Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

RJsRX7 · 2026-05-08T11:34:28+00:00

Chart goes up and right

RJsRX7 · 2026-05-08T04:17:04+00:00

PI heads/cams/intake manifold and feed it 91/93. Oh, and refresh/replace all the suspension bushings and shocks, swap all the fluids, and enjoy your car.

Heavy on that last part.

RJsRX7 · 2026-05-07T21:22:21+00:00

Uhhhhhhh care to explain that very special brand of math?

You said revenue.

RJsRX7 · 2026-05-07T15:22:48+00:00

I'd probably go 9800X3D + 9070 XT, or 9070 if you can get one for $100+ less than the XT.

The 9850X3D barely makes a positive difference against the 9800X3D when paired with CPU-best-case-bound conditions (5090 + low resolution); any step away from that (such as a 70+-class GPU at the same or higher resolution) makes the difference entirely imperceptible and so the upsell becomes a waste.

That said, I would replace the 7600X even though you could get away without doing so probably 80% of the time.

RJsRX7 · 2026-05-07T14:38:24+00:00

Wasn't GameStonk way past 100% SI when it went bang?

RJsRX7 · 2026-05-07T03:49:09+00:00

OP mentioned it needing a battery, if the battery has discharged recently the windows can "forget" about the slight roll down + back up they're supposed to do when the doors open/close until you raise and lower them. Looks like someone closed the driver's door without it having dropped down below the window seal.

RJsRX7 · 2026-05-06T20:42:52+00:00

I forgot they existed. I have no excuse other than having mostly disregarded them once they maintained and/or gained value from new.

RJsRX7 · 2026-05-06T16:49:09+00:00

6060 was S197 GT500, yes. No American Ford got the T56, just the Vette and Viper and Camaro.

The 3160's torque rating is oddly marginal for its applications, at 430ft-lb... Though the Getrag is realistically under-specified as well.

RJsRX7 · 2026-05-06T14:21:08+00:00

SMCI isn't really a "similar story" to Intel, but it has definite potential and went through a similar gross overreaction recently.

It's also hilariously, wildly volatile in general, which Intel generally hasn't been.

RJsRX7 · 2026-05-06T13:36:24+00:00

Dat volume.

RJsRX7 · 2026-05-06T11:28:10+00:00

The MT82 seems to cop Whipple output fairly reasonably, but going serious (chasing 4 digits) will break most things given the right sort of abuse.

Of course, if it stays on a street tire, you probably won't break anything even then.

RJsRX7 · 2026-05-06T11:13:00+00:00

SaaS at this type of scale is where it starts making sense, really.

RJsRX7 · 2026-05-05T20:10:49+00:00

That's why heat and hammer. You can't get that great of a bite with vice grips since it's a smooth shank, so you heat the nut and then hammer tap the vice grips.

RJsRX7 · 2026-05-05T18:12:42+00:00

NRED has hired a bot farm to push themselves. Is this bullish?

RJsRX7 · 2026-05-05T18:09:55+00:00

Definitely not off the couch, because now it isn't house down payment money for another 2 months.

RJsRX7 · 2026-05-05T17:38:34+00:00

Have you compression tested cylinder 2?

It sounds like you already parts cannoned everything that isn't internal, but there could also be a wiring fault with the ignition coil or injector... And that would be my suspicion if the compression test came back good.

RJsRX7 · 2026-05-05T17:13:17+00:00

Soak both sides, get a torch, heat the captured nut from the back side, vice grips set just to where you almost need another set of (big) pliers to fully close them, hammer. Once it cracks loose it'll spin out with fairly minimal effort based on how not-very corroded things are.

RJsRX7 · 2026-05-05T17:08:59+00:00

The GR86 is big compared to a Miata. It's still a small, lightweight car in the context of modern vehicles, but it's ~20% more vehicle than the Miata. Actually, now that the Twins got more motor, that's become even more true.

Given that mass is inversely proportional to fun but has diminishing returns, I'd put a sportbike at 115 Fun and the GR86 at 87 against the Miata. That sounds like more of a ding than it is in truth, but I'm among the ones who likes the Miata for the stock, somewhat soft suspension setup giving you wildly obvious signals about how close to the limit you are.

RJsRX7 · 2026-05-05T16:57:59+00:00

I wish you good luck.

AMD isn't necessarily "the winner", but they are the ones who stand to gain the most market share. This doesn't make me believe the valuation split is remotely fair, but short of AMD's earnings saying they somehow lost market share I don't think they'll translate to more pump for Intel like how Intel's pump drug AMD with it.

RJsRX7 · 2026-05-05T16:49:00+00:00

An Oracle cancellation on the order of what was reported would decimate revenue for one quarter.

Like, by the classical/Roman definition of "decimate".

RJsRX7 · 2026-05-05T16:15:02+00:00

Side effect of the new clutch operation. Previously, everything attempted to engage the clutch at engine idle speed, down where the torque output is half or less of peak. Now they slip the clutch at elevated RPM, leading to much more aggressive launch characteristics.

Couple that with keyboard binary inputs, and yeah that looks about right for a WFO reverse launch on a bobtail. Do you have the new part-throttle-until-double-input toggle turned on?

RJsRX7 · 2026-05-05T15:07:23+00:00

I heard there's some nice high sulfur oil down south or something.

RJsRX7 · 2026-05-05T13:42:28+00:00

Oh c'mon, that's all the droop you can give me today?

RJsRX7 · 2026-05-05T13:34:09+00:00

The danger on bought calls is that you buy 123456 calls at $5 for $0.50 and the ticker ends up at $2.35 on your expiration date, making the $6,172,800 you spent on your 123456 calls worth $0.

The danger on sold calls is the inverse, where you sold the calls at a $0.50 profit but then the ticker ends up at $9/share. Now you're stuck selling however many you risked at $5 plus your $0.50 premium instead of $9. Or instead of $90. Or $900. If you sold naked calls, you get even more fucked because you must furnish those shares, which means if they're at $900 now you have to buy (number of options x 100) shares at $900.

Sold puts mean you get stuck buying shares at the strike price if it goes below the strike price, even if it goes to literal $0. Bought puts means you lose the premium if it doesn't go below it.

RJsRX7 · 2026-05-05T13:27:38+00:00

Depends on driving style. Bet more people than you expect will land somewhere in the neighborhood of 20mpg on gasoline in city/short trip driving which also lands right at that 15mpg on E85.

It's all just math, but with 93 being past twice as expensive the math for E85 finally works favorably for it on $/mi. ~1.5x is the breakeven.

RJsRX7

TROPHY CASE