009.
I may not have understood what I was hearing about Intel 18A. First, they are just getting yields above 50%. There are leaks claiming 55% yield...
