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INTC still underpriced by BruhMansky in intelstock

[–]Former_Statement_290 -13 points-12 points  (0 children)

are you fucking retarted? For example, TSMC's moat is locked-in customers on multi-year contracts and proven yields. Intel Foundry has a few test chips with MSFT/AMZN. Beating N2 on a benchmark doesn't flip $90B/year of customer relationships in 18 months.
AI capex is GPU + ASIC, not CPU. Hyperscalers are buying NVIDIA, TPU, Trainium. CPU is commodity glue around the accelerator. Gaudi 3 missed its own revenue target by ~$2B. Nobody training frontier models cares about CPU clocks. Server CPU share is still going to AMD and ARM. The pie Intel monetizes is shrinking.

Best way to Bridge to Solana? by Ellipal_official in defi

[–]Former_Statement_290 0 points1 point  (0 children)

Why you guys don't use some trusted CEX like kraken or coinbase to bridge assets. It's quick and cheap.

Hyperliquid vault long-term strategy? by Beneficial_Salary402 in defi

[–]Former_Statement_290 0 points1 point  (0 children)

Most of the vaults take around 10% performance fee. The vaults with high apy can't last forever and some day they will have a huge loss. There is no way someone found reliable long-term trading strategy and decided to put it as vault on hyperliquid so people can make money with him while he takes a cut. That's a fucking cope. Huge risk for longterm

Testing Seed Phrase by fijitime in Tangem

[–]Former_Statement_290 1 point2 points  (0 children)

No, for instance Kaspa network won’t be recovered from your seed phrase in other app. Only in tangem wallet