
Mark Abraham
3.2K posts

Mark Abraham
@the_mabraham
Research software engineer at @IntelHPC with responsibility for GROMACS #IAmIntel












$INTC is basically the $RKLB to SpaceX and is one of my biggest positions. Everyone knows it will catch up to TSM as the de-facto semi arm of the US government with Nvidia to Apple backing it. It’s more of a matter of time. At a $234B MC ( $TSM is $1.5T), ~7X return just for waiting. Whether it’s in 2 years or 10 years, I strongly believe Intel is one of the rare opportunities in the market where you can invest in the White House and infinite money printer subsidizing the cash burning foundry development. It’s not winner takes all, the TAM of semis will keep going up, $TSM is a great long, but US hyperscalers from Google to Nvidia would be pressured to use Intel when available. United States won’t let Intel fail, this is a high conviction long on US policy.










Anyone from the slack frontend team following me? Could you improve selecting a chat and copying via some liberal application of style="user-select: none;" please? Something like this in the screenshot leads to: ```today 9:32 AM Max :palm_tree: One of my favorite prompts for coding (saw it on X somewhere): .... (edited) 2 replies Last reply today at 10:37 AMView thread 10:10 AM Carl joined #test. ``` It's too messy to use without post processing. It would be lovely if it would just lead irc style: ```best 2025-04-25: [ 9:32am] Max: One of my favorite prompts for coding (saw it on X somewhere): .... (2 replies) [10:10am] Carl joined #test ``` skip emoji status, (edited) status, clearly formatted timestamps, day change written in full. For extra points, it would be amazing if Command-Shift-C could also include all the replies, that would be brilliant.












OpenAI says that Codex wrote most of the UI code for their their new agent builder the ui is a hot garbage fire. it makes sense now.









