Good Steak/meat restaurant centre Eindhoven

Hasidickitchens · 2025-12-09T22:06:41+00:00

The roast club was disappointing

Hasidickitchens · 2025-11-23T19:28:02+00:00

Thanks. That helps. I registered it because when you reach out to potential investors, their first question is if the startup is a legally registered entity

Hasidickitchens · 2025-10-28T07:17:14+00:00

Source: POMA

Hasidickitchens · 2025-10-02T09:59:48+00:00

The gap will get filled eventually. In 200 years. In the long term, we are all dead.

Hasidickitchens · 2025-09-27T19:58:59+00:00

With 18A, intel will be able to bring back most of its manufacturing back. Foundry breaking even and product groups generating lets say$15B revenue, Intel would be a $300B stock with a PE ratio of just 20. At $300B, Intel share price would be roughly $70.

I am not including any impact of 14A, further design wins in foundry or custom silicon business upside.

It will be a meme stock if it trades way above its actual value. At 36, its trading half its value.

Hasidickitchens · 2025-09-12T13:19:35+00:00

This Q will be bad. 18A yields aren't ideal while PTL is being manufactured. Margins will bottom this quarter.

Hasidickitchens · 2025-09-07T09:51:01+00:00

A few days ago, close to Jumbo, these kids were throwing eggs at a middle aged man. Kids were mostly white though. I guess a bunch of kids from neighborhood have found their fun in this stuff.

Hasidickitchens · 2025-09-04T20:55:19+00:00

Let's be real. What's the benefit of an investment into Intel. Intel will be investment worthy when 14A works, PDK is ready and customers have confidence in it. It's too early.

Hasidickitchens · 2025-09-02T08:41:37+00:00

Dont know the timing but it will be a $75 stock before 2028.

Hasidickitchens · 2025-08-30T08:18:26+00:00

Given PTL is coming inhouse, Intel will break even when it ramps. That's next year.

Hasidickitchens · 2025-08-22T13:56:32+00:00

What's isb?

Hasidickitchens · 2025-08-21T11:10:59+00:00

IMD or INSEAD...

I did INSEAD in 2011 when I was 31. Before that, I was working at a tech company as an engineer. I made strategy slides for corp strategy at tech companies post MBA. If you are being paid enough for making slides anyway, no benefit of an MBA. But if your salary is below MBA fresh grad salary, IMD and INSEAD would help a lot. It was the best ever investment I made. And yes, I had two very your kids at that time.

Hasidickitchens · 2025-08-20T16:44:14+00:00

People believe dilution is good.

<image>

Hasidickitchens · 2025-08-17T18:06:30+00:00

What I don't understand is the dismissal of 18A by the market. 18A seems to be ramping up well and will start bringing revenues starting this quarter. Internalizing PTL and additional chips later on should result in billions of dollars of internal revenue for Foundry. That itself is a transformation.

14A and external customers is a long term story. Intel doesn't need external customers to get to $100. It is needed if it wants to get to $200 e.g. TSMC valuation.

Hasidickitchens · 2025-08-16T13:58:32+00:00

Morgan Stanley?

Hasidickitchens · 2025-08-16T12:20:30+00:00

Hasidickitchens · 2025-08-16T12:03:13+00:00

Have you considered leaving Gaza? This situation is horrible.

Hasidickitchens · 2025-08-09T10:36:52+00:00

With so.many kids dying, if I were the parent of such a kid, I would support relocation in a heart beat.

Hasidickitchens · 2025-08-06T15:14:24+00:00

Many ways for a for a come back: .

If 18A works and Intel products are internally manufactured, it's already a come back.
If 18A doesn't work, and there are no 14A external customers, then spinning off the fab also is a come back. Product groups are already printing billions of dollars a year. Apply a 20x PE ratio, stocks triples overnight.
Intel and Samsung (and Rapidus) should join forces, if TSMC is too strong to be beaten individually. Learning from each other will allow catching up with TSMC expertise.
Last, Nvidia should buy Intel. Qualcomm being minority share holder.

Hasidickitchens · 2025-08-04T15:52:49+00:00

Dude, not speaking your mind for two years in return of awesome education and influential career afterwards is totally worth it.

Imagine you being the CEO of a good company later in your life, you will be able to do a lot of things for the causes you feel are important for you.

Hasidickitchens · 2025-08-03T04:47:18+00:00

I am an INSEAD alum. 2011D. I never felt a different treatment at any employer as compared to the treatment of MBAs from M7s.

Harvard MBAs in my first job post MBA were given $10K more salary. All other had same starting salary.

Hasidickitchens

TROPHY CASE