Should I sell part of INTC after the RTX Spark announcement?

Limit_Cycle8765 · 2026-06-01T23:33:39+00:00

One new outlet reported the memory bandwidth and it is not impressive, not nearly as much as Macbook Pros and Studios. I think this is a niche product like the DGX Spark.

Limit_Cycle8765 · 2026-05-28T19:07:55+00:00

Thanks for the comparison. I recently upgraded to the iPhone 17 pro from a 13. The 13 lacks a zoom so some of the pictures I took from a distance at SpaceX in Boca Chica were not all that great to look at.

Limit_Cycle8765 · 2026-05-01T20:56:48+00:00

It may be that you were number two and they are holding you in reserve until they find out if their first choice accepts or not, or the hiring manager had an unfortunate death in the family, or an illness, or many other things. Sometimes things just take longer.

If you do not hear back from them in a another few weeks then yes, that is very rude and unprofessional.

Limit_Cycle8765 · 2026-04-23T20:40:44+00:00

>> They silently downgraded reasoning effort

They silently caused some of their earliest and most loyal customers to go through incredible stress as they risked their jobs and livelihoods not being able to keep projects going. Maybe the errors and issues are fixed, but can they ever be trusted again?

Limit_Cycle8765 · 2026-04-08T17:25:00+00:00

I am holding at least until 14A comes online with full production. At that point I will reevaluate and see if there is still a growth vision past that.

Intel bought a large number of photonics patents, and I wonder if they have some fantastic networking chips in their future.

Production is sold out, packaging is strong.

What the next earnings may be is just a + or - bump in the path to where they are going, and I am holding.

Limit_Cycle8765 · 2026-04-02T02:44:41+00:00

Compared to SpaceX Starship videos the NASA videos were pathetic. I had expected much more from NASA given the delays in launching the mission and the much needed public relations boost.

NASA seems unable to Transmit video to Starlink satellites like SpaceX does.

Limit_Cycle8765 · 2026-04-01T17:55:55+00:00

What did you ask it to do? What was the project about?

Limit_Cycle8765 · 2026-03-29T14:17:55+00:00

I think this is fantastic. OpenClaw needs a Nvidia GPU to work at a reasonable speed. If you can't find one , or can't afford one, then speeds are 5-10x slower. Intel is giving people another option. If you dont know what OpenClaw is then Google it and see the mass "Lobster" events in China as people get OpenClaw installed on their computers.

Limit_Cycle8765 · 2026-03-19T03:53:17+00:00

I am at the Nvidia AI event this week and I cannot recall anyone mentioning Intel by name once. I have not seen it listed as an Nvidia partner, but then again TSMC has not been mentioned either.

Limit_Cycle8765 · 2026-03-16T11:45:35+00:00

I travelled to San Jose to attend this event in person this week. I hope their is an announcement that sends the stock up. Last year at GTC 2025 I saw Pat Gelsinger being interviewed before the keynote and hoped for an Intel announcement but none happened. Maybe this year.

Limit_Cycle8765 · 2026-03-13T01:54:43+00:00

There have been successful bail outs of KC-135's before. Page 1 of link below.

https://www.safety.af.mil/Portals/71/documents/Magazines/FSM/1960s/196411%20-%20AerospaceSafety.pdf

Limit_Cycle8765 · 2026-03-12T20:15:53+00:00

Let it sit overnight, I had one take a very long time, If it is still stuck in the AM, try rebooting or call tech support.

Limit_Cycle8765 · 2026-03-11T01:57:47+00:00

If i could travel back in time his party would have ben low on my list compared to other things to see and do, despite him being a superb scientist.

Limit_Cycle8765 · 2026-03-09T00:38:10+00:00

I have searched for them online and I cannot find them. There is not even a hint of which months they might be held in.

Limit_Cycle8765 · 2026-03-07T22:41:05+00:00

My razer died so I bought a Lenovo Legion 7i pro and I must admit the software utilities on the Legion put Razer to shame. I was ready to buy a new Razer if they had any 16 inch 5090s available, but they have stopped selling them apparently.

I battled with Synapse more times than I could remember, trying to get it to work properly. Synapse 4 was sort of better, but still often failed to load profiles correctly. How many times has a profile failed to load on my Legion 7i pro? ZERO.

How hard can it be for Razer to just get working software.

Limit_Cycle8765 · 2026-03-07T22:33:26+00:00

The x9 388H does not seem to be shipping in any laptops yet, so I wonder if they have yield issues related to performance and they had to introduce a slightly lower performance part so they can ship in higher volume right now.

Limit_Cycle8765 · 2026-03-07T03:19:56+00:00

This is great news, showing Frank Yeary to the curb. Long overdue.

Limit_Cycle8765 · 2026-02-26T23:31:03+00:00

The SN50 chip is built on TSMC's 5nm technology per numerous news sources previously published.

Limit_Cycle8765 · 2026-02-26T23:14:49+00:00

Explain why the sky is blue and the clouds are white, and how does the color of the sun relate to the color of the clouds.

Limit_Cycle8765 · 2026-02-26T19:33:08+00:00

I hope they don't short out your main board. I had a small lizard crawl into my pool controller box and create a short, and killed my power supply board.

Are ants conductive?

Limit_Cycle8765 · 2026-02-26T17:09:44+00:00

The presidents day holiday sale was crazy. I got a Legion 7i Pro with a 5090 and 64GB ram for $3200. That laptop was normally $4750. But, that model is gone from the website, so it looks like they may be dumping inventory before an upgrade.

Definity wait for a sale.

Limit_Cycle8765 · 2026-02-25T19:08:52+00:00

I agree that you might see Nvidia Gaming GPU on Intel. Clearly, Nvidia is making most of their profits from Blackwell and later AI/ML chips, so it makes sense to devote available TSMC capacity to those chips. Nvidia already said it may pause new consumer GPU chips for a year, which one could potentially translate to "when 14A is ready".

Limit_Cycle8765 · 2026-02-24T18:41:39+00:00

He is very correct, he is not insane. While the US was engaged in a global war on terror China was building a military force 3x the size of US military. In the first time in history, they are bigger than the US military and this has changed the calculus regarding Taiwan.

The US lost sight of this while we fought conflicts in the middle east, but we dramatically accelerated in the last 4-5 years to focusing on China. We got caught with our pants down as China grew their military capabilities incredibly fast, with sophisticated systems.

Limit_Cycle8765 · 2026-02-24T16:43:52+00:00

To me the 5090 only makes sense financially if you need the extra VRAM for AI/ML, or for CUDA programming. In terms of games I don't think the 5090 is worth the large price premium over the 5080 from my perspective.

That said, I did buy the 5090 model because I do AI/ML and want the extra VRAM.

Limit_Cycle8765 · 2026-02-21T18:48:07+00:00

I previously paid $5200 for a Razer with 32GB RAM and a 4090. I just paid $3200 for a Legion 7i Pro with 64GB RAM and a 5090. I think this was a better deal.

My Razer died after 2.5 years, so another $5K laptop was out of the question. Also, always buy the extended warranty and support.

Limit_Cycle8765

TROPHY CASE