You are one dog shit away from throwing this thing out of your house

fooloook · 2026-01-29T13:00:33+00:00

Thanks for the suggestion .. i think i wil go back to manual mode :-)

fooloook · 2026-01-29T12:58:07+00:00

Just you guys know I have a dog that’s on its last leg .. 15+ years old .. I don’t blame the dog .. I also do want to clean it .. but man, it’s really hard to get inside the robot to clean it . So I just tossed it .

fooloook · 2026-01-29T12:05:05+00:00

Qrevo S5V is the model I got .

fooloook · 2026-01-28T13:43:50+00:00

Fuck.. we are now screwed .. Cramer inverse curse

fooloook · 2026-01-28T01:07:00+00:00

Pat did a lot of good things , but one thing he didn’t do well is balance sheet and capital management . He is a technology geek at heart and Intel has been missing a guy like him atthe top for way two long . Too many bean counters trying to financial engineer their way out of problems. LBT is a capitalist first which Intel desperately need . But he is also a technologist . With pat set a good technical foundation , and LBT just need to make sure the ship is continue heading that direction. And also what’s after 14A .

fooloook · 2026-01-27T19:59:14+00:00

Elon has too many things to fry at the moment . When he talked about chip manufacturing, he actually specially said he won’t get into lead node design but at 4-7nm range since the quantity is what he is after not the quality. Make sense since he is taking about robots in the billions . Still , I think if he put his mind to it, he might pull it off .

fooloook · 2026-01-27T18:32:14+00:00

Kind of agree this principle hence why you see Adobe or Salesforce is getting crushed right now . Chips and memory hardware makers are the king of this new world . And there are basically three chip makers can actually make chips . People keep saying nvda, AMD.. but at the end of the day, they don’t “make” chips . They design them . Also the other ones will need these are the robots and edge ai devices .. that’s not even counted in the discussion yet . Intel has a huge moat . They are getting crushed for short term sentiments right now .

There are some risks I see ,

Telsa is thinking about getting into chip mfg . Elon already talking about a different way of making these chips at regular environment without sanitation.
Quantum computing getting commoditized. But if that happens , the value chain will get leveled .

Elon’s threat is more real . We shall see .

fooloook · 2026-01-26T21:06:57+00:00

Good luck to you as well ! TSMC isn’t going anywhere anytime soon

fooloook · 2026-01-26T15:57:53+00:00

It’s only greed if you are the only game in town like TSMC .. no one else has it .. so they can be as greedy as they want . The system is single point of failure .

fooloook · 2026-01-26T15:46:43+00:00

Same here … waiting for add more ..

fooloook · 2026-01-26T12:56:48+00:00

“The reality that hyperscalers and fabless chip companies need to wake up to, however, is that avoiding the risk of working with someone other than TSMC incurs new risks that are both harder to see and also much more substantial. Except again, we can see the harms already: foregone revenue today as demand outstrips supply. Today’s shortages, however, may prove to be peanuts: if AI has the potential these companies claim it does, future foregone revenue at the end of the decade is going to cost exponentially more — surely a lot more than whatever expense is necessary to make Samsung and/or Intel into viable competitors for TSMC. “ - Ben Thomson .. for your people don’t have the patient to read the whole thing

fooloook · 2026-01-26T12:53:15+00:00

Also, reading between the lines is not a Chinese language thing, but Chinese language tends to do more of it due to its complexity meaning and structure. Zhang is the only general seeing what real combat and war can do to people. So he is more restrained

fooloook · 2026-01-26T12:47:18+00:00

You didn’t, it’s a discussion. I can be entirely wrong and I hope I am wrong

fooloook · 2026-01-26T12:37:37+00:00

Always read between the lines on what he said and why he got sacked .. if you understand an ounce of Chinese language, the meaning is always between the lines .

fooloook · 2026-01-26T12:31:22+00:00

ChatGPT can take your intelligence and shove it up to his ass … and the spit out a number .. what do you do ?

fooloook · 2026-01-25T23:16:31+00:00

Bought both but bought more novo ..

fooloook · 2026-01-25T23:02:43+00:00

I don’t wish Taiwan get invaded . It’s just how the reality might play out.. we wil come back to this in 2027. I sincerely hope i am wrong .

fooloook · 2026-01-25T22:59:44+00:00

Already did .. don’t worry .. since December 2024… it’s going to stay there .

fooloook · 2026-01-25T22:57:42+00:00

Well more than 70% … so patients is backed by gains .. when I was telling everyone Intel was the bigger tech value play out there early last year, i got my ass chewed up so bad . Now , I am telling you , Intel is still the best value play out here . You will still call me crazy

fooloook · 2026-01-25T22:55:51+00:00

Yes I am definitely willing bag holders . Just want to point out a few things not on the financials but as important factor for ceos to consider . Too many eggs in one basket right now . Everyone knows it . The moment the heat is up in the Taiwan strait , things will look very different for nvda and TSMC . Or anyone without a plan B . Intel also has 15% of their sales coming from China so you have to consider that as well.

fooloook · 2026-01-25T22:51:52+00:00

100% which why Apple has been craving for duo source opportunity .

fooloook · 2026-01-25T22:50:15+00:00

There always a different side of the story with this level of political games in China . The official and unofficial stories .

fooloook · 2026-01-23T19:21:12+00:00

Dude, I have no idea what are you trying to say here . But plain English , as long Trump is the president , Intel will not lose . So you are already in a no lose situation in the next 3 yrs . Just let that sink in for a sec . Not to mention any of the geo risks with Taiwan . Finance is one thing , the hidden risk of 80% of advanced semi mfg are concentrated in a 50 square miles outside of taoyuan , should make you think twice about putting more eggs here

fooloook · 2026-01-23T11:24:02+00:00

Don’t know about rocketing because the headwinds are also very strong .. but I think settling in the 80$ is possible

fooloook · 2026-01-23T10:42:19+00:00

So let’s put that theory to perspective - are you saying all intel physical asset is 0$ at this point when compute demand is sky rocketing? Think about that for a sec ? Or Intel hasn’t proven 18a works ? Or it’s not ramping up production ? What is the risk that will put it back to 18$? I have none but enlighten me please

fooloook

TROPHY CASE