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It sounds like TSMC is struggling with 2nm. AMD now looking at 2026 for Zen 6. I expect this will hit Nvidia pretty hard. Perhaps they can work...
I was wondering how long Powell could talk about cutting rates without actually cutting rates before people would realize he is full of crap....
I'm waiting for hydrogen to kill everything with a gas or electric motor. This new power source will yield 5000 miles per gallon and trigger an...
The corporate salesmanship and the fanbois do not seem connected to the production realities of Nvidia. To a significant extent, Nvidia has been...
GM now going hydrogen vehicles and distribution. I feel it is extremely reasonable, at this point, for GM stock holders to sue the GM board for...
I did not buy the dip. I will confess, however, I am seriously considering buying the Tesla dip.
$DJT currently trading at $30.15
Any thoughts on how the Trump trials have and will affect the markets? I have limited visibility into the GOP bubble so I would appreciate any...
$DJT has stabilized nicely in the upper $22 range. Now that it's on a sound footing and cannot go any lower, a combination of the best management...
Still up over 30%. :)
Buy the dip!
Tesla is currently trading well down at $157. This is confounding. I see two factors. It has become apparent the Chinese government is...
Has anyone heard from Emmett? I apologize if this has been discussed. I don't read every post. I hope life finds him well.
It's great to see another long term thinker, Strathmore. I like the cut of your jib.
The elephant in the room is the Chinese market. China is moving to their own CPU platforms, wherever possible. The Chinese market is not a high...
BTW, there are leaks suggesting AMD's Venice can potentially use up to 8 CCD modules, bringing us a 256 core CPU complex. This will mean 16...
Zen 6 (scheduled for 2H2025) will bring 32 core chiplets. That means, the base CPU complex with a single chiplet will have 32 chores. Maybe they...
This seems like a buy opportunity, for people who believe in the company. I wish I did. To be clear, I do not predict that Intel will fail....
Putin was just quoted as saying he would normally remain neutral but Trump is clearly the best investor in America.
That's because it's God's equity. :thumbsup:
