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Anyone buying PLTR? Any target price, rough fundy valuation? Reference price at $15bn valuation looks reasonable... if it stays there.
Any views on NNDM? Couldn't resist and bought a tiny position on rumor that ark was increasing it's position, and there's been insider buying by...
Agree, there's not much money to be made from hardware sales (hardware is sold close to cost to trap people in a single store platform); spending...
AMD have been unusually tight on benchmark leaks for this launch. Past launches had benchmarks leaked months ahead of time, as these chips are...
Interesting to see who holds the real power - Trump or McConnell?
You are a difficult man to impress... lots of people have ideas, execution matters too. And it's not like Amazon don't have good ideas - they've...
I'm still mostly long stocks and positive long term, just trimming to build a bigger cash position - with the uncertainty ahead I realised I've...
Anyone else getting worried about headwinds for next few weeks/months? - Cares Act supplemental unemployment benefits expire on 30 Sep, and our...
Supplemental unemployment benefits expire 30 Sep... If he really has this ability, the time to do it is now.
Extend Section 3610 of the CARES Act By Amy Benson Aug 14, 2020 [IMG] As Congress and the administration grapple with the expiration of...
The USA prefers Hilary.
Tesla sues Trump Administration to end tariffs on the ‘brain’ of its vehicles...
If I was on a budget and could work from home, 2 places I'd consider are Chiang Mai and Siem Reap. Warm weather, cheap and good food, and lots of...
Outside of Tokyo and downtown Osaka, it isn't that expensive imo. The small to mid-sized cities are just nice for me - not too crowded,...
Same! I didn't like the casting at first, but she ends up carrying the series imo, easily the best actor of the bunch.
hilarious lol
Nice. I trimmed SQ (up today on analyst upgrade) to add TSM underlying.
Don't know about RDNA2 yet, but current gen's highest boost is up to 1980mhz, and that's the top bin. Majority of chips won't bin as high, and get...
Thanks. Yes this was the article that prompted my qns. 102k wafers is a lot. I guess lower yields relative to amd's small chiplets was...
@RC Cola thank you for the detailed reply. One theory I've seen is that ps5 higher clock speed targets were the issue, so the chip may still be...