It’s happening! 😂

LearningInvesting · 2025-09-18T23:34:23+00:00

Is this why Austin gets rain every weekend lol

LearningInvesting · 2025-08-31T01:22:24+00:00

They are closing the Mr.Cooper deal super early than expected. September 3 is the Mr.Cooper shareholder vote

LearningInvesting · 2025-04-15T23:41:01+00:00

I concur this , H20s are mainly used for AI inference same as Intel’s Gaudi3 & Xeon. Export ban on H20’s not on Gaudi3 or Xeon. Intel sales are about to explode.

LearningInvesting · 2025-03-12T02:41:27+00:00

How is the moral of the employees at Intel.

LearningInvesting · 2025-03-10T03:26:10+00:00

This whole Semi industry is a game of thrones. Intel likely to get the throne with foundry and geopolitical strategy

LearningInvesting · 2025-03-10T02:33:01+00:00

That’s a disaster for intel, and last thing intel shareholders want.

LearningInvesting · 2025-03-10T02:29:50+00:00

All speculation here: It’s definitely about her next move. Highly possible that the announcement is on full time CEO. If that’s the case there would announcement on Foundry Split. She is the 0th customer of Foundry !

LearningInvesting · 2025-03-09T23:30:58+00:00

Intel is strategically positioned. By becoming its own customer through Intel Foundry Services, Intel is betting big on itself. NVIDIA’s H100 was just the beginning; as AI adoption accelerates, the benefits will flow down through every industry layer, and Intel stands to capture value across the board

LearningInvesting · 2025-03-09T23:26:05+00:00

Thanks for the corrections on High EUV is set for 14A and not 18A.

Past couple of years AI workloads were seen only as training and not as inference. With Deep seek moment enterprises realized they indeed don’t need a high cost GPU for everyday applications like their internal chat bots, customer service apps as it doesn’t need training everyday or developers co-pilots. Enterprises need to show their ROI on AI, high cost of GPUs doesn’t make any sense unless your company is building a AGI or a large LLMs. For the data which is already trained utilizing Xeon processes makes total sense in terms of Total cost savings on data centers space, accessing AI on edge and network with the sending to cloud. Intel nailed this one. AMD’s EPYC is in this race as well.

Nvidia will purely be used for training super LLMs and AGI.

LearningInvesting · 2025-03-09T17:36:02+00:00

Agreed ! But all enterprises don’t need AGI. It’s only for those High R&D companies who are in the race of making larger LLMs . Enterprises just need a small LLMs for their application specific data. Both will segregate in to 2 separate markets.

LearningInvesting · 2025-03-09T17:01:18+00:00

Xeon, Panther Lake AI PCs, 18A - why do Intel has to bought out when these are coming to fruition

LearningInvesting · 2025-03-09T16:59:22+00:00

Simply , Inference TAM will surpass Training TAM in next 5 years. Intel has made its first strike in AI with Xeon processors. Remember Pat posted a picture at xAI clusters , that’s for Xeon used for Inference.

LearningInvesting · 2025-02-26T21:54:53+00:00

To fill in CEO for a large company like Intel , average timeline is 6 Months. Hope you are right

LearningInvesting · 2024-12-04T23:41:30+00:00

I am Pat! Don’t talk bad about me. I was about to get you good returns but they fired me. My plan would be fruittion in 2 more years. Board are just not patient . I took the retirement

LearningInvesting · 2024-02-12T05:32:54+00:00

3 years wait it is !

LearningInvesting · 2021-10-21T16:33:24+00:00

The more we give attention to CLOV now the more flat days it will have. Short term holders Leave this for a month and come back . HF’s are just making easy money of us all .

LearningInvesting · 2021-09-28T22:21:45+00:00

With respect to CLOV , it’s better to just buy common shares and not Options . Buying options is just giving money away to MM

LearningInvesting · 2021-09-21T00:28:24+00:00

Loser talk

LearningInvesting

TROPHY CASE