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Building on the previous post but a slightly different topic, AMD's RDNA 5 GPU die is designed around the maximum possible die size. They have...
I've been studying AMD's HELIOS rack design and I missed an important design cue that changes everything. I'm now 75% confident AMD will beat...
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In September, the Airbus A220 will surpass Boeing's 737 platform as the most popular aircraft ever produced.
That's an excellent question. I believe it is but we live in the age of AI obfuscation so it's difficult to say. Also, China has a massive...
I'm not aware this is published in mainstream media but there have been about 30 Chinese factories blown up in 2025. Two exploded this past week....
US Government has expressed interest in purchasing 10% of Intel. This is clearly a bailout. SoftBank has also expressed interest in making a $2B...
ASMPT, a leading semi packager, pulled out of China and terminated all staff. Both Shanghai and Shenzen operations were profitable but ASMPT...
Further... Chinese news on YT is wildly suspicious. There is a China Observer news item posted 9 hours ago. It's the closest thing to recent...
There is a possibility China is either under marshal law or on the cusp of declaring marshal law. Hi Tyro. We're seeing social media mentions...
There are a few reports of tanks rolling the streets of Beijing. I wouldn't say enough reports to consider this to be corroborated. In the...
I admire people who can think a new CEO is going to turn a company around. We see these optimists all the time. Historically, the number of...
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...
