🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Netscape helped Yahoo become the default directory guide to the internet from its browser. Then Yahoo helped Google by using its search engine, enabling Google to become a search monopoly. Now Google is helping OpenAI with inference and underlying AI compute. Is history

Intel CFO tells me he expects capex to be DOWN for 2026.

Lip-Bu Tan is not messing around

Intel now expects to have 75,000 employees at year end - down from 116,500 in June 2024. Nvidia CEO said they now have 42,000 employees yesterday - up from 36,000 in January 2025. Massive shifts.

Intel says if they don't get a significant customer for 14A they may discontinue development of the next-generation manufacturing node and subsequent nodes

Can someone ask management what is the time period Intel has left to make the go or no go decision on 14A? Stacy Rasgon

He basically implied 18A yield sucked. It can't be just about performance.

Nobody does this type of quality Intel analysis better than Stacy Rasgon and the Bernstein team.

We need to close the gap with China in physical robotics.

There is a lot of alpha by just reading employee posts on subreddits.

For You algorithm is getting

During my first buy-side HF analyst job out of college, I pitched Nvidia. It worked. The stock doubled and became my first big winner. Twenty-five years later, I wrote THE NVIDIA WAY, the first definitive business history book on Nvidia. I told Jensen Huang the story and he

tae kim One of the best business books as well! Loved the story of Jensen that you tell in the book. I've been a share holder still for the last 5 years. Life changing company for everyone involved.

🤦‍♂️ Come on man

I remember a time when a prominent magazine writer who once heralded the Vision Pro as a surefire hit and put Tim Cook on the cover while disparaging Nvidia as a fad.

The most bullish data point for Nvidia in years. "There is no question in 2050 I'll still be working" - Jensen Huang Morris Chang worked effectively until 86, so why not?

Tell me you are running out of compute without telling me you are running out of compute

Definitely be reading this if you have not already. For me it's rare to recommend a bio (comp or person) while the story is still playing out and also from a reporter. This is a unique story and worth telling now and this is told well and respectfully. a.co/d/d9mXZEt