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I will opine that any company operating today that can ignore the macro economic tsunami and stick to operating their core business well is a...
There is a rumor AMD has very early engineering samples of Zen 6. When I first read this rumor, I dismissed it. Neither Zen 6 nor TSMC's 2nm...
I doubt anyone here cares about the Tesla Semi. It did not matter in 2024. It won't matter in 2025, although there will be some announcements....
Perhaps the lesson of Boeing is how long a company can operate under comically terrible management and continue to do OK. That they are failing...
For the first time in years, I see a mixed future for Tesla. They certainly have some extremely good things on the horizon but there are also...
OK. So, too big to fail?
Mr. M123, I would appreciate some insight into your thought process on this. Anything you could share would be appreciated. Do you have any...
You know how IT managers around the globe are clamoring for AI? Me, either. lol! AMD is the same pile of crap. They are going to try to force...
Ryzen 9800X3D sales are really high. This is an expensive part. While income from the 9800X3D will not move the needle in terms of gross...
Quick summary: If/when China collapses and if Toyota can successfully bring the INNEngine to market, Toyota will dominate auto for most of the...
I've been watching Spanish language content of the INNEngine eREX-700. It is extremely impressive, to say the least. They had a prototype in...
More data is coming in, suggesting China will likely implode sooner than later. Shanghai was at a population of 26M. 6M people have left the...
I just went for a new AMD build, also. I tried to be strong but was taken down by a Christmas week sale. It hasn't arrived, yet. The 9950X3D is...
Congratulations, W. While I am pleased with my portfolio, it is well over 50% fixed income at this point so my VOO and corporate stock gains are...
Signs are beginning to show that China is heavily destabilizing. I'm not aware of any way to know when China might collapse but I now believe the...
I'm seeing a few strange rumors related to AMD. One such rumor is the 9950X3D will have 16 cores on a single die. This rumor seems to have...
GM is on death watch. I expect they will be the first American major to go bankrupt. Stellantis will follow shortly after. The only people...
Golden words. No argument from me. Meanwhile, Mitsubishi and Nissan have merged with Honda to prevent them from failing. Honda executives are...
This is because legions of folks will declare it a bad idea without understanding it or even testing it. Sooner or later, someone will notice...
This is not an effective strategy. To a small extent, you can mitigate latency with cache and all CPUs do some of that but what happens when the...
