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You very well could be right, but I do not want to underestimate China. Yes, they very much have a history of stealing IP for sure, but they are...
I think this sums up the macro nicely: "Nvidia founder and CEO Jensen Huang has said that restricting companies from selling AI chips to China...
[IMG] Futures looking good! :banana: “Don’t worry about China, it will all be fine!” Trump wrote. “Highly respected President Xi just had a bad...
I'd be doing a lot better if I put it all into Build A Bear stock :lauging:
I am definitely enjoying my rather tech concentrated gains at the moment. Well, not today... What the heck happened? Trade nonsense? Short...
I have not been here for the duration of the thread, but this is the single best thread I have ever been a part of. Logical, friendly, and common...
Nah, I was just being a dork. Your points were spot on and the reason why I am full steam ahead with NVDA.
Aw, c'mon, you no likey my poached meme? :D In all seriousness though, there is no sign of Intel complacency here with Nvidia. Jensen is going...
[IMG]
I think it is 100% pragmatism. Jensen is no fool. It buys a bit of breathing room regarding the U.S. government spotlight on exports to China....
If he has time to text you, he has time to post here and let us know his intentions, whatever they are. Not a single person on Earth is too busy...
Double thread post: I would very much like it if this thread could be archived and (if possible) ported over to any new site that the members...
Double thread post: I would very much like it if WXYZ's thread could be archived and (if possible) ported over to any new site that the members...
100% agree. Without confirmation one way or the other, it's all speculation. All I know is if this place sticks around, I will as well. If it...
I was wondering why there was an extreme lull in the general activity lately. First Tom moving on, and now this. We'll see what happens, but I...
A moron with no fees and a better return rate :D
Normally I would agree, but nobody seems to want to be fab owners here. AMD used to, but that got spun off into GloFo in 2008. They are money...
Okay, let's put this to the test. I do not believe for one second that AMD will reach parity with Nvidia in any meaningful way in the next two...
As always, W and you (and others for sure) doing great work daily. Hard to add to both of you without sounding like a "ditto" machine, but I'll...
Did you not see me tactfully doubt Tom's predictions a bit ago? I have a great time bantering with him. We go back and forth on AMD sockets and...