@rosyprosperity @Pablo01618 So Dow inc, I know they make a dielectric coolant and maybe EMN will in the near future
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ERAZ
992 posts
ERAZ
@__ERAZ__
I'm just here for the fintwits
Wisconsin, USA Katılım Ağustos 2014
445 Takip Edilen267 Takipçiler
$IBM $INTC $NVDA
ICECool patents expiring 2033-2035.
However, they are DARPA-funded and therefore encumbered, so the Bayh-Dole Act applies.
ieeexplore.ieee.org/document/95366…
arxiv.org/pdf/1604.08776
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@Pablo01618 I enjoyed shorting $ENPH in the $300's. It will be interesting to see how solar plays out for the data center story.
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$enph paying for my kids education since 2026 thanks for fucking playing…
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@Cernovich Governments naturally operate on negative equity by issuing liabilities prior to receiving tax revenues, closing out some deficit and the rest allowing deficit growth overtime to cause inflation. If they did not do this deflation would set in and no one wants a depression.
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@Cernovich Economy gets stressed whenever rates go above 4% in recent history, longer it continues the more bankruptcies are seen. Oil spike adds to this but it is not a longterm problem as all commodities fall back to a cost plus level with a small margin for operators.
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@Pablo01618 This is the lovely built in feature of all commodities, then all come down after spikes in price
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10-20 billion gallons of oil estimated to be stranded in the gulf. If it opens back up fully.. we will have an immediate supply glut..
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Europeans are funding the American lavish lifestyle through purchase of
-USTs
-Stocks
-Energy
-tech / digital services
-weapons
Donald Trump is really doing something super great for Europe. The least we buy from USA the better of Europeans will be.
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ERAZ retweetledi
For those who missed this report on $INTC, I talked about the following customer prospects:
- Tesla & SpaceX commitment (14A, 18A, and EMIB)
- Apple & How Intel Foundry plays a role under John Ternus, an engineering-driven CEO
- MediaTek & Google's push towards scaling up AI packages
- NVIDIA-Intel collaboration on Foveros Direct3D, along with prospects of 18A/14A
- Broadcom; being one of the earliest involved in PDK sampling of 18A
I also talk about why all US fabless would ultimately need to be a direct customer of Intel's foundry services. This is a really interesting report for those looking beyond Intel's DCAI and CCG segments.
$NVDA $TSLA $AVGO $GOOGL $AAPL
Muhammad Zuhair@mzuhair123
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$GOOGL $MSFT - ACKMAN: WE SOLD GOOGLE AND BOUGHT MICROSOFT
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@RudyHavenstein We all know the Feds only job is to create inflation, and make sure deflation never takes hold, have to keep the wheel spinning
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"People hate inflation, hate it." - Powell
Then why the hell did you guys change your framework to SPECIFICALLY SEEK higher inflation?
Who the f*** do you guys work for?
It sure ain't most Americans.
@jeromehpowell @federalreserve @secyellen @SenateBanking @BankingGOP
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"People hate inflation." - Jerome Powell. Real quote.
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@Stockspy1 Well you are off to a good start now, I hold alot of INTC, so I hope this is not a 2021 redux
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@Sandeman52 From investment perspective this is going to zero unless some goverment contract comes in, negative cashflow company that is way overvalued and only profitable under government contracts. Only profit ever for MRNA was 2021-2023. Should be worth cash on hand, not 22B.
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I’m up 108% today on these $MRNA calls I bought just yesterday? Did anyone join me for this?
SandemanStocks@Sandeman52
I bought 150 $MRNA $60 July strike calls. This is to hedge on the chance this new virus starts to gain traction. They actually worked on a vaccine a few years ago. I’m assuming it’s going to die down and my money is liquidated. This is the first time I’d be happy to have a trade liquidated. However, I remember Covid….vax stocks went vertical quick. This is my hedge. Am I worried about Hantavirus? Nope. Not one bit. This is a moonshot hedge…
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ERAZ retweetledi
There are many sensational takes on X today. It’s always advisable to refer to facts and data, though.
No, we are not in January 2020 again. Most probably there won’t be a stock market crash and a lockdown throttling our society and the economy. Calm down.
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ERAZ retweetledi
Intel is always going to look expensive
Its never going to be cheap on any metric. The best growth stories always look like that
Intel has a legend of industry CEO who is chasing the 3 biggest TAM in semis
In a vertically integrated government backed entity
Stay long $INTC
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