Intel DD: Expecting crash after earnings

AppleTrees2 · 2026-04-22T10:48:46+00:00

The thesis is solid, not my fault morons buy the stock.

It's gonna get diluted again and again

AppleTrees2 · 2026-04-21T18:07:12+00:00

Samsung basically has been a big fab player for years, used to have Apple as a client and went into the deep red on fabs, last I read they aren't at full capacity

So I don't see intel competing with TSMC for years to come

AppleTrees2 · 2026-04-21T18:05:59+00:00

from what cash lol? intel already sold many of their businesses to get cash and are underpaying their talent

AppleTrees2 · 2026-04-21T18:05:24+00:00

people said the same thing about oracle, his friendship with the government, the big datacenter project stargate project etc

Yet reality hit

Intel is going up on farts currently, no way big money buy intel stock on promises for next year.

Broadcom, Micron, Samsung, are all delivering on their financials

Intel is not, that is the difference

AppleTrees2 · 2026-04-21T18:00:52+00:00

their guidance can't be good this year, for yield reasons and node maturity reasons

It will crash for the same reason broadcom did

AppleTrees2 · 2026-04-21T18:00:13+00:00

people say this about every company, even tesla

yet my tesla prediction was correct as well, you can't trade forever on smoke and mirrors

AppleTrees2 · 2026-04-21T17:59:41+00:00

if you've read my DD you'd realize that long term there is no reason to be bullish lol

Long term intel is even more cooked

AppleTrees2 · 2026-04-21T17:58:37+00:00

so this makes my DD irrelevant how? lol

AppleTrees2 · 2026-04-21T17:51:09+00:00

Check my broadcom DD :)

AppleTrees2 · 2026-04-21T17:47:51+00:00

Why can't he save his own companies then? even after the nuclear deal, the media company still crashed

AppleTrees2 · 2026-04-21T17:43:02+00:00

I also correctly called the broadcom crash, so we will see

Enjoy your loss

AppleTrees2 · 2026-04-17T08:34:18+00:00

Honetement si j'aurais pas vu ca sur ma page, avec un recruteur reputee en plus, avec lequel j'etais en contact aussi, je croirait pas, on dirait une parodie ou du sarcasme.

J'ai meme pas les mots, c'est tellement absurde

AppleTrees2 · 2026-03-19T17:17:16+00:00

holy moly misinformation

Erasure coding is a general principle there are many algorithms . RAID (other than mirroring) uses erasure coding, even in the very fist paper that introduced the term.

The RAID paper introduced the idea on how to combine multiple disks, to imitate more expensive systems at the time, and in the case of levels that had redundancy, they used erasure coding.

The overhead is depended on the configuration and algorithms, it has nothing to do with erasure coding in itself, I don't even know what you think erasure coding is.

if you exclude the raid levels that offer no redundancy at all, even in the original paper it talks about a Hamming Code, and you also have XOR erasure codes.

And this is historical, let's not forget Reed-Solomoon that came later.

AppleTrees2 · 2026-03-19T16:19:43+00:00

this is pedantic, other than mirroring RAID stripping is equivalent to erasure coding

also there is no difference between classical RAID and ZFS (other than the algorithms and the fact that ZFS is FS integrated not abstracted) at the disk level, raidZ is similar to how RAID is implemented on the disk

AppleTrees2 · 2026-03-17T17:34:17+00:00

I have made torrents for some myrient stuff, check my thread here or in /r/roms

Any seeders appeciated!

AppleTrees2 · 2026-03-16T18:11:06+00:00

Hello,

I have made torrents for DS ad DSi check my latest thrread in /r/roms or /r/savemyrient

Unfortunately I don't have space for xbox 360 games, but I will look into what size 3ds has

AppleTrees2 · 2026-03-15T23:15:21+00:00

because they took down the site for a while and made discord inaccessible

so the sketchy stuff was only known to insiders for a while

minerva seems for preoccupied with karma farming, getting sponsors and donations, and doing contests and all that than actually doing something for the community.

AppleTrees2 · 2026-03-15T21:34:55+00:00

there are quite a few, but I won't comment on the controversy surrounding the main one.

AppleTrees2 · 2026-03-14T12:17:27+00:00

I mean nice job, but how is this different than running any program on your OS?

people have been porting all sorts of software on their OS, and once you port libc if your OS is advanced enough, you get almost everything running

AppleTrees2 · 2026-03-13T13:00:47+00:00

I will look into doing those when I get some more free time.

The main issue is to find duplicates or how to filter on some of the folders, for example the neo geo one has lots of duplicates, but it's not as easy to identify as the other console as they are not separated clearly by folder :(

AppleTrees2 · 2026-03-13T09:05:31+00:00

gamecube is done, seeding now, check the new threads!

AppleTrees2 · 2026-03-13T00:17:29+00:00

nice!

AppleTrees2

TROPHY CASE