mascot @thru_xyz. no investment advice.
California
Joined June 2017
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I could not put into words how much today has meant to me.
I’ve been following Intel ever since I was a child and it is not an exaggeration to say they are the reason I fell in love with chips and computers in the first place. I wouldn’t have been able to take the path I have chosen in life if it wasn’t for the thousands of brilliant hard working engineers at Intel who laid the foundation for the ground I walk on.
When I started following their bold bet on becoming a world class cutting edge foundry about a year ago I was galvanized by the vision that they set out. It wasn’t just important to me that Intel succeeded it was important to me that America succeeded. Silicon Valley was built by them and their cohort and it was critical to me that we not only maintained our standing in the semiconductor industry but for us to grow our industry so 100k other flowers could blossom.
There was no way this could be done without an American foundry on the leading edge. I believed in the plan from the start, and as an engineer myself I was absolutely confident that Intel was developing some of the world’s greatest technology and IP from 18A to backside power delivery to the amazing breakthroughs they’ve achieved in advanced packaging which I like to dub as the new Moore’s Law.
They are just getting started and there is without a shadow of a doubt more to come. Today I was vindicated for everything I’ve been talking about for over a year now. The semiconductor industry is won by those not who focus on optimizing margins but those who invest in innovation to bring value to the whole world.
Lip Bu Tan and the whole Intel team have delivered on innovation… and again this is just the beginning. I will be here waiting, watching, cheering every step of the way. Thank you from the bottom of my heart for the experience, the gifts, and your words of appreciation they mean more to me that you can possibly imagine.
With love,
Bubble Boi 🫧♥️
I just had AI write an entire RISC-V core, put it on an FPGA, compile C code into a custom ELF format, boot the core, and run the program.
I read ZERO of the code. Someone come up with a good name for the core.
This is a psyop. Nothing will come of it, nobody uses PHP anymore it’s had tons of security vulnerabilities for years.
Nice try Dario.
Btw if you guys didn’t realize I write all my tweets using text to voice on my iPhone that’s why it’s so bad.
This guy is a $Besi warrior
Guys buy Besi right now.
Despite $BESI record orders the last 2 quarters and 22% higher profit guidance at its analyst day, stock is ⬇️50% not on fundamentals but repeated FUD of despecking + asml competition. Asml hybrid news is old, March. Insertion point for HB still custom hbm4E. Amd MI, cpu, cpo 🔥
This is the funniest account on here lmaooooooooo. How bad is his BESI position doing right now?
How retarded is Jukan? 4 Hi is enough! He just so happens to be shorting $BESI. He works for @SemiAnalysis_ who has also been spreading more bullshit for months for its long short hedge fund clients. Todays $ASML “news” from 6 months ago is more of the same. Corrupt “research”
Lmao let the record show I was bullish on hybrid binding.
Was a mistake to bet on the memory chuds in Korea doing it though they just want to money max and rest on their laurels. Can’t believe I’m saying this but good job micron for actually trying to win market share.
There is no way on earth Palo Alto networks will protect me from an AGI hacker. I expect the labs to start. to launching cybersecurity products soon. There’s a lot of synergy there because they get to make the threat and the solution at the same time. Everyone will have to pay protection money.
*META PLANS NONVOTING SHARES, EYEING MORE STOCK SALES: SEMAFOR
"The plan, which could be announced as soon as Wednesday when Meta reports quarterly earnings, will allow the company to issue new stock — for acquisitions, to lure top AI talent, and to pay for chips — without diluting Mark Zuckerberg’s control."
Oh my god
JUST IN : META IS PLANNING TO ISSUE NEW SHARES TO FUND AI INVESTMENTS
IT CAN BE ANNOUNCED AS SOON AS TODAY
$META
Thoughts going into Meta Earnings:
I think Susan will start to give an actual guide on capex 1-2 years out which should placate some investors. Can’t guide too low just need people to know what worst case is. Also I expect some talk on muse monetization and some guidance on AI revenue.
Maybe even discussion on enterprise?
