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When I wrote this, INTC was at $66. Right now, INTC is at 52.25 (Market cap $278B). Intel financials the company look like a LearJet 60 flying...
China is aggressively working on a thorium reactor powered container ship. The reactor is specified as having 10~25 year service life between...
I just read a report from an independent lab that had a Panther Lake Intel ThinkPad battery lasted 30 hours in the web browsing test. I'm not...
This is tech but it's more about analysis and how to have a clue about an industry. There is some weird stuff going on. This is going to focus...
I just want to mention, there is anecdotal evidence Intel's second gen 18A has slightly higher yields than TSMC's N2 suite of nodes which are also...
After the previous post, I wrote a post regarding a few things I consider germaine to this moment in the markets. I ended up deleting it because...
Thank you for the post and the kind words, Blake. I appreciate it. I will reveal that Oil is on my list of sectors that are likely to be...
nVidia is openly talking about $2000 per year per GPU subscription fees for AI users. Is this a genius move or a death knell? I don't know. If...
The upside of the Tesla / SpaceX merger is the news cycle will have less time for lies for the next week. lol!
More tech to consider. TSMC reported $47B earnings in 26Q3. That's not for the FY. That's actual earnings for Q3. Tech is going to be a wild...
Here's a note that is directly about tech. For those who think the cheap, Chinese, sky is falling, ASML has said the semi industry is going to be...
Here's a media report card based on the above post. Reuters headline "China's CXMT makes breakthrough in advanced memory chips, the Information...
MU is down $90 today after CXMT announced a tremendous breakthrough in HBM3E. Again, this is tech but it's an interesting turn. Let's run this...
OK. Back to tech chat but only as an example of market dynamics. There are articles suggesting a flood of DRAM is upon us. That has caused MU...
I am seriously considering selling a put on AMD in roughly the January time frame when Zen 6 is released on AM5. I expect the stock will struggle...
I'm sure BigBear will take care of you. You might want to post in "The Long Term Investor" thread but he may notice your post here, as well. The...
In the past, I've whined about retail investors falling for media deception as easily as taking candy from a baby. Actually, retail investors are...
Micron. The "DRAM shortage is over" articles worked for a while. They drove the price down to $913.50. Not one of the articles I read mentioned...
I notice quite a few attack articles on Samsung. This confuses me. It's a bit difficult to invest in Samsung in North America so I hesitate to...
Meanwhile, in technology, some pretty wild stuff is happening. Nobody here cares but anyone who holds a technology stock would be well advised to...
