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$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....
It seems likely to certain, AMD is going to catch up to Nvidia. I'm not saying AMD will be on exactly the same level as Nvidia but they will get...
Intel is lobbying hard for chip fab subsidies. They will get them. That's a good thing because they desperately need them....
Someone claimed Zen 5 would bring 40% IPC gain. Today, someone at AMD said that is moronic. Expect 15%. RDNA 4 should be a very nice IGP.
I keep watching Tesla, thinking I'm going to start trading it due to good luck in predicting the last several cycles. Of course, I continue to do...
