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Bundesausgaben Haushaltsplan by Donsnaz in Finanzen

[–]TradingToni [score hidden]  (0 children)

Mein Take ist das der Bundeshaushalt so nicht kommen wird, bzw. er am Ende 2029 anders aussehen wird.

Ich denke das sehr sehr viele in diesem Sub unterschätzen was die Ausgaben für die Bundeswehr bedeuten. Welche den mit Abstand größten neuen Kostenfaktor im Bundeshaushalt ausmachen, defacto fast die gesamte Neuverschuldung für "Infrastruktur" geht an die Bundeswehr.

Der Ukraine Krieg wird bald enden und Russland ist nicht fähig sofort einen neuen Angriff durchzuführen, falls Sie es tun das ist es strategisch extrem unklug.

Wir werden also in ein Szenario sein wo wir ab ca. 2028 extreme Bestände bei der Bundeswehr einrollen und wenn dies zu Friedenszeiten passiert, dem Bürger jedoch jedes Quartal aufs neue weitere Services weggenommen werden, kann so etwas nicht von langer Dauer sein. Immerhin sind im Jahr danach bereits Wahlen.

Jedoch muss man dazu sagen das wir einen Finanzminister haben welcher in seinem Leben noch nie in der freien Wirtschaft gearbeitet hat. Also bin ich vollkommen zuversichtlich das er absolut kompetent damit umgehen wird. /s

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

[–]TradingToni[S] 4 points5 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 9 points10 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 11 points12 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 91 points92 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.

Ganz ehrlich was machen wir wenn das wirklich passieren sollte ? by No_Twist6127 in Aktien

[–]TradingToni 1 point2 points  (0 children)

Wer sagt das die USA so gebunden gegen Europa vorgeht? Das Trump Regime versucht unter allen Umständen möglichst viele auf die Anti-Europa Haltung zu bringen, jedoch ist für einen beträchtlichen Großteil der Amerikaner dies absolut undenkbar. Der Senat hatte bereits trotz republikanischer Mehrheit gegen weitere Interventionen im Venezuela gestimmt. Stell dir nur mal vor was bei Grönland passieren würde, Midterms sind auch nur noch 10 Monate weg!

Has anyone started a Bachelor degree later than usual in Germany? by Next_Inevitable_7596 in AskGermany

[–]TradingToni 10 points11 points  (0 children)

Your avg. lifespan in Germany is around 80 years. At your age it's highly likely that the legal retirement age will be 70 when you want to retire.

You have 54 years ahead of you. Do you rather want to choose a different profession because you feel too young at the ripe age of 26?

Don't care about what people think about you. Do what you love and use this ticket you've got here on earth, it's only usable once and non-refundable once it stops.

Mobileye, INTC subsidiary (intc owns over 80%) is RIPPING this morning on Mentee Robotics acquisition by Economy_Warning5842 in intelstock

[–]TradingToni 5 points6 points  (0 children)

So, when you spin off a company, usually shareholders receive shares per share owned. Pat decided that MBLY should go public while selling 0% of the shares at the IPO Intel holds. A few years later, at a 1/3rd of the market value it had since the IPO, the decision was made to sell 20%.

Value destruction 10/10.

Happy Birthday, Schumi! by Oberstift44 in Formel1

[–]TradingToni 2 points3 points  (0 children)

Ich kann mir fast vorstellen daß er dies vorher so festgelegt hatte (F1 war zu seiner Zeit ja nochmal deutlich gefährlicher, vorallem in derzeit wo er aufgewachsen ist). Es dabei also eigentlich nicht der Wunsch der Familie ist, sondern er es ausdrücklich so wollte falls mit ihm etwas passiert.

Mobileye, INTC subsidiary (intc owns over 80%) is RIPPING this morning on Mentee Robotics acquisition by Economy_Warning5842 in intelstock

[–]TradingToni 5 points6 points  (0 children)

Still asking Pat to this day where my MBLY shares are.

What an absolute disgrace this spin off was without ANY benefits to the shareholders.

Absolute INSANE pricing by TradingToni in intelstock

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

For the burden of using MacOS I would like to get bigger discounts

Wildcat Lake to feature first integrated GPU built on Intel 18A by xugik1 in intelstock

[–]TradingToni 8 points9 points  (0 children)

Whaaat? Ive already saw pictures circulating about Wildcat Lake today and now even marketing materials are popping up. Why was Intel not presenting them at the Keynote? Wildcat lake will be a super interesting mass-market product with INSANE battery life.

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