GBowen

@Investinc_Intel Not a single one of those companies is guaranteed to still be a company when your 28 let alone 50.

I am 24 years old and this is my portfolio: $HIMS 500 shares $ZETA 500 shares $SOFI 400 shares $IREN 100 shares $ROOT 11 shares What would you change about my portfolio?

I say no, if he puts on some beef this summer. But there is a point; some of the golden boys are gonna have to dev their grit and PK game if they wanna get mins.

Does INTC have a shelve in place where they can sell shares quickly and further cleanup balance sheet for flexibility....I would think that they have to wait until after the business update to level the info playing field... Lip wants cash flexibilit now (quickly) in order to steer the ship.

Maybe.....but a some point someone is going to look hard at how 30% of this stuff is being bought with hocus-pocus money (Chip companies "giving" money to others to turn around and buy there products with (equity swaps, future % of sales, or fashion vendor term financing). When that tips over valuations are going to bust 40% -70%. The other 70% has real money to spend, GOOG, MSFT, META, APPL, AMZN, X, but their largest cloud IT consumers who built that pile of cash are regulated fortune 500's and regulated requires knowing exactly what an AI agent is doing, has done, and will do in the future in a predictable way in order to function. We are not their yet for regulated industries to be able manage that. This has 2000 bust written all over it, just don't know if it's currently Jan 1997 or Dec 1999 right now.

The market no longer sees $AMD as a second option It’s realized $AMD is a big deal in its own way But let me tell you something. Only 5% of the $AMD thesis has become visible What’s coming is way, way bigger

@alc2022 Didn't age well.....

openai announced a new giga translation model yesterday $duol up 8% the narrative is fading

Not really, a heck of a lot of options. Including trading the pick, trading the draftee, or, or, or. More options than at nine.....Moving down for more picks....the Sharks system lacks quality D prospects as well.....Need more 6' 2" with bulk and speed guys that can AHL into the position over time.....The waiver wire should not be better than anything you have in the AHL.

From the looks of things, we're going to be disappointed either way. If we draft Stenberg, somebody in the top 6 is getting axed. If we go RHD, no immediate impact to help that playoff expectation next season. No guarantee we sign an elite defenseman either.

You will see $93 again, maybe even $88 on the normal course to $200. Now that's on the normal course, if the Musk vs. OpenAI verdic puts a 6 -18 month pause in OpenAI/MSFTs ability to burn billions (while the leadership/structure shuffel takes place, you'll see a 30% sharp pull back accross the board in Chips as a pause in those billions in spend willl make the buildout look a lot more managable.

There is a possibility that we may never see a meaningful pullback by $INTC until it reaches $1T mark…

Cherny isn't going anywhere. All of the top six young skill are fly-weights, except Chern, and you don't get out of the second round with fly-weights, they end up injured or dead in the 1st round. Ek probably ends up somewhere else in a year or two, Graf too if he doesn't beef up (both need to be beefly versions of their current selves to stick). Sharks need 3 development D and 1 top four D from the draft. They will give Sam a chance to be better in camp next year, but it wouldn't suprise me to see him do 25 games in the AHL, to get him back to playing without thinking so slow. Sharks are also going to start learning playoff style hockey next year in the regular season (not just skill/structure hockey) .... watching most PO series this year, it's clear 85% of the teams playing are just at a different level of toughness. Teams are also going to be hitting Mac next year.....

Stenberg would immediately slot in as a top 3 forward on this team. The D this high won’t be ready like that, even Chase Reid. Mack Misa Stenberg Smith Eklund Chernyshov That’s an insane top 6 and gives the room to trade an EK/Cherny for a top flight d man

@2MINIHULK Well there u go. Really means the Sharks young core better hit the weight room hard this summer cause some of those young talent guy are gonna need beef to stay in SJ.

"Thomas, please start the clock." Just give us the 2nd overall pick already

Ya, true but when you own 1,000 shares of NVDA at $14 in 2014 (50 cents split adjusted) and sell it 20 months later for $52 ($1.50) you feel really good, till it never looks back and it is sitting 100x from $1.50 in 2025. The reality is, for stocks to make that kind of run, other than the CEO, unknowable things will have to happen in the years ahead. (i.e. you can know the CEO is smart and beating what you can see, but you can't know bitcoin mining and AI will be coming in 5 years and everyone else will drop the ball).

@Ferris15G @alc2022 There’s nothing wrong with that. Those 10 years were not linear. We went up down and sideways. If you bought at the bottoms of 2017 and sold at 150 in 2021 then when it fell to 93 last year and you get in that’s winning. You get the returns in less time.

I’m up 85X on $AMD It’s taken 12 years

@dalibali2 The right way to look at INTC is market cap and invested capital. They have been screwed up for a long time. So with NVDA at 4.7T market cap, what could INTC be with solid leadership and large capital equipment base? It really isn't hard to see 900b in the near to mid term.

Intel is up 10+ even though everyone knew about Apple a long time ago?

@unlimited_ls "Illegal ebike"? ... You sound like the "magazine capacity" Karens. The ebike didn't kill someone, a piece of shit kid with worthless parents did.

@XFreeze Forget the arm, write the software to connect him right to the drone....and he would have job opportunities.

Thought-Controlled Robotics is now very real and it's happening with Neuralink A paralyzed Neuralink patient, Alex Conley, just controlled a robotic arm using only his thoughts - then piloted a drone with his mind Meanwhile, another patient, Jon L. Noble, is now playing World of Warcraft hands-free using only brain signals Two years ago, this was pure science fiction Today, it’s happening in clinical trials Neuralink not just restoring independence, it’s also unlocking new dimensions of human capability Patients who were once completely paralyzed are now interacting with the physical and digital world using nothing but their thoughts The future is not coming. It’s already here

That trade would suck for McDavid....as it makes fixing the D problems unfixable....(can't afford to buy them in FA, and no longer have the assets to trade or draft for them) the right answer is draft and develop.....the core young forwards on the Sharks still have 2-3 years of beefing up to do or they will just find themselves injured or dead in the 1st round anyway.

should we sink two franchises for the price of one

@RagingVentures Please, please, please build a billion dollar short position in INTC.

Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.

@VraserX Most non-profits don't have signed contractrs with doners, it is understood (by law) that the money will be spent in line with thier charitible purpose by default.

Musk admitted there was no written agreement or contract with OpenAI about the terms of his early donation. So the entire “they betrayed the founding deal” argument basically comes down to vibes, memory, and billionaire regret. He’s done.

Going to come down to the details - "Open AI Startup Fund" what is it, how was it created, who owns it vs. "Open AI Corp" which can be a totally different entity. But, where it will get messy is in an asset/IP/Contract/ good will etc. transfers from "Open AI Corp" to "Open AI Startup Fund" and the board governance around each and every transfer (wether those were all board considered and approved or was the "Startup Fund" was just a way to steal from the non-profit and enrich it's holders).

マスク氏が勝つ可能性大。そうなれば、OpenAIは解体される。 ・法廷でアルトマンの「証拠」が自爆 OpenAIはマスクを追い詰めるため、あるテキストを証拠提出。そこにはアルトマン自身の言葉があった 「私は個人的に株（エクイティ）を持っていないし、持ったこともない」 しかしそのテキストを書いた時点で、アルトマンはすでにOpenAI Startupファンドの経済的権益を保有していた。 マスク氏はアルトマンは詐欺師だと言っている。 自ら提出した証拠が、自らの虚偽申告の証明になった。 これが今、法廷を揺るがしている。 ーーーーーー 動画は過去にアルトマンがケネディ議員に「株式」は一切持っていないと言った場面。 その後、アルトマンは株式を所有していたことが明らかになった。 ケネディ議員「なるほど。かなり稼いでいるのか？」 アルトマン「いいえ、そうではありません。医療保険が賄える程度の報酬です。OpenAIの持ち分（株式）は一切持っていません。」 ケネディ議員「本当か？それは興味深いな。弁護士かエージェントをつけた方がいい。」 アルトマン「え、何が必要だと？」 ケネディ議員「弁護士かエージェントだ。」

@FuturumEquities @danielnewmanUV It's a market cap and capital asset play in a real world where the U.S. will never fight China for Taiwan.... And Intel is the only horse in the barn to ride when the conversion happens...easy 3x market cap from here. Lip was the bonus, he can actually execute.

$INTC: +10% today. +125% on the month. +350% on the year. @danielnewmanUV called it when nobody believed. His thesis was simple: Washington would make this company, and leading-edge American semi manufacturing was the tailwind no one was pricing in. He stuck with it. He got it right.

@LockedOnSharks Watching what it takes to just survive in the playoffs, trading 2nd and 3nds for proven grit/beef is required. The Sharks don't have much at all in the AHL now...all the "prospects" (minus Pohlkamp and the goalie in the minors is) are in the NHL.

The San Jose Sharks have traded several 2nd and 3rd round picks, including deals to acquire players like Kiefer Sherwood. Could this signal a strategic move to consolidate their highly ranked prospect pool? Share your thoughts below. #SJSharks