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In case you're not just being nice, here's a bulk download... It appears 40% of all RAM wafers are contractually earmarked for OpenAI and project...
A postcard from TomB. It's been a little while since I last posted. I doubt anyone noticed and that's completely cool. I found some kindred...
I would suggest that if you feel it's OK for rolexian to contradict my posts but it's not OK for me to push back on his, that is not a sign of a...
You are acting like a child. My predictions are there for the world to see and judge for themselves. I used to hang out on another site. Back...
When Intel was dominating, they did a ton of the greasiest crap. Like nVidia, now. Intel cut deals with mobo makers to not sell AMD motherboards...
Apparently, the US government does not want Intel to sell it's fabs. I believe this is why they haven't been sold yet. Keeping their fabs is...
My last prediction was uncanny accurate. I quoted both your shade throwing and my original post, so they are preserved. Declaring someone a...
Doing nothing is the correct course in nearly every case. The investment world is full of stories of world changing events that never happen....
I understand. Successful investors haves a bias to believing situations will remain unchanged. This is a good bias to have. There is also a...
I suspect the nVidia ER that is imminent will be the highest earnings they have ever achieved or will achieve in future.
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...
