rshi

I haven't seen a C++ vibecoder yet. I wonder why?

The orbital DC stuff is so silly it’s kind of shocking The size of solar array you need to run a measly 50MW of GPUs is 60x larger than the ISS. Latency is an issue. Maintenance is a massive issue. There are techs swapping spares constantly in regular DCs. Cooling doesn’t work in a vacuum so you need massive radiators. All of this is a solution looking for a problem. Terrestrial DCs have a few real bottlenecks - but none of them pale in comparison to the can of worms this represents. What is likely to be needed is smaller, localized micro DCs for inference that can take up existing grid capacity or be powered by a small dedicated generation solution Unironically the I think one of the most obvious solutions to many of these problems is.. $BE

Everyone asking me is it too late to buy Intel… TLDR it’s not ! What we are seeing in the stock price right now is only the effects of Wall Street realizing what I’ve been saying for the past year. This stock price only reflects two upgrades, Key Bank & Citi (who was the most bearish) upgraded from a sell rating to neutral lmao. We have a lot moooooore to go! Now is probably the best risk reward being long Intel in a looong time. So let me paint a picture for you of what is coming in the next year. First, I expect more upgrades, the real parabolic move in Intel will happen when 18A is in volume production and they report earnings with a healthy margin on it. This is what every analyst wants to see they want to see customers and good margin. But ontop of this we also have the added wind to their sails with the fact that the advanced packaging side of the business with EMIB already has tons of customers & is completely derisked! Additionally Intel’s Xeon 6 server CPUs demand is through the roof and they are expected to already be sold out for 2026 due to the AI infrastructure build outs. Nvidia took a stake in Intel for this very reason! Just these factors alone make it a $64 stock this year. But what comes next? Well we have the 18 AP node coming that is targeting higher density than TSMC N2 (18A already has better power performance). I don’t see why they won’t ship that either as it’s a lot easier to do than the original 18A. Also if you consider the fact that Intel has a history of squeezing out performance from less advanced nodes like 14 nm+++ 😂 it seems less risky to me. Then we have 14A slated for 2027, this is where Intel has the potential to overtake TSMC. Even though this is a later issue we will be watching what management says and listening closely to any rumors that customers are signing up for 14A already. My expectation is that Apple will be their lead customer, as TSMC is hiking prices while Nvidia is starting to overtake them as TSMC’s largest customer. Tim Cookie wants Intel to succeed more than anyone it’s a huge bargaining chip for him. So yeah that’s the story thus far. I’m not emotionally attached to the stock if I don’t see them executing I will cut them and broadcast that to my followers. But i am investing with the intention of holding this for 3 years+ not just next quarter.

When I talk to young Americans who call themselves "entrepreneurs" they're usually hustling some fake social media brand. When I interview young Chinese entrepreneurs they're starting a sheet metal processing plant or running some other kind of factory.

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