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For those of you who own SpaceX, you may find it interesting GrokAI released an update two days ago that is leading enough inference metrics they...
I'm trying to present a point of view that might help young investors. It's an attempt to give back some of the wisdom in this thread. My...
When I bought Micron last year, I planned to hold it into late 26Q2 or early 26Q3. I would have held it until June or July, regardless of the...
Investors are so pessimistic about AMD, the PE ratio is down to 151. AMD is going to dominate market when they can get the wafer allocations to...
Best wishes, W. I look forward to seeing you post on the other side with bright, clear, vision.
IMO, it isn't an attack on these companies. These companies remain comically over-valued. This is an attack on both investors and the economy....
I've been following the Ukraine/Russia situation since the Crimean annexation. Ukraine has had a successful campaign against Russian oil, fuel,...
Meanwhile, at AMD, sources I trust tell me everybody has signed on to buy Helios. Every major AI company is lined up to buy. I doubt this has as...
Oil is back up near $100 bbl and $FDX remains near an all time high. The market doesn't make sense to me. Rationality is gone. Value investing...
Correction: AMD has announced a partnership with Anthropic. It was yesterday. I missed it.
A bit more on the AMD release. I suspect AMD is now generally in the AI performance lead. Companies won't be dropping their nVidia NXL72...
AMD announced Helios, Mi455X GPU, a partnership with Cerebras, and they mention the existence of the latest version of ROCm. AMD investors...
Diversification is like communism. Just about everybody thinks it's really smart and a great idea but no one can point to a successful...
For what it's worth, Micron has broken ground on a $100B New York fab investment. I've been looking at this as a $100B loss but it could be more....
We had friends over for a barbecue and he said, "When you lookin', you ain't cookin'." It's a catchy phrase to encourage the sloppy drunk guy...
America is objectively getting dumber. Substantially dumber. There has been endless talk of a failing education system as we continue to dumb...
Let's see if I can further lower my social status on Stockaholics by sharing my view of equity behaviors. This ought to go well! :D I bought my...
The Iranian war is back on. The conflict is significant. Meanwhile, oil futures are edging down. FedEx stock has edged down a tiny amount but...
Earnings basically doubled but profit went up 10x. I'm a happy owner. Samsung brought capacity online in 25Q4 and 26Q1 but it takes time to...
Judging by the Q1 ER, Samsung seems to have done pretty well. Guidance for Q2 is another sharp increase in income. Samsung has considerable new...
