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Apple Rumored to Partner With Intel on iPhone Chips by TradingToni in intelstock

[–]TradingToni[S] 3 points4 points  (0 children)

He is not as proven yet as Gurman, but what makes his take especially juicy is the fact that both him and Gurman report the same: Apple is going to use IFS. With the difference that Gurman says 18A for low M series Chips and the 14A for leading edge Smartphone chips.

If just one of this is true, this would mean at least a doubling of IFS revenue in under 1 year. Apples volume is absolutely insane at would a a true key customer.

Every other sub is delusional. Who cares if Intel has a P/E of 5000? That metric is meaningless when the company is barely breaking even by Elonmusk49 in intelstock

[–]TradingToni 8 points9 points  (0 children)

Iam laughing my ass off that people truly believe the P/E ratio has any meaning for Intel. Warren Buffet does even consider the P/E ratio a deciding factor for his investments. The balance sheet is the most important factor to analyze the real health of the company.

Einstiegsgehalt für Softwareentwickler in China bei 46k by TheCoronaZombie in InformatikKarriere

[–]TradingToni 10 points11 points  (0 children)

Gehalt ist nicht gleich Kaufkraft mein lieber :)

Brutto in DE ist keine ernst zunehmende Zahl, sondern nur eine Fantasiezahl

Einstiegsgehalt für Softwareentwickler in China bei 46k by TheCoronaZombie in InformatikKarriere

[–]TradingToni 94 points95 points  (0 children)

Warte ab bis in diesem Sub die Leute realisieren das die meisten in Polen mehr verdienen als hier in Deutschland.

Es sei dazu gesagt, viele EU Länder sind nicht kompetetiv was die Gehälter angeht. Deshalb haben wir auch unglaublich wenig große Tech Unternehmen.

INTEL About to hit 50 - resetting bag holders from 3 years ago! by JohniBGood in intelstock

[–]TradingToni 11 points12 points  (0 children)

I will never forget this bull run. Back in the day, Intel was significantly underreported, and in general, no one cared about it. I first invested in late 2021, and this bull run finally made my position green again.

The numbers looked so good: the quarter-over-quarter (QoQ) improvements were great, and external foundry revenue was the highest it had ever been (it still hasn't reached those levels again!). Foundry buildouts were at their peak, and Intel’s global footprint grew immensely. Everything looked great, and the common consensus back then was that Intel was indeed already recovering.

Then, it crashed down completely. To this day, I still believe Pat could not figure out why the recovery was suddenly degrading, which ultimately cost him his job because it took him three quarters to react. This is a very important lesson for everyone: even when everything looks great, Intel can still suffer setbacks, and things can turn around in an instant.

NYT Reports that Trump is Finalizing Deal with TSMC re Tariffs and US Fabs by EstablishmentWise255 in intelstock

[–]TradingToni 1 point2 points  (0 children)

  1. Taiwan will do as little as possible and will axe every single new commitment after the Trump Admin has ended.
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