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https://seekingalpha.com/news/3595175-tsmc-gets-large-intel-chip-order-apple-r-and-d-plant-reports insanity
Just checked - tesla's chip was fabricated on Samsung's 14nm process. For the traditional automakers that can't design their own ai chip and need...
Yep, Intel may have to outsource to tsmc or samsung; long term this strengthens tsmc's leadership position, and they already control 50% of the...
Read a bit more on the reactions to INTC's latest delays and this is what I gather/infer - 7nm was critical to INTC as they saw it as a shortcut...
Thanks! Looks like you made a tidy pile too :) Yep UNA = amsterdam listing for unilver, bought it back in May. Closed my Unilever position and AMD...
@Dr of Dunk that's what I thought when I read the news too (guidance didn't seem terrible) but reading analyst reactions, I think the bigger issue...
I was expecting intc 2q earnings to be good due to wfh and datacentre, giving confidence that amd 2q would be good; this is even better for amd -...
many red. let's see how INTC's earnings look.
up 8% on earnings today.
Are you gonna close b4 earnings? Was thinking of closing my calls b4 earnings, but continue to HODL the underlying. Last few ER it has dipped a...
After giving this more thought, I think we could see an even bigger imbalance in valuation in favor of Growth (vs Value). Biden has already talked...
it's trading. already up a dollar :(
A Spate of Bank Runs Breaks Out in China, Fueled by Social Media Bloomberg News July 15, 2020, 5:00 AM GMT+8 Updated on July 15, 2020, 1:07 PM...
Are you subscribing for Ant? Looks interesting.
Do you find technical works on ETFs? I thought the ETF would more or less track the NAV of the underlying stocks, and the underlying basket of...
I'm learning to embrace the ZIRP.
Good day for growth. LVGO up 10%, DDOG up 6%, SQ up 5%.
^Reports from Nikkei that Sony boosted PS5 production numbers from 6milion units to 9 million units. For PS4, each unit was worth 100 to AMD's...
Amazon has pillpack. I think the long term dream is Alexa will be your teledoc and prescribe/send you your meds. But I'm not sure either, there's...
TSMC reported a good earnings beat. However, they fab for so many companies, its hard to decipher from this the performance of its partners (AAPL,...
